MCP Financial Advisor

@dgormly

Basic information

About MCP Financial Advisor

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

MCP Financial Advisor config

No standard config provided

This server doesn't expose a parseable MCP config block in its README. See the repository for install instructions.

Repository

MCP Financial Advisor tools

Tool list not available yet

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Overview

What is MCP Financial Advisor?

MCP Financial Advisor is a Model Context Protocol (MCP) server implementation for financial advisory and bookkeeping. It provides structured financial data and context for AI agents, enabling them to assist with financial planning, budgeting, and analysis.

How to use MCP Financial Advisor?

Clone the repository, install dependencies with npm install, initialize the database with npm run init-db, and start the MCP server with npm start. Detailed API documentation can be found in the /docs directory.

Key features of MCP Financial Advisor

Comprehensive financial data schema for accounts, transactions, and budgets
Budgeting and financial goal tracking
Transaction categorization and analysis
Multi-currency support
Report generation capabilities
Implements MCP interfaces: context, query, and action

Use cases of MCP Financial Advisor

AI agents assisting users with financial planning and budgeting
Automated transaction categorization and analysis
Generating financial reports and summaries
Tracking financial goals and multi-currency accounts

Frequently asked questions

What MCP interfaces does it implement?

It implements the `context`, `query`, and `action` interfaces for providing financial context, querying data, and performing actions like categorizing transactions.

What database does it use?

The system uses a comprehensive SQLite database schema that includes accounts, transactions, categorization, budgets, goals, payees, tags, and reporting.

How do I get started?

Clone the repository, run `npm install`, then `npm run init-db` to initialize the database, and finally `npm start` to start the server.

Where can I find API documentation?

Detailed API documentation is available in the `/docs` directory.

What is the license?

The project is licensed under the MIT license.

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