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Other AI Tools & Frameworks

Any tool that supports the MCP protocol can connect to FinPlan. Below are examples for common frameworks.

OpenAI Agents SDK

from openai_agents import Agent, MCPServerSse

finplan = MCPServerSse(url="https://mcp.finplan.prethink.io/mcp")

agent = Agent(
    name="Financial Planner",
    instructions="Help users with financial planning questions.",
    mcp_servers=[finplan]
)

LangChain

from langchain_mcp import MCPToolkit

toolkit = MCPToolkit(server_url="https://mcp.finplan.prethink.io/mcp")
tools = toolkit.get_tools()

AutoGen

from autogen import AssistantAgent
from autogen.tools import MCPToolWrapper

mcp_tools = MCPToolWrapper("https://mcp.finplan.prethink.io/mcp")

assistant = AssistantAgent(
    name="financial_planner",
    llm_config={"model": "gpt-4"},
    tools=mcp_tools.get_tools()
)

CrewAI

from crewai import Agent
from crewai_tools import MCPTool

finplan_tool = MCPTool(
    name="finplan",
    server_url="https://mcp.finplan.prethink.io/mcp"
)

analyst = Agent(
    role="Financial Analyst",
    goal="Help users understand their financial projections",
    tools=[finplan_tool]
)

Any HTTP Client

For any tool or script that can make HTTP requests:

# List all available tools
curl https://mcp.finplan.prethink.io/mcp/tools

# Call a tool
curl -X POST https://mcp.finplan.prethink.io/mcp/call \
  -H "Content-Type: application/json" \
  -d '{
    "name": "calculate_federal_income_tax",
    "arguments": {
      "taxable_income_cents": 8500000,
      "filing_status": "single",
      "tax_year": 2025
    }
  }'

Priming the agent

Sometimes agents need to be told to use tools. Making sure it knows about them often helps.

user> 'Do you have access to FinPlan tools for financial planning?'
agent> (inspecting) 'Yes, I do'.