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How to integrate Callingly MCP with Mastra AI

Connect Mastra AI to Callingly MCP. Activate a client account for onboarding, create an outbound call to new lead, and more using natural language, with authentication handled for you.

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Callingly is a lead response management platform that automates immediate call and text follow-ups with new leads. It helps sales teams boost response speed and close more deals by connecting seamlessly with CRMs and lead sources.

29 Tools

Introduction

This guide walks you through connecting Callingly to Mastra AI using the Composio tool router. By the end, you'll have a working Callingly agent that can place outbound calls, manage leads, list calls, organize agents and teams, and update agent schedules through natural language commands.

This guide will help you understand how to give your Mastra AI agent real control over a Callingly account through Composio's Callingly MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

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TL;DR

Here's what you'll learn:
  • Set up your environment so Mastra, OpenAI, and Composio work together
  • Create a Tool Router session in Composio that exposes Callingly tools
  • Connect Mastra's MCP client to the Composio generated MCP URL
  • Fetch Callingly tool definitions and attach them as a toolset
  • Build a Mastra agent that can reason, call tools, and return structured results
  • Run an interactive CLI where you can chat with your Callingly agent

What is Mastra AI?

Mastra AI is a TypeScript framework for building AI agents with tool support. It provides a clean API for creating agents that can use external services through MCP.

Key features include:

  • MCP Client: Built-in support for Model Context Protocol servers
  • Toolsets: Organize tools into logical groups
  • Step Callbacks: Monitor and debug agent execution
  • OpenAI Integration: Works with OpenAI models via @ai-sdk/openai

What is the Callingly MCP server, and what's possible with it?

The Callingly MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Callingly account. It provides structured and secure access to your Callingly environment, so your agent can automate lead follow-ups, manage agents and clients, trigger outbound calls, and keep your sales workflows moving without manual intervention.

  • Automated outbound call creation: Instantly generate outbound call records so your team can respond to new leads within seconds without lifting a finger.
  • Agent and team management: Let your agent create, delete, or update agents and teams as your sales organization changes and grows.
  • Client onboarding and offboarding: Seamlessly add, activate, deactivate, or remove client accounts as your business requires—no more manual data entry.
  • Real-time webhook setup: Set up and delete webhooks to receive instant notifications for specific call or lead events, keeping your CRM and other tools in sync.
  • Availability and scheduling insights: Retrieve agent schedules to optimize call assignments and guarantee leads get connected when agents are actually available.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step09 STEPS
1

Prerequisites

Before starting, make sure you have:
  • Node.js 18 or higher
  • A Composio account with an active API key
  • An OpenAI API key
  • Basic familiarity with TypeScript
2

Getting API Keys for OpenAI and Composio

OpenAI API Key
  • Go to the OpenAI dashboard and create an API key.
  • You need credits or a connected billing setup to use the models.
  • Store the key somewhere safe.
Composio API Key
  • Log in to the Composio dashboard.
  • Go to Settings and copy your API key.
  • This key lets your Mastra agent talk to Composio and reach Callingly through MCP.
3

Install dependencies

bash
npm install @composio/core @mastra/core @mastra/mcp @ai-sdk/openai dotenv

Install the required packages.

What's happening:

  • @composio/core is the Composio SDK for creating MCP sessions
  • @mastra/core provides the Agent class
  • @mastra/mcp is Mastra's MCP client
  • @ai-sdk/openai is the model wrapper for OpenAI
  • dotenv loads environment variables from .env
4

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
COMPOSIO_USER_ID=your_user_id_here
OPENAI_API_KEY=your_openai_api_key_here

Create a .env file in your project root.

What's happening:

  • COMPOSIO_API_KEY authenticates your requests to Composio
  • COMPOSIO_USER_ID tells Composio which user this session belongs to
  • OPENAI_API_KEY lets the Mastra agent call OpenAI models
5

