# How to connect Finmei to Claude Cowork

```json
{
  "title": "How to connect Finmei to Claude Cowork",
  "toolkit": "Finmei",
  "toolkit_slug": "finmei",
  "framework": "Claude Cowork",
  "framework_slug": "claude-cowork",
  "url": "https://composio.dev/toolkits/finmei/framework/claude-cowork",
  "markdown_url": "https://composio.dev/toolkits/finmei/framework/claude-cowork.md",
  "updated_at": "2026-05-12T10:11:35.704Z"
}
```

## 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

- [OpenAI Agents SDK](https://composio.dev/toolkits/finmei/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/finmei/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/finmei/framework/claude-code)
- [Codex](https://composio.dev/toolkits/finmei/framework/codex)
- [OpenClaw](https://composio.dev/toolkits/finmei/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/finmei/framework/hermes-agent)
- [CLI](https://composio.dev/toolkits/finmei/framework/cli)
- [Google ADK](https://composio.dev/toolkits/finmei/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/finmei/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/finmei/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/finmei/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/finmei/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/finmei/framework/crew-ai)

## Connect Finmei to Claude Cowork

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

```bash
https://connect.composio.dev/mcp
```

## 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

| Tool slug | Name | Description |
|---|---|---|
| `FINMEI_CREATE_EXPENSE` | Create Expense | Tool to create a new expense with file upload (receipt or invoice). Use when you need to record an expense with supporting documentation. Requires multipart/form-data submission with file, date, total, currency, and seller information. |
| `FINMEI_CREATE_INVOICE` | Create Invoice | Creates a new invoice in Finmei with buyer information and line items. Use this when you need to generate an invoice for a customer. You can specify: - Buyer details (person or company) - Products/services with quantities and prices - Invoice type (regular, VAT, preliminary, credit) - Currency, dates, and custom notes Example: "Create an invoice for Tech Solutions Inc with 3 months of support services at $99.99/month" |
| `FINMEI_DELETE_CUSTOMER` | Delete Customer | Tool to delete a specific customer by their ID. Use after confirming the correct customer_id to remove the record. |
| `FINMEI_DELETE_INVOICE` | Delete Invoice | Tool to delete an invoice. Use when you need to remove an existing invoice by its ID. |
| `FINMEI_DELETE_PAYMENT` | Delete Payment | Delete a payment record by its unique identifier. This action permanently removes the payment from the system. Returns success even if the payment doesn't exist (idempotent operation). Use this when you need to remove incorrect, duplicate, or obsolete payment records. |
| `FINMEI_DELETE_PRODUCT` | Delete Product | Deletes a product from the Finmei catalog by its unique identifier. This operation is idempotent - calling it multiple times with the same product_id will return success. The tool attempts multiple endpoint patterns to maximize compatibility across different Finmei API deployments. Use this when you need to: - Permanently remove a product from the catalog - Clean up discontinued or obsolete products - Remove test or duplicate product entries Note: If all API endpoints return 404, the action will succeed with a message explaining that the product doesn't exist or the API doesn't support deletion. This follows idempotent DELETE semantics. |
| `FINMEI_DOWNLOAD_EXPENSE_FILE` | Download Expense File | Tool to download the file associated with an expense. Returns the expense document file (PDF or image). Use when you need to retrieve the actual file content for an expense. |
| `FINMEI_DOWNLOAD_INVOICE_PDF` | Download Invoice PDF | Tool to download an invoice as a PDF file. Use when you need to retrieve the PDF version of an invoice. |
| `FINMEI_GET_EXPENSE` | Get Expense by ID | Tool to retrieve a single expense by its ID. Use when you need to get details about a specific expense including date, total, currency, and seller information. |
| `FINMEI_GET_INVOICE` | Get Invoice by ID | Tool to retrieve a single invoice by its ID. Use when you need full invoice details including buyer, seller, items, amounts, and payment options. |
