How to integrate Altoviz MCP with LlamaIndex

This guide walks you through connecting Altoviz to LlamaIndex using the Composio tool router. By the end, you'll have a working Altoviz agent that can find customer details by email address, update a client's company information, retrieve current vat rates for invoices through natural language commands. This guide will help you understand how to give your LlamaIndex agent real control over a Altoviz account through Composio's Altoviz MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

Altoviz logoAltoviz
Api Key

Altoviz is a cloud-based billing and invoicing platform for businesses. It streamlines online payments, expense tracking, and customizable invoice management.

67 Tools

Introduction

This guide walks you through connecting Altoviz to LlamaIndex using the Composio tool router. By the end, you'll have a working Altoviz agent that can find customer details by email address, update a client's company information, retrieve current vat rates for invoices through natural language commands.

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

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

Also integrate Altoviz with

TL;DR

Here's what you'll learn:
  • Set your OpenAI and Composio API keys
  • Install LlamaIndex and Composio packages
  • Create a Composio Tool Router session for Altoviz
  • Connect LlamaIndex to the Altoviz MCP server
  • Build a Altoviz-powered agent using LlamaIndex
  • Interact with Altoviz through natural language

What is LlamaIndex?

LlamaIndex is a data framework for building LLM applications. It provides tools for connecting LLMs to external data sources and services through agents and tools.

Key features include:

  • ReAct Agent: Reasoning and acting pattern for tool-using agents
  • MCP Tools: Native support for Model Context Protocol
  • Context Management: Maintain conversation context across interactions
  • Async Support: Built for async/await patterns

What is the Altoviz MCP server, and what's possible with it?

The Altoviz MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Altoviz account. It provides structured and secure access to your billing, invoicing, and customer management data, so your agent can manage products, find customers, update records, and retrieve financial information on your behalf.

  • Product management and creation: Instruct your agent to create new products, update details, or delete products from your Altoviz catalog with ease.
  • Customer and contact lookup: Effortlessly find customers or contacts by email, enabling quick access to client details and supporting streamlined communication.
  • Financial classification and VAT management: Let your agent fetch available classifications and VAT rates, ensuring accurate tax handling and financial document setup.
  • Unit retrieval for transactions: Retrieve all available measurement units in your system, supporting precise product and invoice management.
  • Customer information updates: Have your agent modify or update customer records, keeping your business data up-to-date without manual intervention.

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 step10 STEPS
1

Prerequisites

Before you begin, make sure you have:
  • Python 3.8/Node 16 or higher installed
  • A Composio account with the API key
  • An OpenAI API key
  • A Altoviz account and project
  • Basic familiarity with async Python/Typescript
2

Getting API Keys for OpenAI, Composio, and Altoviz

OpenAI API key (OPENAI_API_KEY)
  • Go to the OpenAI dashboard
  • Create an API key if you don't have one
  • Assign it to OPENAI_API_KEY in .env
Composio API key and user ID
  • Log into the Composio dashboard
  • Copy your API key from Settings
    • Use this as COMPOSIO_API_KEY
  • Pick a stable user identifier (email or ID)
    • Use this as COMPOSIO_USER_ID
3

Installing dependencies

npm install @composio/llamaindex @llamaindex/openai @llamaindex/tools @llamaindex/workflow dotenv

Create a new Typescript project and install the necessary dependencies:

  • @composio/llamaindex: Composio's LlamaIndex integration
  • @llamaindex/openai: OpenAI LLM integration
  • @llamaindex/tools: MCP client for LlamaIndex
  • @llamaindex/workflow: Workflow framework for LlamaIndex
  • dotenv: Environment variable management
4

Set environment variables

bash
OPENAI_API_KEY=your-openai-api-key
COMPOSIO_API_KEY=your-composio-api-key
COMPOSIO_USER_ID=your-user-id

Create a .env file in your project root:

These credentials will be used to:

  • Authenticate with OpenAI's GPT-5 model
  • Connect to Composio's Tool Router
  • Identify your Composio user session for Altoviz access
5

