How to Use the Clientify MCP in Mastra AI

Q: How do I handle human approval before updating Clientify contacts in Mastra AI?

You configure the requireToolApproval option on the Mastra agent for the updatecontact tool. The MCP client pauses and waits for your confirmation before executing the update.

Q: How do I register the Clientify MCP Server inside a Mastra AI agent?

You initialize the server URL in your MCPClient configuration and spread the tools into your agent's tool array. Mastra handles the transport layer automatically.

Q: Can I branch my workflows based on who owns a contact?

Yes, you can use getcontact to check the owner, then use Mastra's conditional branching to route the workflow. This lets you assign tasks to different team members dynamically.

Build automated workflows that sync Clientify contacts and trigger tasks using Mastra AI.

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Connect Clientify MCP to Mastra AI

Create your Vinkius account to connect Clientify to Mastra AI 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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Setup Clientify with Mastra AI

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Automated deal management with Mastra AI

The `create_deal` tool inserts new sales opportunities directly into your pipeline from any Mastra AI workflow. When a lead shows buying intent, your agent automatically spins up a deal record without manual data entry. If the step fails, Mastra's built-in retry engine backs off and tries again. This ensures your sales pipelines remain accurate over MCP even during transient network drops.

Conditional CRM scheduling

The `create_activity` tool schedules tasks and reminders based on the outcomes of your previous workflow steps. Your agent evaluates customer interactions and logs specific follow-ups to keep your sales team on track. By checking `list_users`, the workflow assigns these tasks to the correct account manager automatically. This turns complex CRM logic into a self-healing MCP pipeline that runs in the background.

Human-in-the-loop contact updates

The `update_contact` tool modifies existing records only after receiving explicit approval through Mastra's human-in-the-loop mechanism. Your agent drafts the CRM updates, but waits for your green light before writing to Clientify. This MCP Server ensures that sensitive customer details are never modified by an autonomous process without oversight. You maintain complete control over your marketing data quality.

Setup guide

Set up Clientify 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 Clientify 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: "clientify-alternative-mcp-client",
  servers: {
    "clientify-alternative-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

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

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

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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.

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Common questions about Clientify MCP in Mastra AI

You configure the `requireToolApproval` option on the Mastra agent for the `update_contact` tool. The MCP client pauses and waits for your confirmation before executing the update.

Yes, Mastra's workflow engine uses exponential backoff to retry the `create_deal` tool if the network drops. This guarantees that your sales opportunities are logged correctly.

You initialize the server URL in your `MCPClient` configuration and spread the tools into your agent's tool array. Mastra handles the transport layer automatically.

Yes, you can use `get_contact` to check the owner, then use Mastra's conditional branching to route the workflow. This lets you assign tasks to different team members dynamically.

All pipeline configurations and deal details are processed through ephemeral V8 isolates on Vinkius. Your CRM credentials are encrypted at rest, ensuring that automated scripts never expose sensitive sales data.

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