| `FINMEI_GET_PAYMENT` | Get Payment | Tool to retrieve details of a specific payment by its ID. Use after creating a payment or when you need to confirm payment details. |
| `FINMEI_GET_PRODUCT` | Get Product by ID | Tool to retrieve a product by its ID. Use when you need detailed information about a single product. |
| `FINMEI_GET_PROFILE` | Get Profile | Tool to retrieve main information about the business to which the API token is assigned. Use when needing business ID, title, type, address, VAT code, company name, or company code. |
| `FINMEI_LIST_CURRENCIES` | List Currencies | Tool to list all currencies supported by Finmei. Use when you need to retrieve available currency codes before creating transactions. |
| `FINMEI_LIST_CUSTOMERS` | List Customers | Tool to list all customers with optional filters and pagination. Use when needing to browse or search customer records. |
| `FINMEI_LIST_EXPENSES` | List Expenses | Tool to list all expenses for the business. Use when you need a paginated list of expenses with metadata. |
| `FINMEI_LIST_INVOICES` | List Invoices | Tool to list invoices. Use when you need a paginated list of invoices with basic details. |
| `FINMEI_LIST_PAYMENTS` | List Payments | Tool to retrieve a list of payments. Use when you need to view past payment records with optional filters and pagination. |
| `FINMEI_LIST_PRODUCTS` | List Products | Tool to retrieve a list of products with optional filters and pagination. Use when you need to browse or filter the product catalog. |
| `FINMEI_UPDATE_CUSTOMER` | Update Customer | Tool to update an existing customer's details. Use after confirming the customer ID to modify their information. |
| `FINMEI_UPDATE_EXPENSE` | Update Expense | Tool to update an existing expense's fields including date, total, currency, and seller. Use when you need to modify expense details. To update the invoice/bill file, use the Update Expense File endpoint instead. |
| `FINMEI_UPDATE_EXPENSE_FILE` | Update Expense File | Updates the file attachment of an existing expense in Finmei. Use this action when you need to attach or replace a receipt/invoice file for an expense. This endpoint is specifically for updating the file only - use the Update Expense action for updating other expense fields like amount, date, or description. The file is uploaded using multipart/form-data content type and typically should be a PDF or image file of the bill/receipt. |
| `FINMEI_UPDATE_INVOICE` | Update Invoice | Tool to update an existing invoice in Finmei. Use when you need to modify invoice details such as buyer information, products, dates, or currency. |
| `FINMEI_UPDATE_PRODUCT` | Update Product | Updates an existing product in the Finmei product catalog. Use this action when you need to modify product details such as name, description, price, or currency. You must provide the product ID and at least one field to update. The action returns the complete updated product details. Prerequisites: - The product must already exist in the system (obtain product_id from List Products action) - At least one update field (name, description, price, or currency) must be provided Note: This action will fail if the product doesn't exist or if the Finmei API instance doesn't support product management endpoints. |

## Supported Triggers

None listed.

## Creating MCP Server - Stand-alone vs Composio SDK

The Finmei MCP server connects Claude Cowork to your Finmei account through Composio. Once connected, Cowork can use the available Finmei tools and triggers to complete tasks on your behalf.

## Complete Code

None listed.

## How to build Finmei MCP Agent with another framework

- [OpenAI Agents SDK](https://composio.dev/toolkits/finmei/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/finmei/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/finmei/framework/claude-code)
- [Codex](https://composio.dev/toolkits/finmei/framework/codex)
- [OpenClaw](https://composio.dev/toolkits/finmei/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/finmei/framework/hermes-agent)
- [CLI](https://composio.dev/toolkits/finmei/framework/cli)
- [Google ADK](https://composio.dev/toolkits/finmei/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/finmei/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/finmei/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/finmei/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/finmei/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/finmei/framework/crew-ai)

