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MCP Financial Advisor

Created at 20 hours ago

by dgormly

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A Model Context Protocol (MCP) server for financial advisory and bookkeeping, providing structured financial data and context for AI agents.

Categories

finance

Tags

financial-advisor

bookkeeping

MCP

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MCP Financial Advisor

What is MCP Financial Advisor?

MCP Financial Advisor is a Model Context Protocol (MCP) server designed for financial advisory and bookkeeping, providing structured financial data and context for AI agents.

How to use MCP Financial Advisor?

To use MCP Financial Advisor, clone the repository from GitHub, install the necessary dependencies, initialize the database, and start the server to access its functionalities.

Key features of MCP Financial Advisor?

  • Full implementation of the Model Context Protocol (MCP)
  • Comprehensive financial data schema
  • Budgeting and financial goal tracking
  • Transaction categorization and analysis
  • Multi-currency support
  • Report generation capabilities

Use cases of MCP Financial Advisor?

  1. Assisting users in financial planning and budgeting.
  2. Categorizing transactions for better financial insights.
  3. Generating reports for analyzing financial health.

FAQ from MCP Financial Advisor?

  • What types of financial data can MCP Financial Advisor handle?

MCP Financial Advisor can manage accounts, transactions, and budgets, providing comprehensive financial insights.

  • Is MCP Financial Advisor suitable for personal finance management?

Yes! It is designed to assist users in both personal and professional financial planning.

  • Where can I find the API documentation?

The API documentation is located in the /docs directory of the GitHub repository.

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