# How to integrate Finmei MCP with OpenAI Agents SDK

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

## Introduction

This guide walks you through connecting Finmei to the OpenAI Agents SDK 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 OpenAI Agents SDK 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

- [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)
- [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)

## TL;DR

Here's what you'll learn:
- Get and set up your OpenAI and Composio API keys
- Install the necessary dependencies
- Initialize Composio and create a Tool Router session for Finmei
- Configure an AI agent that can use Finmei as a tool
- Run a live chat session where you can ask the agent to perform Finmei operations

## What is OpenAI Agents SDK?

The OpenAI Agents SDK is a lightweight framework for building AI agents that can use tools and maintain conversation state. It provides a simple interface for creating agents with hosted MCP tool support.
Key features include:
- Hosted MCP Tools: Connect to external services through hosted MCP endpoints
- SQLite Sessions: Persist conversation history across interactions
- Simple API: Clean interface with Agent, Runner, and tool configuration
- Streaming Support: Real-time response streaming for interactive applications

## 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:
- Composio API Key and OpenAI API Key
- Primary know-how of OpenAI Agents SDK
- A live Finmei project
- Some knowledge of Python or 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'll need credits to use the models, or you can connect to another model provider.
- Keep the API key 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.

### 2. Install dependencies

Install the Composio SDK and the OpenAI Agents SDK.
```python
pip install composio_openai_agents openai-agents python-dotenv
```

```typescript
npm install @composio/openai-agents @openai/agents dotenv
```

### 3. Set up environment variables

Create a .env file and add your OpenAI and Composio API keys.
```bash
OPENAI_API_KEY=sk-...your-api-key
COMPOSIO_API_KEY=your-api-key
USER_ID=composio_user@gmail.com
```

### 4. Import dependencies

What's happening:
- You're importing all necessary libraries.
- The Composio and OpenAIAgentsProvider classes are imported to connect your OpenAI agent to Composio tools like Finmei.
```python
import asyncio
import os
from dotenv import load_dotenv

from composio import Composio
from composio_openai_agents import OpenAIAgentsProvider
from agents import Agent, Runner, HostedMCPTool, SQLiteSession
```

```typescript
import 'dotenv/config';
import { Composio } from '@composio/core';
import { OpenAIAgentsProvider } from '@composio/openai-agents';
import { Agent, hostedMcpTool, run, OpenAIConversationsSession } from '@openai/agents';
import * as readline from 'readline';
```

### 5. Set up the Composio instance

No description provided.
```python
load_dotenv()

api_key = os.getenv("COMPOSIO_API_KEY")
user_id = os.getenv("USER_ID")

if not api_key:
    raise RuntimeError("COMPOSIO_API_KEY is not set. Create a .env file with COMPOSIO_API_KEY=your_key")

# Initialize Composio
composio = Composio(api_key=api_key, provider=OpenAIAgentsProvider())
```

```typescript
dotenv.config();

const composioApiKey = process.env.COMPOSIO_API_KEY;
const userId = process.env.USER_ID;

if (!composioApiKey) {
  throw new Error('COMPOSIO_API_KEY is not set. Create a .env file with COMPOSIO_API_KEY=your_key');
}
if (!userId) {
  throw new Error('USER_ID is not set');
}

// Initialize Composio
const composio = new Composio({
  apiKey: composioApiKey,
  provider: new OpenAIAgentsProvider(),
});
```

### 6. Create a Tool Router session

What is happening:
- You give the Tool Router the user id and the toolkits you want available. Here, it is only finmei.
- The router checks the user's Finmei connection and prepares the MCP endpoint.
- The returned session.mcp.url is the MCP URL that your agent will use to access Finmei.
- This approach keeps things lightweight and lets the agent request Finmei tools only when needed during the conversation.
```python
# Create a Finmei Tool Router session
session = composio.create(
    user_id=user_id,
    toolkits=["finmei"]
)

mcp_url = session.mcp.url
```

```typescript
// Create Tool Router session for Finmei
const session = await composio.create(userId as string, {
  toolkits: ['finmei'],
});
const mcpUrl = session.mcp.url;
```

