How to Use the CRM PipeRun MCP in Mastra AI

Build resilient, multi-step sales workflows with Mastra AI and the CRM PipeRun MCP Server.

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Connect CRM PipeRun MCP to Mastra AI

Create your Vinkius account to connect CRM PipeRun 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 CRM PipeRun with Mastra AI

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Automate PipeRun sales tasks with Mastra AI workflows

The `create_activity` tool lets your Mastra agent trigger a multi-step sequence when a deal moves to a new stage. It schedules follow-ups and uses `list_activity_types` to ensure the correct task categorization. If the PipeRun API experiences a temporary hiccup, Mastra's built-in retry engine handles it. The workflow uses exponential backoff to retry `update_activity` without failing the entire sales run.

Safely delete files using this MCP Server and Mastra

The `list_files` tool allows your agent to flag outdated contracts before they get deleted. By combining this tool with Mastra's human-in-the-loop feature, your agent flags outdated contracts but pauses before execution. Once a human approves the step, the agent calls `delete_file` to clean up the PipeRun record. This keeps your pipeline storage organized while preventing accidental data loss.

Branching workflows for PipeRun activities

The `get_activity` tool checks if a call was completed so Mastra AI can execute conditional logic around your sales pipeline. The agent checks to see if a call was completed, then branches to either schedule a demo or log a lost lead. If a demo is needed, the agent runs `upload_file` to attach the presentation deck directly to the deal. You write the logic in TypeScript, and Mastra handles the execution flow.

Setup guide

Set up CRM PipeRun 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 CRM PipeRun 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: "crm-piperun-mcp-client",
  servers: {
    "crm-piperun-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "CRM PipeRun Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to CRM PipeRun tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent CRM PipeRun 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 PipeRun. 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 CRM PipeRun MCP in Mastra AI

Instantiate the MCPClient pointing to your Vinkius URL, then call listTools to register operations like list_activities and create_activity directly into your agent.

Yes. Mastra's workflow engine features automatic retries with exponential backoff, which is ideal when using upload_file to send large attachments.

Configure your Mastra agent to require manual approval specifically for the delete_activity tool call before it executes.

Yes, Mastra automatically detects the Server-Sent Events transport provided by Vinkius, making connection setup immediate.

All interactions are isolated. Your pipeline activities and uploaded documents are transmitted via encrypted SSE connections directly to PipeRun, bypassing persistent storage.

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