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How to Use the Freshsales MCP in Vercel AI SDK

Stream Freshsales data directly into your React UI with the Vercel AI SDK. No loaders, just live data from your CRM.

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Works with every AI agent you already use

…and any MCP-compatible client

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Vercel AI SDK

Connect Freshsales MCP to Vercel AI SDK

Create your Vinkius account to connect Freshsales to Vercel AI SDK 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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Build Live Sales Dashboards

Stop building sales tools that feel stuck in the past. Use your agent to call `list_crm_deals` and stream the results directly into a Next.js component. As the data arrives, your UI builds itself row by row. It's a completely different feel from a static page with a loading spinner. When a user clicks a deal, your agent calls `get_deal_details` and `get_account_details`. The specific deal information appears instantly in a side panel. This isn't a page refresh. It's your AI client fetching data from this MCP server and painting it onto the screen in real-time, giving your users immediate access to their Freshsales pipeline.

Create Records without Leaving the UI

Forms that post to a backend are slow. With the AI SDK, your agent can take form data and directly execute the `create_crm_lead` tool. The moment the tool returns success, the new lead can be streamed into the live list your user is already watching. This pattern works for any creation task. You can build interfaces for adding contacts, scheduling follow-ups with `list_crm_tasks`, or updating account notes. Your UI feels alive because the AI is doing the work right in front of the user, not hiding behind a dead screen.

Instant Context for Any Contact

Give your sales team a 'god mode' view of their contacts. When they're looking at their schedule, your agent can pre-fetch information for every meeting. It uses `list_appointments` to get the schedule, then calls `get_contact_metadata` for each attendee. All of this data streams into your UI before the first meeting of the day even starts. Your reps get a full briefing on who they're talking to, their history, and any open deals, all without ever having to manually search Freshsales. It's just there.

Setup guide

Set up Freshsales MCP in Vercel AI SDK

Prerequisites

  • Node.js 18+ and a TypeScript project
  • ai + @modelcontextprotocol/sdk packages
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Install dependencies

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

  2. 2

    Create the Streamable HTTP transport

    Use StreamableHTTPClientTransport with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.

  3. 3

    Discover and use tools

    Call mcpClient.tools() to auto-discover all Freshsales tools. Pass them directly to generateText() or streamText() — no manual schema definitions needed.

  4. 4

    Works with any model provider

    Swap openai("gpt-4o") for any AI SDK provider — Anthropic, Google, Mistral. The MCP tools work identically across all supported models.

index.ts
import { experimental_createMCPClient as createMCPClient } from "ai";
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp";
import { generateText } from "ai";
import { openai } from "@ai-sdk/openai";

const transport = new StreamableHTTPClientTransport(
  new URL("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
);

const mcpClient = await createMCPClient({ transport });
const tools = await mcpClient.tools();

const { text } = await generateText({
  model: openai("gpt-4o"),
  tools,
  prompt: "List recent Freshsales transactions",
});

console.log(text);
await mcpClient.close();

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Freshsales. 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 Freshsales MCP in Vercel AI SDK

You install the Vinkius MCP client alongside the AI SDK. Point it to the server URL provided, and the tools are automatically available to your `generateText` or `streamText` calls. The connection is handled for you.
Yes. The Vinkius client lets you select which tools to pass to the AI model. If you only want your agent to read data, you can provide the `list_crm_leads` and `get_deal_details` tools but exclude `create_crm_lead`.
Use the `streamUI` function. It lets your agent stream structured React components instead of just text. This is perfect for rendering a list of deals from `list_crm_deals` with proper formatting and buttons.
Absolutely. It's a standard MCP server running in a V8 isolate. It's stateless, secure, and scales automatically. Your agent gets a reliable endpoint for all its Freshsales operations.
Vinkius never stores your Freshsales data. When your agent calls a tool like `get_lead_details`, the request and lead data are streamed through our ephemeral, zero-trust proxy directly to your Vercel Edge Function. The data exists only in memory during the request.

Start using the Freshsales MCP today

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