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.
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.
RepositoryMCP Financial Advisor tools
Tool list not available yet
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We auto-extract tools from the README. The maintainer can list them under a ## Tools heading to populate this section.
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 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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