# How to integrate Docnify MCP with Mastra AI

```json
{
  "title": "How to integrate Docnify MCP with Mastra AI",
  "toolkit": "Docnify",
  "toolkit_slug": "docnify",
  "framework": "Mastra AI",
  "framework_slug": "mastra-ai",
  "url": "https://composio.dev/toolkits/docnify/framework/mastra-ai",
  "markdown_url": "https://composio.dev/toolkits/docnify/framework/mastra-ai.md",
  "updated_at": "2026-05-12T10:09:08.879Z"
}
```

## Introduction

This guide walks you through connecting Docnify to Mastra AI using the Composio tool router. By the end, you'll have a working Docnify agent that can list all documents awaiting your signature, add recipient to contract with specific email, resend nda document to all unsigned recipients through natural language commands.
This guide will help you understand how to give your Mastra AI agent real control over a Docnify account through Composio's Docnify MCP server.
Before we dive in, let's take a quick look at the key ideas and tools involved.

## Also integrate Docnify with

- [OpenAI Agents SDK](https://composio.dev/toolkits/docnify/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/docnify/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/docnify/framework/claude-code)
- [Claude Cowork](https://composio.dev/toolkits/docnify/framework/claude-cowork)
- [Codex](https://composio.dev/toolkits/docnify/framework/codex)
- [OpenClaw](https://composio.dev/toolkits/docnify/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/docnify/framework/hermes-agent)
- [CLI](https://composio.dev/toolkits/docnify/framework/cli)
- [Google ADK](https://composio.dev/toolkits/docnify/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/docnify/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/docnify/framework/ai-sdk)
- [LlamaIndex](https://composio.dev/toolkits/docnify/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/docnify/framework/crew-ai)

## 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 Docnify tools
- Connect Mastra's MCP client to the Composio generated MCP URL
- Fetch Docnify 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 Docnify 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 Docnify MCP server, and what's possible with it?

The Docnify MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Docnify account. It provides structured and secure access to your digital signing workflows, so your agent can perform actions like listing documents, adding recipients, creating document fields, and resending signature requests on your behalf.
- Seamless document management: Let your agent list, fetch, or delete documents in your Docnify account to keep your workspace organized and up to date.
- Effortless recipient handling: Automatically add or remove recipients from documents, manage their signing order, and control access with a single prompt.
- Custom field creation and editing: Direct your agent to add or remove fields—like signature, initials, or dates—on documents before sending them out for signing.
- Template automation: Quickly list available templates or fetch template details, letting your agent streamline the process of generating new documents.
- Signature request management: Easily resend signature requests or notifications, ensuring signers don’t miss important documents and deadlines.

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `DOCNIFY_ADD_DOCUMENT_RECIPIENT` | Add Document Recipient | Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options. |
| `DOCNIFY_CREATE_DOCUMENT_FIELDS` | Create Document Fields | Tool to create one or more fields on a document. Use after fetching a document to add fields before sending. |
| `DOCNIFY_DELETE_DOCUMENT` | Delete Document | Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed. |
| `DOCNIFY_DELETE_DOCUMENT_FIELDS` | Delete Document Field | Tool to delete a field from a document. Use when you need to remove a specific field from an existing document. |
| `DOCNIFY_DELETE_DOCUMENT_RECIPIENT` | Delete document recipient | Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access. |
| `DOCNIFY_GET_DOCUMENT` | Get Document | Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata. |
| `DOCNIFY_GET_TEMPLATE` | Get Template | Tool to fetch a specific template by its ID. Use to view a template's details and metadata. |
| `DOCNIFY_LIST_DOCUMENTS` | List Documents | Tool to list documents in the Docnify account. |
| `DOCNIFY_LIST_TEMPLATES` | List Templates | Tool to list templates in the Docnify account. |
| `DOCNIFY_RESEND_DOCUMENT` | Resend Document | Tool to resend a document for signing. Use after verifying the document ID to re-trigger signing notifications. |
| `DOCNIFY_SEND_DOCUMENT` | Send Document | Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content. |
| `DOCNIFY_UPDATE_DOCUMENT_FIELDS` | Update Document Fields | Tool to update metadata of document fields. Use when you need to change labels or requirements of existing fields before sending. |
| `DOCNIFY_UPDATE_DOCUMENT_RECIPIENT` | Update Document Recipient | Tool to update a recipient's details (name, email, role) on a document. Use after confirming document and recipient IDs. Provide at least one field to update. |

## Supported Triggers

None listed.

