How to integrate Finmei MCP with Atomic Agent

Connect Atomic Agent to Finmei MCP. Create an invoice for new client acme corp, list all unpaid invoices from last month, and more using natural language, with authentication handled for you.

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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

Introduction

Atomic Agent is an open-source AI agent that runs on your machine and supports local models through llama.cpp. Connect it to 1,500+ apps through Composio, including Finmei.

This guide uses Atomic Agent's built-in Composio integration. You need Atomic Agent v0.5.6 or later, your own Composio API key, and a Finmei account. See the Atomic Agent documentation for installation instructions.

Also integrate Finmei with

How Atomic Agent connects to Finmei

Atomic Agent connects to Composio's Tool Router over Streamable HTTP MCP. It discovers the tools needed for your request, and Composio handles account authentication.

Execution and account-connection tools follow Atomic Agent's configured approval policy. Review any approval prompt before allowing an action on your connected account.

Connect Finmei to Atomic Agent

  1. Sign up or sign in to the Composio dashboard. Copy your API key.
  2. In Atomic Agent, open the Integrations tab and select Composio. Select API key, press e, paste the key, and press Enter. The tools become available immediately, without a restart.
  3. Ask Atomic Agent to do something in Finmei. It searches Composio for the right tool.
  4. On first use, open the sign-in link returned in the chat. Connect your Finmei account, then return to Atomic Agent to continue.

Headless setup

Add the following line to ~/.atomic-agent/.env, replacing YOUR_COMPOSIO_API_KEY with your key. Start Atomic Agent after saving the file.

bash
COMPOSIO_API_KEY=YOUR_COMPOSIO_API_KEY

What is the Finmei MCP server, and what's possible with it?

The Finmei MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Finmei account. It provides structured and secure access to your invoicing and expense data, so your agent can perform actions like creating invoices, managing customers, tracking payments, and handling products on your behalf.

  • Smart invoice creation and management: Ask your agent to generate new invoices, list all existing invoices, or delete outdated ones—helping you stay on top of billing effortlessly.
  • Customer record management: Let your agent list all your customers, search for specific records, or delete customers no longer in your system, streamlining client data administration.
  • Payment tracking and retrieval: Retrieve payment details, verify payment statuses, or remove obsolete payments to keep your financial records accurate and up to date.
  • Product catalog maintenance: Easily fetch detailed product information or remove products from your catalog as your offerings evolve, all via agent commands.
  • Multi-currency support: Ask your agent to list all available currencies before creating invoices, ensuring transactions are processed in the correct denomination for your business needs.

Use Finmei from Atomic Agent

With your account connected, ask Atomic Agent to work with Finmei in natural language. You can connect more apps through the same Composio integration as you need them.

Visit the Atomic Agent website or inspect the Atomic Agent source code.

Troubleshooting

Why is my API key rejected?

Copy the key directly from the Composio dashboard. Atomic Agent requires ASCII characters because it sends the key in an HTTP header. Remove any extra characters introduced when copying.

Why are Composio tools unavailable after saving a key?

Check that you use Atomic Agent v0.5.6 or later and that Composio is enabled in your configuration. A "composio": { "enabled": false } setting disables the integration while keeping the saved key on disk.

Does Composio have a free plan?

The Hobby plan includes 100,000 tool calls per month. Composio-managed OAuth apps have a lower included allowance. See Composio pricing for the current limits that apply to your connection.

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.

FAQ

Frequently asked questions

With a standalone Finmei MCP server, the agents and LLMs can only access a fixed set of Finmei tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Finmei and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Atomic Agent 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 Finmei tools.

Yes, absolutely. You can configure which Finmei 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.

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 Finmei data and credentials are handled as safely as possible.

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