Finage with CrewAI

How to integrate Finage MCP with CrewAI

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Introduction Also integrate Finage with TL;DR What is CrewAI What is the Finage MCP server Supported Tools & Triggers Creating MCP Server - Stand-alone vs Composio SDK Step-by-step Guide Complete Code Conclusion How to build Finage MCP Agent with another framework Explore Other Toolkits FAQ

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Introduction

This guide walks you through connecting Finage to CrewAI using the Composio tool router. By the end, you'll have a working Finage agent that can show real-time quote for aapl stock, summarize today's news for tsla, get last week's price history for msft through natural language commands.

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

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

Also integrate Finage with

ChatGPT Antigravity OpenAI Agents SDK Claude Agent SDK Claude Code Claude Cowork Codex OpenCode Cursor VS Code OpenClaw Hermes CLI Google ADK LangChain Vercel AI SDK Mastra AI LlamaIndex

TL;DR

Here's what you'll learn:

Get a Composio API key and configure your Finage connection
Set up CrewAI with an MCP enabled agent
Create a Tool Router session or standalone MCP server for Finage
Build a conversational loop where your agent can execute Finage operations

What is CrewAI?

CrewAI is a powerful framework for building multi-agent AI systems. It provides primitives for defining agents with specific roles, creating tasks, and orchestrating workflows through crews.

Key features include:

Agent Roles: Define specialized agents with specific goals and backstories
Task Management: Create tasks with clear descriptions and expected outputs
Crew Orchestration: Combine agents and tasks into collaborative workflows
MCP Integration: Connect to external tools through Model Context Protocol

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

The Finage MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Finage account. It provides structured and secure access to real-time and historical financial market data, so your agent can perform actions like fetching live stock quotes, analyzing market trends, retrieving news, and monitoring market status on your behalf.

Real-time stock quotes and market snapshots: Instantly get up-to-date price quotes, volume, bid/ask details, or aggregate snapshots for one or multiple stocks at once.
Historical and end-of-day data retrieval: Have your agent pull detailed historical or end-of-day OHLCV data for any stock symbol to analyze trends or generate reports.
Market news and updates analysis: Stay on top of the latest financial news, filtered by specific stocks, to inform investment decisions or research market events.
Market status and exchange monitoring: Check if major stock markets are open or closed, review trading hours, and plan automated trades based on real-time market status.
Tick-by-tick and previous close data access: Dive into granular tick-level trade data or review the previous day's close for any symbol to support high-frequency trading or day-over-day analysis.

Supported Tools & Triggers

Tools

Convert CryptocurrenciesTool to convert cryptocurrencies using real-time exchange rates from the Finage API.

Convert CurrencyTool to convert currencies using real-time forex exchange rates from Finage API.

Get US Treasury Bond RateRetrieve the current interest rate for a US Treasury bond by maturity.

Get Country DetailsTool to retrieve detailed information about a country including currency, phone code, and flag.

Get Crypto AggregatesTool to retrieve aggregated OHLCV time-series data for cryptocurrency pairs over specified time periods.

Get Crypto DetailTool to get detailed fundamental information about a cryptocurrency including description, developers, website, social media links, and technical details.

Get Detailed Crypto InformationThis tool fetches detailed cryptocurrency information including current price, price changes, volume, market cap, and historical highs/lows for a specific cryptocurrency pair.

Get Crypto Last QuoteTool to get the last quote with bid/ask prices in real-time for a cryptocurrency pair.

Get Crypto Last TradeTool to get the latest trade information and prices in real-time for a cryptocurrency pair.

Get Crypto NewsTool to retrieve real-time and historical news for cryptocurrency markets with fast In-Memory Cache Engine.

Get Crypto Previous Close DataTool to get the previous day's closing data for a cryptocurrency pair.

Get Crypto SnapshotTool to get a comprehensive snapshot of cryptocurrency market data with latest quotes and trades in one request.

Get Currency DetailTool to get detailed information about a forex currency pair including currency codes and country flags.

Get Forex Last QuoteTool to get the latest real-time bid/ask quote for a forex pair or metal (e.