Import modules

import "dotenv/config";
import readline from "node:readline/promises";
import { stdin as input, stdout as output } from "node:process";

import { Composio } from "@composio/core";

import { mcp } from "@llamaindex/tools";
import { agent as createAgent } from "@llamaindex/workflow";
import { openai } from "@llamaindex/openai";

dotenv.config();

Create a new file called altoviz_llamaindex_agent.ts and import the required modules:

Key imports:

  • dotenv.config loads .env at runtime
  • readline gives us a simple CLI chat loop
  • Composio is the main Composio SDK client
  • mcp connects to an MCP endpoint
  • createAgent builds a LlamaIndex agent
  • openai configures the LLM backend
6

Load environment variables and initialize Composio

const OPENAI_API_KEY = process.env.OPENAI_API_KEY;
const COMPOSIO_API_KEY = process.env.COMPOSIO_API_KEY;
const COMPOSIO_USER_ID = process.env.COMPOSIO_USER_ID;

if (!OPENAI_API_KEY) throw new Error("OPENAI_API_KEY is not set");
if (!COMPOSIO_API_KEY) throw new Error("COMPOSIO_API_KEY is not set");
if (!COMPOSIO_USER_ID) throw new Error("COMPOSIO_USER_ID is not set");

What's happening:

This ensures missing credentials cause early, clear errors before the agent attempts to initialise.

7

Create a Tool Router session and build the agent function

async function buildAgent() {

  console.log(`Initializing Composio client...${COMPOSIO_USER_ID!}...`);
  console.log(`COMPOSIO_USER_ID: ${COMPOSIO_USER_ID!}...`);

  const composio = new Composio({
    apiKey: COMPOSIO_API_KEY,
    provider: new LlamaindexProvider(),
  });

  const session = await composio.create(
    COMPOSIO_USER_ID!,
    {
      toolkits: ["altoviz"],
    },
  );

  const mcpUrl = session.mcp.url;
  console.log(`Composio Tool Router MCP URL: ${mcpUrl}`);

  const server = mcp({
    url: mcpUrl,
    clientName: "composio_tool_router_with_llamaindex",
    requestInit: {
      headers: {
        "x-api-key": COMPOSIO_API_KEY!,
      },
    },
    // verbose: true,
  });

  const tools = await server.tools();

  const llm = openai({ apiKey: OPENAI_API_KEY, model: "gpt-5" });

  const agent = createAgent({
    name: "composio_tool_router_with_llamaindex",
        description : "An agent that uses Composio Tool Router MCP tools to perform actions.",
    systemPrompt:
      "You are a helpful assistant connected to Composio Tool Router."+
"Use the available tools to answer user queries and perform Altoviz actions." ,
    llm,
    tools,
  });

  return agent;
}

What's happening here:

  • We create a Composio client using your API key and configure it with the LlamaIndex provider
  • We then create a tool router MCP session for your user, specifying the toolkits we want to use (in this case, altoviz)
  • The session returns an MCP HTTP endpoint URL that acts as a gateway to all your configured tools
  • LlamaIndex will connect to this endpoint to dynamically discover and use the available Altoviz tools.
  • The MCP tools are mapped to LlamaIndex-compatible tools and plug them into the Agent.
8

Create an interactive chat loop

async function chatLoop(agent: ReturnType<typeof createAgent>) {
  const rl = readline.createInterface({ input, output });

  console.log("Type 'quit' or 'exit' to stop.");

  while (true) {
    let userInput: string;

    try {
      userInput = (await rl.question("\nYou: ")).trim();
    } catch {
      console.log("\nAgent: Bye!");
      break;
    }

    if (!userInput) {
      continue;
    }

    const lower = userInput.toLowerCase();
    if (lower === "quit" || lower === "exit") {
      console.log("Agent: Bye!");
      break;
    }

    try {
      process.stdout.write("Agent: ");

      const stream = agent.runStream(userInput);
      let finalResult: any = null;

      for await (const event of stream) {
        // The event.data contains the streamed content
        const data: any = event.data;