Import libraries and validate environment

typescript
import "dotenv/config";
import { openai } from "@ai-sdk/openai";
import { Agent } from "@mastra/core/agent";
import { MCPClient } from "@mastra/mcp";
import { Composio } from "@composio/core";
import * as readline from "readline";

import type { AiMessageType } from "@mastra/core/agent";

const openaiAPIKey = process.env.OPENAI_API_KEY;
const composioAPIKey = process.env.COMPOSIO_API_KEY;
const composioUserID = process.env.COMPOSIO_USER_ID;

if (!openaiAPIKey) throw new Error("OPENAI_API_KEY is not set");
if (!composioAPIKey) throw new Error("COMPOSIO_API_KEY is not set");
if (!composioUserID) throw new Error("COMPOSIO_USER_ID is not set");

const composio = new Composio({
  apiKey: composioAPIKey as string,
});
What's happening:
  • dotenv/config auto loads your .env so process.env.* is available
  • openai gives you a Mastra compatible model wrapper
  • Agent is the Mastra agent that will call tools and produce answers
  • MCPClient connects Mastra to your Composio MCP server
  • Composio is used to create a Tool Router session
6

Create a Tool Router session for Callingly

typescript
async function main() {
  const session = await composio.create(
    composioUserID as string,
    {
      toolkits: ["callingly"],
    },
  );

  const composioMCPUrl = session.mcp.url;
  console.log("Callingly MCP URL:", composioMCPUrl);
What's happening:
  • create spins up a short-lived MCP HTTP endpoint for this user
  • The toolkits array contains "callingly" for Callingly access
  • session.mcp.url is the MCP URL that Mastra's MCPClient will connect to
7

Configure Mastra MCP client and fetch tools

typescript
const mcpClient = new MCPClient({
    id: composioUserID as string,
    servers: {
      nasdaq: {
        url: new URL(composioMCPUrl),
        requestInit: {
          headers: session.mcp.headers,
        },
      },
    },
    timeout: 30_000,
  });

console.log("Fetching MCP tools from Composio...");
const composioTools = await mcpClient.getTools();
console.log("Number of tools:", Object.keys(composioTools).length);
What's happening:
  • MCPClient takes an id for this client and a list of MCP servers
  • The headers property includes the x-api-key for authentication
  • getTools fetches the tool definitions exposed by the Callingly toolkit
8

Create the Mastra agent

typescript
const agent = new Agent({
    name: "callingly-mastra-agent",
    instructions: "You are an AI agent with Callingly tools via Composio.",
    model: "openai/gpt-5",
  });
What's happening:
  • Agent is the core Mastra agent
  • name is just an identifier for logging and debugging
  • instructions guide the agent to use tools instead of only answering in natural language
  • model uses openai("gpt-5") to configure the underlying LLM
9

Set up interactive chat interface

typescript
let messages: AiMessageType[] = [];

console.log("Chat started! Type 'exit' or 'quit' to end.\n");

const rl = readline.createInterface({
  input: process.stdin,
  output: process.stdout,
  prompt: "> ",
});

rl.prompt();

rl.on("line", async (userInput: string) => {
  const trimmedInput = userInput.trim();

  if (["exit", "quit", "bye"].includes(trimmedInput.toLowerCase())) {
    console.log("\nGoodbye!");
    rl.close();
    process.exit(0);
  }

  if (!trimmedInput) {
    rl.prompt();
    return;
  }

  messages.push({
    id: crypto.randomUUID(),
    role: "user",
    content: trimmedInput,
  });

  console.log("\nAgent is thinking...\n");

  try {
    const response = await agent.generate(messages, {
      toolsets: {
        callingly: composioTools,
      },
      maxSteps: 8,
    });

    const { text } = response;

    if (text && text.trim().length > 0) {
      console.log(`Agent: ${text}\n`);
        messages.push({
          id: crypto.randomUUID(),
          role: "assistant",
          content: text,
        });
      }
    } catch (error) {
      console.error("\nError:", error);
    }

    rl.prompt();
  });

  rl.on("close", async () => {
    console.log("\nSession ended.");
    await mcpClient.disconnect();
    process.exit(0);
  });
}

main().catch((err) => {
  console.error("Fatal error:", err);
  process.exit(1);
});
What's happening:
  • messages keeps the full conversation history in Mastra's expected format
  • agent.generate runs the agent with conversation history and Callingly toolsets
  • maxSteps limits how many tool calls the agent can take in a single run
  • onStepFinish is a hook that prints intermediate steps for debugging

