How to Use the Moxie MCP in Mastra AI

Q: How does Mastra AI handle creating a new project in Moxie?

You'd include the createproject tool in your Mastra agent's toolset. The agent can then call it as part of a workflow, using data from a previous step—like the ID from a createclient call—to link the new project to the correct client.

Q: What's the process for searching Moxie contacts using Mastra AI?

Your agent will use the searchcontacts tool. You can define a workflow where the agent needs to find a billing contact before generating an invoice. The agent calls the tool with the client's name, gets the contact info, and then proceeds to the next step.

Build resilient, automated workflows for your agency operations. Connect Mastra AI to Moxie to handle invoicing, project setup, and more.

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Connect Moxie MCP to Mastra AI

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Setup Moxie with Mastra AI

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Automate Your Monthly Invoicing

Stop chasing down billing info at the end of the month. Build a Mastra AI workflow that runs on a schedule. The agent uses `list_clients` to get all active accounts, then `search_projects` to find unbilled time and expenses for each one. Finally, it calls `create_invoice` to generate each invoice. Mastra's built-in error handling means if an API call fails, it will retry automatically. If it still fails, the workflow can be configured to send you a notification so you can fix it manually. This is a core function of a good MCP Server integration.

Create Failure-Resistant Onboarding

A new client is a multi-step process that's easy to mess up. With Mastra AI, you can define a workflow that guarantees every step is completed. When a deal closes, trigger a workflow that uses `create_client`, `create_project`, and `create_task` for the kickoff call. Because it's a workflow, you can add conditional logic. For example, after creating the project, use `list_users` to find the right project manager and assign them automatically. If any step fails, the agent can pause and wait for human approval before continuing.

Manage Expenses and Support Tickets

Workflows aren't just for big processes. You can build small, useful automations for daily tasks. For instance, create a workflow that takes an expense report from an email or Slack message and uses `create_expense` to log it in Moxie. You can also automate your support queue. When an external system creates a ticket, a Mastra agent can use the `create_ticket` tool to log it in Moxie, ensuring all client communication is tracked in one place. This MCP setup keeps your data consistent.

Setup guide

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

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

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

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Common questions about Moxie MCP in Mastra AI

You'd include the `create_project` tool in your Mastra agent's toolset. The agent can then call it as part of a workflow, using data from a previous step—like the ID from a `create_client` call—to link the new project to the correct client.

Yes, that's a key feature. Before your agent calls a sensitive tool like `create_invoice`, you can use Mastra's `requireToolApproval` setting. This pauses the workflow and waits for a person to approve the action.

Your agent will use the `search_contacts` tool. You can define a workflow where the agent needs to find a billing contact before generating an invoice. The agent calls the tool with the client's name, gets the contact info, and then proceeds to the next step.

It's built for reliability. Mastra AI has automatic retries with exponential backoff, and Vinkius manages the MCP server endpoint for high availability. This combination is designed for business automation that can't fail.

Your agents will handle operational data from your Moxie account, including client lists, project details, invoice and expense records, and user information. Security is handled at multiple levels: Vinkius provides an isolated server for your requests, and Mastra's `requireToolApproval` feature lets you put a human gatekeeper on any tool.

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