        // Check for streaming delta content
        if (data?.delta) {
          process.stdout.write(data.delta);
        }

        // Store final result for fallback
        if (data?.result || data?.message) {
          finalResult = data;
        }
      }

      // If no streaming happened, show the final result
      if (finalResult) {
        const answer =
          finalResult.result ??
          finalResult.message?.content ??
          finalResult.message ??
          "";
        if (answer && typeof answer === "string" && !answer.includes("[object")) {
          process.stdout.write(answer);
        }
      }

      console.log(); // New line after streaming completes
    } catch (err: any) {
      console.error("\nAgent error:", err?.message ?? err);
    }
  }

  rl.close();
}

What's happening:

  • We're creating a direct terminal interface to chat with Altoviz
  • The LLM's responses are streamed to the CLI for faster interaction.
  • The agent uses context to maintain conversation history
  • The agent processes the request, selects appropriate Altoviz tools, and returns a result
  • We extract the answer from the result data structure and display it to the user
  • You can type 'quit' or 'exit' to stop the chat loop gracefully
  • Agent responses and any errors are streamed in a clear, readable format
9

Define the main entry point

async function main() {
  try {
    const agent = await buildAgent();
    await chatLoop(agent);
  } catch (err) {
    console.error("Failed to start agent:", err);
    process.exit(1);
  }
}

main();

What's happening here:

  • We're orchestrating the entire application flow
  • The agent gets built with proper error handling
  • Then we kick off the interactive chat loop so you can start talking to Altoviz
10

Run the agent

npx ts-node llamaindex-agent.ts

When prompted, authenticate and authorise your agent with Altoviz, then start asking questions.

Complete Code

Here's the complete code to get you started with Altoviz and LlamaIndex:

import "dotenv/config";
import readline from "node:readline/promises";
import { stdin as input, stdout as output } from "node:process";

import { Composio } from "@composio/core";
import { LlamaindexProvider } from "@composio/llamaindex";

import { mcp } from "@llamaindex/tools";
import { agent as createAgent } from "@llamaindex/workflow";
import { openai } from "@llamaindex/openai";

dotenv.config();

const OPENAI_API_KEY = process.env.OPENAI_API_KEY;
const COMPOSIO_API_KEY = process.env.COMPOSIO_API_KEY;
const COMPOSIO_USER_ID = process.env.COMPOSIO_USER_ID;

if (!OPENAI_API_KEY) {
    throw new Error("OPENAI_API_KEY is not set in the environment");
  }
if (!COMPOSIO_API_KEY) {
    throw new Error("COMPOSIO_API_KEY is not set in the environment");
  }
if (!COMPOSIO_USER_ID) {
    throw new Error("COMPOSIO_USER_ID is not set in the environment");
  }

async function buildAgent() {

  console.log(`Initializing Composio client...${COMPOSIO_USER_ID!}...`);
  console.log(`COMPOSIO_USER_ID: ${COMPOSIO_USER_ID!}...`);

  const composio = new Composio({
    apiKey: COMPOSIO_API_KEY,
    provider: new LlamaindexProvider(),
  });

  const session = await composio.create(
    COMPOSIO_USER_ID!,
    {
      toolkits: ["altoviz"],
    },
  );

  const mcpUrl = session.mcp.url;
  console.log(`Composio Tool Router MCP URL: ${mcpUrl}`);

  const server = mcp({
    url: mcpUrl,
    clientName: "composio_tool_router_with_llamaindex",
    requestInit: {
      headers: {
        "x-api-key": COMPOSIO_API_KEY!,
      },
    },
    // verbose: true,
  });

  const tools = await server.tools();

  const llm = openai({ apiKey: OPENAI_API_KEY, model: "gpt-5" });

