How to Use the Pipeliner MCP in Mastra AI

Build reliable CRM workflows using Mastra AI to automate your Pipeliner deals via our managed MCP Server.

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Works with every AI agent you already use

…and any MCP-compatible client

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Connect Pipeliner MCP to Mastra AI

Create your Vinkius account to connect Pipeliner to Mastra AI — we handle the hosting, security, and runtime updates so you don't have to. No server setup required.

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Setup Pipeliner with Mastra AI

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Run conditional audits on open sales opportunities

The `list_pipeliner_opportunities` tool lets your Mastra AI agent scan active sales stages to flag stalled deals. The workflow engine evaluates each opportunity against your custom business rules, branching automatically if a high-value deal lacks recent activity. If the agent detects a bottleneck, it branches to trigger follow-ups. You define these paths in TypeScript, letting the system handle pipeline hygiene without manual human supervision.

Sync activities with automatic retry logic

The `list_pipeliner_activities` tool queries the team's schedule to identify gaps or double-bookings. Mastra AI uses its built-in retry mechanisms to execute these lookups, recovering automatically if the CRM API hits rate limits during peak hours. This resilience prevents automated workflows from breaking when the CRM is busy. Your background syncs finish loading even when sales reps flood the system with updates.

Distribute incoming leads based on user lists

The `list_pipeliner_users` tool pulls the active roster of sales reps to check current team availability. Your agent compares this list against incoming prospects from `list_pipeliner_leads` to balance the workload across the team. You program this logic directly in your workflow files. The engine routes the data, updates the records, and handles failures gracefully without dropping a single prospect.

Setup guide

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

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

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

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Common questions about Pipeliner MCP in Mastra AI

The framework uses automatic exponential backoff when calling tools like `list_pipeliner_opportunities`. If the CRM API returns a rate limit error, the workflow pauses and retries until the call succeeds.

Yes. You can configure approval requirements in the framework before executing actions. This pauses the workflow, letting a manager review the target task from `list_pipeliner_tasks` before committing changes.

Initialize the client with your Vinkius endpoint, then call the tool listing method. Spread these tools directly into your agent definition to give it full access to `list_pipeliner_contacts`.

Yes. The workflow engine handles concurrent execution. It queries `list_pipeliner_pipelines` and processes separate branches simultaneously to speed up global reporting.

Your account records and lead details remain strictly ephemeral. Vinkius processes all tool calls through short-lived V8 isolates, ensuring your CRM credentials and contact data never persist on external servers.

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