How to Use the Custify MCP in Mastra AI

Q: How do I register Custify tools in Mastra AI?

Install @mastra/mcp and define your MCPClient with the Vinkius URL. Call mcpClient.listTools() and spread the result directly into your agent's tool array.

Q: Can Mastra AI retry failed Custify profile creations?

Yes. If createcustomerprofile hits a timeout, the framework applies exponential backoff. Your workflow engine attempts the creation again based on your configured retry policies.

Build resilient customer success workflows in Mastra AI that automatically fetch Custify metrics and handle API failures gracefully.

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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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Setup Custify with Mastra AI

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Automate Custify Workflows with Mastra AI

Monitoring customer health requires calling `get_customer_details` through the MCP Server on a strict schedule. Your Mastra AI agent runs this check to evaluate behavioral analytics. If the health score dips below a threshold, the workflow branches to notify the account manager. Network timeouts happen in production. When your agent tries to run `list_customer_success_tasks` and hits a rate limit, the built-in exponential backoff kicks in. The framework retries the tool call automatically without crashing your entire pipeline.

Sync Account Hierarchies via MCP Server

Mapping organizational hierarchies means passing `list_companies` directly into your workflow engine. The agent pulls the domain information and updates your internal database using `get_company_details` to fetch specific metrics. This keeps your company data fresh across systems without manual intervention. Sometimes you need a human to review an action. Before your agent fires off `create_customer_profile` to mutate the database, you set `requireToolApproval` in the configuration. A manager approves the payload, and the MCP Server executes the creation.

Cross-Reference Support Notes

Grabbing user context starts by triggering `search_customers_by_keyword` to find the exact ID. Your workflow then immediately pipes that identifier into `list_customer_notes`. The agent reads the authorship metadata and summarizes the internal communications for your support team. Tying people to accounts requires multiple API calls. Mastra handles this by chaining `list_people` with the company details. You deploy the whole sequence to your cloud provider with one command, letting Vinkius manage the actual MCP Server execution.

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

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 Custify 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: "custify-mcp-client",
  servers: {
    "custify-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);

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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 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.

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Common questions about Custify MCP in Mastra AI

Install `@mastra/mcp` and define your `MCPClient` with the Vinkius URL. Call `mcpClient.listTools()` and spread the result directly into your agent's tool array.

Yes. If `create_customer_profile` hits a timeout, the framework applies exponential backoff. Your workflow engine attempts the creation again based on your configured retry policies.

You use the human-in-the-loop feature by flagging specific tools. When the agent attempts to write data, execution pauses until an administrator approves the payload.

The framework auto-detects the transport layer from the Vinkius endpoint. It negotiates Streamable HTTP or SSE automatically behind the scenes.

We protect your internal CRM notes and KPI definitions through a strict zero-trust architecture. Every API request requires a fresh endpoint token, meaning no persistent connections remain open.

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