How to integrate Iterate MCP with Mastra AI

This guide walks you through connecting Iterate to Mastra AI using the Composio tool router. By the end, you'll have a working Iterate agent that can list your surveys, add survey recipients, review responses, search company users, and delete user data through natural language commands. This guide will help you understand how to give your Mastra AI agent real control over a Iterate account through Composio's Iterate MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

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Iterate is a customer feedback platform for distributing surveys, analyzing responses, and managing user privacy data. It helps teams collect customer feedback, spot trends, and keep privacy workflows organized.

13 Tools

Introduction

This guide walks you through connecting Iterate to Mastra AI using the Composio tool router. By the end, you'll have a working Iterate agent that can list your surveys, add survey recipients, review responses, search company users, and delete user data through natural language commands.

This guide will help you understand how to give your Mastra AI agent real control over a Iterate account through Composio's Iterate MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Iterate with

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TL;DR

Here's what you'll learn:
  • Set up your environment so Mastra, OpenAI, and Composio work together
  • Create a Tool Router session in Composio that exposes Iterate tools
  • Connect Mastra's MCP client to the Composio generated MCP URL
  • Fetch Iterate tool definitions and attach them as a toolset
  • Build a Mastra agent that can reason, call tools, and return structured results
  • Run an interactive CLI where you can chat with your Iterate agent

What is Mastra AI?

Mastra AI is a TypeScript framework for building AI agents with tool support. It provides a clean API for creating agents that can use external services through MCP.

Key features include:

  • MCP Client: Built-in support for Model Context Protocol servers
  • Toolsets: Organize tools into logical groups
  • Step Callbacks: Monitor and debug agent execution
  • OpenAI Integration: Works with OpenAI models via @ai-sdk/openai

What is the Iterate MCP server, and what's possible with it?

The Iterate MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Iterate account. It provides structured and secure access to your surveys, recipients, responses, statistics, and company user data, so your agent can distribute surveys, review feedback, analyze performance, find users, and manage privacy requests on your behalf.

  • Survey distribution: Have your agent add one recipient or import a batch, then send the survey now or schedule it for later.
  • Survey review: Let the agent list your surveys and retrieve a survey's configuration and questions.
  • Feedback analysis: Instruct your agent to review completed submissions, inspect individual answers within a date range, and check delivery, response count, and response rate statistics.
  • Company user search: Direct your agent to find a company user by email, external reference, or profile property and review their survey participation totals.
  • Privacy data management: Have your agent anonymize identifying details while retaining responses, or permanently delete selected users and their survey responses.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step09 STEPS
1

Prerequisites

Before starting, make sure you have:
  • Node.js 18 or higher
  • A Composio account with an active API key
  • An OpenAI API key
  • Basic familiarity with TypeScript
2

Getting API Keys for OpenAI and Composio

OpenAI API Key
  • Go to the OpenAI dashboard and create an API key.
  • You need credits or a connected billing setup to use the models.
  • Store the key somewhere safe.
Composio API Key
  • Log in to the Composio dashboard.
  • Go to Settings and copy your API key.
  • This key lets your Mastra agent talk to Composio and reach Iterate through MCP.
3

Install dependencies

bash
npm install @composio/core @mastra/core @mastra/mcp @ai-sdk/openai dotenv

Install the required packages.

What's happening:

  • @composio/core is the Composio SDK for creating MCP sessions
  • @mastra/core provides the Agent class
  • @mastra/mcp is Mastra's MCP client
  • @ai-sdk/openai is the model wrapper for OpenAI
  • dotenv loads environment variables from .env
4

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
COMPOSIO_USER_ID=your_user_id_here
OPENAI_API_KEY=your_openai_api_key_here

Create a .env file in your project root.

What's happening:

  • COMPOSIO_API_KEY authenticates your requests to Composio
  • COMPOSIO_USER_ID tells Composio which user this session belongs to
  • OPENAI_API_KEY lets the Mastra agent call OpenAI models
5

Import libraries and validate environment

typescript
import "dotenv/config";
import { openai } from "@ai-sdk/openai";
import { Agent } from "@mastra/core/agent";
import { MCPClient } from "@mastra/mcp";
import { Composio } from "@composio/core";
import * as readline from "readline";

import type { AiMessageType } from "@mastra/core/agent";

const openaiAPIKey = process.env.OPENAI_API_KEY;
const composioAPIKey = process.env.COMPOSIO_API_KEY;
const composioUserID = process.env.COMPOSIO_USER_ID;

if (!openaiAPIKey) throw new Error("OPENAI_API_KEY is not set");
if (!composioAPIKey) throw new Error("COMPOSIO_API_KEY is not set");
if (!composioUserID) throw new Error("COMPOSIO_USER_ID is not set");

const composio = new Composio({
  apiKey: composioAPIKey as string,
});
What's happening:
  • dotenv/config auto loads your .env so process.env.* is available
  • openai gives you a Mastra compatible model wrapper
  • Agent is the Mastra agent that will call tools and produce answers
  • MCPClient connects Mastra to your Composio MCP server
  • Composio is used to create a Tool Router session
6