## Creating MCP Server - Stand-alone vs Composio SDK

The Docnify MCP server is an implementation of the Model Context Protocol that connects your AI agent to Docnify. It provides structured and secure access so your agent can perform Docnify operations on your behalf through a secure, permission-based interface.
With Composio's managed implementation, you don't have to create your own developer app. For production, if you're building an end product, we recommend using your own credentials. The managed server helps you prototype fast and go from 0-1 faster.

## Step-by-step Guide

### 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

### 1. Getting API Keys for OpenAI and Composio

OpenAI API Key
- Go to the [OpenAI dashboard](https://platform.openai.com/settings/organization/api-keys) 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](https://dashboard.composio.dev?utm_source=toolkits&utm_medium=framework_docs).
- Go to Settings and copy your API key.
- This key lets your Mastra agent talk to Composio and reach Docnify through MCP.

### 2. Install dependencies

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

### 3. Set up environment variables

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
```bash
COMPOSIO_API_KEY=your_composio_api_key_here
COMPOSIO_USER_ID=your_user_id_here
OPENAI_API_KEY=your_openai_api_key_here
```

### 4. Import libraries and validate environment

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
```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,
});
```

### 5. Create a Tool Router session for Docnify

What's happening:
- create spins up a short-lived MCP HTTP endpoint for this user
- The toolkits array contains "docnify" for Docnify access
- session.mcp.url is the MCP URL that Mastra's MCPClient will connect to
```typescript
async function main() {
  const session = await composio.create(
    composioUserID as string,
    {
      toolkits: ["docnify"],
    },
  );

  const composioMCPUrl = session.mcp.url;
  console.log("Docnify MCP URL:", composioMCPUrl);
```

### 6. Configure Mastra MCP client and fetch tools

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 Docnify toolkit
```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);
```

### 7. Create the Mastra agent

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

### 8. Set up interactive chat interface

What's happening:
- messages keeps the full conversation history in Mastra's expected format
- agent.generate runs the agent with conversation history and Docnify 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
```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: {
        docnify: 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);
});
```

