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Copilot CRM (Assembly) MCP Server for Vercel AI SDK 10 tools — connect in under 2 minutes

Built by Vinkius GDPR 10 Tools SDK

The Vercel AI SDK is the TypeScript toolkit for building AI-powered applications. Connect Copilot CRM (Assembly) through Vinkius and every tool is available as a typed function. ready for React Server Components, API routes, or any Node.js backend.

Vinkius supports streamable HTTP and SSE.

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { generateText } from "ai";
import { openai } from "@ai-sdk/openai";

async function main() {
  const mcpClient = await createMCPClient({
    transport: {
      type: "http",
      // Your Vinkius token. get it at cloud.vinkius.com
      url: "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp",
    },
  });

  try {
    const tools = await mcpClient.tools();
    const { text } = await generateText({
      model: openai("gpt-4o"),
      tools,
      prompt: "Using Copilot CRM (Assembly), list all available capabilities.",
    });
    console.log(text);
  } finally {
    await mcpClient.close();
  }
}

main();
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About Copilot CRM (Assembly) MCP Server

Integrate Copilot (now rebranding to Assembly), the leading client portal and CRM platform for service businesses, directly into your AI workflow.

The Vercel AI SDK gives every Copilot CRM (Assembly) tool full TypeScript type inference, IDE autocomplete, and compile-time error checking. Connect 10 tools through Vinkius and stream results progressively to React, Svelte, or Vue components. works on Edge Functions, Cloudflare Workers, and any Node.js runtime.

What you can do

  • Client Management — List, retrieve, and update client profiles and company associations.
  • Billing Automation — Monitor invoices, check statuses, and pull payment details via chat.
  • Portal Discovery — Search for files, messages, and custom fields within your client workspace.

The Copilot CRM (Assembly) MCP Server exposes 10 tools through the Vinkius. Connect it to Vercel AI SDK in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Copilot CRM (Assembly) to Vercel AI SDK via MCP

Follow these steps to integrate the Copilot CRM (Assembly) MCP Server with Vercel AI SDK.

01

Install dependencies

Run npm install @ai-sdk/mcp ai @ai-sdk/openai

02

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

03

Run the script

Save to agent.ts and run with npx tsx agent.ts

04

Explore tools

The SDK discovers 10 tools from Copilot CRM (Assembly) and passes them to the LLM

Why Use Vercel AI SDK with the Copilot CRM (Assembly) MCP Server

Vercel AI SDK provides unique advantages when paired with Copilot CRM (Assembly) through the Model Context Protocol.

01

TypeScript-first: every MCP tool gets full type inference, IDE autocomplete, and compile-time error checking out of the box

02

Framework-agnostic core works with Next.js, Nuxt, SvelteKit, or any Node.js runtime. same Copilot CRM (Assembly) integration everywhere

03

Built-in streaming UI primitives let you display Copilot CRM (Assembly) tool results progressively in React, Svelte, or Vue components

04

Edge-compatible: the AI SDK runs on Vercel Edge Functions, Cloudflare Workers, and other edge runtimes for minimal latency

Copilot CRM (Assembly) + Vercel AI SDK Use Cases

Practical scenarios where Vercel AI SDK combined with the Copilot CRM (Assembly) MCP Server delivers measurable value.

01

AI-powered web apps: build dashboards that query Copilot CRM (Assembly) in real-time and stream results to the UI with zero loading states

02

API backends: create serverless endpoints that orchestrate Copilot CRM (Assembly) tools and return structured JSON responses to any frontend

03

Chatbots with tool use: embed Copilot CRM (Assembly) capabilities into conversational interfaces with streaming responses and tool call visibility

04

Internal tools: build admin panels where team members interact with Copilot CRM (Assembly) through natural language queries

Copilot CRM (Assembly) MCP Tools for Vercel AI SDK (10)

These 10 tools become available when you connect Copilot CRM (Assembly) to Vercel AI SDK via MCP:

01

create_client

Creates a new client record with identity properties (name, email) and optional company linkages. Create a new client in the portal

02

get_client_details

Resolves granular profile data, including contact information, associated company linkages, and system-level metadata. Get detailed information about a specific client

03

list_clients

Resolves client identity properties including unique identifiers, names, emails, and account status across the portal system boundary. List all clients in your Copilot CRM

04

list_companies

Resolves corporate entity properties such as company IDs, legal names, and primary contact associations. List all companies in your Copilot CRM

05

list_custom_fields

Resolves custom field definitions, including field keys, data types, and display labels used across various entities. Retrieve definitions for custom fields used in CRM

06

list_files

Resolves file metadata including filenames, storage paths, upload timestamps, and access permissions. List files uploaded to the Copilot portal

07

list_forms

Resolves form definitions, including titles, submission endpoints, and configuration metadata. List intake or feedback forms available

08

list_invoices

Resolves billing data including amounts, due dates, payment status, and client/company bill-to associations. List all invoices and their statuses

09

list_portal_messages

Resolves portal message threads, including sender/receiver identity, message content summary, and timestamps. List messages sent through the client portal

10

update_client

Modifies specific attributes like name or account status while preserving other entity properties. Update existing client details

Example Prompts for Copilot CRM (Assembly) in Vercel AI SDK

Ready-to-use prompts you can give your Vercel AI SDK agent to start working with Copilot CRM (Assembly) immediately.

01

"List all active clients in my CRM."

02

"Check the status of my pending invoices."

03

"Search for any files uploaded by 'Acme Corp'."

Troubleshooting Copilot CRM (Assembly) MCP Server with Vercel AI SDK

Common issues when connecting Copilot CRM (Assembly) to Vercel AI SDK through the Vinkius, and how to resolve them.

01

createMCPClient is not a function

Install: npm install @ai-sdk/mcp

Copilot CRM (Assembly) + Vercel AI SDK FAQ

Common questions about integrating Copilot CRM (Assembly) MCP Server with Vercel AI SDK.

01

How does the Vercel AI SDK connect to MCP servers?

Import createMCPClient from @ai-sdk/mcp and pass the server URL. The SDK discovers all tools and provides typed TypeScript interfaces for each one.
02

Can I use MCP tools in Edge Functions?

Yes. The AI SDK is fully edge-compatible. MCP connections work on Vercel Edge Functions, Cloudflare Workers, and similar runtimes.
03

Does it support streaming tool results?

Yes. The SDK provides streaming primitives like useChat and streamText that handle tool calls and display results progressively in the UI.

Connect Copilot CRM (Assembly) to Vercel AI SDK

Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.