How to Use the Customerly MCP in Mastra AI

Build resilient support workflows in Mastra AI using Customerly tools.

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Works with every AI agent you already use

…and any MCP-compatible client

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Connect Customerly MCP to Mastra AI

Create your Vinkius account to connect Customerly 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 Customerly with Mastra AI

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Claude

Perplexity

Mastra AI agent workflow automation

Chain `create_update_user` and `add_tag` tools inside your Mastra agents. If an API call fails, the framework automatically handles retries based on your defined policy. This keeps your lead management logic robust without writing custom error handling code for every request.

Managing conversations with Mastra AI

Let your agents search through tickets using `list_conversations`. You can set up conditional branches that flag high-priority issues for human review. Use `get_conversation` to pull specific details into your workflow engine. It makes your agents smarter by giving them direct access to historical support data.

User lifecycle control

Automate user deletion or lead updates by calling `delete_user` or `create_update_lead` from within your agent steps. The workflow engine manages the sequence of operations perfectly. Your agents act as the bridge between incoming events and your CRM records, ensuring everything stays synced without human intervention.

Setup guide

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

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

const result = await agent.generate(
  "List recent Customerly 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 Customerly. 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.

Connect Customerly now

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 Customerly MCP in Mastra AI

Import the client and spread the tool list into your agent configuration. This gives your agent immediate control over your support records.

Absolutely. You can use the built-in workflow engine to define retries and fallbacks when an agent interacts with Customerly endpoints.

All interactions are ephemeral and strictly scoped. We use a zero-trust model where only your authorized agents can touch your contact information.

Yes. Enable tool approval in your agent settings to pause execution before any contact deletion or update occurs.

Check your workflow logs. Every request is tracked, showing you exactly what data was sent to the server and what the response was.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript

Mastra AI sdk-typescript

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