How to Use the Close MCP in Vercel AI SDK

Q: How do I connect the Close MCP Server to my Vercel AI SDK project?

Install @ai-sdk/mcp and instantiate the client using createMCPClient pointing to your Vinkius endpoint. You then pass the tools array directly into streamText to let your UI render CRM updates live.

Q: Does the Close integration support custom pipelines in Vercel AI SDK?

Absolutely, you can call listclosepipelines to fetch your customized sales stages. The SDK parses these pipeline stages and lets you render bespoke progress bars for your sales team.

Pipe live Close CRM lead details directly into your Next.js UI with the Vercel AI SDK.

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Connect Close MCP to Vercel AI SDK

Create your Vinkius account to connect Close 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 with Vercel AI SDK

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Render Live Leads in Vercel AI SDK Frontends

This Close MCP Server exposes `list_close_leads` so you can instantly fetch your sales pipeline data inside your edge-rendered apps. Instead of waiting for a heavy API call to resolve, your Vercel AI SDK application streams the lead names and statuses straight into your custom UI components. By calling `get_lead_details` inside your streaming loop, your users see live sales histories update on their screens without annoying page refreshes. The system maps the returned JSON payload directly to your React or Svelte design system in real-time.

Instant Opportunity Pipeline Updates

This tool fetches active deals using `list_close_opportunities` to update your interactive sales dashboards. Your Vercel AI SDK frontend triggers the call at the edge, feeding raw JSON records straight into your application's state manager. When a representative asks about a deal, your interface invokes `get_opportunity_details` to display the exact monetary value and expected close date. This setup bypasses traditional backend middleware, connecting your client-side components directly to the CRM.

Live Task Management on the Edge

This feature retrieves pending sales actions through `list_close_tasks` to build dynamic to-do lists for your reps. Your Vercel AI SDK app reads the task array and displays outstanding follow-ups alongside the relevant lead profile. It checks user context with `get_my_close_profile` so that reps only see tasks assigned to their specific Close accounts. You write the frontend components, and the edge client handles the secure data fetching.

Setup guide

Set up Close 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 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 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. 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 Vercel AI SDK

Install `@ai-sdk/mcp` and instantiate the client using `createMCPClient` pointing to your Vinkius endpoint. You then pass the tools array directly into `streamText` to let your UI render CRM updates live.

Yes, the integration runs entirely on Vercel Edge Functions because the transport layer uses standard HTTP. Remember to call `mcpClient.close()` at the end of your execution block to prevent connection leaks.

Absolutely, you can call `list_close_pipelines` to fetch your customized sales stages. The SDK parses these pipeline stages and lets you render bespoke progress bars for your sales team.

Vinkius hosts the MCP server securely, meaning you only need to configure the `authProvider` in your SDK initialization. Your frontend code never exposes raw Close credentials to the browser.

Every request is executed inside an isolated, zero-trust sandbox on Vinkius. Your sensitive lead histories, sales tasks, and opportunity values are processed ephemerally and never stored on our servers.

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