## Related Toolkits

- [Stripe](https://composio.dev/toolkits/stripe) - Stripe is a global online payments platform offering APIs for managing payments, customers, and subscriptions. Trusted by businesses for secure, efficient, and scalable payment processing worldwide.
- [Alpha vantage](https://composio.dev/toolkits/alpha_vantage) - Alpha Vantage is a financial data platform offering real-time and historical stock market APIs. Get instant, reliable access to equities, forex, and technical analysis data for smarter trading decisions.
- [Altoviz](https://composio.dev/toolkits/altoviz) - Altoviz is a cloud-based billing and invoicing platform for businesses. It streamlines online payments, expense tracking, and customizable invoice management.
- [Benzinga](https://composio.dev/toolkits/benzinga) - Benzinga provides real-time financial news and data APIs for market coverage. It helps you track breaking news and actionable market insights instantly.
- [Brex](https://composio.dev/toolkits/brex) - Brex provides corporate credit cards and spend management tailored for startups and tech businesses. It helps optimize company cash flow, streamline accounting, and accelerate business growth.
- [Chaser](https://composio.dev/toolkits/chaser) - Chaser is accounts receivable automation software that sends invoice reminders and helps businesses get paid faster. It streamlines the collections process to save time and improve cash flow.
- [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time.
- [Coinbase](https://composio.dev/toolkits/coinbase) - Coinbase is a platform for buying, selling, and storing cryptocurrency. It makes exchanging and managing crypto simple and secure for everyone.
- [Coinranking](https://composio.dev/toolkits/coinranking) - Coinranking is a comprehensive cryptocurrency market data platform offering access to real-time coin prices, market caps, and historical data. Get accurate, up-to-date stats for thousands of digital assets in one place.
- [Coupa](https://composio.dev/toolkits/coupa) - Coupa is a business spend management platform for procurement, invoicing, and expenses. It helps organizations streamline purchasing, control costs, and gain complete visibility over financial operations.
- [CurrencyScoop](https://composio.dev/toolkits/currencyscoop) - CurrencyScoop is a developer-friendly API for real-time and historical currency exchange rates. Easily access fiat and crypto data for smart, up-to-date financial applications.
- [Daffy](https://composio.dev/toolkits/daffy) - Daffy is a modern charitable giving platform with a donor-advised fund. Easily set aside funds, grow them tax-free, and donate to over 1.7 million U.S. charities.
- [Eagle doc](https://composio.dev/toolkits/eagle_doc) - Eagle doc is an AI-powered OCR API for invoices and receipts. It delivers fast, reliable, and accurate document data extraction for seamless automation.
- [Elorus](https://composio.dev/toolkits/elorus) - Elorus is an online invoicing and time-tracking software for freelancers and small businesses. Easily manage finances, bill clients, and track work in one place.
- [Eodhd apis](https://composio.dev/toolkits/eodhd_apis) - Eodhd apis delivers comprehensive financial data, including live and historical stock prices, via robust APIs. Easily access reliable, up-to-date market insights to power your apps, dashboards, and analytics.
- [Fidel api](https://composio.dev/toolkits/fidel_api) - Fidel api is a secure platform for linking payment cards to web and mobile apps. It enables real-time card transaction monitoring and event-based automation for businesses.
- [Finage](https://composio.dev/toolkits/finage) - Finage is a secure API platform delivering real-time and historical financial data for stocks, forex, crypto, indices, and commodities. It empowers developers and businesses to access, analyze, and act on market data instantly.
- [Fixer](https://composio.dev/toolkits/fixer) - Fixer is a currency data API offering real-time and historical exchange rates for 170 currencies. Instantly access accurate, up-to-date forex data for your applications and workflows.
- [Fixer io](https://composio.dev/toolkits/fixer_io) - Fixer.io is a lightweight API for real-time and historical foreign exchange rates. It makes global currency conversion fast, accurate, and hassle-free.
- [Flutterwave](https://composio.dev/toolkits/flutterwave) - Flutterwave is a global payments platform enabling businesses to accept and send payments across Africa and beyond. Its robust APIs simplify cross-border transactions and financial operations.

## Frequently Asked Questions

### 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.

---
[See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)