### 7. Configure the agent

No description provided.
```python
# Configure agent with MCP tool
agent = Agent(
    name="Assistant",
    model="gpt-5",
    instructions=(
        "You are a helpful assistant that can access Finmei. "
        "Help users perform Finmei operations through natural language."
    ),
    tools=[
        HostedMCPTool(
            tool_config={
                "type": "mcp",
                "server_label": "tool_router",
                "server_url": mcp_url,
                "headers": {"x-api-key": api_key},
                "require_approval": "never",
            }
        )
    ],
)
```

```typescript
// Configure agent with MCP tool
const agent = new Agent({
  name: 'Assistant',
  model: 'gpt-5',
  instructions:
    'You are a helpful assistant that can access Finmei. Help users perform Finmei operations through natural language.',
  tools: [
    hostedMcpTool({
      serverLabel: 'tool_router',
      serverUrl: mcpUrl,
      headers: { 'x-api-key': composioApiKey },
      requireApproval: 'never',
    }),
  ],
});
```

### 8. Start chat loop and handle conversation

No description provided.
```python
print("\nComposio Tool Router session created.")

chat_session = SQLiteSession("conversation_openai_toolrouter")

print("\nChat started. Type your requests below.")
print("Commands: 'exit', 'quit', or 'q' to end\n")

async def main():
    try:
        result = await Runner.run(
            agent,
            "What can you help me with?",
            session=chat_session
        )
        print(f"Assistant: {result.final_output}\n")
    except Exception as e:
        print(f"Error: {e}\n")

    while True:
        user_input = input("You: ").strip()
        if user_input.lower() in {"exit", "quit", "q"}:
            print("Goodbye!")
            break

        result = await Runner.run(
            agent,
            user_input,
            session=chat_session
        )
        print(f"Assistant: {result.final_output}\n")

asyncio.run(main())
```

```typescript
// Keep conversation state across turns
const conversationSession = new OpenAIConversationsSession();

// Simple CLI
const rl = readline.createInterface({
  input: process.stdin,
  output: process.stdout,
  prompt: 'You: ',
});

console.log('\nComposio Tool Router session created.');
console.log('\nChat started. Type your requests below.');
console.log("Commands: 'exit', 'quit', or 'q' to end\n");

try {
  const first = await run(agent, 'What can you help me with?', { session: conversationSession });
  console.log(`Assistant: ${first.finalOutput}\n`);
} catch (e) {
  console.error('Error:', e instanceof Error ? e.message : e, '\n');
}

rl.prompt();

rl.on('line', async (userInput) => {
  const text = userInput.trim();

  if (['exit', 'quit', 'q'].includes(text.toLowerCase())) {
    console.log('Goodbye!');
    rl.close();
    process.exit(0);
  }

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

  try {
    const result = await run(agent, text, { session: conversationSession });
    console.log(`\nAssistant: ${result.finalOutput}\n`);
  } catch (e) {
    console.error('Error:', e instanceof Error ? e.message : e, '\n');
  }

  rl.prompt();
});

rl.on('close', () => {
  console.log('\n👋 Session ended.');
  process.exit(0);
});
```

