3,400+ MCP servers ready to use
Vinkius

Bring Policy Management
to Vercel AI SDK

Learn how to connect Berg System CRM to Vercel AI SDK and start using 12 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.

Check Api HealthCreate New CompanyCreate New CustomerGet Customer DetailsGet Sales Custom FieldsList Crm CompaniesList Crm CustomersList Crm TasksList Insurance PoliciesList Sales OpportunitiesList Stored DocumentsList System Employees
Use with Your AI Agent
Ask AI about this MCP Server
ChatGPT Claude Perplexity

What is the Berg System CRM MCP Server?

Connect your Berg System account to any AI agent and take full control of your insurance agency operations and customer relationship workflows through natural conversation.

What you can do

  • Customer Orchestration — List and search through individual and corporate client directories programmatically, retrieving detailed high-fidelity profile metadata and contact history
  • Sales Pipeline Intelligence — Monitor sales opportunities and track deal progress across your entire agency to maintain a perfectly coordinated sales cycle
  • Insurance Policy Monitoring — Retrieve active insurance policies and access high-fidelity document metadata directly through your agent to oversee coverage status
  • Infrastructure Monitoring — Access system employee lists and manage CRM-related tasks programmatically for instant operational reporting
  • Relationship Intelligence — Retrieve complete historical interactions for any record to maintain high-fidelity oversight of your agency's relationship ecosystem

How it works

1. Subscribe to this server
2. Retrieve your Tenant ID and OAuth Access Token from your Berg System instance
3. Start managing your insurance business from Claude, Cursor, or any MCP client

No more manual toggling between CRM tabs or digging through paper policy files. Your AI acts as your dedicated agency administrator and sales coordinator.

Who is this for?

  • Insurance Agents — instantly retrieve client coverage details and update lead statuses using natural language commands
  • Agency Managers — monitor team productivity and track agency-wide sales trends without leaving your workspace
  • Operations Leads — automate the oversight of corporate client directories and task management through simple AI queries

Built-in capabilities (12)

check_api_health

Verify Berg System API status

create_new_company

Add a new business client

create_new_customer

Supports forceAdd to bypass duplicates. Add a new customer

get_customer_details

Get details for a customer

get_sales_custom_fields

Retrieve custom sales fields

list_crm_companies

List corporate clients

list_crm_customers

List CRM customers

list_crm_tasks

List active tasks and reminders

list_insurance_policies

List active insurance policies

list_sales_opportunities

List sales records

list_stored_documents

List uploaded documents

list_system_employees

List organization employees

Why Vercel AI SDK?

The Vercel AI SDK gives every Berg System CRM tool full TypeScript type inference, IDE autocomplete, and compile-time error checking. Connect 12 tools through Vinkius and stream results progressively to React, Svelte, or Vue components. works on Edge Functions, Cloudflare Workers, and any Node.js runtime.

  • —

    TypeScript-first: every MCP tool gets full type inference, IDE autocomplete, and compile-time error checking out of the box

  • —

    Framework-agnostic core works with Next.js, Nuxt, SvelteKit, or any Node.js runtime. same Berg System CRM integration everywhere

  • —

    Built-in streaming UI primitives let you display Berg System CRM tool results progressively in React, Svelte, or Vue components

  • —

    Edge-compatible: the AI SDK runs on Vercel Edge Functions, Cloudflare Workers, and other edge runtimes for minimal latency

See it in action

Berg System CRM in Vercel AI SDK

AI Agent→Vinkius
High Security·Kill Switch·Plug and Play
Why Vinkius

Berg System CRM and 3,400+ other MCP servers. One platform. One governance layer.

Teams that connect Berg System CRM to Vercel AI SDK through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.

3,400+MCP Servers ready
<40msCold start
60%Token savings
Raw MCP
Vinkius
Server catalogFind and host yourself3,400+ managed
InfrastructureSelf-hostedSandboxed V8 isolates
Credential handlingPlaintext in configVault + runtime injection
Data loss preventionNoneConfigurable DLP policies
Kill switchNoneGlobal instant shutdown
Financial circuit breakersNonePer-server limits + alerts
Audit trailNoneEd25519 signed logs
SIEM log streamingNoneSplunk, Datadog, Webhook
HoneytokensNoneCanary alerts on leak
Custom domainsNot applicableDNS challenge verified
GDPR complianceManual effortAutomated purge + export
Use with Your AI Agent View step-by-step setup guide for Vercel AI SDK →
Enterprise Security

Why teams choose Vinkius for Berg System CRM in Vercel AI SDK

The Berg System CRM MCP Server runs on Vinkius-managed infrastructure inside AWS — a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts. All 12 tools execute in hardened sandboxes optimized for native MCP execution.

Your AI agents in Vercel AI SDK only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.

Use with Your AI Agent View full Berg System CRM details →
Berg System CRM
Fully ManagedVinkius Servers
60%Token savings
High SecurityEnterprise-grade
IAMAccess control
EU AI ActCompliant
DLPData protection
V8 IsolateSandboxed
Ed25519Audit chain
<40msKill switch
Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

The Vinkius Advantage

How Vinkius secures Berg System CRM for Vercel AI SDK

Every tool call from Vercel AI SDK to the Berg System CRM MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.

< 40msCold start
Ed25519Signed audit chain
60%Token savings
FAQ

Frequently asked questions

01

How do I find my Berg System Tenant ID?

Your Tenant ID is the unique identifier for your agency instance, found in your Berg System sub-domain (e.g., yourcompany.bergsystem.pl).

02

Can I check for duplicates via AI?

Yes! The system automatically checks for existing records, and you can use the forceAdd parameter in creation tools to decide how to handle them.

03

How do I retrieve insurance policies?

Use the list_insurance_policies tool to retrieve a comprehensive summary of all active policies managed within your CRM programmatically.

04

How does the Vercel AI SDK connect to MCP servers?

Import createMCPClient from @ai-sdk/mcp and pass the server URL. The SDK discovers all tools and provides typed TypeScript interfaces for each one.

05

Can I use MCP tools in Edge Functions?

Yes. The AI SDK is fully edge-compatible. MCP connections work on Vercel Edge Functions, Cloudflare Workers, and similar runtimes.

06

Does it support streaming tool results?

Yes. The SDK provides streaming primitives like useChat and streamText that handle tool calls and display results progressively in the UI.

07

createMCPClient is not a function

Install: npm install @ai-sdk/mcp