How to Use the Platform.ly MCP in Vercel AI SDK

Q: Can the Vercel AI SDK create new Platform.ly contacts?

Yes. Your frontend can trigger createnewcontact using just an email and project ID. The new record ID streams back to the UI so you can route the user immediately.

Q: How do I handle missing tags in my UI?

Run listprojecttags first to verify the tag exists. If it does, your agent fires applytagtocontact and updates the React state.

Stream live Platform.ly CRM data straight to your Vercel AI SDK frontends without waiting for loading spinners.

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Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers — Included with Plan

Connect Platform.ly MCP to Vercel AI SDK

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

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Setup Platform.ly with Vercel AI SDK

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Stream CRM Data via Vercel AI SDK

The `search_contact_by_email` and `get_contact_details` tools let your Vercel AI SDK application pull Platform.ly records directly into React components. When a user types a customer email into your Next.js frontend, the agent fetches the profile. Because Vercel streams the response, the contact's name, company, and project ID render on the screen instantly. You bypass the traditional API request-wait-render cycle completely.

Live Sales Pipeline Updates

Your MCP client calls `list_sales_pipelines` to grab active deal stages from Platform.ly. You feed this data into a Svelte or Vue dashboard where sales reps watch their pipeline status update during a conversation. If a user asks the agent to open a new opportunity, the system fires `create_new_sales_deal`. The resulting deal ID and pipeline placement stream back to the UI immediately, giving the rep visual confirmation without a page refresh.

Real-Time Tag Management

The `apply_tag_to_contact` and `remove_tag_from_contact` tools allow your frontend to manage Platform.ly segmentation on the fly. A customer service rep clicks a button in your custom app, and the AI handles the backend update. You pair this with `list_project_tags` to populate a live dropdown menu in your application. The MCP Server ensures your UI always matches the current state of the CRM.

Setup guide

Set up Platform.ly 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 Platform.ly 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 Platform.ly transactions",
});

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

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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 Platform.ly. 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 Platform.ly MCP in Vercel AI SDK

Install the @ai-sdk/mcp package. Call createMCPClient with your HTTP transport URL, then pass the tools directly into your streamText function.

Yes. Your frontend can trigger `create_new_contact` using just an email and project ID. The new record ID streams back to the UI so you can route the user immediately.

The HTTP transport layer works natively on Vercel Edge. Your agent queries `list_crm_contacts` with zero cold start delays.

Run `list_project_tags` first to verify the tag exists. If it does, your agent fires `apply_tag_to_contact` and updates the React state.

The V8 Isolate Sandbox processes your contact names, emails, and sales deal amounts in a strict zero-trust environment. The server destroys the execution context the millisecond the Vercel AI SDK finishes streaming the response.

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