How to integrate Finage MCP with LlamaIndex

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Introduction

This guide walks you through connecting Finage to LlamaIndex 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 LlamaIndex 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

TL;DR

Here's what you'll learn:
  • Set your OpenAI and Composio API keys
  • Install LlamaIndex and Composio packages
  • Create a Composio Tool Router session for Finage
  • Connect LlamaIndex to the Finage MCP server
  • Build a Finage-powered agent using LlamaIndex
  • Interact with Finage through natural language

What is LlamaIndex?

LlamaIndex is a data framework for building LLM applications. It provides tools for connecting LLMs to external data sources and services through agents and tools.

Key features include:

  • ReAct Agent: Reasoning and acting pattern for tool-using agents
  • MCP Tools: Native support for Model Context Protocol
  • Context Management: Maintain conversation context across interactions
  • Async Support: Built for async/await patterns

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:

  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

Prerequisites

Before you begin, make sure you have:
  • Python 3.8/Node 16 or higher installed
  • A Composio account with the API key
  • An OpenAI API key
  • A Finage account and project
  • Basic familiarity with async Python/Typescript

Getting API Keys for OpenAI, Composio, and Finage

OpenAI API key (OPENAI_API_KEY)
  • Go to the OpenAI dashboard
  • Create an API key if you don't have one
  • Assign it to OPENAI_API_KEY in .env
Composio API key and user ID
  • Log into the Composio dashboard
  • Copy your API key from Settings
    • Use this as COMPOSIO_API_KEY
  • Pick a stable user identifier (email or ID)
    • Use this as COMPOSIO_USER_ID

Installing dependencies

pip install composio-llamaindex llama-index llama-index-llms-openai llama-index-tools-mcp python-dotenv

Create a new Python project and install the necessary dependencies:

  • composio-llamaindex: Composio's LlamaIndex integration
  • llama-index: Core LlamaIndex framework
  • llama-index-llms-openai: OpenAI LLM integration
  • llama-index-tools-mcp: MCP client for LlamaIndex
  • python-dotenv: Environment variable management

Set environment variables

bash
OPENAI_API_KEY=your-openai-api-key
COMPOSIO_API_KEY=your-composio-api-key
COMPOSIO_USER_ID=your-user-id

Create a .env file in your project root:

These credentials will be used to:

  • Authenticate with OpenAI's GPT-5 model
  • Connect to Composio's Tool Router
  • Identify your Composio user session for Finage access

Import modules

import asyncio
import os
import dotenv

from composio import Composio
from composio_llamaindex import LlamaIndexProvider
from llama_index.core.agent.workflow import ReActAgent
from llama_index.core.workflow import Context
from llama_index.llms.openai import OpenAI
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec

dotenv.load_dotenv()

Create a new file called finage_llamaindex_agent.py and import the required modules:

Key imports:

  • asyncio: For async/await support
  • Composio: Main client for Composio services
  • LlamaIndexProvider: Adapts Composio tools for LlamaIndex
  • ReActAgent: LlamaIndex's reasoning and action agent
  • BasicMCPClient: Connects to MCP endpoints
  • McpToolSpec: Converts MCP tools to LlamaIndex format

Load environment variables and initialize Composio

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

if not OPENAI_API_KEY:
    raise ValueError("OPENAI_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")

What's happening:

This ensures missing credentials cause early, clear errors before the agent attempts to initialise.

Create a Tool Router session and build the agent function

async def build_agent() -> ReActAgent:
    composio_client = Composio(
        api_key=COMPOSIO_API_KEY,
        provider=LlamaIndexProvider(),
    )

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

    mcp_url = session.mcp.url
    print(f"Composio MCP URL: {mcp_url}")

    mcp_client = BasicMCPClient(mcp_url, headers={"x-api-key": COMPOSIO_API_KEY})
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    llm = OpenAI(model="gpt-5")

    description = "An agent that uses Composio Tool Router MCP tools to perform Finage actions."
    system_prompt = """
    You are a helpful assistant connected to Composio Tool Router.
    Use the available tools to answer user queries and perform Finage actions.
    """
    return ReActAgent(tools=tools, llm=llm, description=description, system_prompt=system_prompt, verbose=True)

What's happening here:

  • We create a Composio client using your API key and configure it with the LlamaIndex provider
  • We then create a tool router MCP session for your user, specifying the toolkits we want to use (in this case, finage)
  • The session returns an MCP HTTP endpoint URL that acts as a gateway to all your configured tools
  • LlamaIndex will connect to this endpoint to dynamically discover and use the available Finage tools.
  • The MCP tools are mapped to LlamaIndex-compatible tools and plug them into the Agent.

