# How to integrate Docsumo MCP with Mastra AI

```json
{
  "title": "How to integrate Docsumo MCP with Mastra AI",
  "toolkit": "Docsumo",
  "toolkit_slug": "docsumo",
  "framework": "Mastra AI",
  "framework_slug": "mastra-ai",
  "url": "https://composio.dev/toolkits/docsumo/framework/mastra-ai",
  "markdown_url": "https://composio.dev/toolkits/docsumo/framework/mastra-ai.md",
  "updated_at": "2026-05-12T10:09:13.147Z"
}
```

## Introduction

This guide walks you through connecting Docsumo to Mastra AI using the Composio tool router. By the end, you'll have a working Docsumo agent that can show all available document types for your account, retrieve summary of enabled document types, analyze uploaded bank statement for monthly credits and debits through natural language commands.
This guide will help you understand how to give your Mastra AI agent real control over a Docsumo account through Composio's Docsumo MCP server.
Before we dive in, let's take a quick look at the key ideas and tools involved.

## Also integrate Docsumo with

- [OpenAI Agents SDK](https://composio.dev/toolkits/docsumo/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/docsumo/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/docsumo/framework/claude-code)
- [Claude Cowork](https://composio.dev/toolkits/docsumo/framework/claude-cowork)
- [Codex](https://composio.dev/toolkits/docsumo/framework/codex)
- [OpenClaw](https://composio.dev/toolkits/docsumo/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/docsumo/framework/hermes-agent)
- [CLI](https://composio.dev/toolkits/docsumo/framework/cli)
- [Google ADK](https://composio.dev/toolkits/docsumo/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/docsumo/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/docsumo/framework/ai-sdk)
- [LlamaIndex](https://composio.dev/toolkits/docsumo/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/docsumo/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 Docsumo tools
- Connect Mastra's MCP client to the Composio generated MCP URL
- Fetch Docsumo 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 Docsumo 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 Docsumo MCP server, and what's possible with it?

The Docsumo MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Docsumo account. It provides structured and secure access to your document processing workflows, so your agent can retrieve supported document types, analyze bank statements, and automate data extraction and classification on your behalf.
- Retrieve enabled document types: Instantly ask your agent to fetch a summary of all document types currently enabled for your account.
- Discover available classifications and user info: Have your agent list all supported document classifications and access your user document limits for more informed automation.
- Automate merchant cash advance (MCA) analysis: Let your agent analyze uploaded bank statements to generate detailed month-by-month breakdowns of credits, debits, and balances.
- Streamline document intake and data extraction: Enable your agent to understand which document formats are supported and optimize document workflows accordingly.

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `DOCSUMO_ADD_TABLE_ROW` | Add Table Row | Tool to add a new empty row at the end of a specified database table in Docsumo. Use when you need to append a blank row for data entry. The new row will automatically receive the next sequential ID and all fields will be initialized as empty strings. |
| `DOCSUMO_CREATE_FOLDER` | Create Folder | Tool to create a new folder in Docsumo for organizing documents by category or type. Use when you need to organize documents into specific categories (e.g., invoices, contracts). |
| `DOCSUMO_DELETE_TABLE` | Delete Table | Tool to delete one or more database tables from Docsumo. Use when you need to permanently remove tables from the database. This is a destructive operation. |
| `DOCSUMO_GET_ENABLED_DOCUMENT_TYPES` | Get Enabled Document Types | Retrieves a summary of document types available in Docsumo, including both enabled and disabled document types for the authenticated user. This endpoint provides information about which document types are configured and ready for use. |
| `DOCSUMO_GET_EXTERNAL_AGENTS` | Get External Agents | Tool to list all external agents configured in your Docsumo account. Use when you need to retrieve information about agents available for document or case processing. |
| `DOCSUMO_GET_TABLE_DATA` | Get Table Data | Tool to retrieve all data from a specific database table in Docsumo. Use when you need to fetch records from a custom database table using its unique identifier. |
| `DOCSUMO_GET_USER_DOCUMENT_TYPES` | Get User Document Types | Tool to list available user document types and user info. Use when you need to discover all supported document classifications and user limits. |
| `DOCSUMO_LIST_ALL_DOCUMENTS` | List All Documents | Tool to fetch a comprehensive list of all documents in your Docsumo account. Use when you need to retrieve, filter, or search documents by type, status, creation date, folder, or keyword. |
| `DOCSUMO_LIST_ENABLED_DOCUMENT_TYPES` | List Enabled Document Types | Tool to retrieve a list of document types currently enabled for your account. Use when you need to discover which document types are available for processing. |
| `DOCSUMO_LIST_EXTERNAL_AGENT_CASES` | List External Agent Cases | Tool to list all cases for a specific external agent casetype. Use when you need to retrieve cases with optional filtering by stage, assignee, workflow state, or date ranges. Supports pagination and sorting by creation or modification date. |
| `DOCSUMO_POST_MCA_ANALYSIS` | MCA Analysis | Performs Merchant Cash Advance (MCA) analysis on uploaded bank statement documents. This action analyzes bank statements to generate comprehensive financial summaries including: - Account holder information - Overall financial summary (total credits, debits, and balance) - Month-by-month breakdown with categorized transactions Prerequisites: Bank statement documents must be uploaded to Docsumo and fully processed before analysis. Input: List of document IDs (doc_ids) representing the bank statements to analyze. Output: Detailed MCA analysis with account info, financial metrics, and monthly data, or status message if documents are still processing. |

## Supported Triggers

None listed.

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

The Docsumo MCP server is an implementation of the Model Context Protocol that connects your AI agent to Docsumo. It provides structured and secure access so your agent can perform Docsumo 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 Docsumo 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 Docsumo

What's happening:
- create spins up a short-lived MCP HTTP endpoint for this user
- The toolkits array contains "docsumo" for Docsumo 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: ["docsumo"],
    },
  );

  const composioMCPUrl = session.mcp.url;
  console.log("Docsumo 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 Docsumo 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: "docsumo-mastra-agent",
    instructions: "You are an AI agent with Docsumo 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 Docsumo 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: {
        docsumo: 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: ["docsumo"],
  });

  const composioMCPUrl = session.mcp.url;

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

  const composioTools = await mcpClient.getTools();

  const agent = new Agent({
    name: "docsumo-mastra-agent",
    instructions: "You are an AI agent with Docsumo 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: { docsumo: 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 Docsumo 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 Docsumo MCP Agent with another framework

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

With a standalone Docsumo MCP server, the agents and LLMs can only access a fixed set of Docsumo tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Docsumo 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 Docsumo tools.

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

Yes, absolutely. You can configure which Docsumo 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 Docsumo data and credentials are handled as safely as possible.

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