# How to integrate Finmei MCP with Mastra AI

```json
{
  "title": "How to integrate Finmei MCP with Mastra AI",
  "toolkit": "Finmei",
  "toolkit_slug": "finmei",
  "framework": "Mastra AI",
  "framework_slug": "mastra-ai",
  "url": "https://composio.dev/toolkits/finmei/framework/mastra-ai",
  "markdown_url": "https://composio.dev/toolkits/finmei/framework/mastra-ai.md",
  "updated_at": "2026-05-06T08:11:44.704Z"
}
```

## Introduction

This guide walks you through connecting Finmei to Mastra AI using the Composio tool router. By the end, you'll have a working Finmei agent that can create an invoice for new client acme corp, list all unpaid invoices from last month, delete obsolete product from catalog through natural language commands.
This guide will help you understand how to give your Mastra AI agent real control over a Finmei account through Composio's Finmei MCP server.
Before we dive in, let's take a quick look at the key ideas and tools involved.

## 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)
- [Claude Cowork](https://composio.dev/toolkits/finmei/framework/claude-cowork)
- [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)
- [LlamaIndex](https://composio.dev/toolkits/finmei/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/finmei/framework/crew-ai)

## TL;DR

Here's what you'll learn:
- Set up your environment so Mastra, OpenAI, and Composio work together
- Create a Tool Router session in Composio that exposes Finmei tools
- Connect Mastra's MCP client to the Composio generated MCP URL
- Fetch Finmei tool definitions and attach them as a toolset
- Build a Mastra agent that can reason, call tools, and return structured results
- Run an interactive CLI where you can chat with your Finmei agent

## What is Mastra AI?

Mastra AI is a TypeScript framework for building AI agents with tool support. It provides a clean API for creating agents that can use external services through MCP.
Key features include:
- MCP Client: Built-in support for Model Context Protocol servers
- Toolsets: Organize tools into logical groups
- Step Callbacks: Monitor and debug agent execution
- OpenAI Integration: Works with OpenAI models via @ai-sdk/openai

## 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_INVOICE` | Create Invoice | Tool to create a new invoice. Use when you have all invoice details ready and need to record it. Example: "Create an invoice for customer X with two items. |
| `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 | Tool to delete a payment. Use when you need to remove a payment by its ID after confirming it's obsolete. |
| `FINMEI_DELETE_PRODUCT` | Delete Product | Tool to delete a product by its ID. Use when you need to permanently remove a product from the catalog. |
| `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_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_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_PRODUCT` | Update Product | Tool to update an existing product's details. Use when you need to modify product information after confirming the product ID. |

## Supported Triggers

None listed.

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

The Finmei MCP server is an implementation of the Model Context Protocol that connects your AI agent to Finmei. It provides structured and secure access so your agent can perform Finmei operations on your behalf through a secure, permission-based interface.
With Composio's managed implementation, you don't have to create your own developer app. For production, if you're building an end product, we recommend using your own credentials. The managed server helps you prototype fast and go from 0-1 faster.

## Step-by-step Guide

### 1. Prerequisites

Before starting, make sure you have:
- Node.js 18 or higher
- A Composio account with an active API key
- An OpenAI API key
- Basic familiarity with TypeScript

### 1. Getting API Keys for OpenAI and Composio

OpenAI API Key
- Go to the [OpenAI dashboard](https://platform.openai.com/settings/organization/api-keys) and create an API key.
- You need credits or a connected billing setup to use the models.
- Store the key somewhere safe.
Composio API Key
- Log in to the [Composio dashboard](https://dashboard.composio.dev?utm_source=toolkits&utm_medium=framework_docs).
- Go to Settings and copy your API key.
- This key lets your Mastra agent talk to Composio and reach Finmei through MCP.