Create an interactive chat loop

async def chat_loop(agent: ReActAgent) -> None:
    ctx = Context(agent)
    print("Type 'quit', 'exit', or Ctrl+C to stop.")

    while True:
        try:
            user_input = input("\nYou: ").strip()
        except (KeyboardInterrupt, EOFError):
            print("\nBye!")
            break

        if not user_input or user_input.lower() in {"quit", "exit"}:
            print("Bye!")
            break

        try:
            print("Agent: ", end="", flush=True)
            handler = agent.run(user_input, ctx=ctx)

            async for event in handler.stream_events():
                # Stream token-by-token from LLM responses
                if hasattr(event, "delta") and event.delta:
                    print(event.delta, end="", flush=True)
                # Show tool calls as they happen
                elif hasattr(event, "tool_name"):
                    print(f"\n[Using tool: {event.tool_name}]", flush=True)

            # Get final response
            response = await handler
            print()  # Newline after streaming
        except KeyboardInterrupt:
            print("\n[Interrupted]")
            continue
        except Exception as e:
            print(f"\nError: {e}")

What's happening here:

  • We're creating a direct terminal interface to chat with your Finage database
  • The LLM's responses are streamed to the CLI for faster interaction.
  • The agent uses context to maintain conversation history
  • You can type 'quit' or 'exit' to stop the chat loop gracefully
  • Agent responses and any errors are displayed in a clear, readable format

Define the main entry point

async def main() -> None:
    agent = await build_agent()
    await chat_loop(agent)

if __name__ == "__main__":
    # Handle Ctrl+C gracefully
    signal.signal(signal.SIGINT, lambda s, f: (print("\nBye!"), exit(0)))
    try:
        asyncio.run(main())
    except KeyboardInterrupt:
        print("\nBye!")

What's happening here:

  • We're orchestrating the entire application flow
  • The agent gets built with proper error handling
  • Then we kick off the interactive chat loop so you can start talking to Finage

Run the agent

npx ts-node llamaindex-agent.ts

When prompted, authenticate and authorise your agent with Finage, then start asking questions.

Complete Code

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

import asyncio
import os
import signal
import dotenv

from composio import Composio
from composio_llamaindex import LlamaIndexProvider
from llama_index.core.agent.workflow import ReActAgent
from llama_index.core.workflow import Context
from llama_index.llms.openai import OpenAI
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec

dotenv.load_dotenv()

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

if not OPENAI_API_KEY:
    raise ValueError("OPENAI_API_KEY is not set")
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")

async def build_agent() -> ReActAgent:
    composio_client = Composio(
        api_key=COMPOSIO_API_KEY,
        provider=LlamaIndexProvider(),
    )

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

    mcp_url = session.mcp.url
    print(f"Composio MCP URL: {mcp_url}")

    mcp_client = BasicMCPClient(mcp_url, headers={"x-api-key": COMPOSIO_API_KEY})
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    llm = OpenAI(model="gpt-5")
    description = "An agent that uses Composio Tool Router MCP tools to perform Finage actions."
    system_prompt = """
    You are a helpful assistant connected to Composio Tool Router.
    Use the available tools to answer user queries and perform Finage actions.
    """
    return ReActAgent(
        tools=tools,
        llm=llm,
        description=description,
        system_prompt=system_prompt,
        verbose=True,
    );

async def chat_loop(agent: ReActAgent) -> None:
    ctx = Context(agent)
    print("Type 'quit', 'exit', or Ctrl+C to stop.")

    while True:
        try:
            user_input = input("\nYou: ").strip()
        except (KeyboardInterrupt, EOFError):
            print("\nBye!")
            break

        if not user_input or user_input.lower() in {"quit", "exit"}:
            print("Bye!")
            break

        try:
            print("Agent: ", end="", flush=True)
            handler = agent.run(user_input, ctx=ctx)

            async for event in handler.stream_events():
                # Stream token-by-token from LLM responses
                if hasattr(event, "delta") and event.delta:
                    print(event.delta, end="", flush=True)
                # Show tool calls as they happen
                elif hasattr(event, "tool_name"):
                    print(f"\n[Using tool: {event.tool_name}]", flush=True)

            # Get final response
            response = await handler
            print()  # Newline after streaming
        except KeyboardInterrupt:
            print("\n[Interrupted]")
            continue
        except Exception as e:
            print(f"\nError: {e}")

async def main() -> None:
    agent = await build_agent()
    await chat_loop(agent)

if __name__ == "__main__":
    # Handle Ctrl+C gracefully
    signal.signal(signal.SIGINT, lambda s, f: (print("\nBye!"), exit(0)))
    try:
        asyncio.run(main())
    except KeyboardInterrupt:
        print("\nBye!")

Conclusion

You've successfully connected Finage to LlamaIndex through Composio's Tool Router MCP layer. Key takeaways:
  • Tool Router dynamically exposes Finage tools through an MCP endpoint
  • LlamaIndex's ReActAgent handles reasoning and orchestration; Composio handles integrations
  • The agent becomes more capable without increasing prompt size
  • Async Python provides clean, efficient execution of agent workflows
You can easily extend this to other toolkits like Gmail, Notion, Stripe, GitHub, and more by adding them to the toolkits parameter.

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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 LlamaIndex?

Yes, you can. LlamaIndex 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.

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