How to Use the Customers.ai MCP in Mastra AI

Build resilient lead generation workflows and automated outreach sequences with Mastra AI and Customers.ai.

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Connect Customers.ai MCP to Mastra AI

Create your Vinkius account to connect Customers.ai 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 Customers.ai with Mastra AI

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Claude

Perplexity

Conditional Lead Routing

Identifying high-value targets begins with the `list_xray_leads` tool inside your Mastra AI workflow. The agent pulls the latest batch of anonymous visitors who hit your pricing page. If the API fails, Mastra automatically triggers an exponential backoff retry. Once the data arrives, your logic evaluates the visitor profile using `get_contact`. High-intent prospects branch into a priority queue, while low-intent traffic gets discarded. The entire sequence runs reliably without manual oversight.

Customers.ai MCP Server Enrichment

Finding existing records requires the `search_contacts` tool to check if a visitor is already in your pipeline. Your agent queries the database before creating duplicates. If a match exists, `update_contact_attributes` appends their recent page views. Categorization relies on the `add_tag_to_contact` tool based on workflow conditions. If a lead bounces, a separate branch calls `remove_tag_from_contact` to clean up their status. You define the rules, and the MCP integration executes the updates.

Trigger Reliable Outreach Sequences

Firing off an initial touchpoint uses the `send_text_message` tool. The agent texts the prospect minutes after they leave your site. You can set up human-in-the-loop approval before the message goes out. Sending complex promotional material requires `send_rich_message` to handle structured JSON formats. If a message fails to deliver, Mastra catches the error and tries an alternative channel. The system keeps working until the task completes.

Setup guide

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

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

const result = await agent.generate(
  "List recent Customers.ai 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 Customers.ai. 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.

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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 Customers.ai MCP in Mastra AI

Initialize a new MCPClient with your Vinkius endpoint URL. Call listTools and spread the results into your agent's tool array. The framework auto-detects the transport layer.

Yes, the workflow engine handles failures automatically. If a messaging tool times out, the system applies exponential backoff and tries again. You do not need to write custom error handling.

Mastra AI allows you to set requireToolApproval on any destructive action. You can require a manager to click approve before a text message goes out. This prevents rogue agents from spamming leads.

You check the output of a lead search tool and branch the logic based on the result. If the contact exists, update their record. If they are new, route them to a sales rep.

The integration processes IP addresses, phone numbers, and browsing history. Vinkius isolates every MCP Server execution in an ephemeral sandbox that shuts down completely after the workflow step completes.

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