### 2. Install dependencies

Install the required packages.
What's happening:
- @composio/core is the Composio SDK for creating MCP sessions
- @mastra/core provides the Agent class
- @mastra/mcp is Mastra's MCP client
- @ai-sdk/openai is the model wrapper for OpenAI
- dotenv loads environment variables from .env
```bash
npm install @composio/core @mastra/core @mastra/mcp @ai-sdk/openai dotenv
```

### 3. Set up environment variables

Create a .env file in your project root.
What's happening:
- COMPOSIO_API_KEY authenticates your requests to Composio
- COMPOSIO_USER_ID tells Composio which user this session belongs to
- OPENAI_API_KEY lets the Mastra agent call OpenAI models
```bash
COMPOSIO_API_KEY=your_composio_api_key_here
COMPOSIO_USER_ID=your_user_id_here
OPENAI_API_KEY=your_openai_api_key_here
```

### 4. Import libraries and validate environment

What's happening:
- dotenv/config auto loads your .env so process.env.* is available
- openai gives you a Mastra compatible model wrapper
- Agent is the Mastra agent that will call tools and produce answers
- MCPClient connects Mastra to your Composio MCP server
- Composio is used to create a Tool Router session
```typescript
import "dotenv/config";
import { openai } from "@ai-sdk/openai";
import { Agent } from "@mastra/core/agent";
import { MCPClient } from "@mastra/mcp";
import { Composio } from "@composio/core";
import * as readline from "readline";

import type { AiMessageType } from "@mastra/core/agent";

const openaiAPIKey = process.env.OPENAI_API_KEY;
const composioAPIKey = process.env.COMPOSIO_API_KEY;
const composioUserID = process.env.COMPOSIO_USER_ID;

if (!openaiAPIKey) throw new Error("OPENAI_API_KEY is not set");
if (!composioAPIKey) throw new Error("COMPOSIO_API_KEY is not set");
if (!composioUserID) throw new Error("COMPOSIO_USER_ID is not set");

const composio = new Composio({
  apiKey: composioAPIKey as string,
});
```

### 5. Create a Tool Router session for Finmei

What's happening:
- create spins up a short-lived MCP HTTP endpoint for this user
- The toolkits array contains "finmei" for Finmei access
- session.mcp.url is the MCP URL that Mastra's MCPClient will connect to
```typescript
async function main() {
  const session = await composio.create(
    composioUserID as string,
    {
      toolkits: ["finmei"],
    },
  );

  const composioMCPUrl = session.mcp.url;
  console.log("Finmei MCP URL:", composioMCPUrl);
```

### 6. Configure Mastra MCP client and fetch tools

What's happening:
- MCPClient takes an id for this client and a list of MCP servers
- The headers property includes the x-api-key for authentication
- getTools fetches the tool definitions exposed by the Finmei toolkit
```typescript
const mcpClient = new MCPClient({
    id: composioUserID as string,
    servers: {
      nasdaq: {
        url: new URL(composioMCPUrl),
        requestInit: {
          headers: session.mcp.headers,
        },
      },
    },
    timeout: 30_000,
  });

console.log("Fetching MCP tools from Composio...");
const composioTools = await mcpClient.getTools();
console.log("Number of tools:", Object.keys(composioTools).length);
```

### 7. Create the Mastra agent

What's happening:
- Agent is the core Mastra agent
- name is just an identifier for logging and debugging
- instructions guide the agent to use tools instead of only answering in natural language
- model uses openai("gpt-5") to configure the underlying LLM
```typescript
const agent = new Agent({
    name: "finmei-mastra-agent",
    instructions: "You are an AI agent with Finmei tools via Composio.",
    model: "openai/gpt-5",
  });
```