## Complete Code

```python
import asyncio
import os
from dotenv import load_dotenv

from composio import Composio
from composio_openai_agents import OpenAIAgentsProvider
from agents import Agent, Runner, HostedMCPTool, SQLiteSession

load_dotenv()

api_key = os.getenv("COMPOSIO_API_KEY")
user_id = os.getenv("USER_ID")

if not api_key:
    raise RuntimeError("COMPOSIO_API_KEY is not set. Create a .env file with COMPOSIO_API_KEY=your_key")

# Initialize Composio
composio = Composio(api_key=api_key, provider=OpenAIAgentsProvider())

# Create Tool Router session
session = composio.create(
    user_id=user_id,
    toolkits=["finmei"]
)
mcp_url = session.mcp.url

# Configure agent with MCP tool
agent = Agent(
    name="Assistant",
    model="gpt-5",
    instructions=(
        "You are a helpful assistant that can access Finmei. "
        "Help users perform Finmei operations through natural language."
    ),
    tools=[
        HostedMCPTool(
            tool_config={
                "type": "mcp",
                "server_label": "tool_router",
                "server_url": mcp_url,
                "headers": {"x-api-key": api_key},
                "require_approval": "never",
            }
        )
    ],
)

print("\nComposio Tool Router session created.")

chat_session = SQLiteSession("conversation_openai_toolrouter")

print("\nChat started. Type your requests below.")
print("Commands: 'exit', 'quit', or 'q' to end\n")

async def main():
    try:
        result = await Runner.run(
            agent,
            "What can you help me with?",
            session=chat_session
        )
        print(f"Assistant: {result.final_output}\n")
    except Exception as e:
        print(f"Error: {e}\n")

    while True:
        user_input = input("You: ").strip()
        if user_input.lower() in {"exit", "quit", "q"}:
            print("Goodbye!")
            break

        result = await Runner.run(
            agent,
            user_input,
            session=chat_session
        )
        print(f"Assistant: {result.final_output}\n")

asyncio.run(main())
```

```typescript
import 'dotenv/config';
import { Composio } from '@composio/core';
import { OpenAIAgentsProvider } from '@composio/openai-agents';
import { Agent, hostedMcpTool, run, OpenAIConversationsSession } from '@openai/agents';
import * as readline from 'readline';

const composioApiKey = process.env.COMPOSIO_API_KEY;
const userId = process.env.USER_ID;

if (!composioApiKey) {
  throw new Error('COMPOSIO_API_KEY is not set. Create a .env file with COMPOSIO_API_KEY=your_key');
}
if (!userId) {
  throw new Error('USER_ID is not set');
}

// Initialize Composio
const composio = new Composio({
  apiKey: composioApiKey,
  provider: new OpenAIAgentsProvider(),
});

async function main() {
  // Create Tool Router session
  const session = await composio.create(userId as string, {
    toolkits: ['finmei'],
  });
  const mcpUrl = session.mcp.url;

  // Configure agent with MCP tool
  const agent = new Agent({
    name: 'Assistant',
    model: 'gpt-5',
    instructions:
      'You are a helpful assistant that can access Finmei. Help users perform Finmei operations through natural language.',
    tools: [
      hostedMcpTool({
        serverLabel: 'tool_router',
        serverUrl: mcpUrl,
        headers: { 'x-api-key': composioApiKey },
        requireApproval: 'never',
      }),
    ],
  });

  // Keep conversation state across turns
  const conversationSession = new OpenAIConversationsSession();

  // Simple CLI
  const rl = readline.createInterface({
    input: process.stdin,
    output: process.stdout,
    prompt: 'You: ',
  });

  console.log('\nComposio Tool Router session created.');
  console.log('\nChat started. Type your requests below.');
  console.log("Commands: 'exit', 'quit', or 'q' to end\n");

  try {
    const first = await run(agent, 'What can you help me with?', { session: conversationSession });
    console.log(`Assistant: ${first.finalOutput}\n`);
  } catch (e) {
    console.error('Error:', e instanceof Error ? e.message : e, '\n');
  }

  rl.prompt();

  rl.on('line', async (userInput) => {
    const text = userInput.trim();

    if (['exit', 'quit', 'q'].includes(text.toLowerCase())) {
      console.log('Goodbye!');
      rl.close();
      process.exit(0);
    }

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

    try {
      const result = await run(agent, text, { session: conversationSession });
      console.log(`\nAssistant: ${result.finalOutput}\n`);
    } catch (e) {
      console.error('Error:', e instanceof Error ? e.message : e, '\n');
    }

    rl.prompt();
  });

  rl.on('close', () => {
    console.log('\nSession ended.');
    process.exit(0);
  });
}

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

## Conclusion

This was a starter code for integrating Finmei MCP with OpenAI Agents SDK to build a functional AI agent that can interact with Finmei.
Key features:
- Hosted MCP tool integration through Composio's Tool Router
- SQLite session persistence for conversation history
- Simple async chat loop for interactive testing
You can extend this by adding more toolkits, implementing custom business logic, or building a web interface around the agent.

## How to build Finmei MCP Agent with another framework

- [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)
- [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 OpenAI Agents SDK?

Yes, you can. OpenAI Agents SDK 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)