Other AI Tools & Frameworks¶

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

Authentication¶

FinPlan requires a bearer token. Most frameworks don't run FinPlan's browser OAuth flow, so generate a manual API key first:

Sign up at mcp.finplan.prethink.io/auth/signup
Create a key at /auth/api-keys — starts with fp_live_, lasts 90 days
Export it so the examples below can pick it up: export FINPLAN_API_KEY=fp_live_...

Pass the token as Authorization: Bearer $FINPLAN_API_KEY on every request.

OpenAI Agents SDK¶

import os
from openai_agents import Agent, MCPServerSse

finplan = MCPServerSse(
    url="https://mcp.finplan.prethink.io/mcp",
    headers={"Authorization": f"Bearer {os.environ['FINPLAN_API_KEY']}"},
)

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

LangChain¶

import os
from langchain_mcp import MCPToolkit

toolkit = MCPToolkit(
    server_url="https://mcp.finplan.prethink.io/mcp",
    headers={"Authorization": f"Bearer {os.environ['FINPLAN_API_KEY']}"},
)
tools = toolkit.get_tools()

AutoGen¶

from autogen import AssistantAgent
from autogen.tools import MCPToolWrapper

mcp_tools = MCPToolWrapper(
    "https://mcp.finplan.prethink.io/mcp",
    headers={"Authorization": f"Bearer {os.environ['FINPLAN_API_KEY']}"},
)

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",
    headers={"Authorization": f"Bearer {os.environ['FINPLAN_API_KEY']}"},
)

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 \
  -H "Authorization: Bearer $FINPLAN_API_KEY"

# Call a tool
curl -X POST https://mcp.finplan.prethink.io/mcp/call \
  -H "Authorization: Bearer $FINPLAN_API_KEY" \
  -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'.
```