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How to Use the Clientify MCP in Vercel AI SDK

Stream Clientify CRM contacts and active deals directly into your Next.js frontend with Vercel AI SDK.

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Works with every AI agent you already use

…and any MCP-compatible client

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Vercel AI SDK

Connect Clientify MCP to Vercel AI SDK

Create your Vinkius account to connect Clientify to Vercel AI SDK and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Live CRM pipelines on Vercel AI SDK

The `list_pipelines` tool fetches your sales stages and pipes them straight to your React components. Instead of waiting for a full page reload, your users see active pipelines build out live on the screen. By pairing this with `list_deals`, your AI client renders live deal cards without annoying loading spinners. This setup uses the MCP standard to keep your edge functions fast and your frontend responsive.

Instant contact lookups in your UI

The `list_contacts` tool queries your Clientify database and filters by email address to match users instantly. Your Vercel AI SDK application streams the contact record as it resolves, using the MCP protocol to put the details in front of your support team in milliseconds. If a record needs a quick fix, the `update_contact` tool modifies the fields directly from the chat interface. The updated state streams back immediately, reflecting the changes in your UI without manual refreshes.

Build tasks on the fly with this MCP Server

The `create_activity` tool schedules follow-ups and assigns tasks directly from your streaming chat window. Your agent calls this tool to log client interactions the second they happen. Because this MCP Server runs on Vinkius, you connect your Vercel AI SDK setup using a secure HTTP transport. No complex backend routing is required to keep your CRM tasks organized.

Setup guide

Set up Clientify MCP in Vercel AI SDK

Prerequisites

  • Node.js 18+ and a TypeScript project
  • ai + @modelcontextprotocol/sdk packages
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Install dependencies

    Run npm install ai @modelcontextprotocol/sdk plus your preferred model provider (e.g. @ai-sdk/openai).

  2. 2

    Create the Streamable HTTP transport

    Use StreamableHTTPClientTransport with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.

  3. 3

    Discover and use tools

    Call mcpClient.tools() to auto-discover all Clientify tools. Pass them directly to generateText() or streamText() — no manual schema definitions needed.

  4. 4

    Works with any model provider

    Swap openai("gpt-4o") for any AI SDK provider — Anthropic, Google, Mistral. The MCP tools work identically across all supported models.

index.ts
import { experimental_createMCPClient as createMCPClient } from "ai";
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp";
import { generateText } from "ai";
import { openai } from "@ai-sdk/openai";

const transport = new StreamableHTTPClientTransport(
  new URL("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
);

const mcpClient = await createMCPClient({ transport });
const tools = await mcpClient.tools();

const { text } = await generateText({
  model: openai("gpt-4o"),
  tools,
  prompt: "List recent Clientify transactions",
});

console.log(text);
await mcpClient.close();

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Clientify. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Clientify MCP in Vercel AI SDK

You use the `update_contact` tool inside your `streamText` call. This allows your agent to modify CRM fields and send the updated state directly to your React frontend in real-time.
Yes, you pass `list_pipelines` and `list_deals` to your MCP client. The SDK renders these pipeline stages live as the model processes the CRM structure.
This server runs on Vinkius, exposing a lightweight HTTP endpoint that matches edge requirements. You initialize the connection with `createMCPClient` inside your API route without adding heavy dependencies.
The SDK catches the transport error and lets you handle it gracefully in your UI. You can use standard try-catch blocks around your generator loop to prevent broken streams.
Yes, all contact emails, deal values, and activity logs pass through Vinkius's zero-trust sandboxed environment. Your API tokens are managed securely, meaning raw CRM credentials never leak to the client-side frontend.

Start using the Clientify MCP today

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