How to Use the Clientjoy MCP in Mastra AI

Q: How do I add Clientjoy to Mastra AI workflows?

Install @mastra/mcp@latest and initialize MCPClient with your Vinkius endpoint. The framework auto-detects the transport layer and loads your CRM tools immediately.

Q: What happens if an invoice tool needs human approval?

You set requireToolApproval to true in your agent configuration. The workflow pauses execution and waits for an administrator to authorize the action.

Build resilient agency workflows that automatically retry failed Clientjoy invoice checks using Mastra AI.

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Connect Clientjoy MCP to Mastra AI

Create your Vinkius account to connect Clientjoy 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 Clientjoy with Mastra AI

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Claude

Perplexity

Automate Complex Sales Workflows

Agencies lose money when follow-ups slip through the cracks. Mastra AI fixes this by running conditional branches based on real CRM data. If a scheduled sync fails, the built-in workflow engine catches the error and retries the connection with exponential backoff. You define the logic once and deploy it anywhere. An agent pulls a target using `get_lead_crm_details`, checks the last contact date, and decides whether to draft an email or wait. Spreading `mcpClient.listTools()` into your agent setup gives it instant access to your entire sales pipeline.

Conditional Invoice Routing

Chasing unpaid bills eats up hours of manual work. Connect this MCP Server to trigger `list_agency_invoices` every Monday morning. If the system spots an overdue payment, the framework routes that specific record to an escalation branch while ignoring paid accounts. Human oversight stays in the loop when needed. You configure `requireToolApproval` for sensitive actions, meaning an admin clicks approve before the workflow proceeds. The system then runs `list_sales_quotes` to gather context for the final client communication.

Mastra AI Clientjoy Syncing

Keeping project statuses accurate requires constant polling. This MCP Server lets your automated background jobs fire `list_agency_projects` to verify active deliverables against your internal trackers. The engine handles the Streamable HTTP transport automatically so you never worry about dropped connections. Managing workspace access takes minimal effort. Workflows check `get_my_clientjoy_profile` to confirm the authenticated user before executing deep data pulls. You get production-grade reliability without writing boilerplate retry logic.

Setup guide

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

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

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

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Clientjoy. 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.

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Real-time monitoring

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

Built-in savings

60%

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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 Clientjoy MCP in Mastra AI

Install `@mastra/mcp@latest` and initialize `MCPClient` with your Vinkius endpoint. The framework auto-detects the transport layer and loads your CRM tools immediately.

That is exactly what the engine does best. It automatically applies exponential backoff if the CRM API drops the connection during a data pull.

You set `requireToolApproval` to true in your agent configuration. The workflow pauses execution and waits for an administrator to authorize the action.

You write logic that evaluates the output of your contact tools and routes the execution path based on the specific client details returned. The engine handles the rest.

Vinkius routes your project lists and client names through a zero-trust architecture. The connection requires a single endpoint token, and the sandbox environment isolates your data completely from other processes.

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