Get Forex Last TradeTool to get the last trade information for a forex currency pair.

Get Forex Market AggregatesTool to retrieve aggregated OHLCV (Open, High, Low, Close, Volume) data for forex and metal pairs over specified time periods.

Get Forex NewsTool to retrieve real-time and historical news for forex markets from Finage's API.

Get Forex Previous Close DataTool to get the previous day's closing data for a forex currency pair.

Get Forex SnapshotTool to get a comprehensive snapshot of forex market data with latest quotes and trades in one request.

Get Most Active US StocksTool to get a list of the most actively traded US stocks.

Get SEC RSS FeedTool to retrieve the SEC RSS feed for recent EDGAR filings.

Get Sector PerformanceTool to retrieve performance metrics across US market sectors.

Get Stock Company DetailsTool to retrieve detailed company information and stock fundamentals for a given ticker symbol.

Get Stock Last QuoteFetches the latest single-tick quote for a stock symbol, returning a JSON object with fields: symbol, ask, bid, asize, bsize, and timestamp.

Get Stock Last TradeTool to get the most recent trade information for a specified US stock symbol.

Get Stock Market AggregatesRetrieves aggregated OHLCV (Open, High, Low, Close, Volume) data for US stocks only.

Get Stock Market NewsThis tool retrieves the latest market news from Finage's API.

Get Stock Market StatusTool to check if stock, forex, and crypto markets are open, closed, or in extended hours.

Get Stock Previous Close DataThis tool retrieves the previous day's closing data for a specific stock symbol.

Get Stock SnapshotTool to get comprehensive snapshot of all US stock market data including latest quotes and trades with one single API request.

Get Technical IndicatorsTool to get technical indicators and signals for stocks from Finage API.

Get Top Gaining US StocksTool to get list of top gaining US stocks by percentage change.

Get Top Losing US StocksTool to get list of top losing US stocks by percentage change.

List Cryptocurrencies by Market CapTool to get a list of all available cryptocurrencies ranked by market capitalization.

List Symbols by Market TypeTool to get a paginated list of all available symbols for a specified market type (us-stock, ca-stock, in-stock, ru-stock, forex, crypto, index).

Search CountryTool to search for countries by name and retrieve their details including country code, currency, flag, and phone code.

Search CryptocurrencyTool to search for cryptocurrencies by name or symbol.

Search CurrencyTool to search for currency pairs and forex symbols by currency code or partial match.

Search Market for StocksTool to search for stocks in a specific market by company name or symbol.

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:

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

Step-by-step Guide

Prerequisites

Before starting, make sure you have:

Python 3.9 or higher
A Composio account and API key
A Finage connection authorized in Composio
An OpenAI API key for the CrewAI LLM
Basic familiarity with Python

Getting API Keys for OpenAI and Composio

OpenAI API Key

Go to the OpenAI dashboard and create an API key. You'll need credits to use the models, or you can connect to another model provider.
Keep the API key safe.

Composio API Key

Log in to the Composio dashboard.
Navigate to your API settings and generate a new API key.
Store this key securely as you'll need it for authentication.

Install dependencies

bash

pip install composio crewai crewai-tools[mcp] python-dotenv

What's happening:

composio connects your agent to Finage via MCP
crewai provides Agent, Task, Crew, and LLM primitives
crewai-tools[mcp] includes MCP helpers
python-dotenv loads environment variables from .env

Set up environment variables

bash

COMPOSIO_API_KEY=your_composio_api_key_here
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 with Composio
USER_ID scopes the session to your account
OPENAI_API_KEY lets CrewAI use your chosen OpenAI model

Import dependencies

python

import os
from composio import Composio
from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
import dotenv

dotenv.load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID")

if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set")

What's happening:

CrewAI classes define agents and tasks, and run the workflow
MCPServerHTTP connects the agent to an MCP endpoint
Composio will give you a short lived Finage MCP URL

Create a Composio Tool Router session for Finage

python

composio_client = Composio(api_key=COMPOSIO_API_KEY)
session = composio_client.create(user_id=COMPOSIO_USER_ID, toolkits=["finage"])

url = session.mcp.url

What's happening:

You create a Finage only session through Composio
Composio returns an MCP HTTP URL that exposes Finage tools

Initialize the MCP Server

python

server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users search the internet effectively",
        backstory="You are a helpful assistant with access to search tools.",
        tools=tools,
        verbose=False,
        max_iter=10,
    )

What's Happening:

Server Configuration: The code sets up connection parameters including the MCP server URL, streamable HTTP transport, and Composio API key authentication.
MCP Adapter Bridge: MCPServerAdapter acts as a context manager that converts Composio MCP tools into a CrewAI-compatible format.
Agent Setup: Creates a CrewAI Agent with a defined role (Search Assistant), goal (help with internet searches), and access to the MCP tools.
Configuration Options: The agent includes settings like verbose=False for clean output and max_iter=10 to prevent infinite loops.
Dynamic Tool Usage: Once created, the agent automatically accesses all Composio Search tools and decides when to use them based on user queries.

Create a CLI Chatloop and define the Crew

python

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

conversation_context = ""

while True:
    user_input = input("You: ").strip()

    if user_input.lower() in ["exit", "quit", "bye"]:
        print("\nGoodbye!")
        break

    if not user_input:
        continue

    conversation_context += f"\nUser: {user_input}\n"
    print("\nAgent is thinking...\n")

    task = Task(
        description=(
            f"Conversation history:\n{conversation_context}\n\n"
            f"Current request: {user_input}"
        ),
        expected_output="A helpful response addressing the user's request",
        agent=agent,
    )

    crew = Crew(agents=[agent], tasks=[task], verbose=False)
    result = crew.kickoff()
    response = str(result)

    conversation_context += f"Agent: {response}\n"
    print(f"Agent: {response}\n")

What's Happening:

Interactive CLI Setup: The code creates an infinite loop that continuously prompts for user input and maintains the entire conversation history in a string variable.
Input Validation: Empty inputs are ignored to prevent processing blank messages and keep the conversation clean.
Context Building: Each user message is appended to the conversation context, which preserves the full dialogue history for better agent responses.
Dynamic Task Creation: For every user input, a new Task is created that includes both the full conversation history and the current request as context.
Crew Execution: A Crew is instantiated with the agent and task, then kicked off to process the request and generate a response.
Response Management: The agent's response is converted to a string, added to the conversation context, and displayed to the user, maintaining conversational continuity.

Complete Code

Here's the complete code to get you started with Finage and CrewAI:

python

from crewai import Agent, Task, Crew, LLM
from crewai_tools import MCPServerAdapter
from composio import Composio
from dotenv import load_dotenv
import os

load_dotenv()

GOOGLE_API_KEY = os.getenv("GOOGLE_API_KEY")
COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID")

if not GOOGLE_API_KEY:
    raise ValueError("GOOGLE_API_KEY is not set in the environment.")
if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set in the environment.")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set in the environment.")

# Initialize Composio and create a session
composio = Composio(api_key=COMPOSIO_API_KEY)
session = composio.create(
    user_id=COMPOSIO_USER_ID,
    toolkits=["finage"],
)
url = session.mcp.url

# Configure LLM
llm = LLM(
    model="gpt-5",
    api_key=os.getenv("OPENAI_API_KEY"),
)

server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users with internet searches",
        backstory="You are an expert assistant with access to Composio Search tools.",
        tools=tools,
        llm=llm,
        verbose=False,
        max_iter=10,
    )

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

    conversation_context = ""

    while True:
        user_input = input("You: ").strip()

        if user_input.lower() in ["exit", "quit", "bye"]:
            print("\nGoodbye!")
            break

        if not user_input:
            continue

        conversation_context += f"\nUser: {user_input}\n"
        print("\nAgent is thinking...\n")

        task = Task(
            description=(
                f"Conversation history:\n{conversation_context}\n\n"
                f"Current request: {user_input}"
            ),
            expected_output="A helpful response addressing the user's request",
            agent=agent,
        )

        crew = Crew(agents=[agent], tasks=[task], verbose=False)
        result = crew.kickoff()
        response = str(result)

        conversation_context += f"Agent: {response}\n"
        print(f"Agent: {response}\n")

Conclusion

You now have a CrewAI agent connected to Finage through Composio's Tool Router. The agent can perform Finage operations through natural language commands.