Create a Tool Router session for Iterate

typescript
async function main() {
  const session = await composio.create(
    composioUserID as string,
    {
      toolkits: ["iterate"],
    },
  );

  const composioMCPUrl = session.mcp.url;
  console.log("Iterate MCP URL:", composioMCPUrl);
What's happening:
  • create spins up a short-lived MCP HTTP endpoint for this user
  • The toolkits array contains "iterate" for Iterate access
  • session.mcp.url is the MCP URL that Mastra's MCPClient will connect to
7

Configure Mastra MCP client and fetch tools

typescript
const mcpClient = new MCPClient({
    id: composioUserID as string,
    servers: {
      nasdaq: {
        url: new URL(composioMCPUrl),
        requestInit: {
          headers: session.mcp.headers,
        },
      },
    },
    timeout: 30_000,
  });

console.log("Fetching MCP tools from Composio...");
const composioTools = await mcpClient.getTools();
console.log("Number of tools:", Object.keys(composioTools).length);
What's happening:
  • MCPClient takes an id for this client and a list of MCP servers
  • The headers property includes the x-api-key for authentication
  • getTools fetches the tool definitions exposed by the Iterate toolkit
8

Create the Mastra agent

typescript
const agent = new Agent({
    name: "iterate-mastra-agent",
    instructions: "You are an AI agent with Iterate tools via Composio.",
    model: "openai/gpt-5",
  });
What's happening:
  • Agent is the core Mastra agent
  • name is just an identifier for logging and debugging
  • instructions guide the agent to use tools instead of only answering in natural language
  • model uses openai("gpt-5") to configure the underlying LLM
9

Set up interactive chat interface

typescript
let messages: AiMessageType[] = [];

console.log("Chat started! Type 'exit' or 'quit' to end.\n");

const rl = readline.createInterface({
  input: process.stdin,
  output: process.stdout,
  prompt: "> ",
});

rl.prompt();

rl.on("line", async (userInput: string) => {
  const trimmedInput = userInput.trim();

  if (["exit", "quit", "bye"].includes(trimmedInput.toLowerCase())) {
    console.log("\nGoodbye!");
    rl.close();
    process.exit(0);
  }

  if (!trimmedInput) {
    rl.prompt();
    return;
  }

  messages.push({
    id: crypto.randomUUID(),
    role: "user",
    content: trimmedInput,
  });

  console.log("\nAgent is thinking...\n");

  try {
    const response = await agent.generate(messages, {
      toolsets: {
        iterate: composioTools,
      },
      maxSteps: 8,
    });

    const { text } = response;

    if (text && text.trim().length > 0) {
      console.log(`Agent: ${text}\n`);
        messages.push({
          id: crypto.randomUUID(),
          role: "assistant",
          content: text,
        });
      }
    } catch (error) {
      console.error("\nError:", error);
    }

    rl.prompt();
  });

  rl.on("close", async () => {
    console.log("\nSession ended.");
    await mcpClient.disconnect();
    process.exit(0);
  });
}

main().catch((err) => {
  console.error("Fatal error:", err);
  process.exit(1);
});
What's happening:
  • messages keeps the full conversation history in Mastra's expected format
  • agent.generate runs the agent with conversation history and Iterate toolsets
  • maxSteps limits how many tool calls the agent can take in a single run
  • onStepFinish is a hook that prints intermediate steps for debugging

Complete Code

Here's the complete code to get you started with Iterate and Mastra AI:

typescript
import "dotenv/config";
import { openai } from "@ai-sdk/openai";
import { Agent } from "@mastra/core/agent";
import { MCPClient } from "@mastra/mcp";
import { Composio } from "@composio/core";
import * as readline from "readline";

import type { AiMessageType } from "@mastra/core/agent";

const openaiAPIKey = process.env.OPENAI_API_KEY;
const composioAPIKey = process.env.COMPOSIO_API_KEY;
const composioUserID = process.env.COMPOSIO_USER_ID;

