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How to connect Finmei to Claude

Connect Claude Web, Desktop and Cowork 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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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

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Finmei account to Claude 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.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

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Connecting Finmei to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

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

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

2. 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 Web, Desktop, and Cowork

3. Connect your Finmei account

Back in Claude, ask it to connect to Finmei or give it any Finmei-related task.

For example, ask Claude 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 Claude, and your Finmei account is ready to use.

What is the Finmei Claude Connector, 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.

Troubleshooting

1. Why does Claude not use the Composio connector for Finmei?

The connector can show as connected, but Claude must use it in each Finmei conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Finmei again.

2. Why does Claude show an MCP server error before Finmei connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Finmei.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Finmei.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Finmei authorization link not work?

The Composio connector is one server. Your Finmei account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Finmei connection.
  • Composio creates a fresh Finmei authorization link.
  • Open that link in your browser and finish the Finmei sign-in.

4. Why do Finmei actions fail after they worked before?

The Finmei connection can expire or lose permission.

  • Ask Claude to inspect the Finmei connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Finmei account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Finmei.
  • If the action still fails with a permission error, check that the connected account has that permission in Finmei itself.

5. How do I switch to a different Finmei account?

Claude can manage the Finmei connection for you.

  • Ask Claude to disconnect or delete the current Finmei account.
  • Ask Claude to connect Finmei again.
  • Open the new Composio authorization link for Finmei.
  • Sign in with the other Finmei account in the browser.
  • After the account connects, ask Claude to retry the Finmei task.

6. Why is my Finmei connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Finmei connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Finmei tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Finmei.
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.

FRAMEWORKS

How to build Finmei MCP Agent with another framework

Claude Code logo

Claude Code

Use Finmei MCP with Claude Code

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Finmei MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Finmei MCP with Claude Agent SDK

Codex logo

Codex

Use Finmei MCP with Codex

OpenClaw logo

OpenClaw

Use Finmei MCP with OpenClaw

Hermes logo

Hermes

Use Finmei MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Finmei MCP with Atomic Agent

Google ADK logo

Google ADK

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LangChain logo

LangChain

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Vercel AI SDK logo

Vercel AI SDK

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Mastra AI logo

Mastra AI

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LlamaIndex logo

LlamaIndex

Use Finmei MCP with LlamaIndex

CrewAI logo

CrewAI

Use Finmei MCP with CrewAI

Pydantic AI logo

Pydantic AI

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AutoGen logo

AutoGen

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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. 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.

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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