Finmei MCP for AI Agents

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Finmei MCP or direct API to create invoices, track payments, manage expenses, and automate billing conversations through natural language.
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30 min · no commitment · see it on your stack

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Try Finmei now

Enter a prompt below to test the integration in our Tool Router playground. You'll be redirected to sign in and try it live.

Supported Tools

Tools
Create ExpenseTool to create a new expense with file upload (receipt or invoice).
Create InvoiceCreates a new invoice in Finmei with buyer information and line items.
Delete CustomerTool to delete a specific customer by their ID.
Delete InvoiceTool to delete an invoice.
Delete PaymentDelete a payment record by its unique identifier.
Delete ProductDeletes a product from the Finmei catalog by its unique identifier.
Download Expense FileTool to download the file associated with an expense.
Download Invoice PDFTool to download an invoice as a PDF file.
Get Expense by IDTool to retrieve a single expense by its ID.
Get Invoice by IDTool to retrieve a single invoice by its ID.
Get PaymentTool to retrieve details of a specific payment by its ID.
Get Product by IDTool to retrieve a product by its ID.
Get ProfileTool to retrieve main information about the business to which the API token is assigned.
List CurrenciesTool to list all currencies supported by Finmei.
List CustomersTool to list all customers with optional filters and pagination.
List ExpensesTool to list all expenses for the business.
List InvoicesTool to list invoices.
List PaymentsTool to retrieve a list of payments.
List ProductsTool to retrieve a list of products with optional filters and pagination.
Update CustomerTool to update an existing customer's details.
Update ExpenseTool to update an existing expense's fields including date, total, currency, and seller.
Update Expense FileUpdates the file attachment of an existing expense in Finmei.
Update InvoiceTool to update an existing invoice in Finmei.
Update ProductUpdates an existing product in the Finmei product catalog.
Python
TypeScript

Install Composio

python
pip install composio claude-agent-sdk
Install the Composio SDK and Claude Agent SDK

Create Tool Router Session

python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
Initialize the Composio client and create a Tool Router session

Connect to AI Agent

python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to Finmei tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('List all invoices created this month')
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
Use the MCP server with your AI agent

Why Use Composio?

AI Native Finmei Integration

  • Supports both Finmei MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for creating, updating, and querying invoices and expenses

Managed Auth

  • Built-in API key handling and secure credential storage
  • Central place to manage, scope, and revoke Finmei 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 Finmei
  • Scoped, least privilege access to Finmei resources
  • Full audit trail of agent actions to support review and compliance

Frequently Asked Questions

Do I need my own developer credentials to use Finmei with Composio?

Yes, Finmei requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you.

Can I use multiple toolkits together?

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

Is Composio secure?

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

What if the API changes?

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

Used by agents from

Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

Never worry about agent reliability

We handle tool reliability, observability, and security so you never have to second-guess an agent action.