How to Use the FreeAgent MCP in Mastra AI

Q: Can I require human approval in a Mastra AI workflow for FreeAgent?

Yes. You can use the requireToolApproval setting in your Mastra agent. When the agent wants to use a sensitive tool, like one that modifies data, the workflow will pause until a human approves the action.

Q: How do I set up the FreeAgent integration for Mastra AI?

Install the Mastra MCP package and point the MCPClient to the Vinkius URL for this server. Mastra will automatically discover the available tools like getprofitandloss and make them available to your agents.

Build resilient accounting workflows for FreeAgent that automatically handle failures, using Mastra AI.

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Connect FreeAgent MCP to Mastra AI

Create your Vinkius account to connect FreeAgent 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 FreeAgent with Mastra AI

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Automate Bank Reconciliation

This isn't just about fetching data; it's about making it work for you. Build a Mastra AI workflow that pulls transactions with `list_bank_transactions`. For each one, it tries to match it against an invoice from `list_invoices` or a bill from `list_purchase_bills`. Here's the key: Mastra's engine lets you define what happens when a match fails. Instead of the whole process crashing, the workflow can log the exception or create a task in another system for a human to review. It makes automation practical.

Create Conditional Expense Workflows

Use your agent to enforce company policy. A workflow can monitor for new entries from `list_out_of_pocket_expenses`. When a new expense appears, it runs a check: is the amount over a set limit? If yes, it routes for approval. If no, it's processed automatically. This is the power of a workflow engine. You're not writing a simple script; you're designing a state machine for your finances. The FreeAgent tools provide the inputs, and Mastra AI provides the logic and resilience.

Reliable Contact Syncing with Your MCP Server

Set up a recurring job to sync your customer list with another platform. Your agent uses `list_contacts` to get the current list from FreeAgent. If the API is temporarily unavailable, the job doesn't just fail and stop. Mastra AI's built-in automatic retries with exponential backoff mean the workflow will pause and try again. This turns a brittle script into a durable background process, ensuring your data syncs eventually without you having to babysit it.

Setup guide

Set up FreeAgent 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 FreeAgent 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: "freeagent-mcp-client",
  servers: {
    "freeagent-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

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

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

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Common questions about FreeAgent MCP in Mastra AI

Mastra AI has built-in automatic retries with exponential backoff. If a tool call to an endpoint like `list_invoices` fails because of a temporary network issue or rate limit, your workflow won't crash. It will wait and try again automatically.

Yes. You can use the `requireToolApproval` setting in your Mastra agent. When the agent wants to use a sensitive tool, like one that modifies data, the workflow will pause until a human approves the action.

Install the Mastra MCP package and point the `MCPClient` to the Vinkius URL for this server. Mastra will automatically discover the available tools like `get_profit_and_loss` and make them available to your agents.

You decide. Your workflow can branch. You could have it use another tool to send a Slack message, create a ticket in Jira, or simply log the transaction ID to a file for manual review. The process doesn't have to stop.

Your FreeAgent accounting data, which includes contacts, invoices, and expense reports, is processed in isolated, single-tenant instances. Mastra AI workflows run in a zero-trust environment, and we never log the content of your financial records—only the execution status of the workflow itself.

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