Finmei MCP server for AI agents and assistants

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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Api Key

Finmei is an invoicing tool that simplifies billing, invoice management, and expense tracking. Ideal for automating and organizing your business finances in one place.

24 Tools

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Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
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TOOLS

Supported Tools

Every Finmei action and event your agent gets out of the box.

Create Expense

Tool to create a new expense with file upload (receipt or invoice).

Create Invoice

Creates a new invoice in Finmei with buyer information and line items.

Delete Customer

Tool to delete a specific customer by their ID.

Delete Invoice

Tool to delete an invoice.

Delete Payment

Delete a payment record by its unique identifier.

Delete Product

Deletes a product from the Finmei catalog by its unique identifier.

Download Expense File

Tool to download the file associated with an expense.

Download Invoice PDF

Tool to download an invoice as a PDF file.

Get Expense by ID

Tool to retrieve a single expense by its ID.

Get Invoice by ID

Tool to retrieve a single invoice by its ID.

Get Payment

Tool to retrieve details of a specific payment by its ID.

Get Product by ID

Tool to retrieve a product by its ID.

Get Profile

Tool to retrieve main information about the business to which the API token is assigned.

List Currencies

Tool to list all currencies supported by Finmei.

List Customers

Tool to list all customers with optional filters and pagination.

List Expenses

Tool to list all expenses for the business.

List Invoices

Tool to list invoices.

List Payments

Tool to retrieve a list of payments.

List Products

Tool to retrieve a list of products with optional filters and pagination.

Update Customer

Tool to update an existing customer's details.

Update Expense

Tool to update an existing expense's fields including date, total, currency, and seller.

Update Expense File

Updates the file attachment of an existing expense in Finmei.

Update Invoice

Tool to update an existing invoice in Finmei.

Update Product

Updates an existing product in the Finmei product catalog.

SETUP GUIDE

Connect Finmei MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/mcp @ai-sdk/openai
Install the Composio SDK and your agent framework
2

Create a session with MCP enabled

typescript
import { Composio } from "@composio/core";

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["finmei"],
  mcp: true,
});
Create a session scoped to Finmei and read its MCP URL and headers
3

Connect your agent to the MCP server

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { openai } from "@ai-sdk/openai";
import { generateText, stepCountIs } from "ai";

const client = await createMCPClient({
  transport: { type: "http", url: mcp.url, headers: mcp.headers },
});

const { text } = await generateText({
  model: openai("gpt-5.6-sol"),
  tools: await client.tools(),
  prompt: "Create an invoice for customer John Doe with two line items and due date next Friday.",
  stopWhen: stepCountIs(10),
});

console.log(text);
await client.close();
Pass the session's MCP URL and headers to your agent and run a Finmei request
SETUP GUIDE

Connect Finmei API Tool with your Agent

1

Install Composio

typescript
npm install @composio/core @composio/openai openai
Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
2

Create a Composio session

typescript
import OpenAI from "openai";
import { Composio } from "@composio/core";
import { OpenAIResponsesProvider } from "@composio/openai";

const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();

const session = await composio.create("your-user-id", { toolkits: ["finmei"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to Finmei
3

Run Finmei tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "Create an invoice for customer John Doe with two line items and due date next Friday." }],
});

while (response.output.some((o) => o.type === "function_call")) {
  const outputs = await composio.provider.handleToolCalls(session, response.output);
  response = await client.responses.create({
    model: "gpt-5.6-sol",
    tools,
    previous_response_id: response.id,
    input: outputs,
  });
}

console.log(response.output_text);
Send a request, execute the Finmei tool calls through the session, and print the final answer

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

Rolling this out across your team?

Give your team centralized access control across every framework with Composio’s MCP Gateway.

EXPLORE MCP GATEWAY
FAQ

Frequently asked questions

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.

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

Yes. Composio is SOC 2 Type II compliant and is built to keep your Finmei connection and credentials secure. OAuth tokens and API keys are encrypted, and sensitive customer data is protected at rest and in transit.

Composio also undergoes independent security testing and continuously monitors its systems for security threats. You can review the latest reports and policies in the Composio Trust Center.

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

Create the key in your Finmei account settings, then paste it once on Composio's connection page. Composio stores it encrypted and uses it only for the Finmei actions your agent runs. Nobody else in your workspace can read it, and you can revoke it inside Finmei at any time.

When you connect a Finmei account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in Finmei as done by you. Keep an approval step in your prompt for actions with side effects, such as sending or deleting, and have the agent draft first.

Whatever the credentials you connect allow inside Finmei. If Finmei lets you scope a key to specific permissions, create a scoped one so the agent can only do what you intend. You can revoke the key inside Finmei at any time.

Yes. Composio supports multiple connected accounts for the same app, and that works in Claude, ChatGPT, or any other assistant you connect through Composio. Give each Finmei connection a name such as work or personal, and the assistant uses the one you mention in the request. Each account keeps its own credentials and nothing is merged.

The connection stops working the moment Finmei rejects the old key. Create a new key in Finmei and reconnect the account from the Composio dashboard or by asking your agent to reconnect Finmei. Nothing else changes.

Composio's free Hobby plan includes 100,000 tool calls per month with no credit card, which covers most personal Finmei use. Paid plans add higher limits and team features. Your Finmei plan and its API limits still apply as usual.

Built-in connectors usually give one AI access to a limited set of apps. Many people use Composio because it lets their AI connect to more apps than it normally supports, or connect to multiple accounts for the same app (e.g. connect Claude to multiple Finmei accounts).

With Composio, you connect Finmei once and then use it across different AI assistants without setting it up separately in each one. Connect your apps to Composio once, then connect Composio to whichever AI you use, whether that's Claude, ChatGPT, Hermes, or your own custom assistant.

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