Complete Code

Here's the complete code to get you started with Callingly and Mastra AI:

typescript
import "dotenv/config";
import { openai } from "@ai-sdk/openai";
import { Agent } from "@mastra/core/agent";
import { MCPClient } from "@mastra/mcp";
import { Composio } from "@composio/core";
import * as readline from "readline";

import type { AiMessageType } from "@mastra/core/agent";

const openaiAPIKey = process.env.OPENAI_API_KEY;
const composioAPIKey = process.env.COMPOSIO_API_KEY;
const composioUserID = process.env.COMPOSIO_USER_ID;

if (!openaiAPIKey) throw new Error("OPENAI_API_KEY is not set");
if (!composioAPIKey) throw new Error("COMPOSIO_API_KEY is not set");
if (!composioUserID) throw new Error("COMPOSIO_USER_ID is not set");

const composio = new Composio({ apiKey: composioAPIKey as string });

async function main() {
  const session = await composio.create(composioUserID as string, {
    toolkits: ["callingly"],
  });

  const composioMCPUrl = session.mcp.url;

  const mcpClient = new MCPClient({
    id: composioUserID as string,
    servers: {
      callingly: {
        url: new URL(composioMCPUrl),
        requestInit: {
          headers: session.mcp.headers,
        },
      },
    },
    timeout: 30_000,
  });

  const composioTools = await mcpClient.getTools();

  const agent = new Agent({
    name: "callingly-mastra-agent",
    instructions: "You are an AI agent with Callingly tools via Composio.",
    model: "openai/gpt-5",
  });

  let messages: AiMessageType[] = [];

  const rl = readline.createInterface({
    input: process.stdin,
    output: process.stdout,
    prompt: "> ",
  });

  rl.prompt();

  rl.on("line", async (input: string) => {
    const trimmed = input.trim();
    if (["exit", "quit"].includes(trimmed.toLowerCase())) {
      rl.close();
      return;
    }

    messages.push({ id: crypto.randomUUID(), role: "user", content: trimmed });

    const { text } = await agent.generate(messages, {
      toolsets: { callingly: composioTools },
      maxSteps: 8,
    });

    if (text) {
      console.log(`Agent: ${text}\n`);
      messages.push({ id: crypto.randomUUID(), role: "assistant", content: text });
    }

    rl.prompt();
  });

  rl.on("close", async () => {
    await mcpClient.disconnect();
    process.exit(0);
  });
}

main();

Conclusion

You've built a Mastra AI agent that can interact with Callingly through Composio's Tool Router. You can extend this further by:
  • Adding other toolkits like Gmail, Slack, or GitHub
  • Building a web-based chat interface around this agent
  • Using multiple MCP endpoints to enable cross-app workflows
TOOLS

Supported Tools

Every Callingly action and event your agent gets out of the box.

Activate/Deactivate Client Account

Tool to activate or deactivate a client account.

Create Agent

Tool to create a new agent.

Create Outbound Call

Creates a new outbound call record and initiates a real outbound call, which incurs cost — ensure explicit user authorization and compliance with applicable consent and telemarketing regulations before use.

Create Client

Creates a new client account in Callingly.

Create Team

Tool to create a new team.

Create Webhook

Tool to create a new webhook for call or lead events.

Delete Agent

Permanently delete an agent from a Callingly account.

Delete Client

Tool to delete a client.

Delete Lead

Deletes a lead by ID.

Delete Webhook

Tool to delete a webhook.

Get Agent Schedule

Tool to retrieve the availability schedule for a specific agent.

Get Call

Retrieves detailed information about a specific call by its unique ID.

Get Lead

Tool to retrieve details of a specific lead by its ID.

Get Team

Retrieve a Callingly team by ID to inspect its configuration, including call distribution, recording, and retry settings.

Get Webhook

Tool to retrieve details of a specific webhook by its ID.

List Calls

Tool to list calls.

List Clients

List clients associated with the Callingly account, including their identifying and billing details.

List Leads

Tool to list leads based on provided filters like date range or phone number.

List Teams

Tool to list teams.

List Team Users

Retrieve all agents assigned to a specific team in Callingly.

List Users

Tool to retrieve a list of agents.

List Webhooks

Tool to list configured webhooks.

Remove Team Agent

Tool to remove a specific agent from a team.

Update Agent

Tool to update an existing agent's details.

Update Lead

Tool to update an existing lead's information.

Update Agent Schedule

Tool to update an agent's availability schedule.

Update Team Agent Settings

Update a specific team agent's priority and call capacity.

Update Team Users

Updates the list of agents assigned to a team.

Update Webhook

Updates an existing webhook's configuration by ID.

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FAQ

Frequently asked questions

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