# How to integrate Finage MCP with CrewAI ```json { "title": "How to integrate Finage MCP with CrewAI", "toolkit": "Finage", "toolkit_slug": "finage", "framework": "CrewAI", "framework_slug": "crew-ai", "url": "https://composio.dev/toolkits/finage/framework/crew-ai", "markdown_url": "https://composio.dev/toolkits/finage/framework/crew-ai.md", "updated_at": "2026-05-06T08:11:35.566Z" } ``` ## 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](https://composio.dev/toolkits/finage/framework/chatgpt) - [OpenAI Agents SDK](https://composio.dev/toolkits/finage/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/finage/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/finage/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/finage/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/finage/framework/codex) - [Cursor](https://composio.dev/toolkits/finage/framework/cursor) - [VS Code](https://composio.dev/toolkits/finage/framework/vscode) - [OpenCode](https://composio.dev/toolkits/finage/framework/opencode) - [OpenClaw](https://composio.dev/toolkits/finage/framework/openclaw) - [Hermes](https://composio.dev/toolkits/finage/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/finage/framework/cli) - [Google ADK](https://composio.dev/toolkits/finage/framework/google-adk) - [LangChain](https://composio.dev/toolkits/finage/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/finage/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/finage/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/finage/framework/llama-index) ## 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 | Tool slug | Name | Description | |---|---|---| | `FINAGE_GET_STOCK_DETAILS` | Get Stock Quote | This tool retrieves real-time stock quote information for a given stock symbol. it provides current price, price changes, trading volume, and other key market data. | | `FINAGE_GET_STOCK_END_OF_DAY_DATA` | Get Stock End-of-Day Data | This tool retrieves the end-of-day data for a specific stock symbol. it provides the opening price, highest price, lowest price, closing price, trading volume, and timestamp for the most recent completed trading day, making it essential for investors and analysts seeking daily summary data without intraday details. | | `FINAGE_GET_STOCK_HISTORICAL_DATA` | Get Stock Historical Data | This tool will fetch historical daily stock data for a given stock symbol between specified dates. it provides ohlcv data (open, high, low, close, volume) and is independent, requiring only the stock symbol, date range inputs, and authentication. | | `FINAGE_GET_STOCK_LAST_QUOTE` | Get Stock Last Quote | This tool fetches the latest quote information for a specific stock symbol, providing real-time bid and ask prices, along with their respective sizes and a timestamp. it is essential for trading and market analysis, fetching a json object with details like symbol, ask, bid, asize, bsize, and timestamp. | | `FINAGE_GET_STOCK_MARKET_AGGREGATES` | Get Stock Market Aggregates | This tool retrieves aggregated ohlcv (open, high, low, close, volume) data for stocks over specified time periods. it allows users to provide parameters such as stock symbol, time multiplier, aggregation period, start date, and end date to obtain market aggregates. | | `FINAGE_GET_STOCK_MARKET_NEWS` | Get Stock Market News | This tool retrieves the latest market news from finage's api. it provides comprehensive market news and updates, including news filtering by specific stock symbols, thereby supporting real-time market insights, investment decisions, and research on market trends. | | `FINAGE_GET_STOCK_MARKET_SNAPSHOT` | Get Stock Market Snapshot | This tool provides a comprehensive snapshot of the us stock market data, allowing users to get the latest quotes and trades for multiple stocks in a single api request. it is ideal as the first tool because it offers broad market coverage, does not require resource ids or external dependencies, and can be used independently with just api authentication. | | `FINAGE_GET_STOCK_MARKET_STATUS` | Get Stock Market Status | This tool retrieves the current market status for various stock exchanges by determining if markets are open or closed. it requires an api key and returns details such as the market type, server time, and next open/close times, which are essential for trade planning and automation. | | `FINAGE_GET_STOCK_PREVIOUS_CLOSE` | Get Stock Previous Close Data | This tool retrieves the previous day's closing data for a specific stock symbol. it provides essential trading information including the opening price, highest price, lowest price, closing price, trading volume, and timestamp for the previous trading day. it complements other finage tools by offering detailed previous day data, which is useful for computing day-over-day change and informing daily trading analysis. | | `FINAGE_GET_STOCK_TICK_DATA` | Get Stock Tick Data | The stock tick data api provides detailed tick-by-tick trading data for a specific stock symbol. this endpoint is crucial for precise market analysis and high-frequency trading applications. | ## Supported Triggers None listed. ## Creating MCP Server - Stand-alone vs Composio SDK The Finage MCP server is an implementation of the Model Context Protocol that connects your AI agent to Finage. It provides structured and secure access so your agent can perform Finage operations on your behalf through a secure, permission-based interface. With Composio's managed implementation, you don't have to create your own developer app. For production, if you're building an end product, we recommend using your own credentials. The managed server helps you prototype fast and go from 0-1 faster. ## Step-by-step Guide ### 1. 