How to Use the Insightly MCP in Vercel AI SDK

Q: Can I use Insightly tools with Vercel AI SDK to filter my contacts?

Yes, you can trigger listcontacts and then filter the returned JSON array within your handler. This keeps your search logic flexible and allows for custom client-side sorting.

Bring your CRM data into your interface. Use this Insightly MCP Server to stream live updates directly into your Vercel AI SDK app.

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…and any MCP-compatible client

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Connect Insightly MCP to Vercel AI SDK

Create your Vinkius account to connect Insightly 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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Setup Insightly with Vercel AI SDK

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Real-time CRM data streaming

Feed your UI with live records by calling `list_contacts` or `list_opportunities` directly through your edge functions. Your users see data populate in real-time as the stream progresses. Stop waiting for loading spinners. By piping tool results into `streamText`, you give your frontend a direct line to your sales pipeline without any intermediate state management.

Direct access to Insightly objects

Query your entire CRM structure using specific tools like `list_leads` and `list_organisations`. You get raw, typed data back that integrates perfectly with your existing component props. This MCP Server handles the handshake, so you just handle the render. Whether you need a specific contact via `get_contact` or a full list of `list_tasks`, the data hits your client ready for display.

Modular tool integration

Filter exactly what your agents can touch by selecting only the tools you need from the `mcpClient.tools()` array. Keep your logic tight and your surface area small. Managing your sales operations becomes a simple matter of mapping internal functions to your UI. Since this server is edge-compatible, you can keep your latency low and your user experience fast.

Setup guide

Set up Insightly 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

Install dependencies

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

Discover and use tools

Call mcpClient.tools() to auto-discover all Insightly tools. Pass them directly to generateText() or streamText() — no manual schema definitions needed.
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 Insightly transactions",
});

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

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Common questions about Insightly MCP in Vercel AI SDK

Install the necessary packages and initialize the client using your provided endpoint. Once the connection is live, you can pass the available tools directly into your generation logic.

Yes, you can trigger `list_contacts` and then filter the returned JSON array within your handler. This keeps your search logic flexible and allows for custom client-side sorting.

Your API token is the only key required to authenticate the session. The connection is ephemeral, meaning no data persists in the sandbox once your task finishes.

You can call these tools as often as your API quota allows. Just ensure your implementation handles rate limiting if you plan on constant background refreshes.

It touches your CRM records including contacts, leads, and project tasks. We isolate this sensitive information within a secure memory space during each request.

Use it with your favorite AI tools

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