How to integrate Erpnext MCP with Mastra AI

This guide walks you through connecting Erpnext to Mastra AI using the Composio tool router. By the end, you'll have a working Erpnext agent that can list overdue tasks for all projects, create a new customer record, get all open purchase orders through natural language commands. This guide will help you understand how to give your Mastra AI agent real control over a Erpnext account through Composio's Erpnext MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

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Erpnext is a free, open-source ERP platform built on the Frappe Framework. It streamlines business operations by integrating accounting, inventory, HR, and more in one place.

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Introduction

This guide walks you through connecting Erpnext to Mastra AI using the Composio tool router. By the end, you'll have a working Erpnext agent that can list overdue tasks for all projects, create a new customer record, get all open purchase orders through natural language commands.

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

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

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

The Erpnext MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Erpnext account. It provides structured and secure access so your agent can perform Erpnext operations on your behalf.

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 Erpnext 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 Erpnext

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

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

Create the Mastra agent

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

  const composioMCPUrl = session.mcp.url;

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

  const composioTools = await mcpClient.getTools();

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

Add Comment

Tool to add a comment to a document in ERPNext/Frappe.

Add Tag

Tool to add a tag to a document in ERPNext.

Apply Workflow

Tool to apply a workflow action to a document in ERPNext/Frappe.

Cancel Document

Cancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled.

Create Document

Tool to create a new document of a specific DocType in ERPNext.

Create Timesheet

Tool to create a new Timesheet record in ERPNext.

Create Webhook

Tool to create a new webhook configuration in ERPNext.

Delete Document

Tool to delete a document using the Frappe client API.

Delete Document

Tool to delete a specific document by DocType and name.

Download file from ERPNext

Tool to download a file from ERPNext by its URL.

Download PDF Document

Tool to download a document as PDF from ERPNext with optional print format.

Get All Languages

Tool to get a list of all available languages in the ERPNext/Frappe system.

Get All Roles

Tool to get a list of all roles available in the ERPNext system.

Get Document

Tool to get a single document by DocType and name or filters from Frappe/ERPNext.

Get Document Count

Tool to get the count of documents matching specified filters in ERPNext/Frappe.

Get DocType Metadata

Tool to retrieve complete DocType metadata/schema including field definitions, field types, permissions, and configurations.

Get Document

Tool to retrieve a specific document by its DocType and name (ID).

Get Document with Metadata

Tool to retrieve a document with full metadata including attachments, comments, activity logs, and related information.

Get Exchange Rate

Tool to get the currency exchange rate between two currencies in ERPNext.

Get Fiscal Year

Tool to get fiscal year information for a given date in ERPNext.

Get Framework Version

Tool to get the Frappe framework version and all installed app versions.

Get Item Details

Tool to get detailed item information including pricing, taxes, and stock details from ERPNext.

Get List of Documents

Tool to retrieve a list of documents from ERPNext/Frappe with filtering, field selection, and pagination.

Get Logged User

Tool to get the email/ID of the currently authenticated user.

Get Party Details

Tool to get comprehensive customer or supplier details including addresses, contacts, and default financial settings.

Get Payment Entry

Tool to get payment entry details for an invoice or order from ERPNext.

Get Stock Balance

Tool to retrieve the current stock balance for a specific item in a warehouse.

Get Timezones

Tool to get a list of all available timezones in the ERPNext system.

Get User Roles

Tool to get roles assigned to a user.

Get Field Value

Tool to get specific field value(s) from a document in ERPNext.

Get Workflow Transitions

Tool to get available workflow transitions for a document.

Insert Document

Tool to insert a new document in ERPNext/Frappe using the client API.

Insert Multiple Documents

Tool to insert multiple documents at once into ERPNext/Frappe.

List DocTypes

Tool to get a list of all DocTypes available in the ERPNext system.

List ERPNext Documents

Tool to list documents of a specific DocType from ERPNext.

List Employees

Tool to retrieve a list of Employee records from ERPNext.

List Projects

Tool to retrieve a list of Project records from ERPNext.

List Timesheets

Tool to get a list of Timesheet records from ERPNext.

List Webhooks

Tool to list webhook configurations in ERPNext.

Make Delivery Note

Create a draft Delivery Note from an existing Sales Order in ERPNext.

Make Purchase Order

Create a draft Purchase Order from an existing Material Request in ERPNext.

Make Sales Invoice

Tool to create a Sales Invoice from an existing Sales Order in ERPNext.

Make Stock Entry

Tool to create a Stock Entry for material transfer, receipt, or issue in ERPNext.

Ping API

Tool to check if the ERPNext/Frappe API is reachable.

Rename Document

Tool to rename an ERPNext document by changing its unique ID/name.

Save Document with Action

Tool to save, submit, cancel, or update a document in ERPNext.

Save Document

Tool to save an existing ERPNext/Frappe document with changes.

Global Search

Tool to perform global text search across ERPNext documents.

Search Link Field Documents

Tool to search for documents to link in ERPNext/Frappe Link fields.

Set Value

Tool to set a specific field value on a document in ERPNext.

Submit Document

Submit a draft document in ERPNext/Frappe to change its status from Draft to Submitted.

Update ERPNext document

Tool to update a specific ERPNext document.

FRAMEWORKS

How to build Erpnext MCP Agent with another framework

ChatGPT logo

ChatGPT

Use Erpnext MCP with ChatGPT

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Erpnext MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Erpnext MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Erpnext MCP with Claude Code

Claude Cowork logo

Claude Cowork

Use Erpnext MCP with Claude Cowork

Codex logo

Codex

Use Erpnext MCP with Codex

Cursor logo

Cursor

Use Erpnext MCP with Cursor

OpenClaw logo

OpenClaw

Use Erpnext MCP with OpenClaw

Hermes logo

Hermes

Use Erpnext MCP with Hermes

CLI logo

CLI

Use Erpnext MCP with CLI

Google ADK logo

Google ADK

Use Erpnext MCP with Google ADK

LangChain logo

LangChain

Use Erpnext MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Erpnext MCP with Vercel AI SDK

LlamaIndex logo

LlamaIndex

Use Erpnext MCP with LlamaIndex

CrewAI logo

CrewAI

Use Erpnext MCP with CrewAI

OpenCode logo

OpenCode

Use Erpnext MCP with OpenCode

VS Code logo

VS Code

Use Erpnext MCP with VS Code

FAQ

Frequently asked questions

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

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

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Karan skipped his own birthday party to fix our critical issue. It was 10pm and he diverted his Waymo to help us instead. This really sets the bar — it shows the commitment you need when users rely on your software.

Harsha Gaddipati
Harsha Gaddipati
Co-founder, Slashy

A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it's immensely helped keep new users on the platform.

Abhi Arya
Abhi Arya
Co-founder, Opennote

We chose Composio over Pipedream because it delivered depth where it mattered — niche tools and tricky edge cases other platforms simply ignored. That gave us confidence to scale without compromising.

Nirman Dave
Nirman Dave
CEO, Zams

As a solo builder, shipping fast is life or death. The only way I can outcompete incumbents is by outmanoeuvring them. Getting bogged down managing agent auth would have been a death sentence.

Ryan Yu
Ryan Yu
Founder, Extra Thursday

Before Composio, adding tool integrations was slow and resource-intensive. Each one could take weeks of engineering time, and maintaining them meant constantly keeping up with API changes.

Tomisin Jenrola
Tomisin Jenrola
Founder & CEO, SwarmZero

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

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Jerome Leclanche
Co-Founder, Ingram Technologies