How to Use the Close CRM (Inside Sales CRM & Automation API) MCP in Vercel AI SDK

Q: How do I get started with Close CRM (Inside Sales CRM & Automation API) and the Vercel AI SDK?

Just npm install ai @ai-sdk/mcp and point the client to your Vinkius endpoint. Pass the tools from mcpClient.tools() into your streamText call. You'll see Close data streaming into your UI components right away.

Q: Can I create new leads and contacts using this server?

Yes. The server exposes tools like createlead and createcontact. Your Vercel AI SDK application can call these to add new records to Close CRM, with the results streaming back to confirm success.

Q: How does Close CRM (Inside Sales CRM & Automation API) handle custom fields with the Vercel AI SDK?

You can pull your account's schema using the getcustomfieldschema tool. This lets your AI-powered UI dynamically adapt to any custom fields you've set up for leads, contacts, or opportunities in Close.

Q: Can I filter leads with Close CRM (Inside Sales CRM & Automation API) and the Vercel AI SDK?

Absolutely. The searchdata tool gives you advanced filtering for leads and contacts. You can build a search interface in your app and pass the query directly to Close, streaming the filtered results back.

Stream Close CRM data directly into your Vercel AI SDK app. See new leads and opportunities appear live in your UI, no spinners.

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Connect Close CRM (Inside Sales CRM & Automation API) MCP to Vercel AI SDK

Create your Vinkius account to connect Close CRM (Inside Sales CRM & Automation API) 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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Setup Close CRM (Inside Sales CRM & Automation API) with Vercel AI SDK

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Live Sales Dashboards

Build UIs that show your sales pipeline in real time. Use the Vercel AI SDK to stream data from Close CRM right onto the screen. Your users can watch as `list_leads` and `list_opportunities` populate tables without a page refresh. Forget loading states. When a new contact is created with `create_contact` or a task is added with `create_task`, the results stream directly into your React or Next.js components. It's a much better user experience.

Build Custom Frontends with Vercel AI SDK

Give your sales team a custom view of their world. Connect the Vercel AI SDK to this MCP Server and build an interface that's perfectly tailored to your process. You can pull `list_sequences` to show active campaigns or display `activity_report` data in a custom chart. It’s not just about reading data. Your custom app can also write back to Close. Use `create_lead`, `update_opportunity`, and `create_task` to let your team manage their entire workflow from one place.

Instant Activity Feeds

Show a live feed of what's happening in your sales org. Hook into Close CRM's activity logs and stream them for your team to see. You can pull from `list_calls`, `list_emails`, and `list_meetings` to give everyone a clear picture of account activity. This isn't just a gimmick. A live feed means your team can react faster. They see an SMS come in via `list_sms` and can jump on it immediately. That's how you close deals.

Setup guide

Set up Close CRM (Inside Sales CRM & Automation API) 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

Install dependencies

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

Discover and use tools

Call mcpClient.tools() to auto-discover all Close CRM (Inside Sales CRM & Automation API) tools. Pass them directly to generateText() or streamText() — no manual schema definitions needed.
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 Close CRM (Inside Sales CRM & Automation API) transactions",
});

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

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 Close CRM. 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

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Common questions about Close CRM (Inside Sales CRM & Automation API) MCP in Vercel AI SDK

Just `npm install ai @ai-sdk/mcp` and point the client to your Vinkius endpoint. Pass the tools from `mcpClient.tools()` into your `streamText` call. You'll see Close data streaming into your UI components right away.

Yes. The server exposes tools like `create_lead` and `create_contact`. Your Vercel AI SDK application can call these to add new records to Close CRM, with the results streaming back to confirm success.

You can pull your account's schema using the `get_custom_field_schema` tool. This lets your AI-powered UI dynamically adapt to any custom fields you've set up for leads, contacts, or opportunities in Close.

Absolutely. The `search_data` tool gives you advanced filtering for leads and contacts. You can build a search interface in your app and pass the query directly to Close, streaming the filtered results back.

Your connection is direct and secure. The Vinkius MCP Server only accesses the Close CRM data you explicitly request, like Lead, Contact, and Opportunity records. All authentication is handled by your endpoint token, and the ephemeral server instance is destroyed after use.

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