  const agent = createAgent({
    name: "composio_tool_router_with_llamaindex",
    description:
      "An agent that uses Composio Tool Router MCP tools to perform actions.",
    systemPrompt:
      "You are a helpful assistant connected to Composio Tool Router."+
"Use the available tools to answer user queries and perform Altoviz actions." ,
    llm,
    tools,
  });

  return agent;
}

async function chatLoop(agent: ReturnType<typeof createAgent>) {
  const rl = readline.createInterface({ input, output });

  console.log("Type 'quit' or 'exit' to stop.");

  while (true) {
    let userInput: string;

    try {
      userInput = (await rl.question("\nYou: ")).trim();
    } catch {
      console.log("\nAgent: Bye!");
      break;
    }

    if (!userInput) {
      continue;
    }

    const lower = userInput.toLowerCase();
    if (lower === "quit" || lower === "exit") {
      console.log("Agent: Bye!");
      break;
    }

    try {
      process.stdout.write("Agent: ");

      const stream = agent.runStream(userInput);
      let finalResult: any = null;

      for await (const event of stream) {
        // The event.data contains the streamed content
        const data: any = event.data;

        // Check for streaming delta content
        if (data?.delta) {
          process.stdout.write(data.delta);
        }

        // Store final result for fallback
        if (data?.result || data?.message) {
          finalResult = data;
        }
      }

      // If no streaming happened, show the final result
      if (finalResult) {
        const answer =
          finalResult.result ??
          finalResult.message?.content ??
          finalResult.message ??
          "";
        if (answer && typeof answer === "string" && !answer.includes("[object")) {
          process.stdout.write(answer);
        }
      }

      console.log(); // New line after streaming completes
    } catch (err: any) {
      console.error("\nAgent error:", err?.message ?? err);
    }
  }

  rl.close();
}

async function main() {
  try {
    const agent = await buildAgent();
    await chatLoop(agent);
  } catch (err: any) {
    console.error("Failed to start agent:", err?.message ?? err);
    process.exit(1);
  }
}

main();

Conclusion

You've successfully connected Altoviz to LlamaIndex through Composio's Tool Router MCP layer. Key takeaways:
  • Tool Router dynamically exposes Altoviz tools through an MCP endpoint
  • LlamaIndex's ReActAgent handles reasoning and orchestration; Composio handles integrations
  • The agent becomes more capable without increasing prompt size
  • Async Python provides clean, efficient execution of agent workflows
You can easily extend this to other toolkits like Gmail, Notion, Stripe, GitHub, and more by adding them to the toolkits parameter.
TOOLS

Supported Tools

Every Altoviz action and event your agent gets out of the box.

Create Contact

Creates a new contact in the Altoviz system.

Create Customer

Creates a new customer in Altoviz.

Create Customer Family

Creates a new customer family in Altoviz for categorizing and organizing customers into groups.

Create Product

Creates a new product in the Altoviz system.

Create Product Family

Tool to create a new product family in Altoviz.

Create Receipt

Creates a new receipt in the Altoviz system to record customer payments.

Create Sale Credit

Creates a new draft credit note (avoir) in Altoviz.

Create Sale Invoice

Creates a new draft sale invoice in Altoviz.

Delete Colleague

Tool to delete a colleague from Altoviz.

Delete Customer

Tool to delete a customer from Altoviz.

Delete Customer Family

Tool to delete a customer family from Altoviz.

Delete Product

This tool allows you to delete an existing product from Altoviz.

Delete Product Family

Tool to delete a product family from Altoviz.

Delete Receipt

Tool to delete a receipt from Altoviz.

Delete Draft Sale Credit

Tool to delete a draft credit from Altoviz.

Delete Sale Invoice

Tool to delete a draft sale invoice from Altoviz.

Delete Sale Quote

Tool to delete a sale quote from Altoviz.

Delete Supplier

Tool to delete a supplier from Altoviz.

Download Purchase Invoice

Tool to download a purchase invoice as a PDF file from Altoviz.

Download Sale Credit PDF

Tool to download a sale credit as a PDF file from Altoviz.

