Bring Practice Management
to Mastra AI
Learn how to connect Aero Workflow to Mastra AI and start using 12 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Aero Workflow MCP Server?
Connect your Aero Workflow account to any AI agent and take full control of your accounting practice management and automated firm operations through natural conversation.
What you can do
- Workflow & Task Orchestration — List and manage your entire practice hierarchy programmatically, retrieving detailed checklists and high-fidelity technical instructions in real-time
- Time Tracking Intelligence — Monitor billable hour records and retrieve detailed historical time logs to maintain a perfectly coordinated overview of staff productivity
- Customer Lifecycle Management — Access complete directories of firm customers and business entities to coordinate your organizational relationship ecosystem programmatically
- Communication Architecture — Access and monitor workflow-linked emails and message threads to maintain high-fidelity oversight of client interactions
- Infrastructure Monitoring — Retrieve checklist templates and verify account-level settings directly through your agent for instant operational reporting
How it works
1. Subscribe to this server
2. Retrieve your Account ID (from your URL) and API Key from your Aero Workflow admin settings
3. Start orchestrating your firm's productivity from Claude, Cursor, or any MCP client
No more manual status checking of individual tasks or digging through complex time sheets. Your AI acts as your dedicated practice coordinator and operations analyst.
Who is this for?
- Accountants & Bookkeepers — instantly retrieve task summaries and log billable hours using natural language commands
- Firm Owners & Managers — monitor staff capacity and track client workflow health without leaving your workspace
- Operations Leads — automate the management of reusable checklist templates through simple AI queries
Built-in capabilities (12)
Verify Aero Workflow API status
Requires name and contact information. Add a new client to Aero
Requires a subject and assigned user. Add a new task to Aero
Get account metadata
Get details for a specific task
List reusable workflow templates
List active webhooks
List all client accounts
List firm users and staff
List time entries for tasks
List communication emails
List workflow tasks and checklists
Why Mastra AI?
Mastra's agent abstraction provides a clean separation between LLM logic and Aero Workflow tool infrastructure. Connect 12 tools through Vinkius and use Mastra's built-in workflow engine to chain tool calls with conditional logic, retries, and parallel execution. deployable to any Node.js host in one command.
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Mastra's agent abstraction provides a clean separation between LLM logic and tool infrastructure. add Aero Workflow without touching business code
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Built-in workflow engine chains MCP tool calls with conditional logic, retries, and parallel execution for complex automation
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TypeScript-native: full type inference for every Aero Workflow tool response with IDE autocomplete and compile-time checks
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One-command deployment to any Node.js host. Vercel, Railway, Fly.io, or your own infrastructure
Aero Workflow in Mastra AI
Aero Workflow and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Aero Workflow to Mastra AI through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Aero Workflow in Mastra AI
The Aero Workflow MCP Server runs on Vinkius-managed infrastructure inside AWS — a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts. All 12 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Mastra AI only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
How Vinkius secures
Aero Workflow for Mastra AI
Every tool call from Mastra AI to the Aero Workflow MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
How do I find my Aero Account ID and API Key?
Log in as an Admin, navigate to Admin > Aero API to generate your key. Your Account ID is the unique identifier in your browser's URL.
Can I record time logs via AI?
Yes! The create_new_workflow_task tool allows you to include time metadata when creating or updating tasks to maintain accurate high-fidelity billing records.
How do I retrieve client directories?
Use the list_firm_customers tool to retrieve your complete directory of managed business entities and individual client accounts programmatically.
How does Mastra AI connect to MCP servers?
Create an MCPClient with the server URL and pass it to your agent. Mastra discovers all tools and makes them available with full TypeScript types.
Can Mastra agents use tools from multiple servers?
Yes. Pass multiple MCP clients to the agent constructor. Mastra merges all tool schemas and the agent can call any tool from any server.
Does Mastra support workflow orchestration?
Yes. Mastra has a built-in workflow engine that lets you chain MCP tool calls with branching logic, error handling, and parallel execution.
createMCPClient not exported
Install: npm install @mastra/mcp