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How to integrate Freeagent MCP with Mastra AI

Connect Mastra AI to Freeagent MCP. List overdue invoices for this month, create a new expense for office supplies, and more using natural language, with authentication handled for you.

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Freeagent is a cloud-based accounting platform designed for freelancers and small businesses. It simplifies bookkeeping, invoicing, and expense management in one place.

76 Tools

Introduction

This guide walks you through connecting Freeagent to Mastra AI using the Composio tool router. By the end, you'll have a working Freeagent agent that can list overdue invoices for this month, create a new expense for office supplies, summarize all unassigned transactions through natural language commands.

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

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

Also integrate Freeagent with

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

The Freeagent MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Freeagent account. It provides structured and secure access to your accounting records, so your agent can create invoices, record timeslips, review expenses, monitor cash flow, and track tax deadlines on your behalf.

  • Invoices, estimates, and credit notes: Have your agent create invoices, estimates, and credit notes, convert estimates into invoices, or convert eligible invoices into credit notes.
  • Financial reporting: Let the agent retrieve cash flow, profit and loss, trial balance, balance sheet, opening balance, and accounting transaction details for your business.
  • Expenses, bills, and banking: Direct your agent to list or update expenses, create bills with attachments, review bills and bank transactions, or create and list bank accounts.
  • Contacts, projects, and time tracking: Instruct your agent to create contacts and projects, review existing records, and add timeslips for completed work.
  • Tax and VAT planning: Have your agent list VAT returns and check your company tax timeline for upcoming events and deadlines.

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 Freeagent 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 Freeagent

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

  const composioMCPUrl = session.mcp.url;
  console.log("Freeagent MCP URL:", composioMCPUrl);
What's happening:
  • create spins up a short-lived MCP HTTP endpoint for this user
  • The toolkits array contains "freeagent" for Freeagent 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 Freeagent toolkit
8

Create the Mastra agent

typescript
const agent = new Agent({
    name: "freeagent-mastra-agent",
    instructions: "You are an AI agent with Freeagent 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: {
        freeagent: 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 Freeagent 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 Freeagent 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: ["freeagent"],
  });

  const composioMCPUrl = session.mcp.url;

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

  const composioTools = await mcpClient.getTools();

  const agent = new Agent({
    name: "freeagent-mastra-agent",
    instructions: "You are an AI agent with Freeagent 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: { freeagent: 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 Freeagent 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 Freeagent action and event your agent gets out of the box.

Cashflow summary for a date range

Tool to retrieve cashflow summary for a given date range from FreeAgent.

Get Company Details

Tool to retrieve company details from FreeAgent.

Create a Journal Set

Tool to create a journal set in FreeAgent.

Create Sales Tax Period

Tool to create a sales tax period in FreeAgent.

Create Task Under Project

Tool to create a task under a specific project in FreeAgent.

Create A Timeslip

Tool to create a new timeslip in FreeAgent.

Create a User

Tool to create a new user in FreeAgent.

Create Bank Account

Tool to create a bank account in FreeAgent.

Create Bill with Attachment

Tool to create a bill with optional attachment in FreeAgent.

Create Category

Tool to create a custom category in FreeAgent.

Create Contact

Tool to create a new contact in FreeAgent.

Create Credit Note

Tool to create a credit note in FreeAgent.

Create Credit Note Reconciliation

Tool to create a credit note reconciliation in FreeAgent.

Create Estimate

Tool to create a new estimate in FreeAgent.

Create Estimate Item

Tool to create an estimate item in FreeAgent.

Duplicate Estimate

Tool to duplicate an existing estimate in FreeAgent.

Send Estimate Email

Tool to email an estimate in FreeAgent.

Create Invoice

Tool to create an invoice in FreeAgent.

Create Invoice Item

Tool to create an invoice item in FreeAgent.

Duplicate Invoice

Tool to duplicate an existing invoice in FreeAgent.

Create Note

Tool to create a note for a contact or project in FreeAgent.

Create Price List Item

Tool to create a price list item in FreeAgent.

Create Project

Tool to create a project in FreeAgent.

Delete Bank Transaction Explanation

Tool to delete a bank transaction explanation in FreeAgent.

Delete Estimates Default Additional Text

Tool to delete default additional text for estimates in FreeAgent.

Delete Note

Tool to delete a note by its ID.

Get Invoice Timeline

Tool to retrieve invoice timeline showing chronological record of invoice-related events.

Get Mileage Settings

Tool to retrieve mileage settings including engine type/size options and reimbursement rates.

Get Opening Balances

Tool to retrieve the Opening Balances journal set for a company.

Get Personal Profile

Tool to retrieve the authenticated user's personal profile from FreeAgent.

Get the Opening Balances

Tool to retrieve the opening balances from the trial balance summary.

