How to integrate Quaderno MCP with Mastra AI

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Introduction

This guide walks you through connecting Quaderno to Mastra AI using the Composio tool router. By the end, you'll have a working Quaderno agent that can calculate tax rate for a u.s. sale, create an invoice for a new customer, email finalized invoice to a client through natural language commands.

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

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

Also integrate Quaderno with

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

The Quaderno MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Quaderno account. It provides structured and secure access to your tax automation, invoicing, and compliance workflows, so your agent can calculate taxes, generate invoices, manage contacts and products, and handle essential document delivery on your behalf.

  • Automated tax rate calculation: Ask your agent to instantly determine the correct tax rate for any address or transaction type before creating invoices or processing sales.
  • Invoice creation and delivery: Let your agent generate detailed invoices for customers and deliver them directly via email, ensuring seamless billing operations.
  • Contact and product management: Easily create new customer or vendor contacts, add new products, or permanently delete outdated items from your Quaderno account—all through your agent.
  • Expense and tax ID cleanup: Direct your agent to remove specific expenses or registered tax IDs when they're no longer needed, keeping your records tidy and up to date.
  • Credit note and coupon handling: Your agent can deliver finalized credit notes to customers and permanently delete coupons as part of your accounting and revenue operations.

Supported Tools & Triggers

Tools
Add Expense PaymentAdds a payment to an existing expense in Quaderno.
Calculate Tax RateTool to calculate applicable tax rate for given address and transaction type.
Create ContactTool to create a new contact (customer or vendor).
Create CouponTool to create a new discount coupon in Quaderno.
Create EstimateCreates a new estimate/quote in Quaderno for a customer with line items.
Create EvidenceTool to create a new location evidence for tax compliance.
Create ExpenseTool to create a business expense in Quaderno.
Create InvoiceCreates a new invoice in Quaderno for a customer with line items.
Create ProductCreates a new product that can be used as a line item in invoices, credit notes, and expenses.
Create ReceiptCreates a new receipt in Quaderno documenting payment for goods or services.
Create RecurringTool to create a recurring document in Quaderno that automatically generates invoices on a schedule.
Create Report RequestTool to request a new report generation in Quaderno.
Create Tax IDTool to create a tax ID in a specific jurisdiction.
Create TransactionTool to create a sale or refund transaction in Quaderno.
Create WebhookTool to create a new webhook in Quaderno to receive event notifications.
Delete ContactTool to permanently delete a contact by ID.
Delete CouponTool to permanently delete a coupon.
Delete EstimatePermanently deletes an estimate from Quaderno by its ID.
Delete ExpensePermanently deletes an expense from Quaderno by its ID.
Delete ProductTool to permanently delete a product by ID.
Delete RecurringTool to permanently delete a recurring by ID.
Delete Tax IDPermanently deletes a registered tax ID from your Quaderno account.
Delete WebhookTool to permanently delete a webhook by ID.
Deliver Credit NoteSends a credit note to the customer via email.
Deliver EstimateDelivers an estimate to the customer via email.
Deliver InvoiceDelivers an invoice to the customer via email.
Deliver ReceiptSends a receipt to the customer via email.
Get AuthorizationTool to retrieve account credentials and verify API access.
Get EstimateTool to retrieve the details of an existing estimate by ID.
List ContactsTool to list contacts, paginated and filterable by name, email, or tax ID.
List CouponsTool to list all coupons.
List CreditsTool to list all credit notes from Quaderno.
List EstimatesTool to list all estimates in the account, paginated and sorted by creation date (newest first).
List EvidenceTool to list all evidence objects.
List ExpensesList all expenses from Quaderno with pagination support.
List InvoicesTool to list all invoices from Quaderno with filtering support.
List Tax JurisdictionsTool to list all tax jurisdictions.
List ProductsList all products (goods and services) from your Quaderno account.
List ReceiptsTool to list all receipts from Quaderno with optional filtering by search query, date range, payment state, processor ID, or customer ID.
List RecurringsList all recurring documents (invoices, expenses, or estimates) from your Quaderno account.
List Registered Tax IDsTool to list all registered tax IDs.
List Reporting RequestsRetrieves all reporting requests for the account with their current status and download URLs.
List SessionsList Quaderno Checkout sessions with optional filtering and pagination.
List Tax CodesTool to list all supported tax codes.
List WebhooksTool to list all webhooks.
Mark Invoice UncollectibleTool to mark an invoice as uncollectible (bad debt).
Ping API ServiceTool to check if the Quaderno API service is up and verify credentials.
Record Invoice PaymentTool to record a payment on an existing invoice.
Remove Invoice PaymentTool to remove a payment from an invoice.
Retrieve ContactTool to retrieve details of an existing contact by ID.
Retrieve Contact by Processor IDTool to retrieve a contact by external payment processor customer ID and gateway name.
Retrieve CouponRetrieve detailed information about a specific coupon by its ID.
Retrieve Credit NoteTool to retrieve details of an existing credit note by ID.
Retrieve EvidenceRetrieves a specific evidence object by its ID.
Retrieve ExpenseTool to retrieve details of an existing expense by ID.
Retrieve InvoiceTool to retrieve details of an existing invoice by ID.
Retrieve Tax JurisdictionTool to retrieve a tax jurisdiction by ID.
Retrieve ProductTool to retrieve details of an existing product by ID.
Retrieve ReceiptTool to retrieve details of an existing receipt by ID.
Retrieve RecurringTool to retrieve details of an existing recurring document by ID.
Retrieve Reporting RequestTool to retrieve the status and download URL of a specific report request by ID.
Retrieve Tax CodeTool to retrieve a specific tax code by ID.
Retrieve Tax IDTool to retrieve details of a specific tax ID by its ID.
Update ContactTool to update an existing contact in Quaderno.
Update CouponTool to update an existing coupon.
Update Credit NoteTool to update a credit note.
Update EstimateUpdates an existing estimate in Quaderno by modifying allowed fields.
Update EvidenceTool to update an evidence object.
Update ExpenseUpdates an existing expense in Quaderno by modifying allowed fields.
Update InvoiceUpdates an existing invoice in Quaderno by modifying allowed fields.
Update productTool to update a product; unspecified fields remain unchanged.
Update RecurringTool to update a recurring document in Quaderno.
Update Tax IDTool to update an existing tax ID in Quaderno.
Update WebhookTool to update an existing webhook configuration.
Validate Tax IDTool to validate a tax ID.
Void Credit NoteTool to void a credit note.

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

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

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 Quaderno through MCP.

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

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

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

Create a Tool Router session for Quaderno

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

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

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 Quaderno toolkit

Create the Mastra agent

typescript
const agent = new Agent({
    name: "quaderno-mastra-agent",
    instructions: "You are an AI agent with Quaderno 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

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: {
        quaderno: 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 Quaderno 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 Quaderno 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: ["quaderno"],
  });

  const composioMCPUrl = session.mcp.url;

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

  const composioTools = await mcpClient.getTools();

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

FAQ

What are the differences in Tool Router MCP and Quaderno MCP?

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

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

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

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Rolai

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