How to Use the Certify (Emburse) MCP in Mastra AI

Q: What's the best way to handle expense approvals for Certify (Emburse) using Mastra AI?

A good pattern is to build a workflow that uses listexpensereports to find pending reports. Then, apply your business rules and use Mastra's requireToolApproval feature to pause the workflow and wait for a human to approve or deny the action.

Q: What happens if a GL code is missing for an invoice?

Your Mastra agent can handle that. After calling listcertifyinvoices, you can have it attempt to find a code with getgldimensions. If it can't, your workflow's logic can send a notification to your finance team to resolve it.

Build resilient financial bots for Certify with Mastra AI. Automate expense approvals, invoice processing, and reporting.

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Connect Certify (Emburse) MCP to Mastra AI

Create your Vinkius account to connect Certify (Emburse) to Mastra AI and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Certify (Emburse) with Mastra AI

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Build Unbreakable Invoice Bots

Use Mastra AI to create a workflow that processes incoming invoices from Certify. The agent starts by calling `list_certify_invoices`. For each new invoice, it can use `get_gl_dimensions` to find the right accounting code. Mastra's real power is in its workflow engine. If the network flakes out while talking to Certify, it automatically retries. If an invoice is missing a PO number, your agent can flag it and notify an administrator without halting the entire process.

Automate Expense Report Audits

You can build a stateful agent that audits expense reports. The workflow triggers, calls `list_expense_reports`, and iterates through each one. For every report, it cross-references `list_certify_expenses` with `list_certify_receipts`. This is where Mastra's conditional logic shines. You can define rules like, 'IF expense > $100 AND receipt count is 0, THEN flag for human review.' It's how you move from simple data fetching to actual business process automation.

Your Mastra AI Finance Automation Engine

This MCP Server gives your Mastra agents the exact tools they need for hands-off financial operations. You can build a workflow that pulls a list of employees with `list_certify_users` and then checks their pending expense reports for compliance, all on a schedule. The Mastra framework handles the state and steps of the workflow. Your job is just to define the business logic using the tools from this MCP integration. It's a direct way to automate your company's Certify processes.

Setup guide

Set up Certify (Emburse) MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All Certify (Emburse) tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "certify-emburse-mcp-client",
  servers: {
    "certify-emburse-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Certify (Emburse) Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Certify (Emburse) tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Certify (Emburse) transactions"
);
console.log(result.text);

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Common questions about Certify (Emburse) MCP in Mastra AI

First, install the Mastra MCP client. Then, configure the MCP server in your agent's definition, pointing to your Vinkius URL. The tools for Certify (Emburse) like `list_certify_invoices` will be automatically available to use in your workflow steps.

Yes. Mastra AI's workflow engine has built-in support for automatic retries with exponential backoff. You can configure this for any step that calls a tool from the Certify (Emburse) MCP server, making your automations more reliable.

A good pattern is to build a workflow that uses `list_expense_reports` to find pending reports. Then, apply your business rules and use Mastra's `requireToolApproval` feature to pause the workflow and wait for a human to approve or deny the action.

Your Mastra agent can handle that. After calling `list_certify_invoices`, you can have it attempt to find a code with `get_gl_dimensions`. If it can't, your workflow's logic can send a notification to your finance team to resolve it.

Your data is secured at multiple levels. The connection to the MCP server uses your secret token. Vinkius isolates each server request, and the server itself has no long-term data storage. It only handles the data required for the operation, like employee lists or expense report contents, and then discards it.

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