Next steps:

Add role-specific instructions to customize agent behavior
Plug in more toolkits for multi-app workflows
Chain tasks for complex multi-step operations

How to build Finage MCP Agent with another framework

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Claude Cowork

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OpenClaw

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Hermes

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CLI

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Google ADK

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Vercel AI SDK

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OpenCode

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VS Code

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TOOLKIT MARKETPLACE

FAQ

What are the differences in Tool Router MCP and Finage MCP?

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

Can I use Tool Router MCP with CrewAI?

Yes, you can. CrewAI 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 Finage tools.

Can I manage the permissions and scopes for Finage while using Tool Router?

Yes, absolutely. You can configure which Finage 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.

How safe is my data with Composio Tool Router?

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 Finage data and credentials are handled as safely as possible.

Used by agents from

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Harsha GaddipatiCo-founder, Slashy

Karan skipped his own birthday party to fix our critical issue. It was 10 pm and he diverted his Waymo to help us instead. This really sets the bar, shows you the commitment you need to have when users rely on your software.

Abhi AryaCo-founder, Opennote

A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it has immensely helped in keeping new users on the platform.

Nirman DaveCEO, Zams

We chose Composio over Pipedream because it delivered depth where it mattered. It supported niche tools and tricky edge cases that other platforms simply ignored. Giving us confidence to scale without compromising.

Ryan YuFounder, Extra Thursday

As a solo builder, shipping fast is life or death. The only way I can outcompete incumbents is by outmanoeuvring them. Getting bogged down in the complexities of managing agent auth would have been a death sentence for Extra Thursday.

Tomisin JenrolaFounder & CEO, SwarmZero

Before partnering with Composio, adding tool integrations was a slow, resource-intensive process. Each integration could take weeks or months of engineering time, and maintaining them meant constantly keeping up with API changes.

Jerome LeclancheCo-Founder, Ingram Technologies

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

Harsha GaddipatiCo-founder, Slashy

Abhi AryaCo-founder, Opennote

Nirman DaveCEO, Zams

Ryan YuFounder, Extra Thursday

Tomisin JenrolaFounder & CEO, SwarmZero

Jerome LeclancheCo-Founder, Ingram Technologies

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

Harsha GaddipatiCo-founder, Slashy

Abhi AryaCo-founder, Opennote

Nirman DaveCEO, Zams

Ryan YuFounder, Extra Thursday

Tomisin JenrolaFounder & CEO, SwarmZero

Jerome LeclancheCo-Founder, Ingram Technologies

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

How to integrate Finage MCP with CrewAI

Table of Contents

Connect Finage without Auth hassles

Introduction

Also integrate Finage with

TL;DR

What is CrewAI?

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

Supported Tools & Triggers

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

What is Composio SDK?

How the Composio SDK works

Step-by-step Guide

Prerequisites

Getting API Keys for OpenAI and Composio

Install dependencies

Set up environment variables

Import dependencies

Create a Composio Tool Router session for Finage

Initialize the MCP Server

Create a CLI Chatloop and define the Crew

Complete Code

Conclusion

How to build Finage MCP Agent with another framework

ChatGPT

Antigravity

OpenAI Agents SDK

Claude Agent SDK

Claude Code

Claude Cowork

Codex

Cursor

OpenClaw

Hermes

CLI

Google ADK

LangChain

Vercel AI SDK

Mastra AI

LlamaIndex

OpenCode

VS Code

Explore Other Toolkits

Stripe

Alpha vantage

Altoviz

FAQ

What are the differences in Tool Router MCP and Finage MCP?

Can I use Tool Router MCP with CrewAI?

Can I manage the permissions and scopes for Finage while using Tool Router?

How safe is my data with Composio Tool Router?

Used by agents from

Never worry about agent reliability