Download Sale Invoice PDF

Tool to download a sale invoice as a PDF file from Altoviz.

Find Contact by Email

This tool allows searching for contacts in Altoviz using an email address.

Find Customer by Email

This tool allows you to find a customer in Altoviz by their email address.

Find Product by Number

Search for a product in Altoviz by its product number/SKU.

Find Product by Number or Internal ID

Tool to find a product in Altoviz by exact product number or internal ID.

Find Receipt by Internal ID

Tool to find receipts in Altoviz by customer internal ID.

Find Sale Credits

Tool to find sale credits in Altoviz.

Find Sale Invoices

Tool to find sale invoices in Altoviz.

Find Sale Quotes

Tool to find sale quotes in Altoviz.

Get Classifications List

This tool retrieves a list of classifications from the Altoviz platform.

Get Colleague by ID

Tool to retrieve a colleague's details from Altoviz by their ID.

Get Contact by ID

Tool to retrieve a contact by its unique ID from Altoviz.

Get Current User

Tool to retrieve the current authenticated user's information from Altoviz.

Get Customer by ID

Tool to retrieve a customer by their ID from Altoviz.

Get Customer by Internal ID

Tool to retrieve a single customer from Altoviz by their internal ID.

Get Customer Contacts

Tool to retrieve all contacts associated with a specific customer in Altoviz.

Get Customer Family

Tool to retrieve a customer family by ID from Altoviz.

Get Product by ID

Tool to retrieve a product by its unique ID in Altoviz.

Get Product Family by ID

Tool to retrieve a specific product family by its ID from Altoviz.

Get Receipt by ID

Tool to retrieve a receipt by its ID from Altoviz.

Get Sale Credit by ID

Tool to retrieve a sale credit by its ID from Altoviz.

Get Sale Invoice by ID

Tool to retrieve a sale invoice by its ID from Altoviz.

Get Settings

Tool to retrieve application settings from Altoviz.

Get Supplier by ID

Tool to retrieve a supplier by their ID from Altoviz.

Get Supplier Contacts

Tool to retrieve all contacts associated with a specific supplier in Altoviz.

Get Units List

This tool retrieves a list of all available units in the Altoviz system.

Get VAT Rates

This tool retrieves a list of all available VAT rates from Altoviz.

List Colleagues

Retrieves a list of colleagues from Altoviz.

List Contacts

Tool to retrieve a list of contacts from Altoviz with optional filtering and pagination.

List Customer Families

Tool to list customer families from Altoviz.

List Customers

Tool to retrieve a paginated list of customers from Altoviz.

List Product Families

Tool to retrieve a list of product families from Altoviz.

List Receipts

Tool to retrieve a list of receipts from Altoviz.

List Sale Credits

Tool to retrieve a list of sale credits from Altoviz.

List Sale Invoices

Tool to retrieve a list of sale invoices from Altoviz.

List Sale Quotes

Tool to retrieve a list of sale quotes from Altoviz.

List Suppliers

Tool to retrieve a paginated list of suppliers from Altoviz.

List Webhooks

Tool to retrieve all configured webhooks from Altoviz.

Register Webhook

Tool to register a new webhook in Altoviz.

Test API Key

Tool to test API key validity and retrieve basic account information.

Unregister Webhook

Tool to unregister a webhook from Altoviz.

Update Colleague Information

Updates an existing colleague's information in Altoviz.

Update Customer Information

Updates an existing customer's information in Altoviz.

Update Receipt

Updates an existing receipt in Altoviz.

Update Sale Credit

Tool to update a draft credit note in Altoviz.

Update Supplier Information

Updates an existing supplier's information in Altoviz.

Upload Purchase Invoice

Tool to upload and create a new purchase invoice from a file (PDF or image format).

FAQ

Frequently asked questions

With a standalone Altoviz MCP server, the agents and LLMs can only access a fixed set of Altoviz tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Altoviz and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. LlamaIndex 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 Altoviz tools.

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

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