How to Use the Better Proposals MCP in Mastra AI

Q: Can I control tool access in Better Proposals with Mastra AI?

Use the requireToolApproval flag in your agent configuration. This forces a human to sign off before the agent actually creates a proposal or modifies a contact.

Q: How do I list templates using Mastra AI?

You invoke the listtemplates tool. The output gives you the necessary IDs to pass into your document generation functions.

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Setup Better Proposals with Mastra AI

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Automated document flows in Mastra AI

Chain `create_proposal` into your agent's workflow logic to generate documents based on user triggers. If a step hits a snag, the framework handles the retry automatically. This keeps your operations moving without manual oversight. You define the sequence, and the tools handle the communication with the CRM.

Conditional proposal logic for Mastra AI

Use `list_proposals` to check existing statuses before taking action. Your agent can branch its logic based on whether a document is pending or sent. This prevents duplicate work and keeps your pipeline clean. You just point the agent at the right tool and set the condition.

Sync company records with Mastra AI

Query `get_company` to pull specific client details into your agent's memory. It populates document fields with the correct data before the creation step runs. Reliable data mapping ensures your proposals go to the right place every time. You cut out the risk of manual data entry errors.

Setup guide

Set up Better Proposals MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All Better Proposals tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "better-proposals-mcp-client",
  servers: {
    "better-proposals-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Better Proposals Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Better Proposals tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Better Proposals transactions"
);
console.log(result.text);

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Common questions about Better Proposals MCP in Mastra AI

Add the server URL to your agent definition and spread the tools. Mastra AI detects the schema automatically, letting you call the functions in your steps.

The framework manages retries for you. If a tool request fails, you can configure the agent to attempt the operation again with backoff.

Use the `requireToolApproval` flag in your agent configuration. This forces a human to sign off before the agent actually creates a proposal or modifies a contact.

You invoke the `list_templates` tool. The output gives you the necessary IDs to pass into your document generation functions.

Every request requires a unique token that restricts access to your specific account. We isolate your proposal and client data within a memory-safe sandbox that clears after each session.

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