How to integrate Templated MCP with Mastra AI

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Introduction

This guide walks you through connecting Templated to Mastra AI using the Composio tool router. By the end, you'll have a working Templated agent that can generate invoice pdf from customer data, list all available image templates, clone existing certificate template for edits through natural language commands.

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

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

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

The Templated MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Templated account. It provides structured and secure access to your templates and renders, so your agent can generate dynamic documents, manage templates, clone or tag designs, and retrieve render results on your behalf.

  • Automated document and image generation: Instantly have your agent render PDFs or images from any saved template, filling in dynamic variables to create invoices, certificates, or marketing materials.
  • Template management and organization: Let your agent list, retrieve, clone, or delete templates, keeping your template library organized and up-to-date without manual effort.
  • Dynamic tagging and categorization: Easily add or remove tags from templates, enabling smarter organization and fast searching for specific designs or document types.
  • Render tracking and retrieval: Ask your agent to list all renders for a template or fetch detailed information about a specific document render, making it simple to track document creation and usage history.
  • Account insights and validation: Have your agent retrieve account information to confirm API access, check account metadata, or audit usage details as needed.

Supported Tools & Triggers

Tools
Add Tags to TemplateTool to append new tags to an existing template without overwriting existing tags.
Clone TemplateTool to clone an existing template.
Count Template ClonesTool to get the count of cloned templates for a specific source template.
Create FolderTool to create a new folder for organizing templates and renders.
Create Template RenderCreate document renders from templates.
Create TemplateTool to create a new template with specified dimensions and layers.
Delete FolderTool to delete a folder by its ID.
Delete RenderTool to delete a specific render by its ID.
Delete TemplateTool to delete a template by its unique ID.
Duplicate Template RenderTool to duplicate an existing render with the same settings and template.
Get Account InformationTool to retrieve account information, including email, name, team name, API usage statistics, and subscription plan.
List All TemplatesTool to list all templates of a user.
List Folder RendersTool to list all renders in a specific folder.
List FoldersTool to list all folders in the account.
List Folder TemplatesTool to list all templates in a specific folder.
List FontsTool to list all available fonts including Google Fonts and user-uploaded custom fonts.
List Gallery TemplatesTool to list templates from the public gallery.
List All RendersTool to list all renders in the account.
List Template ClonesTool to list all cloned templates in the account.
List Template RendersTool to list all renders of a specific template.
List UploadsTool to list all uploaded images in the account.
Merge Template RendersTool to merge multiple renders into a single PDF output.
Move Render to FolderTool to move a render to a specific folder.
Move Template to FolderTool to move a template to a folder.
Remove Template TagsTool to remove specific tags from a template.
Retrieve Template RenderTool to retrieve details of a specific render by its ID.
Retrieve TemplateTool to retrieve a single Template by its unique ID.
Update FolderTool to update an existing folder's properties.
Update TemplateTool to update an existing template including its properties and layers.
Update Template TagsTool to overwrite all tags on a template.

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 Templated 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 Templated

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

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

Create the Mastra agent

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

  const composioMCPUrl = session.mcp.url;

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

  const composioTools = await mcpClient.getTools();

  const agent = new Agent({
    name: "templated-mastra-agent",
    instructions: "You are an AI agent with Templated 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: { templated: 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 Templated 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 Templated MCP?

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

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

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

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