How to Use the Close MCP in Mastra AI

Q: How do I load the Close MCP Server into a Mastra AI agent?

Install @mastra/mcp and define a new MCPClient with your Vinkius server URL. Call mcpClient.listTools() and spread those tools directly into your Mastra agent configuration.

Q: How do I enforce human approval for Close updates in Mastra AI?

You set requireToolApproval on the specific MCP tools you want to guard, like task changes. The workflow pauses and waits for a manual confirmation before executing the CRM write action.

Build resilient, multi-step Close CRM workflows with Mastra AI agents.

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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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Claude

Perplexity

Automated Lead Status Branching

This Close MCP Server exposes `list_lead_statuses` to let your Mastra AI agents route leads based on their current sales stage. If a lead stalls in a specific status, the workflow automatically triggers a follow-up branch. By querying `get_lead_details` during execution, the agent evaluates custom fields before making routing decisions. Mastra handles the complex conditional logic, ensuring your CRM updates run reliably every time.

Resilient Mastra AI Opportunity Monitoring

This tool retrieves active sales negotiations via `list_close_opportunities` to feed your automated reporting pipelines. If the CRM API rate-limits your request, Mastra's built-in exponential backoff automatically retries the call. Once the connection succeeds, the agent calls `get_opportunity_details` to verify deal values before notifying your finance team. You write the workflow steps, and the engine ensures the data transfers without losing state.

Human-in-the-Loop CRM Task Assignment

This integration creates and updates sales tasks by exposing `list_close_tasks` directly to your autonomous agents. Before updating a critical task, Mastra uses `requireToolApproval` to pause execution until a human reviews the action. The agent checks the assignee's details using `get_my_close_profile` to confirm the right rep gets the notification. This prevents your automated workflows from accidentally assigning high-value tasks to inactive accounts.

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-mcp-client",
  servers: {
    "close-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

Install `@mastra/mcp` and define a new `MCPClient` with your Vinkius server URL. Call `mcpClient.listTools()` and spread those tools directly into your Mastra agent configuration.

Yes, the framework includes an automatic retry engine with exponential backoff. If `list_close_leads` hits an API bottleneck, Mastra pauses and retries until the operation completes successfully.

You set `requireToolApproval` on the specific MCP tools you want to guard, like task changes. The workflow pauses and waits for a manual confirmation before executing the CRM write action.

The client automatically detects the transport protocol, supporting both Streamable HTTP and SSE. This allows your workflows to run smoothly whether deployed on serverless platforms or persistent servers.

Vinkius handles the authorization layer securely, so your Mastra code only interacts with a single, authenticated MCP endpoint. Your actual CRM credentials, pipeline setups, and contact records remain hidden and isolated.

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