Google Sheets Financial Modeling Agent Template

A Mastra template showcasing a financial modeling agent that integrates with Google Sheets through Composio. This agent specializes in creating professional-grade financial models, projections, and analysis directly in Google Sheets.

Overview

This template demonstrates the powerful integration between Mastra and Composio to create an intelligent agent that can:

  • šŸ“Š Create sophisticated financial models in Google Sheets
  • šŸ“ˆ Build multi-year projections with detailed granularity
  • šŸ”„ Develop integrated three-statement models (P&L, Balance Sheet, Cash Flow)
  • šŸ“‹ Design scenario planning frameworks and sensitivity analysis
  • šŸŽÆ Provide professional spreadsheet design and formatting
  • šŸ’¾ Maintain conversation memory and context.

Key Technologies

  • Mastra: Core AI agent framework providing memory, tools integration, and conversation management
  • Composio: Tool integration platform enabling seamless Google Sheets connectivity and authentication
  • Claude 3.7 Sonnet: Language model for financial expertise and reasoning
  • LibSQL: Local database for agent memory and vector storage
  • FastEmbed: Efficient embeddings for semantic memory recall

Prerequisites

Before using this template, ensure you have:

  1. Node.js 20.9.0 or higher installed
  2. Composio account with Google Sheets integration configured
  3. Anthropic API key for Claude access
  4. Google account for Sheets integration (configured through Composio)

Required Configuration

Environment Variables

Create a .env file in the project root with the following variables:

 1# Composio Configuration
 2COMPOSIO_API_KEY=***
 3COMPOSIO_AUTH_CONFIG_ID=***
 4
 5# AI Model Configuration
 6ANTHROPIC_API_KEY=***

Composio Setup

  1. Create a Composio account at composio.dev
  2. Create a new Composio project
  3. Set up Google Sheets integration:
    • Navigate to your Composio dashboard
    • Create a new auth config
    • Enable the Google Sheets toolkit
    • Configure OAuth settings for Google Sheets access
    • Note your COMPOSIO_AUTH_CONFIG_ID from the integration settings
  4. Get your Composio API key from your account settings

Anthropic API Setup

  1. Create an Anthropic account at console.anthropic.com
  2. Generate an API key
  3. Add credits to your Anthropic account for API usage

Installation & Usage

  1. Use this template:

    npx create-mastra@latest --template google-sheets

  2. Install dependencies:

    pnpm install

  3. Configure environment variables:

     1cp .env.example .env
 2# Edit .env with your actual API keys and configuration

  4. Start the development server:

    pnpm dev

  5. Access the agent:

    • API documentation: http://localhost:4111/docs
    • Agent endpoint: http://localhost:41111/api/agents/financialModelingAgent

Agent Features

Authentication Flow

  • Automatic Google OAuth integration through Composio
  • Dynamic authentication prompts when user needs to authenticate
  • Seamless reconnection handling for expired tokens

Financial Modeling Capabilities

  • Revenue Analysis: Model diverse revenue streams (SaaS, transactional, recurring)
  • Cost Structure: Build detailed COGS and operational expense models
  • Cash Flow: Create comprehensive cash flow projections
  • Scenario Planning: Design optimistic, base, and pessimistic scenarios
  • Visualizations: Generate charts and executive summary dashboards

Memory & Context

  • Persistent Memory: LibSQL-backed storage for conversation history
  • Semantic Recall: Intelligent retrieval of relevant past interactions
  • Working Memory: Maintains context within conversation threads
  • Thread Management: Automatic title generation and organization

Project Structure

 1template-google-sheets/
 2ā”œā”€ā”€ src/
 3ā”‚   ā””ā”€ā”€ mastra/
 4ā”‚       ā”œā”€ā”€ agents/
 5ā”‚       ā”‚   ā””ā”€ā”€ financial-modeling-agent.ts    # Main agent configuration
 6ā”‚       ā””ā”€ā”€ index.ts                           # Mastra instance & middleware
 7ā”œā”€ā”€ .env.example                               # Environment variables template
 8ā”œā”€ā”€ package.json                               # Dependencies & scripts
 9ā”œā”€ā”€ tsconfig.json                              # TypeScript configuration
10ā””ā”€ā”€ README.md                                  # This file

Key Implementation Details

Dynamic Authentication

The agent uses runtime context to determine authentication state and provides appropriate instructions:

  • When unauthenticated: Provides OAuth redirect URL and authentication instructions
  • When authenticated: Proceeds directly to financial modeling tasks

Tool Integration

  • Dynamic Tool Loading: Composio tools are loaded based on user's authenticated account
  • Google Sheets Integration: Full access to Sheets API through Composio's normalized interface

Memory System

  • Vector Storage: FastEmbed-powered semantic search across conversation history
  • Contextual Recall: Retrieves relevant financial models and discussions from past sessions
  • Thread Continuity: Maintains context across multiple modeling sessions

Customization

Modifying the Agent

Edit src/mastra/agents/financial-modeling-agent.ts to:

  • Adjust the agent's expertise and instructions
  • Modify the authentication flow
  • Add additional capabilities or constraints

Adding Tools

The agent automatically receives Google Sheets tools through Composio. To add custom tools:

  1. Implement tools in the agent configuration
  2. Add them to the tools function alongside Composio tools

Memory Configuration

Adjust memory settings in the agent configuration:

  • lastMessages: Number of recent messages to include
  • semanticRecall: Vector search parameters
  • workingMemory: Enable/disable working memory features

Troubleshooting

Authentication Issues

  • Verify COMPOSIO_AUTH_CONFIG_ID matches your Google Sheets integration
  • Ensure Google OAuth is properly configured in Composio dashboard
  • Check that user has necessary Google Sheets permissions

API Errors

  • Confirm ANTHROPIC_API_KEY is valid and has sufficient credits
  • Verify COMPOSIO_API_KEY has access to Google Sheets integration
  • Check rate limits and API quotas

Support

For questions and support: