How to Use the TOTVS MCP in Mastra AI

Q: What types of data does Mastra AI access in TOTVS?

It accesses core modules including HR details (listemployees), financial accounts (AP/AR), and BPM workflows. You can query getrmdata for specific records across these domains.

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Connect TOTVS MCP to Mastra AI

Create your Vinkius account to connect TOTVS 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 TOTVS with Mastra AI

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Automate Financial Reconciliation for Mastra AI

You can build a workflow that compares accounts payable and receivables. First, call `list_payments` to gather all outstanding liabilities. Then, use `list_receipts` to pull in current income records. If the total payments don't match receipts within defined tolerance, the workflow fails gracefully. Mastra AI automatically retries the comparison using exponential backoff, notifying an admin if it repeatedly fails.

Advanced BPM Management with Mastra AI

The `get_process_request` tool lets your agent check a specific workflow request. If the data is valid and ready to move forward, you trigger `move_process_request`. This action advances the process state. This whole sequence runs in one command: Check details -> Advance status. Mastra AI ensures that if the target state fails validation, it doesn't just crash; it handles the error and notifies a human-in-the-loop.

Deep Employee Data Lookups using Mastra AI

You can build a complex employee lookup. First, use `list_companies` to verify all branch locations in Protheus. Then, take the company ID and run it through `get_employee_details`. This combines two data points for context. This is ideal for validating user credentials across different business units before executing any other task.

Setup guide

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

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

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

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Common questions about TOTVS MCP in Mastra AI

Mastra AI allows you to build multi-step processes that handle failures. You can create conditional branches—for example, if a payment fails, it automatically retries with a different method.

It accesses core modules including HR details (`list_employees`), financial accounts (AP/AR), and BPM workflows. You can query `get_rm_data` for specific records across these domains.

Yes, it supports conditional branching and automatic retries with exponential backoff. This means your critical business logic doesn't break when external systems hiccup.

This server touches sensitive financial account details (e.g., payment amounts and invoice numbers). You must manage credentials securely within your workflow definitions.

You have access to tools covering process management, financial listing (`list_payments`), employee directory services, and document retrieval from Fluig ECM.

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