How to integrate Sevdesk MCP with Mastra AI

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Introduction

This guide walks you through connecting Sevdesk to Mastra AI using the Composio tool router. By the end, you'll have a working Sevdesk agent that can generate and send a new invoice, list all unpaid customer invoices, add a new business expense entry through natural language commands.

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

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

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

The Sevdesk MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Sevdesk account. It provides structured and secure access to your accounting workspace, so your agent can perform actions like managing invoices, tracking expenses, generating reports, organizing contacts, and handling payments on your behalf.

  • Invoice creation and management: Instantly generate, send, and track invoices for your clients, keeping your business cash flow streamlined.
  • Expense tracking and categorization: Let your agent record and organize expenses, ensuring your books are always up to date and categorized for tax time.
  • Financial reporting and insights: Request detailed reports and summaries—like profit and loss or balance sheets—so you can make informed business decisions quickly.
  • Contact and customer management: Effortlessly add, update, or retrieve customer details and supplier information to keep your records accurate.
  • Payment and transaction handling: Enable your agent to log payments, match transactions, and help reconcile your accounts, reducing manual entry and errors.

Supported Tools & Triggers

Tools
Book Invoice AmountTool to book an invoice amount in SevDesk.
Check Customer Number AvailabilityTool to check if a customer number is available in sevDesk.
Create Accounting ContactTool to create a new accounting contact in sevDesk.
Create Check Account TransactionTool to create a new check account transaction in SevDesk.
Create Clearing AccountTool to create a new clearing account in sevDesk.
Create Communication WayTool to create a new contact communication way (email, phone, website, etc.
Create ContactCreates a new contact (person or company) in SevDesk accounting system.
Create Contact (REST API)Tool to create a new contact in sevDesk using the standard REST API endpoint.
Create Contact AddressTool to create a new contact address in SevDesk.
Create Contact Custom FieldTool to create a custom field for a contact in sevDesk.
Create Contact Custom Field SettingCreates a new contact custom field setting in sevDesk for tracking additional contact information.
Create Credit Note from InvoiceTool to create a new credit note from an existing invoice in SevDesk.
Create File Import AccountTool to create a new file import account (check account) in sevDesk.
Create PartTool to create a new part (product or service) in SevDesk.
Create Payment MethodCreates a new payment method in sevDesk for tracking different payment types.
Create Private Transaction RuleTool to create a new private transaction rule in SevDesk.
Create TagTool to create a new tag and attach it to an object (Invoice, Order, Voucher, or CreditNote) in sevDesk.
Delete Accounting Contact By IDPermanently deletes an accounting contact from sevDesk by its unique identifier.
Delete Check Account By IDPermanently deletes a check account from sevDesk by its unique identifier.
Delete Check Account TransactionPermanently deletes a check account transaction from sevDesk by its unique identifier.
Delete Communication Way By IDPermanently deletes a communication way from sevDesk by its unique identifier.
Delete ContactPermanently deletes a contact from sevDesk by its unique identifier.
Delete Contact Address By IDTool to delete a contact address from sevDesk by its unique identifier.
Delete Contact Custom Field By IDTool to permanently delete a contact custom field by its ID.
Delete Contact Custom Field Setting By IDTool to permanently delete a contact custom field setting by its ID.
Delete Credit Note By IDPermanently deletes a credit note from sevDesk by its unique identifier.
Delete Order By IDPermanently deletes an order from sevDesk by its unique identifier.
Delete Order Position By IDPermanently deletes an order position from sevDesk by its unique identifier.
Delete Payment MethodDeletes a payment method in sevDesk by its ID.
Delete Private Transaction Rule By IDPermanently deletes a private transaction rule from sevDesk by its unique identifier.
Delete Tag By IDPermanently deletes a tag from sevDesk by its unique identifier.
Enshrine Check Account TransactionTool to enshrine a check account transaction by its ID.
Export Credit Note CSVTool to export credit notes as CSV from SevDesk.
Fetch Dictionary Entries By TypeTool to retrieve placeholders (dictionary entries) for a specific object type in sevDesk.
Find Contacts By Custom Field ValueTool to find contacts by custom field value.
Generate Progress Download HashTool to generate a download hash for an export job progress.
Get Accounting Contact By IDTool to retrieve accounting contact details by ID.
Get Accounting ContactsTool to retrieve accounting contacts from sevDesk.
Get SevClient Account InvoicesRetrieves all sevDesk account invoices for the authenticated client.
Get Check Account Balance At DateTool to get the balance of a check account at a specific date.
Get Check Account By IDTool to retrieve details of a specific check account by ID.
Get Check AccountsTool to retrieve a list of all check accounts.
Get Check Account Transaction By IDTool to retrieve a specific check account transaction by its ID.
Get Check Account TransactionsTool to retrieve list of check account transactions.
Get CommunicationWay By IDTool to retrieve details of a specific communication way by ID.
Get Communication Way KeysRetrieve a list of communication way keys from sevDesk.
Get Communication WaysTool to retrieve communication ways from sevDesk.
Get Contact Address By IDTool to retrieve details of a specific contact address by ID.
Get Contact AddressesTool to retrieve contact addresses from sevdesk.
