Copilot CRM (Assembly) MCP Server for Mastra AI 10 tools — connect in under 2 minutes
Mastra AI is a TypeScript-native agent framework built for modern web stacks. Connect Copilot CRM (Assembly) through Vinkius and Mastra agents discover all tools automatically. type-safe, streaming-ready, and deployable anywhere Node.js runs.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
import { Agent } from "@mastra/core/agent";
import { createMCPClient } from "@mastra/mcp";
import { openai } from "@ai-sdk/openai";
async function main() {
// Your Vinkius token. get it at cloud.vinkius.com
const mcpClient = await createMCPClient({
servers: {
"copilot-crm-assembly": {
url: "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp",
},
},
});
const tools = await mcpClient.getTools();
const agent = new Agent({
name: "Copilot CRM (Assembly) Agent",
instructions:
"You help users interact with Copilot CRM (Assembly) " +
"using 10 tools.",
model: openai("gpt-4o"),
tools,
});
const result = await agent.generate(
"What can I do with Copilot CRM (Assembly)?"
);
console.log(result.text);
}
main();
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
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.
Mastra's agent abstraction provides a clean separation between LLM logic and Copilot CRM (Assembly) tool infrastructure. Connect 10 tools through Vinkius and use Mastra's built-in workflow engine to chain tool calls with conditional logic, retries, and parallel execution. deployable to any Node.js host in one command.
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 Mastra AI 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 Mastra AI via MCP
Follow these steps to integrate the Copilot CRM (Assembly) MCP Server with Mastra AI.
Install dependencies
Run npm install @mastra/core @mastra/mcp @ai-sdk/openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.ts and run with npx tsx agent.ts
Explore tools
Mastra discovers 10 tools from Copilot CRM (Assembly) via MCP
Why Use Mastra AI with the Copilot CRM (Assembly) MCP Server
Mastra AI provides unique advantages when paired with Copilot CRM (Assembly) through the Model Context Protocol.
Mastra's agent abstraction provides a clean separation between LLM logic and tool infrastructure. add Copilot CRM (Assembly) without touching business code
Built-in workflow engine chains MCP tool calls with conditional logic, retries, and parallel execution for complex automation
TypeScript-native: full type inference for every Copilot CRM (Assembly) tool response with IDE autocomplete and compile-time checks
One-command deployment to any Node.js host. Vercel, Railway, Fly.io, or your own infrastructure
Copilot CRM (Assembly) + Mastra AI Use Cases
Practical scenarios where Mastra AI combined with the Copilot CRM (Assembly) MCP Server delivers measurable value.
Automated workflows: build multi-step agents that query Copilot CRM (Assembly), process results, and trigger downstream actions in a typed pipeline
SaaS integrations: embed Copilot CRM (Assembly) as a first-class tool in your product's AI features with Mastra's clean agent API
Background jobs: schedule Mastra agents to query Copilot CRM (Assembly) on a cron and store results in your database automatically
Multi-agent systems: create specialist agents that collaborate using Copilot CRM (Assembly) tools alongside other MCP servers
Copilot CRM (Assembly) MCP Tools for Mastra AI (10)
These 10 tools become available when you connect Copilot CRM (Assembly) to Mastra AI via MCP:
create_client
Creates a new client record with identity properties (name, email) and optional company linkages. Create a new client in the portal
get_client_details
Resolves granular profile data, including contact information, associated company linkages, and system-level metadata. Get detailed information about a specific client
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
list_companies
Resolves corporate entity properties such as company IDs, legal names, and primary contact associations. List all companies in your Copilot CRM
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
list_files
Resolves file metadata including filenames, storage paths, upload timestamps, and access permissions. List files uploaded to the Copilot portal
list_forms
Resolves form definitions, including titles, submission endpoints, and configuration metadata. List intake or feedback forms available
list_invoices
Resolves billing data including amounts, due dates, payment status, and client/company bill-to associations. List all invoices and their statuses
list_portal_messages
Resolves portal message threads, including sender/receiver identity, message content summary, and timestamps. List messages sent through the client portal
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 Mastra AI
Ready-to-use prompts you can give your Mastra AI agent to start working with Copilot CRM (Assembly) immediately.
"List all active clients in my CRM."
"Check the status of my pending invoices."
"Search for any files uploaded by 'Acme Corp'."
Troubleshooting Copilot CRM (Assembly) MCP Server with Mastra AI
Common issues when connecting Copilot CRM (Assembly) to Mastra AI through the Vinkius, and how to resolve them.
createMCPClient not exported
npm install @mastra/mcpCopilot CRM (Assembly) + Mastra AI FAQ
Common questions about integrating Copilot CRM (Assembly) MCP Server with Mastra AI.
How does Mastra AI connect to MCP servers?
MCPClient with the server URL and pass it to your agent. Mastra discovers all tools and makes them available with full TypeScript types.Can Mastra agents use tools from multiple servers?
Does Mastra support workflow orchestration?
Connect Copilot CRM (Assembly) with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
AI-first code editor with integrated LLM-powered coding assistance.
GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect Copilot CRM (Assembly) to Mastra AI
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.