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finage-automation

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Finage Automation via Rube MCP

Automate Finage operations through Composio's Finage toolkit via Rube MCP.

Toolkit docs: composio.dev/toolkits/finage

Prerequisites

  • Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
  • Active Finage connection via RUBE_MANAGE_CONNECTIONS with toolkit finage
  • Always call RUBE_SEARCH_TOOLS first to get current tool schemas

Setup

Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

  1. Verify Rube MCP is available by confirming RUBE_SEARCH_TOOLS responds
  2. Call RUBE_MANAGE_CONNECTIONS with toolkit finage
  3. If connection is not ACTIVE, follow the returned auth link to complete setup
  4. Confirm connection status shows ACTIVE before running any workflows

Tool Discovery

Always discover available tools before executing workflows:

RUBE_SEARCH_TOOLS
queries: [{use_case: "Finage operations", known_fields: ""}]
session: {generate_id: true}

This returns available tool slugs, input schemas, recommended execution plans, and known pitfalls.

Core Workflow Pattern

Step 1: Discover Available Tools

RUBE_SEARCH_TOOLS
queries: [{use_case: "your specific Finage task"}]
session: {id: "existing_session_id"}

Step 2: Check Connection

RUBE_MANAGE_CONNECTIONS
toolkits: ["finage"]
session_id: "your_session_id"

Step 3: Execute Tools

RUBE_MULTI_EXECUTE_TOOL
tools: [{
  tool_slug: "TOOL_SLUG_FROM_SEARCH",
  arguments: {/* schema-compliant args from search results */}
}]
memory: {}
session_id: "your_session_id"

Known Pitfalls

  • Always search first: Tool schemas change. Never hardcode tool slugs or arguments without calling RUBE_SEARCH_TOOLS
  • Check connection: Verify RUBE_MANAGE_CONNECTIONS shows ACTIVE status before executing tools
  • Schema compliance: Use exact field names and types from the search results
  • Memory parameter: Always include memory in RUBE_MULTI_EXECUTE_TOOL calls, even if empty ({})
  • Session reuse: Reuse session IDs within a workflow. Generate new ones for new workflows
  • Pagination: Check responses for pagination tokens and continue fetching until complete

Quick Reference

OperationApproach
Find toolsRUBE_SEARCH_TOOLS with Finage-specific use case
ConnectRUBE_MANAGE_CONNECTIONS with toolkit finage
ExecuteRUBE_MULTI_EXECUTE_TOOL with discovered tool slugs
Bulk opsRUBE_REMOTE_WORKBENCH with run_composio_tool()
Full schemaRUBE_GET_TOOL_SCHEMAS for tools with schemaRef

Powered by Composio

Source

git clone https://github.com/ComposioHQ/awesome-claude-skills/blob/master/composio-skills/finage-automation/SKILL.mdView on GitHub

Overview

Automate Finage operations end-to-end using Composio's Finage toolkit through Rube MCP. This skill continuously discovers current tool schemas with RUBE_SEARCH_TOOLS before running workflows, and validates that the Finage connection is ACTIVE prior to execution.

How This Skill Works

The workflow first verifies a Finage connection via RUBE_MANAGE_CONNECTIONS, then calls RUBE_SEARCH_TOOLS to fetch up-to-date tool slugs and input schemas. After confirming the connection is ACTIVE, it executes the chosen Finage tool with RUBE_MULTI_EXECUTE_TOOL, including a memory object (even if empty) and a session_id to enable reuse across steps.

When to Use It

  • You’re setting up a new Finage workflow and need to discover available tools before execution.
  • Tool schemas change and you want to avoid hardcoding slugs or argument names.
  • You must verify the Finage connection is ACTIVE before running any tools.
  • You want to run multiple Finage operations in a single session for consistency.
  • You need to handle large result sets with pagination by continuing fetches until complete.

Quick Start

  1. Step 1: Add https://rube.app/mcp as an MCP server and ensure RUBE_SEARCH_TOOLS responds.
  2. Step 2: Call RUBE_MANAGE_CONNECTIONS with toolkits: ["finage"] and verify the connection status is ACTIVE.
  3. Step 3: Use RUBE_SEARCH_TOOLS to discover tools, then run a chosen tool with RUBE_MULTI_EXECUTE_TOOL using the discovered slug, proper arguments, memory: {}, and a session_id.

Best Practices

  • Always call RUBE_SEARCH_TOOLS first to fetch current Finage tool schemas.
  • Verify ACTIVE status with RUBE_MANAGE_CONNECTIONS before tool execution.
  • Use exact field names and types from the search results; avoid hardcoding slugs.
  • Always include memory in RUBE_MULTI_EXECUTE_TOOL calls, even if empty ({}).
  • Reuse session IDs within a workflow and manage pagination tokens as needed.

Example Use Cases

  • Discover tool slugs with use_case 'Finage operations' and execute TOOL_SLUG_FROM_SEARCH using RUBE_MULTI_EXECUTE_TOOL.
  • Update an ongoing Finage task by re-running RUBE_SEARCH_TOOLS to grab current schemas, then run the appropriate tool.
  • Ensure the Finage connection is ACTIVE via RUBE_MANAGE_CONNECTIONS before performing a tool run.
  • Execute a sequence of Finage actions in one session by passing the same session_id across RUBE_MULTI_EXECUTE_TOOL calls.
  • Handle a paginated tool discovery response by repeatedly calling RUBE_SEARCH_TOOLS until all tokens are consumed.

Frequently Asked Questions

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