Get the P&L summary

Tool to retrieve the Profit and Loss summary for a specified period from FreeAgent.

Get Trial Balance Summary

Tool to get the trial balance summary from FreeAgent.

Get Balance Sheet

Tool to retrieve the balance sheet for a FreeAgent account.

Get Opening Balances

Tool to retrieve opening balances for the balance sheet from FreeAgent.

List Accounting Transactions

Tool to list all accounting transactions from FreeAgent.

List All CIS Bands

Tool to list all CIS (Construction Industry Scheme) bands for a company.

List All Expenses

Tool to list all expenses from FreeAgent.

List All Price List Items

Tool to list all price list items from FreeAgent.

List All Properties

Tool to list all properties in FreeAgent.

List All Recurring Invoices

Tool to retrieve a list of recurring invoices from FreeAgent.

List All Sales Tax Periods

Tool to list all sales tax periods for a company in FreeAgent.

List All Stock Items

Tool to list all stock items from FreeAgent.

List All Tasks

Tool to list all tasks in FreeAgent.

List All Timeslips

Tool to list all timeslips from FreeAgent.

List All Users

Tool to list users in FreeAgent.

List Bank Accounts

Tool to list bank accounts in FreeAgent.

List Bank Feeds

Tool to list all bank feeds for a company.

List Bank Transactions

Tool to list all bank transactions under a certain bank account in FreeAgent.

List Bills

Tool to retrieve a list of bills from FreeAgent.

List Business Categories

Tool to retrieve all available business categories from FreeAgent.

List Categories

Tool to retrieve all categories for the current FreeAgent company.

List Contacts

Tool to list contacts in FreeAgent.

List Credit Note Reconciliations

Tool to retrieve all credit note reconciliations from FreeAgent.

List Credit Notes

Tool to list credit notes from FreeAgent.

List EC MOSS Sales Tax Rates

Tool to retrieve EC VAT MOSS sales tax rates for a specific EU country and date.

List Estimates

Tool to list estimates in FreeAgent.

Get Default Estimates Additional Text

Tool to retrieve the default additional text for estimates.

List Final Accounts Reports

Tool to list final accounts reports for a company in FreeAgent.

List Hire Purchases

Tool to retrieve all hire purchases for the authorized FreeAgent account.

Get Default Additional Text

Tool to get the default additional text shown on all invoices.

List Notes

Tool to retrieve a list of notes for a contact or project.

List Projects

Tool to list projects in FreeAgent.

List VAT Returns

Tool to list VAT returns for a company in FreeAgent.

Show Tax Timeline

Tool to retrieve the company's tax timeline showing upcoming tax events and deadlines.

Update Bank Transaction Explanation

Tool to update a bank transaction explanation in FreeAgent.

Update Estimates Default Additional Text

Tool to update the default additional text for estimates in FreeAgent.

Convert Estimate to Invoice

Tool to convert an estimate to an invoice in FreeAgent.

Update Expense

Tool to update an existing expense in FreeAgent.

Update Invoices Default Additional Text

Tool to update the default additional text shown on all invoices.

Convert Invoice to Credit Note

Tool to convert a draft negative invoice to a credit note in FreeAgent.

Update a Journal Set

Tool to update a journal set in FreeAgent.

Update Note

Tool to update an existing note in FreeAgent.

Update Price List Item

Tool to update a price list item in FreeAgent.

Update Personal Profile

Tool to update the authenticated user's personal profile in FreeAgent.

Upload a Bank Statement

Tool to upload a bank statement to FreeAgent.

FRAMEWORKS

How to build Freeagent MCP Agent with another framework

Claude Code logo

Claude Code

Use Freeagent MCP with Claude Code

Claude Cowork logo

Claude Cowork

Use Freeagent MCP with Claude Cowork

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Freeagent MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Freeagent MCP with Claude Agent SDK

Grok Bot logo

Grok Bot

Use Freeagent MCP with Grok Bot

Codex logo

Codex

Use Freeagent MCP with Codex

OpenClaw logo

OpenClaw

Use Freeagent MCP with OpenClaw

Hermes logo

Hermes

Use Freeagent MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Freeagent MCP with Atomic Agent

Google ADK logo

Google ADK

Use Freeagent MCP with Google ADK

LangChain logo

LangChain

Use Freeagent MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Freeagent MCP with Vercel AI SDK

LlamaIndex logo

LlamaIndex

Use Freeagent MCP with LlamaIndex

CrewAI logo

CrewAI

Use Freeagent MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Freeagent MCP with Pydantic AI

AutoGen logo

AutoGen

Use Freeagent MCP with AutoGen

FAQ

Frequently asked questions

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

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 Freeagent tools.

Yes, absolutely. You can configure which Freeagent 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.

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 Freeagent data and credentials are handled as safely as possible.

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