if (!openaiAPIKey) throw new Error("OPENAI_API_KEY is not set");
if (!composioAPIKey) throw new Error("COMPOSIO_API_KEY is not set");
if (!composioUserID) throw new Error("COMPOSIO_USER_ID is not set");

const composio = new Composio({ apiKey: composioAPIKey as string });

async function main() {
  const session = await composio.create(composioUserID as string, {
    toolkits: ["iterate"],
  });

  const composioMCPUrl = session.mcp.url;

  const mcpClient = new MCPClient({
    id: composioUserID as string,
    servers: {
      iterate: {
        url: new URL(composioMCPUrl),
        requestInit: {
          headers: session.mcp.headers,
        },
      },
    },
    timeout: 30_000,
  });

  const composioTools = await mcpClient.getTools();

  const agent = new Agent({
    name: "iterate-mastra-agent",
    instructions: "You are an AI agent with Iterate tools via Composio.",
    model: "openai/gpt-5",
  });

  let messages: AiMessageType[] = [];

  const rl = readline.createInterface({
    input: process.stdin,
    output: process.stdout,
    prompt: "> ",
  });

  rl.prompt();

  rl.on("line", async (input: string) => {
    const trimmed = input.trim();
    if (["exit", "quit"].includes(trimmed.toLowerCase())) {
      rl.close();
      return;
    }

    messages.push({ id: crypto.randomUUID(), role: "user", content: trimmed });

    const { text } = await agent.generate(messages, {
      toolsets: { iterate: composioTools },
      maxSteps: 8,
    });

    if (text) {
      console.log(`Agent: ${text}\n`);
      messages.push({ id: crypto.randomUUID(), role: "assistant", content: text });
    }

    rl.prompt();
  });

  rl.on("close", async () => {
    await mcpClient.disconnect();
    process.exit(0);
  });
}

main();

Conclusion

You've built a Mastra AI agent that can interact with Iterate through Composio's Tool Router. You can extend this further by:
  • Adding other toolkits like Gmail, Slack, or GitHub
  • Building a web-based chat interface around this agent
  • Using multiple MCP endpoints to enable cross-app workflows
TOOLS

Supported Tools

Every Iterate action and event your agent gets out of the box.

Add Survey Recipient

Add one email recipient to a survey for a later send without sending the survey now.

Anonymize Company User

Irreversibly remove one Iterate user's email and attributes while retaining survey responses.

Bulk Anonymize Company Users

Irreversibly remove identifying data from every Iterate company user matching at least one explicit email, external-ID, or typed user-property selector while retaining survey responses.

Bulk Delete Company User Data

Permanently delete every matching Iterate company user and all matching users' survey responses using explicit non-empty selectors.

Delete Company User Data

Permanently delete one Iterate user object and all of that user's survey responses.

Get Survey

Return one survey's configuration and questions by survey ID.

Get Survey Stats

Return delivery, display, response-count, and response-rate statistics for one survey.

Import Survey Recipients

Add a non-empty batch of email recipients to a survey without sending it, and return duplicate, failure, and success counts.

List Survey Response Groups

Return one reverse-chronological page of completed survey submissions grouped by user, plus a continuation cursor.

List Survey Responses

Return one reverse-chronological page of individual answers for a survey, with an optional date range and continuation cursor.

List Surveys

Return all surveys available to the connected Iterate API key, including the survey and company IDs needed by other tools.

Search Company Users

Find one user in the connected Iterate company by email, external ID, or one typed user property and return survey participation totals.

Send Survey

Irreversibly send or schedule an email survey to one specified recipient or every previously added recipient.

FRAMEWORKS

How to build Iterate MCP Agent with another framework

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Iterate MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Iterate MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Iterate MCP with Claude Code

Claude Cowork logo

Claude Cowork

Use Iterate MCP with Claude Cowork

Codex logo

Codex

Use Iterate MCP with Codex

OpenClaw logo

OpenClaw

Use Iterate MCP with OpenClaw

Hermes logo

Hermes

Use Iterate MCP with Hermes

CLI logo

CLI

Use Iterate MCP with CLI

Google ADK logo

Google ADK

Use Iterate MCP with Google ADK

LangChain logo

LangChain

Use Iterate MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Iterate MCP with Vercel AI SDK

LlamaIndex logo

LlamaIndex

Use Iterate MCP with LlamaIndex

CrewAI logo

CrewAI

Use Iterate MCP with CrewAI

FAQ

Frequently asked questions

With a standalone Iterate MCP server, the agents and LLMs can only access a fixed set of Iterate tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Iterate and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Mastra AI fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Iterate tools.

Yes, absolutely. You can configure which Iterate scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Iterate data and credentials are handled as safely as possible.

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