How to Use the vCita MCP in Mastra AI

Q: How do I list all invoices using vCita with Mastra AI?

You run the listclientinvoices tool within a Mastra AI workflow. If the initial call fails, the agent can automatically back off and try again later, ensuring you get all financial records.

Q: Does vCita allow staff management using Mastra AI?

Yes, you use liststaffmembers to pull your team directory. The workflow can then process this list—maybe checking if certain staff members have the necessary permissions for a given action.

Q: Can I check account status using vCita with Mastra AI?

You call getapistatus to validate the connection. The workflow uses this check as a gate—if the API is down, it won't attempt any other actions.

Q: How do I cancel an appointment using vCita with Mastra AI?

You wrap cancelappointment in a workflow. If the cancellation succeeds, you can then automatically follow up by notifying the client via email—all within one command.

Build complex fail-safe workflows for vCita using Mastra AI.

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Setup vCita with Mastra AI

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Automate Client Onboarding and Management

You can automate the process of adding new customers by invoking `create_crm_client`. If that creation fails, the workflow engine catches it and initiates a retry with different credentials. This is reliable automation. Furthermore, you build complex logic around fetching client data. For instance, if `get_client_details` returns an incomplete profile, your workflow can automatically trigger a notification to an admin user.

Manage Bookings and Services with Mastra AI

The tool `create_new_booking` handles scheduling. If the target service is unavailable or payment fails, Mastra AI's built-in branching logic steps in—maybe it tries a different date or method. You can also list bookable services using `list_offered_services`. This helps your workflow validate if a requested service ID is actually valid before attempting to schedule anything.

Process Payments and Review Financial History

Need to track payments? Use `list_recorded_payments`. Mastra AI automatically retries fetching these records if the API has temporary downtime, ensuring your payment history is always accurate. If you need estimates for a client, calling `list_price_estimates` gives you that data. If those prices are old, your workflow can trigger an alert to check current rates.

Setup guide

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

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

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

You run the `list_client_invoices` tool within a Mastra AI workflow. If the initial call fails, the agent can automatically back off and try again later, ensuring you get all financial records.

Yes, you use `list_staff_members` to pull your team directory. The workflow can then process this list—maybe checking if certain staff members have the necessary permissions for a given action.

This MCP Server touches client information, booking details, and financial records. You can build workflows that react to changes in these specific datasets.

You call `get_api_status` to validate the connection. The workflow uses this check as a gate—if the API is down, it won't attempt any other actions.

You wrap `cancel_appointment` in a workflow. If the cancellation succeeds, you can then automatically follow up by notifying the client via email—all within one command.

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