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How to integrate Salesflare MCP with Mastra AI

Connect Mastra AI to Salesflare MCP. List all contacts added this week, update deal stage for acme corp, and more using natural language, with authentication handled for you.

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Salesflare is a CRM platform designed for B2B sales teams to manage pipelines and automate data entry. It helps businesses build better customer relationships with smart insights and effortless tracking.

63 Tools

Introduction

This guide walks you through connecting Salesflare to Mastra AI using the Composio tool router. By the end, you'll have a working Salesflare agent that can list all contacts added this week, update deal stage for acme corp, create a new opportunity for globex through natural language commands.

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

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

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

The Salesflare MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Salesflare account. It provides structured and secure access to your accounts, contacts, opportunities, tasks, meetings, and calls, so your agent can manage customer records, track deals, schedule follow-ups, record sales activities, and review pipeline data on your behalf.

  • Account and contact management: Have your agent create, find, update, or remove contacts, and create, review, or update customer accounts.
  • Opportunity tracking: Let the agent create opportunities, review individual deals, filter your opportunity list, and update deals as they move through your pipeline.
  • Task and follow-up planning: Direct your agent to create sales tasks and list existing tasks using relevant filters so your team knows what to do next.
  • Meeting and call records: Instruct your agent to create meeting records and log one or more sales calls in Salesflare.
  • Team and CRM visibility: Have your agent review your contacts, accounts, team members, and current user details to gather the context needed for sales work.

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 Salesflare 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 Salesflare

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

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

Create the Mastra agent

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

  const composioMCPUrl = session.mcp.url;

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

  const composioTools = await mcpClient.getTools();

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

Add Account Contacts

Tool to add contacts to a specific account in Salesflare.

Create Account

Tool to create a new account in Salesflare.

Create call

Tool to create one or more call records in Salesflare.

Create Contact

Tool to create new contacts in Salesflare.

Create Custom Field

Creates a new custom field for accounts, contacts, or opportunities in Salesflare.

Create Internal Note

Tool to create an internal note in Salesflare associated with an account.

Create Meeting

Create a new meeting record in Salesflare.

Create Opportunity

Tool to create a new opportunity in Salesflare.

Create Tag

Tool to create a new tag in Salesflare.

Create Task

Tool to create a new task in Salesflare.

Create Workflow

Tool to create a new workflow (email automation sequence) in Salesflare.

Delete Account

Tool to permanently delete an account from Salesflare.

Delete Contact

Tool to delete a contact from Salesflare.

Delete Custom Field

Tool to delete a custom field from Salesflare.

Delete Internal Note

Tool to delete an internal note from Salesflare by its message ID.

Delete Meeting

Tool to delete a meeting from Salesflare.

Delete Opportunity

Tool to permanently delete an opportunity from Salesflare.

Delete Tag

Tool to delete a tag from Salesflare.

Delete Task

Tool to delete a task from Salesflare.

Get Account

Get detailed information about a specific account by ID.

Get AI Settings

Tool to retrieve AI settings for the Salesflare team.

Get Contact by ID

Retrieves detailed information for a specific contact by ID.

Get Current User

Tool to retrieve the details of the currently authenticated user.

Get Custom Field Details

Tool to retrieve details of a specific custom field.

Get Meeting Details

Tool to retrieve detailed information about a specific meeting by its ID.

Get Opportunity

Get detailed information about a specific opportunity by ID.

Get Stage

Get detailed information about a specific pipeline stage by ID.

Get Tag Usage

Get tag usage details including workflows, saved filters, and reports.

Get User

Tool to retrieve details of a specific user by their ID.

Get Workflow

Get detailed information about a specific workflow by ID.

Get Workflow Merge Fields

Tool to retrieve available merge fields for workflows in Salesflare.

List Account Messages

Tool to retrieve a list of messages associated with a specific account in Salesflare.

List accounts

Tool to list accounts with various filtering options including search, name, creation dates, size, domain, tags, address, and hotness level.

List Contacts

Tool to list contacts with filtering options.

List Supported Currencies

Tool to retrieve a list of supported currencies in Salesflare.

List Custom Field Options

Tool to list available options for a specific custom field in Salesflare.

List Custom Fields

Tool to list custom fields for a specified item class (accounts, contacts, or opportunities).

List Custom Field Types

Tool to retrieve a list of available custom field types in Salesflare.

List Email Data Sources

Tool to list email data sources.

List Filter Fields

Tool to list available filter fields for a specific entity type in Salesflare.

List Groups

Tool to list groups in Salesflare.

List My Contacts

Tool to list contacts belonging to the current user.

List Opportunities

Tool to list opportunities with extensive filtering options.

List Persons

Tool to list persons (non-contact people found in communications) from Salesflare.

List Pipelines

Tool to list pipelines in the Salesflare system with filtering and sorting options.

List Stages

Tool to list pipeline stages in the Salesflare system with filtering and sorting options.

List tags

Tool to list tags in the Salesflare system.

List Tasks

Tool to list tasks with filtering options.

List Users

Tool to list users (team members) in the Salesflare team.

List Workflows

Tool to list workflows (email automation sequences) in Salesflare.

Update Account

Tool to update an existing account in Salesflare.

Update Account Contacts

Tool to update the contacts associated with a specific Salesflare account.

Update Account Users

Tool to update the users associated with a specific Salesflare account.

Update AI Settings

Tool to update AI settings for the Salesflare team.

Update Contact

Tool to update an existing contact in Salesflare.

Update Custom Field

Updates an existing custom field for accounts, contacts, or opportunities in Salesflare.

Update Email Data Source

Tool to update the settings of an email data source in Salesflare.

Update Internal Note

Tool to update an existing internal note in Salesflare.

Update Opportunity

Tool to update an existing opportunity in Salesflare.

Update Tag

Tool to update the name of an existing tag in Salesflare.

Update Task

Tool to update an existing task in Salesflare.

Update Workflow

Tool to update an existing workflow in Salesflare.

Update Workflow Audience

Tool to re-enter or exit an entity from a workflow in Salesflare.

FRAMEWORKS

How to build Salesflare MCP Agent with another framework

Claude Code logo

Claude Code

Use Salesflare MCP with Claude Code

ChatGPT logo

ChatGPT

Use Salesflare MCP with ChatGPT

Claude Cowork logo

Claude Cowork

Use Salesflare MCP with Claude Cowork

Antigravity logo

Antigravity

Use Salesflare MCP with Antigravity

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Salesflare MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Salesflare MCP with Claude Agent SDK

Codex logo

Codex

Use Salesflare MCP with Codex

OpenClaw logo

OpenClaw

Use Salesflare MCP with OpenClaw

Hermes logo

Hermes

Use Salesflare MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Salesflare MCP with Atomic Agent

Google ADK logo

Google ADK

Use Salesflare MCP with Google ADK

LangChain logo

LangChain

Use Salesflare MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Salesflare MCP with Vercel AI SDK

LlamaIndex logo

LlamaIndex

Use Salesflare MCP with LlamaIndex

CrewAI logo

CrewAI

Use Salesflare MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Salesflare MCP with Pydantic AI

AutoGen logo

AutoGen

Use Salesflare MCP with AutoGen

FAQ

Frequently asked questions

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

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

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