# How to integrate Zoho invoice MCP with Mastra AI ```json { "title": "How to integrate Zoho invoice MCP with Mastra AI", "toolkit": "Zoho invoice", "toolkit_slug": "zoho_invoice", "framework": "Mastra AI", "framework_slug": "mastra-ai", "url": "https://composio.dev/toolkits/zoho_invoice/framework/mastra-ai", "markdown_url": "https://composio.dev/toolkits/zoho_invoice/framework/mastra-ai.md", "updated_at": "2026-05-06T08:35:03.694Z" } ``` ## Introduction This guide walks you through connecting Zoho invoice to Mastra AI using the Composio tool router. By the end, you'll have a working Zoho invoice agent that can list all unpaid invoices from last month, show expenses categorized by project for may, find payments received from a specific client through natural language commands. This guide will help you understand how to give your Mastra AI agent real control over a Zoho invoice account through Composio's Zoho invoice MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved. ## Also integrate Zoho invoice with - [OpenAI Agents SDK](https://composio.dev/toolkits/zoho_invoice/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/zoho_invoice/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/zoho_invoice/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/zoho_invoice/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/zoho_invoice/framework/codex) - [OpenClaw](https://composio.dev/toolkits/zoho_invoice/framework/openclaw) - [Hermes](https://composio.dev/toolkits/zoho_invoice/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/zoho_invoice/framework/cli) - [Google ADK](https://composio.dev/toolkits/zoho_invoice/framework/google-adk) - [LangChain](https://composio.dev/toolkits/zoho_invoice/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/zoho_invoice/framework/ai-sdk) - [LlamaIndex](https://composio.dev/toolkits/zoho_invoice/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/zoho_invoice/framework/crew-ai) ## 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 Zoho invoice tools - Connect Mastra's MCP client to the Composio generated MCP URL - Fetch Zoho invoice 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 Zoho invoice 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 Zoho invoice MCP server, and what's possible with it? The Zoho invoice MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Zoho Invoice account. It provides structured and secure access to your invoicing, billing, and expense data, so your agent can perform actions like listing invoices, fetching payments, retrieving contacts, and managing expenses on your behalf. - Comprehensive invoice management: Let your agent list and review all invoices, making it easy to track billing history, filter by status, or check for outstanding payments. - Automated expense tracking: Have your agent retrieve and organize expense records, helping you monitor spending and simplify bookkeeping. - Contact catalog access: Quickly pull a list of clients, vendors, or customers from your Zoho Invoice account to streamline outreach and relationship management. - Real-time payment tracking: Direct your agent to list all payments, filter by customer or date range, and ensure nothing falls through the cracks. - Itemized inventory insights: Fetch detailed item catalogs or retrieve specific item details to keep your invoicing accurate and up to date. ## Supported Tools | Tool slug | Name | Description | |---|---|---| | `ZOHO_INVOICE_GET_ITEM` | Get Zoho Invoice Item | Tool to retrieve the details of a specific item by item id. use when you need to fetch an item's data after confirming its existence. | | `ZOHO_INVOICE_LIST_CONTACTS` | List Contacts | Tool to list contacts. use after obtaining the organization id to retrieve contacts with optional filters and pagination. | | `ZOHO_INVOICE_LIST_EXPENSES` | List Expenses | Tool to list all expenses with optional pagination. use when you need to retrieve expenses with simple pagination. | | `ZOHO_INVOICE_LIST_INVOICES` | List Invoices | Tool to list invoices. use when you need to retrieve all invoices with optional filters and pagination. | | `ZOHO_INVOICE_LIST_ITEMS` | List Items | Tool to list all items. use when you need to retrieve your item catalog with optional pagination and filtering after specifying the organization id. | | `ZOHO_INVOICE_LIST_PAYMENTS` | List Payments | Tool to list payments. use when you need to retrieve all payments with optional filters like customer, invoice, date range, and pagination. | ## Supported Triggers None listed. ## Creating MCP Server - Stand-alone vs Composio SDK The Zoho invoice MCP server is an implementation of the Model Context Protocol that connects your AI agent to Zoho invoice. It provides structured and secure access so your agent can perform Zoho invoice operations on your behalf