## Complete Code

```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: ["docnify"],
  });

  const composioMCPUrl = session.mcp.url;

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

  const composioTools = await mcpClient.getTools();

  const agent = new Agent({
    name: "docnify-mastra-agent",
    instructions: "You are an AI agent with Docnify 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: { docnify: 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 Docnify 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

## How to build Docnify MCP Agent with another framework

- [OpenAI Agents SDK](https://composio.dev/toolkits/docnify/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/docnify/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/docnify/framework/claude-code)
- [Claude Cowork](https://composio.dev/toolkits/docnify/framework/claude-cowork)
- [Codex](https://composio.dev/toolkits/docnify/framework/codex)
- [OpenClaw](https://composio.dev/toolkits/docnify/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/docnify/framework/hermes-agent)
- [CLI](https://composio.dev/toolkits/docnify/framework/cli)
- [Google ADK](https://composio.dev/toolkits/docnify/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/docnify/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/docnify/framework/ai-sdk)
- [LlamaIndex](https://composio.dev/toolkits/docnify/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/docnify/framework/crew-ai)

## Related Toolkits

- [Google Drive](https://composio.dev/toolkits/googledrive) - Google Drive is a cloud storage platform for uploading, sharing, and collaborating on files. It's perfect for keeping your documents accessible and organized across devices.
- [Google Docs](https://composio.dev/toolkits/googledocs) - Google Docs is a cloud-based word processor that enables document creation and real-time collaboration. Its seamless sharing and version history make team editing and content management a breeze.
- [Google Super](https://composio.dev/toolkits/googlesuper) - Google Super is an all-in-one suite combining Gmail, Drive, Calendar, Sheets, Analytics, and more. It gives you a unified platform to manage your digital life, boosting productivity and organization.
- [Affinda](https://composio.dev/toolkits/affinda) - Affinda is an AI-powered document processing platform that automates data extraction from resumes, invoices, and more. It streamlines document-heavy workflows by turning files into structured, actionable data.
- [Agility cms](https://composio.dev/toolkits/agility_cms) - Agility CMS is a headless content management system for building and managing digital experiences across platforms. It lets teams update content quickly and deliver omnichannel experiences with ease.
- [Algodocs](https://composio.dev/toolkits/algodocs) - Algodocs is an AI-powered platform that automates data extraction from business documents. It delivers fast, secure, and accurate processing without templates or manual training.
- [Api2pdf](https://composio.dev/toolkits/api2pdf) - Api2Pdf is a REST API for generating PDFs from HTML, URLs, and documents using powerful engines like wkhtmltopdf and Headless Chrome. It streamlines document conversion and automation for developers and businesses.
- [Aryn](https://composio.dev/toolkits/aryn) - Aryn is an AI-powered platform for parsing, extracting, and analyzing data from unstructured documents. Use it to automate document processing and unlock actionable insights from your files.
- [Boldsign](https://composio.dev/toolkits/boldsign) - Boldsign is a digital eSignature platform for sending, signing, and tracking documents online. Organizations use it to automate agreements and manage legally binding workflows efficiently.
- [Boloforms](https://composio.dev/toolkits/boloforms) - BoloForms is an eSignature platform built for small businesses, offering unlimited signatures, templates, and forms. It simplifies digital document signing and team collaboration at a predictable, fixed price.
- [Box](https://composio.dev/toolkits/box) - Box is a cloud content management and file sharing platform for businesses. It helps teams securely store, organize, and collaborate on files from anywhere.
- [Carbone](https://composio.dev/toolkits/carbone) - Carbone is a blazing-fast report generator that turns JSON data into PDFs, Word docs, spreadsheets, and more using flexible templates. It lets you automate document creation at scale with minimal code.
- [Castingwords](https://composio.dev/toolkits/castingwords) - CastingWords is a transcription service specializing in human-powered, accurate transcripts via a simple API. Get seamless audio-to-text conversion for interviews, meetings, podcasts, and more.
- [Cloudconvert](https://composio.dev/toolkits/cloudconvert) - CloudConvert is a powerful file conversion service supporting over 200 file formats. It streamlines converting, compressing, and managing documents, media, and more, all in one place.
- [Cloudlayer](https://composio.dev/toolkits/cloudlayer) - Cloudlayer is a document and asset generation service for creating PDFs and images via API or SDKs. It lets you automate high-quality doc creation, saving dev time and reducing manual work.
- [Cloudpress](https://composio.dev/toolkits/cloudpress) - Cloudpress is a content export tool for Google Docs and Notion. It automates publishing to your favorite Content Management Systems.
- [Contentful graphql](https://composio.dev/toolkits/contentful_graphql) - Contentful graphql is a content delivery API that lets you access Contentful data using GraphQL queries. It gives you efficient, flexible ways to fetch and manage structured content for any digital project.
- [Conversion tools](https://composio.dev/toolkits/conversion_tools) - Conversion Tools is an online service for converting documents between formats such as PDF, Word, Excel, XML, and CSV. It lets you automate complex document workflows with just a few clicks.
- [Convertapi](https://composio.dev/toolkits/convertapi) - ConvertAPI is a robust file conversion service for documents, images, and spreadsheets. It streamlines programmatic format changes and lets developers automate complex workflows with a single API.
- [Craftmypdf](https://composio.dev/toolkits/craftmypdf) - CraftMyPDF is a web-based service for designing and generating PDFs with templates and live data. It streamlines document creation by automating personalized PDFs at scale.

## Frequently Asked Questions

### What are the differences in Tool Router MCP and Docnify MCP?

With a standalone Docnify MCP server, the agents and LLMs can only access a fixed set of Docnify tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Docnify and many other apps based on the task at hand, all through a single MCP endpoint.

### Can I use Tool Router MCP with Mastra AI?

Yes, you can. Mastra AI fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Docnify tools.

### Can I manage the permissions and scopes for Docnify while using Tool Router?

Yes, absolutely. You can configure which Docnify scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

### How safe is my data with Composio Tool Router?

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Docnify data and credentials are handled as safely as possible.

---
[See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)