### 8. Set up interactive chat interface

What's happening:
- messages keeps the full conversation history in Mastra's expected format
- agent.generate runs the agent with conversation history and Finmei toolsets
- maxSteps limits how many tool calls the agent can take in a single run
- onStepFinish is a hook that prints intermediate steps for debugging
```typescript
let messages: AiMessageType[] = [];

console.log("Chat started! Type 'exit' or 'quit' to end.\n");

const rl = readline.createInterface({
  input: process.stdin,
  output: process.stdout,
  prompt: "> ",
});

rl.prompt();

rl.on("line", async (userInput: string) => {
  const trimmedInput = userInput.trim();

  if (["exit", "quit", "bye"].includes(trimmedInput.toLowerCase())) {
    console.log("\nGoodbye!");
    rl.close();
    process.exit(0);
  }

  if (!trimmedInput) {
    rl.prompt();
    return;
  }

  messages.push({
    id: crypto.randomUUID(),
    role: "user",
    content: trimmedInput,
  });

  console.log("\nAgent is thinking...\n");

  try {
    const response = await agent.generate(messages, {
      toolsets: {
        finmei: composioTools,
      },
      maxSteps: 8,
    });

    const { text } = response;

    if (text && text.trim().length > 0) {
      console.log(`Agent: ${text}\n`);
        messages.push({
          id: crypto.randomUUID(),
          role: "assistant",
          content: text,
        });
      }
    } catch (error) {
      console.error("\nError:", error);
    }

    rl.prompt();
  });

  rl.on("close", async () => {
    console.log("\nSession ended.");
    await mcpClient.disconnect();
    process.exit(0);
  });
}

main().catch((err) => {
  console.error("Fatal error:", err);
  process.exit(1);
});
```

## Complete Code

```typescript
import "dotenv/config";
import { openai } from "@ai-sdk/openai";
import { Agent } from "@mastra/core/agent";
import { MCPClient } from "@mastra/mcp";
import { Composio } from "@composio/core";
import * as readline from "readline";

import type { AiMessageType } from "@mastra/core/agent";

const openaiAPIKey = process.env.OPENAI_API_KEY;
const composioAPIKey = process.env.COMPOSIO_API_KEY;
const composioUserID = process.env.COMPOSIO_USER_ID;

if (!openaiAPIKey) throw new Error("OPENAI_API_KEY is not set");
if (!composioAPIKey) throw new Error("COMPOSIO_API_KEY is not set");
if (!composioUserID) throw new Error("COMPOSIO_USER_ID is not set");

const composio = new Composio({ apiKey: composioAPIKey as string });

async function main() {
  const session = await composio.create(composioUserID as string, {
    toolkits: ["finmei"],
  });

  const composioMCPUrl = session.mcp.url;

  const mcpClient = new MCPClient({
    id: composioUserID as string,
    servers: {
      finmei: {
        url: new URL(composioMCPUrl),
        requestInit: {
          headers: session.mcp.headers,
        },
      },
    },
    timeout: 30_000,
  });

  const composioTools = await mcpClient.getTools();

  const agent = new Agent({
    name: "finmei-mastra-agent",
    instructions: "You are an AI agent with Finmei tools via Composio.",
    model: "openai/gpt-5",
  });

  let messages: AiMessageType[] = [];

  const rl = readline.createInterface({
    input: process.stdin,
    output: process.stdout,
    prompt: "> ",
  });

  rl.prompt();

  rl.on("line", async (input: string) => {
    const trimmed = input.trim();
    if (["exit", "quit"].includes(trimmed.toLowerCase())) {
      rl.close();
      return;
    }

    messages.push({ id: crypto.randomUUID(), role: "user", content: trimmed });

    const { text } = await agent.generate(messages, {
      toolsets: { finmei: composioTools },
      maxSteps: 8,
    });

    if (text) {
      console.log(`Agent: ${text}\n`);
      messages.push({ id: crypto.randomUUID(), role: "assistant", content: text });
    }

    rl.prompt();
  });

  rl.on("close", async () => {
    await mcpClient.disconnect();
    process.exit(0);
  });
}

main();
```

## Conclusion

You've built a Mastra AI agent that can interact with Finmei through Composio's Tool Router.
You can extend this further by:
- Adding other toolkits like Gmail, Slack, or GitHub
- Building a web-based chat interface around this agent
- Using multiple MCP endpoints to enable cross-app workflows

## 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)
- [Claude Cowork](https://composio.dev/toolkits/finmei/framework/claude-cowork)
- [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)
- [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 Mastra AI?

Yes, you can. Mastra AI 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)