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How to Use the Custify MCP in Mastra AI

Build resilient customer success workflows and automated churn prevention pipelines with Mastra AI.

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Works with every AI agent you already use

…and any MCP-compatible client

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Mastra AI

Connect Custify MCP to Mastra AI

Create your Vinkius account to connect Custify 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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Automate complex churn prevention

Customer success operations break down when APIs fail during critical playbooks. Relying on simple scripts to update account statuses leads to dropped events and frustrated teams. You need a workflow engine that expects things to go wrong. Connecting this MCP Server to Mastra AI lets you build multi-step pipelines with built-in exponential backoff. If a call to `list_health_scores` times out, the framework automatically retries before moving on to the next conditional branch.

Branch logic based on Mastra AI data

Not all customer interactions require the same response from your MCP integration. A high-value account dropping in health demands immediate human intervention, while a free-tier user just needs an automated email. Hardcoding these rules is a nightmare. Your agent evaluates the output from `get_company_details` to determine the account tier. It then uses conditional branching to either trigger `track_user_event` for an automated sequence or pause the workflow entirely using Mastra's requireToolApproval feature.

Sync user segments reliably

Keeping your internal databases aligned with your customer success platform requires constant polling. Scheduled cron jobs often fail silently, leaving your sales team looking at outdated product usage metrics. The framework pulls data using `list_user_segments` and `list_people` on a reliable schedule. Because Mastra handles state management, any network interruption during the sync triggers a graceful recovery instead of a hard crash.

Setup guide

Set up Custify 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. 1

    Install dependencies

    Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).

  2. 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. 3

    Discover and inject tools

    Call mcpClient.listTools() and spread the result into your agent's tools object. All Custify tools become native Mastra tools.

  4. 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: "custify-alternative-mcp-client",
  servers: {
    "custify-alternative-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

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

const result = await agent.generate(
  "List recent Custify transactions"
);
console.log(result.text);

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Custify. 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

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Custify MCP in Mastra AI

Pass your Vinkius endpoint URL into the servers object when creating a new MCPClient(). Mastra auto-detects the streamable HTTP transport.
The framework includes automatic retries with exponential backoff. If the endpoint drops a request, the agent attempts the call again based on your configuration.
You can enable requireToolApproval for specific operations. This forces the workflow to pause and wait for an admin before creating a new person record.
Call mcpClient.listTools() and spread the results into your agent's tool array. The MCP standard ensures all parameters map correctly.
We operate on a strict zero-trust architecture. When your workflow pulls lifecycle tracking records or company details, the data passes through an ephemeral tunnel that leaves zero trace on Vinkius servers.

Start using the Custify MCP today

We host it, we monitor it, we maintain it. You just paste one token.

Built & Managed by Vinkius 30s setup 8 tools

We've already built the connector for Custify. Just plug in your AI agents and start using Vinkius.

No hosting. No infrastructure. No complex setup.
All 8 tools are live and waiting. You're up and running in seconds.

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