through a secure, permission-based interface. With Composio's managed implementation, you don't have to create your own developer app. For production, if you're building an end product, we recommend using your own credentials. The managed server helps you prototype fast and go from 0-1 faster. ## Step-by-step Guide ### 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 ### 1. Getting API Keys for OpenAI and Composio OpenAI API Key - Go to the [OpenAI dashboard](https://platform.openai.com/settings/organization/api-keys) 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](https://dashboard.composio.dev?utm_source=toolkits&utm_medium=framework_docs). - Go to Settings and copy your API key. - This key lets your Mastra agent talk to Composio and reach Zoho invoice through MCP. ### 2. Install dependencies 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 ```bash npm install @composio/core @mastra/core @mastra/mcp @ai-sdk/openai dotenv ``` ### 3. Set up environment variables 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 ```bash COMPOSIO_API_KEY=your_composio_api_key_here COMPOSIO_USER_ID=your_user_id_here OPENAI_API_KEY=your_openai_api_key_here ``` ### 4. Import libraries and validate environment 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 ```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, }); ``` ### 5. Create a Tool Router session for Zoho invoice What's happening: - create spins up a short-lived MCP HTTP endpoint for this user - The toolkits array contains "zoho_invoice" for Zoho invoice access - session.mcp.url is the MCP URL that Mastra's MCPClient will connect to ```typescript async function main() { const session = await composio.create( composioUserID as string, { toolkits: ["zoho_invoice"], }, ); const composioMCPUrl = session.mcp.url; console.log("Zoho invoice MCP URL:", composioMCPUrl); ``` ### 6. Configure Mastra MCP client and fetch tools 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 Zoho invoice toolkit ```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); ``` ### 7. Create the Mastra agent 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 ```typescript const agent = new Agent({ name: "zoho_invoice-mastra-agent", instructions: "You are an AI agent with Zoho invoice tools via Composio.", model: "openai/gpt-5", }); ``` ### 8. Set up interactive chat interface What's happening: - messages keeps the full conversation history in Mastra's expected format - agent.generate runs the agent with conversation history and Zoho invoice 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 ```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: { zoho_invoice: 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); }); ``` ## Complete Code ```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: ["zoho_invoice"], }); const composioMCPUrl = session.mcp.url; const mcpClient = new MCPClient({ id: composioUserID as string, servers: { zoho_invoice: { url: new URL(composioMCPUrl), requestInit: { headers: session.mcp.headers, }, }, }, timeout: 30_000, }); const composioTools = await mcpClient.getTools(); const agent = new Agent({ name: "zoho_invoice-mastra-agent", instructions: "You are an AI agent with Zoho invoice 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: { zoho_invoice: 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 Zoho invoice 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 Zoho invoice MCP Agent with another framework - [OpenAI Agents SDK](https://composio.dev/toolkits/zoho_invoice/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/zoho_invoice/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/zoho_invoice/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/zoho_invoice/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/zoho_invoice/framework/codex) - [OpenClaw](https://composio.dev/toolkits/zoho_invoice/framework/openclaw) - [Hermes](https://composio.dev/toolkits/zoho_invoice/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/zoho_invoice/framework/cli) - [Google ADK](https://composio.dev/toolkits/zoho_invoice/framework/google-adk) - [LangChain](https://composio.dev/toolkits/zoho_invoice/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/zoho_invoice/framework/ai-sdk) - [LlamaIndex](https://composio.dev/toolkits/zoho_invoice/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/zoho_invoice/framework/crew-ai) ## Related Toolkits - [Stripe](https://composio.dev/toolkits/stripe) - Stripe is a global online payments platform offering APIs for managing payments, customers, and subscriptions. Trusted by businesses for secure, efficient, and scalable payment processing worldwide. - [Alpha vantage](https://composio.dev/toolkits/alpha_vantage) - Alpha Vantage is a financial data platform offering real-time and historical stock market APIs. Get instant, reliable