How to Use the Close MCP in Mastra AI

Q: How does Mastra AI handle creating new leads in Close?

You give your Mastra agent the createlead tool. When your workflow runs, the agent calls the tool to add a new lead to Close. Mastra's value is that if the call fails, it can automatically retry based on your workflow's configuration.

Q: How do I connect Mastra AI to my Close account?

You'll instantiate the MCPClient from the Mastra SDK, providing it with the server URL from Vinkius. This URL includes your authentication token, which securely connects your agent to your Close data.

Build unbreakable sales automation for Close. Mastra AI gives your agents workflows and automatic retries for managing your pipeline.

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Connect Close MCP to Mastra AI

Create your Vinkius account to connect Close 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 Close with Mastra AI

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Automate Lead Ingestion

This server lets your Mastra AI agent directly manage your sales funnel. You can build workflows that automatically add new prospects to Close, making sure nothing gets dropped. It's about creating a reliable entry point for all your new business. Your agent uses the `create_lead` tool as a step in a workflow. If the API call fails, Mastra's engine can retry it automatically. After a successful creation, the next step could use `list_crm_tasks` to check if a standard follow-up task was generated for the new lead.

Run Resilient Pipeline Reports

Your agent can pull complete pipeline data without you worrying about temporary network issues. Mastra's built-in error handling means your reporting jobs will complete, even if the connection hiccups. You get the data you need, reliably. A workflow can use `list_leads` and `list_opportunities` to fetch all the raw data from Close. If the API doesn't respond, Mastra will automatically retry with exponential backoff. This is perfect for scheduled jobs that need to run without supervision.

Build Workflows with Guardrails

This MCP Server allows your agent to check its own permissions. Before your workflow attempts to change data, it can verify it has the right access. This prevents errors and makes your automation safer. Start your workflow with the `get_current_user` tool. The agent can inspect the returned user object to confirm it has the necessary permissions to, for example, use `create_lead`. If not, the workflow can branch to a notification step instead of failing.

Setup guide

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

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

const result = await agent.generate(
  "List recent Close 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 Close. 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 Close MCP in Mastra AI

You give your Mastra agent the `create_lead` tool. When your workflow runs, the agent calls the tool to add a new lead to Close. Mastra's value is that if the call fails, it can automatically retry based on your workflow's configuration.

Yes, that's what Mastra AI is designed for. You can create a workflow where step one uses `list_opportunities` to find deals, and step two uses `get_lead_details` to get more information on each one. Each tool is just a step in the process.

The server itself doesn't, but your client does. You can configure your Mastra AI agent with `requireToolApproval` for any of the Close tools. This means the agent will pause and wait for a human to approve the action before it proceeds.

You'll instantiate the `MCPClient` from the Mastra SDK, providing it with the server URL from Vinkius. This URL includes your authentication token, which securely connects your agent to your Close data.

Your agent sends requests for lead, opportunity, and task data through Vinkius's secure, ephemeral MCP server. The data is never stored at rest on Vinkius systems. Security is handled by encrypted transport and the per-user auth token in your Mastra AI configuration.

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