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FinancialAssistant MCP Server

@nielsenfonseca

代码仓库

基本信息

分类

其他

传输方式

stdio

作者

nielsenfonseca

关于 FinancialAssistant MCP Server

Financial MultiAgent Colaboration with MCP Server with Tools

#financial-assistant#financial-tools#investment-advisor

FinancialAssistant MCP Server 配置

使用下面的配置,将此服务器添加到你的 MCP 客户端。

{
  "mcpServers": {
    "FinancialAssistant": {
      "command": "python",
      "args": [
        "-m",
        "venv",
        "venv"
      ]
    }
  }
}

FinancialAssistant MCP Server 工具

工具列表暂未提供

当前收录暂时没有可展示的工具列表，不代表服务没有工具。请查阅项目文档了解支持的能力。

工具是从 README 中自动提取的。维护者可以在 ## Tools 标题下列出工具,即可填充这部分内容。

概览

What is FinancialAssistant?

FinancialAssistant is a smart financial assistant that uses LLMs and a modular agent-based architecture to help users calculate emergency funds, evaluate savings capacity, get investment suggestions, and discuss financial education. It integrates external APIs for financial calculations and uses the LLM to explain results in a clear, empathetic, and personalized way.

How to use FinancialAssistant?

Clone the repository, create a Python 3.10+ virtual environment, install dependencies with pip install -r requirements.txt, set the GOOGLE_API_KEY and MCP_SERVER_URL in a .env file, then run python main.py to start the assistant.

Key features of FinancialAssistant

  • Four specialized agents: Generic, Emergency Fund, Savings, and Investment.
  • LLM-powered router detects user intent and directs to the correct agent.
  • Conversational graph (LangGraph) maintains multi‑turn dialogue.
  • External API tools calculate monthly expenses, ideal reserve, savings capacity, and investment suggestions.
  • Google Gemini used as the underlying LLM (via langchain_google_genai).
  • Empathetic, human‑friendly explanation of all financial calculations.

Use cases of FinancialAssistant

  • Calculating the ideal size of an emergency fund based on monthly expenses.
  • Analyzing monthly spending to determine how much a user can save.
  • Getting personalized investment suggestions aligned with the user’s financial profile.
  • Learning the basics of personal finance through natural conversation.

常见问题

1

What programming language and dependencies does FinancialAssistant require?

It requires Python 3.10 or higher and uses LangGraph, LangChain, Google Gemini (via `langchain_google_genai`), the Requests library, and python‑dotenv. All dependencies are listed in `requirements.txt`.

2

How do I configure FinancialAssistant to run?

You must create a `.env` file with `GOOGLE_API_KEY` (for Gemini) and `MCP_SERVER_URL`. The assistant expects a running MCP server at the given URL to perform financial calculations.

3

Does FinancialAssistant store my financial data?

The README does not mention data storage or privacy practices. It only describes that external APIs perform calculations; no local persistence is detailed.

4

What LLM does FinancialAssistant use?

It uses Google Gemini through the `langchain_google_genai` integration.

5

Is FinancialAssistant a standalone app or an MCP server?

FinancialAssistant is a conversational agent that you run locally. It depends on an external MCP server (via `MCP_SERVER_URL`) to handle the financial calculation tools.

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