Get Contact By IDTool to retrieve details of a specific contact by ID.
Get Contact Custom Field By IDTool to retrieve a contact custom field by its ID.
Get Contact Custom FieldsTool to retrieve contact custom fields from sevDesk.
Get Contact Custom Field Setting By IDTool to retrieve details of a specific contact custom field setting by ID.
Get Contact Custom Field Setting Reference CountTool to receive the count of references for a contact custom field setting.
Get Contact Custom Field SettingsTool to retrieve contact custom field settings from sevDesk.
Get ContactsTool to retrieve a list of contacts.
Get Contact Tabs Item CountTool to get the count of items across all tabs for a specific contact.
Get Credit Note PositionsTool to retrieve credit note positions from SevDesk.
Get Credit NotesTool to retrieve a list of credit notes.
Get Export Invoice CSVTool to export invoices as CSV from sevDesk.
Get Export Transactions CSVTool to export check account transactions as CSV file.
Get Invoice Is Partially PaidTool to check if an invoice is already partially paid.
Get Invoice PositionsTool to retrieve all line items (positions) for a specific invoice.
Get Invoice PositionsTool to retrieve invoice positions from sevDesk.
Get InvoicesRetrieves a list of invoices from sevDesk with optional filtering and pagination.
Get Letterpapers With ThumbnailsTool to retrieve all available letterpapers with thumbnails from sevDesk.
Get Next Customer NumberTool to retrieve the next free customer number from sevDesk.
Get Order By IDTool to retrieve details of a specific order by ID.
Get Order DiscountsTool to retrieve discounts applied to a specific order in sevDesk.
Get Order Position By IDTool to retrieve details of a specific order position by ID.
Get Order PositionsTool to retrieve order positions from SevDesk.
Get OrdersRetrieve a paginated list of orders from sevDesk.
Get Part By IDTool to retrieve details of a specific part by ID.
Get Part Contact PricesTool to retrieve a list of part contact prices.
Get PartsTool to retrieve a list of all parts.
Get Part StockTool to retrieve the current stock level of a specific part.
Get Part UnitiesRetrieves a list of part unities (units of measurement) from SevDesk.
Get Payment MethodsRetrieves all available payment methods from sevDesk.
Get PlacesRetrieve a list of places (cities/locations with geographic data) from sevDesk.
Get Private Transaction RulesTool to list existing private transaction rules in SevDesk.
Get Export ProgressTool to retrieve the progress of an export operation.
Get Receipt Guidance For Account NumberTool to retrieve receipt guidance for a specific Datev account number.
Get Receipt Guidance For All AccountsTool to retrieve receipt guidance for all accounts.
Get Receipt Guidance For ExpenseTool to retrieve guidance for expense accounts from sevDesk.
Get Receipt Guidance For RevenueTool to retrieve guidance for revenue accounts from sevDesk.
Get Receipt Guidance For Tax RuleTool to get guidance by tax rule from sevDesk.
Get Report Invoice ListTool to export invoice list report from sevDesk.
Get Report OrderlistTool to export the order list report from sevDesk.
Get SevClient ConfigRetrieves the sevClient configuration settings from sevDesk.
Get Tag By IDTool to retrieve details of a specific tag by ID.
Get Tag RelationsTool to retrieve tag relations from sevDesk.
Get TagsTool to retrieve tags from sevdesk.
Get Tax RulesRetrieves tax rules from SevDesk.
Get Bookkeeping System VersionTool to retrieve the bookkeeping system version from sevDesk.
Render InvoiceTool to render the PDF document of an invoice by its ID.
Reset Credit Note To OpenTool to reset a credit note status to open.
Save InvoiceTool to create a new invoice in SevDesk using the Factory endpoint.
Send Credit Note ByTool to mark a credit note as sent by updating its send status and type.
Send Credit Note By PrintingTool to send a credit note by printing and render it.
Send Invoice ByTool to mark an invoice as sent by specifying how it was sent to the customer.
Mark Order as SentTool to mark an order as sent in sevDesk.
Update Accounting ContactTool to update an existing accounting contact in SevDesk.
Update Check AccountUpdates an existing check account (bank account) in sevDesk by ID.
Update Check Account Transaction By IDTool to update an existing check account transaction in sevDesk.
Update Communication Way By IDTool to update an existing communication way by ID in sevDesk.
Update ContactTool to update an existing contact's details.
Update Contact Address By IDTool to update an existing contact address by its unique identifier.
Update Contact Custom FieldTool to update a contact custom field in SevDesk.
Update Contact Custom Field SettingTool to update an existing contact custom field setting in SevDesk.
Update Invoice ParameterTool to update an invoice parameter such as template, language, letterpaper, or PayPal settings.
Update Order By IDTool to update an existing order in sevDesk by ID.
Update Order TemplateTool to update an order parameter such as template, language, letterpaper, or PayPal settings.
Update Part By IDTool to update an existing part (product/service) in sevDesk.
Update SevClient Export ConfigTool to update the export configuration for a SevClient in sevDesk.
Update Tag By IDTool to update a tag's name in sevDesk by its ID.

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 Sevdesk 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 Sevdesk

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

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

Create the Mastra agent

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

  const composioMCPUrl = session.mcp.url;

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

  const composioTools = await mcpClient.getTools();

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

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FAQ

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

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

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

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

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