How to Use the Octoboard MCP in Mastra AI

Q: How do I register the Octoboard MCP Server inside a Mastra AI agent?

Instantiate the client using new MCPClient and pass the Vinkius URL. Then, call listTools() and spread them directly into your agent's tool configuration array.

Q: Can Mastra AI handle rate limits when pushing Octoboard metrics?

Yes, Mastra AI uses its workflow engine to queue calls to pushbarchart and pushdatatable. This prevents your agent from hitting API thresholds when updating large client dashboards.

Q: How does Mastra AI verify connection status with Octoboard?

The framework runs getapistatus as a conditional check step in your workflow DAG. This ensures the endpoint is fully operational before executing complex data pushes.

Q: What is the easiest way to test credentials inside a workflow?

Use testoctoboardauth as the initial node in your Mastra AI pipeline. It blocks downstream steps from running if your agency API key has expired.

Build reliable multi-step marketing workflows in Mastra AI with automatic retries and this MCP Server.

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Connect Octoboard MCP to Mastra AI

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Setup Octoboard with Mastra AI

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Resilient Data Pushes with Mastra AI

Mastra AI uses `push_numeric_metric` to push critical budget updates to client dashboards with built-in retry mechanisms. If a Facebook or Google API timeout occurs, the agent pauses, verifies the connection with `get_api_status`, and attempts the push again. This MCP Server handles connection state gracefully within your workflow DAGs. You get bulletproof execution without writing complex error-handling boilerplate.

Automated Client Onboarding Workflows

The agent triggers an onboarding sequence using `list_agency_clients` to locate the newly created client profile. It maps the client to the correct dashboard template without manual agency intervention. Once the client is verified, the workflow uses `push_status_update` to signal to your internal Slack or email systems that the dashboard is ready. It removes the human bottleneck from client setup.

Conditional Report Generation

Before running complex workflows, your agent uses `check_api_usage` to verify your remaining data budget. This prevents your automated reporting runs from failing halfway through due to limit exhaustion. Should your limits run low, Mastra AI branches to notify your team instead of letting the script crash, while successful checks trigger `list_automated_reports` to compile the monthly files.

Setup guide

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

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

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

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Octoboard. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Octoboard MCP in Mastra AI

Instantiate the client using `new MCPClient` and pass the Vinkius URL. Then, call `listTools()` and spread them directly into your agent's tool configuration array.

Yes, Mastra AI uses its workflow engine to queue calls to `push_bar_chart` and `push_data_table`. This prevents your agent from hitting API thresholds when updating large client dashboards.

The framework runs `get_api_status` as a conditional check step in your workflow DAG. This ensures the endpoint is fully operational before executing complex data pushes.

Use `test_octoboard_auth` as the initial node in your Mastra AI pipeline. It blocks downstream steps from running if your agency API key has expired.

Your agency keys and client reporting identifiers are passed as environment variables directly to the secure Vinkius runner. No data is stored or logged outside of your local execution context.

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