How to integrate Finmei MCP with Hermes

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows. This guide explains the easiest and most robust way to connect your Finmei account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

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Api Key

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

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.

This guide explains the easiest and most robust way to connect your Finmei account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

Also integrate Finmei with

What is Composio Connect?

Composio Connect is a consumer offering that lets anyone plug 1,000+ applications directly into their agent harness — including Hermes. It can:

  • Search and load tools from relevant toolkits on-demand, reducing context usage.
  • Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
  • Manage app authentication end-to-end with zero manual overhead.

Integrating Finmei with Hermes

Using Composio Connect CLI

1. Install the Composio CLI

Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

bash
curl -fsSL https://composio.dev/install | bash
Hermes authenticating with Composio

2. Authenticate

Once the CLI is installed, ask Hermes to authenticate with Composio.

3. Connect to Finmei

Ask your agent to connect to Finmei, or simply request any Finmei-related task. Hermes will prompt you to authenticate and authorize access.

4. Done. You're all set with a new Finmei connection.


Using Composio Connect MCP

1. Get your MCP URL and API Key

Go to dashboard.composio.dev and copy your Connect MCP URL and API key.

Copy MCP URL and API key from Composio dashboard

2. Open the Hermes config file

bash
nano ~/.hermes/config.yaml

3. Add the Composio Connect MCP server

bash
mcp_servers:
  composio:
    url: "https://connect.composio.dev/mcp"
    headers:
      x-consumer-api-key: "YOUR_COMPOSIO_API_KEY"
    connect_timeout: 60
    timeout: 180

Save with Ctrl + O, Enter, then exit with Ctrl + X.

4. Restart your Hermes agent

Once restarted, ask your agent to connect to Finmei or request any Finmei-related task. It will prompt you to authenticate and authorize access.

5. Done!

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.

Way Forward

With Finmei connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.

From here, you can extend Hermes further:

  • Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
  • Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
  • Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.

If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.

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.

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. Hermes 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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