How to Use the Xiaoshouyi / Neocrm MCP in Mastra AI

Q: How do I handle lead creation failures in Xiaoshouyi / Neocrm using Mastra AI?

You wrap the createlead call in a workflow. If the initial attempt fails, you configure a retry step that uses different input data or waits for a specific time interval before trying again.

Q: Does Mastra AI support human oversight for Xiaoshouyi / Neocrm operations?

Yes, it supports requireToolApproval. If a critical action—like deleting an account or changing an opportunity owner—is attempted, the workflow pauses and waits for explicit user approval before proceeding.

Q: How do I get a full list of available CRM accounts using Mastra AI?

You simply call listaccounts. This function provides all necessary account IDs and details that you can then feed into subsequent, complex workflow steps for processing.

Build complex CRM workflows with Mastra AI.

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Connect Xiaoshouyi / Neocrm MCP to Mastra AI

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Setup Xiaoshouyi / Neocrm with Mastra AI

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Perplexity

Building Multi-Step Workflows in Xiaoshouyi / Neocrm

Mastra AI handles complex logic, like checking if a lead exists (`get_lead`) and then creating an opportunity only if the check passes. If it fails, you can configure a retry with different parameters. Its built-in workflow engine manages that conditional branching for you. You write the high-level steps; Mastra AI handles the failure paths and retries automatically.

Retrieving CRM Data via MCP Server

You can use `list_accounts` to gather all relevant account records across your organization. This data feeds into a workflow that might then trigger an action, such as assigning a task. The server supports automatic retries with exponential backoff. If the first call fails due to rate limiting or network issues, Mastra AI tries again later, automatically.

Automating Task Management for Xiaoshouyi / Neocrm

Need to ensure a follow-up task is set? Call `list_tasks` first to check existing assignments. Then, use that data in a workflow to create a new one using the necessary details. Mastra AI makes sure these multi-step processes complete gracefully. If an email address is missing for the new task, the workflow can pause and notify an admin instead of failing entirely.

Setup guide

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

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

const result = await agent.generate(
  "List recent Xiaoshouyi / Neocrm transactions"
);
console.log(result.text);

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Common questions about Xiaoshouyi / Neocrm MCP in Mastra AI

You wrap the `create_lead` call in a workflow. If the initial attempt fails, you configure a retry step that uses different input data or waits for a specific time interval before trying again.

Yes. You can build workflows that check task status repeatedly (using `list_tasks`) or trigger actions based on scheduled time windows, making it feel like an automated background process.

This server touches lead, contact, opportunity, account, and task records. Because of the workflow engine, you manage state changes across multiple entities (e.g., Account status -> Opportunity stage).

Yes, it supports `requireToolApproval`. If a critical action—like deleting an account or changing an opportunity owner—is attempted, the workflow pauses and waits for explicit user approval before proceeding.

You simply call `list_accounts`. This function provides all necessary account IDs and details that you can then feed into subsequent, complex workflow steps for processing.

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