How to connect Finmei to Claude Cowork

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Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Finmei account to Cowork via Composio Connect, enabling it to create an invoice for new client Acme Corp, list all unpaid invoices from last month, delete obsolete product from catalog, and more such actions on your behalf without compromising your account security.

Also integrate Finmei with

Connecting Finmei to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Finmei account

Back in Cowork, ask the agent to connect to Finmei or give it any Finmei-related task.

For example, ask Cowork to:

  • "Create an invoice for new client Acme Corp"
  • "List all unpaid invoices from last month"
  • "Delete obsolete product from catalog"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Finmei account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Finmei through MCP without you sharing account credentials directly with the agent.

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.

Supported Tools & Triggers

Tools
Create InvoiceTool to create a new invoice.
Delete CustomerTool to delete a specific customer by their ID.
Delete InvoiceTool to delete an invoice.
Delete PaymentTool to delete a payment.
Delete ProductTool to delete a product 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.
List CurrenciesTool to list all currencies supported by Finmei.
List CustomersTool to list all customers with optional filters and pagination.
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 ProductTool to update an existing product's details.

How to build Finmei MCP Agent with another framework

FAQ

What are the differences in Tool Router MCP and Finmei MCP?

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.

Can I use Tool Router MCP with Claude Cowork?

Yes, you can. Claude Cowork 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.

Can I manage the permissions and scopes for Finmei while using Tool Router?

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.

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 Finmei data and credentials are handled as safely as possible.

Used by agents from

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

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