Era Context MCP for AI Agents

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Era Context MCP or direct API to retrieve account balances, list transactions, initiate transfers, and generate billing statements through natural language.

Era Context MCP logoEra Context MCP
Dcr Oauth

Era Context MCP provides authorized financial context and action APIs across banking, brokerage, billing, and social resources. Use it to give agents secure, contextual access to accounts, transactions, portfolios, and billing workflows.

51 Tools

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TOOL ROUTER PLAYGROUND
Era Context MCP
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TOOLS

Supported Tools

Every Era Context MCP action and event your agent gets out of the box.

Accounts check account balance

Get the current and available balance for a specific account, including credit limit if applicable.

Accounts list financial accounts

List all linked bank accounts, credit cards, and investment accounts with current and available balances.

Accounts manage account

Manage financial accounts in the user's universe — both manually tracked accounts and accounts synced from a connected banking provider.

Accounts set account visibility

Set the visibility of a single financial account.

Accounts toggle balance backfill

Toggle balance backfill for an account group.

Billing cancel subscription

Initiate subscription cancellation.

Billing get current plan

Get the user's current subscription plan, tier, usage against meter limits, and what the next tier up would unlock.

Billing list payments

List the user's past invoices — what they were charged, when, for which service period, and whether each was paid.

Billing list plans

List all available subscription plans with pricing, billing periods, feature comparisons relative to the user's current tier, and free trial eligibility.

Billing list subscriptions

List what the user is actually being charged for right now, read live from Stripe, broken down by individual line item.

Billing uncancel subscription

Un-cancel a subscription that Stripe holds a scheduled cancellation for, in either of the two mutually exclusive expressions Stripe stores one in: the cancel_at_period_end flag, or a concrete cancel_at instant with that flag false.

Billing upgrade

Start a subscription upgrade or plan change.

Connections connect bank account

Initiate a bank account connection flow.

Connections disconnect institution

Permanently disconnect a bank institution.

Connections list connections

List every one of the user's bank connections with an honest, provider-agnostic status for each: whether it is healthy, syncing with no data yet, needs reconnecting, is currently disconnected, or one of several other narrower states — see each row's state for the exact one.

Connections set proactive sync mode

Record whether Era may proactively ask a bank connection's provider for fresh data on its own schedule.

Connections trigger connection resync

Trigger an on-demand data resync for a bank connection.

Help get help

Get contextual help and onboarding guidance for Era Context.

Insights analyze spending

Break down spending by category, merchant, account, week, or month.

Insights compare spending periods

Compare spending between any two time periods side-by-side with pre-computed deltas and percentage changes.

Insights forecast spending

Estimate how much the user will spend by the end of the current period based on their spending pace so far.

Insights get cash flow

Analyze income, spending, and net cash flow over multiple weeks or months (up to 12 periods) with computed averages.

Insights get daily category spending

Get a per-day, per-category spending breakdown for a calendar month.

Insights get daily financial summary

Get daily financial calendar for a month.

Knowledge confirm or reject inference

Confirm or reject a fact that was inferred by the system.

Knowledge defer question

Skip or snooze an onboarding question.

Knowledge forget

Retract or delete a previously recorded fact about the user.

Knowledge get financial context and overview

Load the user's profile, complete financial snapshot (all account balances, net worth, this month vs.

Knowledge get pending questions

Get the next onboarding questions to ask the user.

Knowledge recall history

Get the version history of a specific fact about the user.

Knowledge remember

Record a fact, preference, goal, or observation about the user.

Knowledge reset pack questions

Warning: this cannot be undone — only call when you have high confidence the user wants to reset and re-surface all previously skipped or snoozed questions.

Knowledge show question ui

Present an onboarding question using a visual input control (slider, date picker, multi-select checklist, etc.

Nurture get my status

Get the caller's own nurture (lifecycle email) campaign enrollment status — which campaigns they are currently enrolled in, their progress through each, and whether they have unsubscribed.

Nurture set subscription

Subscribe the caller to, or unsubscribe them from, a nurture (lifecycle email) campaign.

Referral get dashboard sso

Get a single-use SSO magic link to open the user's Rewardful affiliate dashboard.

Referral get referral link

Get the user's referral link if they are enrolled in the referral program.

Referral get referral stats

Get the user's referral performance statistics: visitors, conversions, earned commissions, and pending commissions.

Referral join referral program

Join the referral program by creating a Rewardful affiliate for the authenticated user.

Referral switch referral campaign

Move the user's referral programme onto a different track.

Transactions import csv transactions

Import transactions from inline CSV text into a manual account.

Transactions list recurring charges

List detected recurring transactions — subscriptions (Netflix, Spotify), bills (rent, utilities), and regular income (salary, freelance) — with estimated monthly amounts, frequency, and last-seen date.

Transactions list spending categories

List all available spending categories organized in a parent/child hierarchy (e.

Transactions list transactions

List recent transactions with pagination, optionally filtered by account and date range.

Transactions manage automation rules

Create and manage automation rules that automatically organize the user's transactions.

Transactions manage categories

Create, rename, hide, unhide, delete, or merge spending categories.

Transactions manage manual transaction

Batch-manage transactions on a manually tracked account.

Transactions manage transaction tags

Create, list, update, or delete tags, and attach or detach them from transactions.

Transactions manage transfer links

List, confirm, or reject detected transfer links between the user's accounts.

Transactions search transactions

Search and filter transactions by merchant name, description, amount range, date range, and direction (debit/credit).

Transactions update transactions

Update the category, merchant name, description, or review status on one or more transactions.

SETUP GUIDE

Connect Era Context MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
Install the Composio SDK for Python or TypeScript
2

Initialize Client and Create Tool Router Session

typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });
const session = await composio.create('your-user-id');
console.log(`Tool Router session created: ${session.mcp.url}`);
Import and initialize the Composio client, then create a Tool Router session for Era Context MCP
3

Connect to AI Agent

typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: session.mcp.url,
    headers: {
      'x-api-key': 'your-composio-api-key',
    },
  },
});

const tools = await client.tools();
const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{
    role: 'user',
    content: 'YOUR_SPECIFIC_PROMPT_HERE'
  }],
  maxSteps: 5,
});

console.log(`Agent: ${text}`);
Use the MCP server with your AI agent (Anthropic Claude or Mastra)
SETUP GUIDE

Connect Era Context MCP API Tool with your Agent

1

Install Composio

typescript
npm install @composio/openai
Install the Composio SDK
2

Initialize Composio and Create Tool Router Session

typescript
import OpenAI from 'openai';
import { Composio } from '@composio/core';
import { OpenAIResponsesProvider } from '@composio/openai';

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
Import and initialize Composio client, then create a Tool Router session
3

Execute Era Context MCP Tools via Tool Router with Your Agent

typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'YOUR_SPECIFIC_PROMPT_HERE'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
Get tools from Tool Router session and execute Era Context MCP actions with your Agent

Why Use Composio?

AI Native Era Context MCP Integration

  • Supports both Era Context MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Era Context MCP data

Managed Auth

  • Built-in OAuth handling with automatic token refresh and rotation
  • Central place to manage, scope, and revoke Era Context MCP access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Era Context MCP
  • Scoped, least privilege access to Era Context MCP resources
  • Full audit trail of agent actions to support review and compliance
FRAMEWORKS

Use Era Context MCP with any AI Agent Framework

Choose a Framework you want to connect Era Context MCP with

FAQ

Frequently asked questions

Yes, Era Context MCP requires you to configure your own Dcr Oauth credentials. Once set up, Composio handles secure credential storage and management for you.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. Learn more.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

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