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 ### 1. Getting API Keys for OpenAI and Composio OpenAI API Key - Go to the [OpenAI dashboard](https://platform.openai.com/settings/organization/api-keys) 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](https://dashboard.composio.dev?utm_source=toolkits&utm_medium=framework_docs). - Navigate to your API settings and generate a new API key. - Store this key securely as you'll need it for authentication. ### 2. Install dependencies **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 ```bash pip install composio crewai crewai-tools[mcp] python-dotenv ``` ### 3. Set up environment variables 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 ```bash COMPOSIO_API_KEY=your_composio_api_key_here USER_ID=your_user_id_here OPENAI_API_KEY=your_openai_api_key_here ``` ### 4. Import dependencies **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 ```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") ``` ### 5. Create a Composio Tool Router session for Finage **What's happening:** - You create a Finage only session through Composio - Composio returns an MCP HTTP URL that exposes Finage tools ```python composio_client = Composio(api_key=COMPOSIO_API_KEY) session = composio_client.create(user_id=COMPOSIO_USER_ID, toolkits=["finage"]) url = session.mcp.url ``` ### 6. Initialize the MCP Server **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. ```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, ) ``` ### 7. Create a CLI Chatloop and define the Crew **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. ```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") ``` ## Complete Code ```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 - [ChatGPT](https://composio.dev/toolkits/finage/framework/chatgpt) - [OpenAI Agents SDK](https://composio.dev/toolkits/finage/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/finage/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/finage/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/finage/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/finage/framework/codex) - [Cursor](https://composio.dev/toolkits/finage/framework/cursor) - [VS Code](https://composio.dev/toolkits/finage/framework/vscode) - [OpenCode](https://composio.dev/toolkits/finage/framework/opencode) - [OpenClaw](https://composio.dev/toolkits/finage/framework/openclaw) - [Hermes](https://composio.dev/toolkits/finage/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/finage/framework/cli) - [Google ADK](https://composio.dev/toolkits/finage/framework/google-adk) - [LangChain](https://composio.dev/toolkits/finage/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/finage/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/finage/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/finage/framework/llama-index) ## Related Toolkits - [Stripe](https://composio.dev/toolkits/stripe) - Stripe is a global online payments platform offering APIs for managing payments, customers, and subscriptions. Trusted by businesses for secure, efficient, and scalable payment processing worldwide. - [Alpha vantage](https://composio.dev/toolkits/alpha_vantage) - Alpha Vantage is a financial data platform offering real-time and historical stock market APIs. Get instant, reliable access to equities, forex, and technical analysis data for smarter trading decisions. - [Altoviz](https://composio.dev/toolkits/altoviz) - Altoviz is a cloud-based billing and invoicing platform for businesses. It streamlines online payments, expense tracking, and customizable invoice management. - [Benzinga](https://composio.dev/toolkits/benzinga) - Benzinga provides real-time financial news and data APIs for market coverage. It helps you track breaking news and actionable market insights instantly. - [Brex](https://composio.dev/toolkits/brex) - Brex provides corporate credit cards and spend management tailored for startups and tech businesses. It helps optimize company cash flow, streamline accounting, and accelerate business growth. - [Chaser](https://composio.dev/toolkits/chaser) - Chaser is accounts receivable automation software that sends invoice reminders and helps businesses get paid faster. It streamlines the collections process to save time and improve cash flow. - [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time. - [Coinbase](https://composio.dev/toolkits/coinbase) - Coinbase is a platform for buying, selling, and storing cryptocurrency. It makes exchanging and managing crypto simple and secure for everyone. - [Coinranking](https://composio.dev/toolkits/coinranking) - Coinranking is a comprehensive cryptocurrency market data platform offering access to real-time coin prices, market caps, and historical data. Get accurate, up-to-date stats for thousands of digital assets in one place. - [Coupa](https://composio.dev/toolkits/coupa) - Coupa is a business spend management platform for procurement, invoicing, and expenses. It helps organizations streamline purchasing, control costs, and gain complete visibility over financial operations. - [CurrencyScoop](https://composio.dev/toolkits/currencyscoop) - CurrencyScoop is a developer-friendly API for real-time and historical currency exchange rates. Easily access fiat and crypto data for smart, up-to-date financial applications. - [Daffy](https://composio.dev/toolkits/daffy) - Daffy is a modern charitable giving platform with a donor-advised fund. Easily set aside funds, grow them tax-free, and donate to over 1.7 million U.S. charities. - [Eagle doc](https://composio.dev/toolkits/eagle_doc) - Eagle doc is an AI-powered OCR API for invoices and receipts. It delivers fast, reliable, and accurate document data extraction for seamless automation. - [Elorus](https://composio.dev/toolkits/elorus) - Elorus is an online invoicing and time-tracking software for freelancers and small businesses. Easily manage finances, bill clients, and track work in one place. - [Eodhd apis](https://composio.dev/toolkits/eodhd_apis) - Eodhd apis delivers comprehensive financial data, including live and historical stock prices, via robust APIs. Easily access reliable, up-to-date market insights to power your apps, dashboards, and analytics. - [Fidel api](https://composio.dev/toolkits/fidel_api) - Fidel api is a secure platform for linking payment cards to web and mobile apps. It enables real-time card transaction monitoring and event-based automation for businesses. - [Finmei](https://composio.dev/toolkits/finmei) - Finmei is an invoicing tool that simplifies billing, invoice management, and expense tracking. Ideal for automating and organizing your business finances in one place. - [Fixer](https://composio.dev/toolkits/fixer) - Fixer is a currency data API offering real-time and historical exchange rates for 170 currencies. Instantly access accurate, up-to-date forex data for your applications and workflows. - [Fixer io](https://composio.dev/toolkits/fixer_io) - Fixer.io is a lightweight API for real-time and historical foreign exchange rates. It makes global currency conversion fast, accurate, and hassle-free. - [Flutterwave](https://composio.dev/toolkits/flutterwave) - Flutterwave is a global payments platform enabling businesses to accept and send payments across Africa and beyond. Its robust APIs simplify cross-border transactions and financial operations. ## Frequently Asked Questions ### 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. --- [See all toolkits](https://composio.dev/toolkits) ยท [Composio docs](https://docs.composio.dev/llms.txt)