access to equities, forex, and technical analysis data for smarter trading decisions. - [Altoviz](https://composio.dev/toolkits/altoviz) - Altoviz is a cloud-based billing and invoicing platform for businesses. It streamlines online payments, expense tracking, and customizable invoice management. - [Benzinga](https://composio.dev/toolkits/benzinga) - Benzinga provides real-time financial news and data APIs for market coverage. It helps you track breaking news and actionable market insights instantly. - [Brex](https://composio.dev/toolkits/brex) - Brex provides corporate credit cards and spend management tailored for startups and tech businesses. It helps optimize company cash flow, streamline accounting, and accelerate business growth. - [Chaser](https://composio.dev/toolkits/chaser) - Chaser is accounts receivable automation software that sends invoice reminders and helps businesses get paid faster. It streamlines the collections process to save time and improve cash flow. - [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time. - [Coinbase](https://composio.dev/toolkits/coinbase) - Coinbase is a platform for buying, selling, and storing cryptocurrency. It makes exchanging and managing crypto simple and secure for everyone. - [Coinranking](https://composio.dev/toolkits/coinranking) - Coinranking is a comprehensive cryptocurrency market data platform offering access to real-time coin prices, market caps, and historical data. Get accurate, up-to-date stats for thousands of digital assets in one place. - [Coupa](https://composio.dev/toolkits/coupa) - Coupa is a business spend management platform for procurement, invoicing, and expenses. It helps organizations streamline purchasing, control costs, and gain complete visibility over financial operations. - [CurrencyScoop](https://composio.dev/toolkits/currencyscoop) - CurrencyScoop is a developer-friendly API for real-time and historical currency exchange rates. Easily access fiat and crypto data for smart, up-to-date financial applications. - [Daffy](https://composio.dev/toolkits/daffy) - Daffy is a modern charitable giving platform with a donor-advised fund. Easily set aside funds, grow them tax-free, and donate to over 1.7 million U.S. charities. - [Eagle doc](https://composio.dev/toolkits/eagle_doc) - Eagle doc is an AI-powered OCR API for invoices and receipts. It delivers fast, reliable, and accurate document data extraction for seamless automation. - [Elorus](https://composio.dev/toolkits/elorus) - Elorus is an online invoicing and time-tracking software for freelancers and small businesses. Easily manage finances, bill clients, and track work in one place. - [Eodhd apis](https://composio.dev/toolkits/eodhd_apis) - Eodhd apis delivers comprehensive financial data, including live and historical stock prices, via robust APIs. Easily access reliable, up-to-date market insights to power your apps, dashboards, and analytics. - [Fidel api](https://composio.dev/toolkits/fidel_api) - Fidel api is a secure platform for linking payment cards to web and mobile apps. It enables real-time card transaction monitoring and event-based automation for businesses. - [Finage](https://composio.dev/toolkits/finage) - Finage is a secure API platform delivering real-time and historical financial data for stocks, forex, crypto, indices, and commodities. It empowers developers and businesses to access, analyze, and act on market data instantly. - [Finmei](https://composio.dev/toolkits/finmei) - Finmei is an invoicing tool that simplifies billing, invoice management, and expense tracking. Ideal for automating and organizing your business finances in one place. - [Fixer](https://composio.dev/toolkits/fixer) - Fixer is a currency data API offering real-time and historical exchange rates for 170 currencies. Instantly access accurate, up-to-date forex data for your applications and workflows. - [Fixer io](https://composio.dev/toolkits/fixer_io) - Fixer.io is a lightweight API for real-time and historical foreign exchange rates. It makes global currency conversion fast, accurate, and hassle-free. ## Frequently Asked Questions ### What are the differences in Tool Router MCP and Zoho invoice MCP? With a standalone Zoho invoice MCP server, the agents and LLMs can only access a fixed set of Zoho invoice tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Zoho invoice 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 Zoho invoice tools. ### Can I manage the permissions and scopes for Zoho invoice while using Tool Router? Yes, absolutely. You can configure which Zoho invoice 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 Zoho invoice data and credentials are handled as safely as possible. --- [See all toolkits](https://composio.dev/toolkits) ยท [Composio docs](https://docs.composio.dev/llms.txt)