How to Use the Dynamo Software MCP in Mastra AI

Q: How do I register the Dynamo Software MCP Server tools inside a Mastra AI agent?

Instantiate the MCPClient with the server URL, then fetch the tools using listTools. Spread those tools directly into your agent configuration to give it access to your investment data.

Q: How do I set up manual approval for sensitive Dynamo Software actions in Mastra AI?

Use the requireToolApproval setting on your Mastra agent. This pauses the workflow and alerts an admin before the agent can execute tools like quickportfoliovaluationaudit.

Q: How does the workflow engine handle server metadata?

You can query getdynamoaccountmetadata at the start of a workflow run. This lets your agent inspect active usage limits and adjust its execution path to avoid hitting API caps.

Build automated, resilient investment workflows by linking Mastra AI with your Dynamo Software MCP Server.

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Connect Dynamo Software MCP to Mastra AI

Create your Vinkius account to connect Dynamo Software 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 Dynamo Software with Mastra AI

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Automated Valuation Audits with Mastra AI

Audit your assets automatically using `quick_portfolio_valuation_audit` when new data comes in. This MCP Server lets you run checks as a step in your Mastra pipeline, catching mathematical discrepancies before they hit your reports. If the audit flags an issue, Mastra's branching logic can automatically trigger `list_high_valuation_funds` to isolate high-risk assets. You get a fully automated back-office check that retries on network failures without human intervention.

Smart Investor Monitoring Workflows

Track investor status changes using `list_active_investors_only` and automatically kick off follow-up tasks. By combining Mastra with this tool, your workflow can spot new active accounts and log them in your internal systems. If an investor's status is unclear, the workflow can query `list_dynamo_investors` to verify their history. You can configure human-in-the-loop approvals so an analyst must sign off before any external emails are sent.

Scheduled Fund Performance Audits

Monitor your fund lineup on a schedule using `list_investment_funds` in your cron-style workflows. Your agent can call this tool every Friday to check for updates across your entire portfolio. The workflow can then run `get_fund_details` on any new funds to extract performance metrics. This automation keeps your internal databases synced with Dynamo without manual export steps.

Setup guide

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

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

const result = await agent.generate(
  "List recent Dynamo Software 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 Dynamo Software. 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 Dynamo Software MCP in Mastra AI

Instantiate the `MCPClient` with the server URL, then fetch the tools using `listTools`. Spread those tools directly into your agent configuration to give it access to your investment data.

Yes, Mastra has built-in exponential backoff for its tool steps. If a call like `list_latest_dynamo_activities` fails due to rate limits, the workflow retries automatically before failing.

Use the `requireToolApproval` setting on your Mastra agent. This pauses the workflow and alerts an admin before the agent can execute tools like `quick_portfolio_valuation_audit`.

You can query `get_dynamo_account_metadata` at the start of a workflow run. This lets your agent inspect active usage limits and adjust its execution path to avoid hitting API caps.

All communications between your workflow engine and the server run over secure, ephemeral channels. No investor records or subscription statuses are stored on the host, keeping your regulatory compliance intact.

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