How to integrate Finage MCP with Mastra AI

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Introduction

This guide walks you through connecting Finage to Mastra AI 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 Mastra AI 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 up your environment so Mastra, OpenAI, and Composio work together
  • Create a Tool Router session in Composio that exposes Finage tools
  • Connect Mastra's MCP client to the Composio generated MCP URL
  • Fetch Finage 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 Finage 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 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 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

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 Finage through MCP.

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

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

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

Create a Tool Router session for Finage

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

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

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 Finage toolkit

Create the Mastra agent

typescript
const agent = new Agent({
    name: "finage-mastra-agent",
    instructions: "You are an AI agent with Finage 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

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: {
        finage: 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 Finage 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 Finage 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: ["finage"],
  });

  const composioMCPUrl = session.mcp.url;

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

  const composioTools = await mcpClient.getTools();

  const agent = new Agent({
    name: "finage-mastra-agent",
    instructions: "You are an AI agent with Finage 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: { finage: 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 Finage 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

How to build Finage MCP Agent with another framework

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 Mastra AI?

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 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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