MCP.Market

Agent Financial Advisor MCP server

online · 100% uptime
by mytomclinic·io.github.mytomclinic/agent-financial-advisor·v0.1.0
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Compliance, risk, tax and audit checks for AI trading agents: pre-trade, sizing, wash sales, Reg BI.

B79/100grade B
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Safety scan
B79/100

full report

Adoption
Growing

0 stars

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Agent Financial Advisor tools (7, 1 write)

write = sends, deletes, buys or posts
  • portfolio_reviewFree

    A periodic advisor review of a portfolio: weights, concentration (HHI and effective number of holdings), sector and asset-class exposure, drift from targets with the trades to rebalance, and, given return history, volatility, Sharpe, Sortino, drawdown, VaR/CVaR and beta. Ends with prioritized findings. Price: $0.05.

  • position_sizeFree

    Size a position the way a risk manager would: fixed-fractional risk to a stop, volatility targeting (ATR or annualized vol), or fractional Kelly from your edge statistics. Applies a max-position cap and round lots, and explains the binding constraint. Price: $0.005.

  • pre_trade_checkwrite actionFree

    Run an order past a compliance officer and risk manager before sending it to the broker. Checks buying power, cash-account settlement violations, FINRA intraday margin (post-PDT) or legacy PDT limits, Reg SHO short-sale rules, wash-sale exposure, position concentration, per-trade risk versus stop, liquidity, spread, fat-finger prices, leverage and market hours. Returns approve / approve_with_warnings / reject with reasons and a resized quantity when useful. Price: $0.005.

  • rules_digestFree

    Free. The current US trading, margin, settlement and tax rules an agent must follow, with effective dates and sources. Includes changes your training data may predate, such as the June 2026 replacement of the Pattern Day Trader rule. Price: free.

  • strategy_auditFree

    An independent performance auditor for a trading strategy or backtest. From a trade list and/or periodic returns it computes win rate, expectancy, profit factor, streaks, Sharpe/Sortino/drawdown, and tests whether the edge is real: t-stat, Probabilistic Sharpe Ratio and the Deflated Sharpe Ratio that corrects for how many variants you tried. Returns a verdict and red flags. Price: $0.1.

  • suitability_checkFree

    The compliance review a robo-advisor or advisory agent should run before recommending a portfolio to a person: compares the proposal with the client's age, horizon, risk tolerance, liquidity needs and experience under Reg BI / fiduciary standards, flags complex products, and returns a timestamped, hashed suitability memo for the audit file. Price: $0.03.

  • tax_lot_planFree

    Act as the tax advisor for a sale: compares FIFO, LIFO, HIFO and minimum-tax lot selection, splits short- and long-term gains, estimates tax, flags wash sales, and notes lots about to turn long-term. With mode=harvest it scans positions for tax-loss harvesting. Price: $0.02.

Public scan report

scanner v0.1.10 · 2026-10-12 · same rubric, same numbers if you re-run it

1 high
  • –Code scanremote-only server, no package to scann/a
  • Live reliabilityremote reachable in 247ms20/20
  • Tool poisoning7 tool descriptions checked15/15
  • Auth qualityopen endpoint exposes 1 write-action tools with no auth3/15
  • Maintenancelast push 1 days ago15/15
  • Maintainer identityregistry namespace matches repository owner6/10

Findings (1)

  • highWrite-action tools reachable without authenticationauth.open-write
Overall 79/100. Components that don't apply are left out of the denominator. Any critical finding is an F.RubricAppeal a findingJSON

How Agent Financial Advisor compares

Against every graded Sales and outbound MCP server, from our own scans and uptime checks. Updated after each scan run.

Safety score
79/100
higher than 68% of 876 Sales and outbound servers
Tools
7
the typical Sales and outbound server has 8
Tools that change things
14%
typical: 11%. Fewer write tools means less an agent can break
Uptime
100%
of our recent checks; the typical remote Sales and outbound server answers 100%
Response time
142 ms
faster than 79% of 671 Sales and outbound servers

What its tools let an agent do: 6 read · 1 change

Install Agent Financial Advisor in Claude Code, Cursor or VS Code

claude mcp add --transport http agent-financial-advisor https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp
Add to Cursor

What the publisher says

From the Agent Financial Advisor repository's README, as published. We do not edit it. Read it on GitHub

Agent Financial Advisor

The compliance officer, risk manager, tax advisor and performance auditor for AI agents that trade and advise. Agents call it before they act; it answers with sourced, deterministic checks and charges a small fee per call.

Tools

Run locally (Node 20+, no dependencies)

npm test          # 21 tests
npm start         # http://localhost:8787  (payments off until PAY_TO is set)

Try it:

curl localhost:8787/llms.txt
curl -X POST localhost:8787/v1/tools/position_size -H "content-type: application/json" \
  -d '{"equity":50000,"entry_price":100,"stop_price":95,"method":"fixed_fractional"}'

MCP clients: point a streamable-HTTP MCP connection at http://localhost:8787/mcp (send Authorization: Bearer for the keyed free tier and credits).

Endpoints

Configuration (env vars)

Deploy (free)

Cloudflare Workers: npx wrangler kv namespace create AFA_KV, put the id in wrangler.toml, then npx wrangler deploy.

Real USDC: npx wrangler secret put CDPAPIKEYJSON < secrets/cdpapikey.json, set X402NETWORK = "base" in wrangler.toml, deploy.

Payments (x402)

Speaks x402 v2: a 402 carries a base64 PAYMENT-REQUIRED header (CAIP-2 network, e.g. eip155:8453), clients pay with PAYMENT-SIGNATURE, and the settlement comes back in PAYMENT-RESPONSE. v1 clients (X-PAYMENT, body accepts) still work.

End-to-end test on the test network: npm i --no-save viem && node scripts/e2e-payment.mjs --fund.

Layout

Shortened. The full README is on GitHub.

Nothing above is checked by us. What we check is on the safety report.

Agent Financial Advisor: common questions

Is Agent Financial Advisor MCP server safe?
Mostly: it is graded B (79/100). Read the Agent Financial Advisor safety report
How do I install Agent Financial Advisor?
It runs remotely at agent-financial-advisor.agent-financial-advisor.workers.dev. Add it to Claude Code, Cursor, VS Code or Claude Desktop with the snippets above, or call it through the mcp.market gateway without installing anything.
Does Agent Financial Advisor need an API key?
Not as far as the registry entry and our scan can tell: no credentials are declared or required.
Is Agent Financial Advisor maintained?
The last commit was 23 days ago (2026-10-12). The latest release is v0.1.0.
Is Agent Financial Advisor up?
100% of our last 28 checks got an answer. We check remote servers about four times a day.
What can I use instead of Agent Financial Advisor?
Servers from other publishers that do the same job: AgentTax MCP server, EximAgent MCP server and Taxlocus MCP server.
How does Agent Financial Advisor compare with other Sales and outbound MCP servers?
safety score 79/100 (higher than 68% of 876 Sales and outbound servers); tools 7 (the typical Sales and outbound server has 8); tools that change things 14% (typical: 11%. Fewer write tools means less an agent can break). Full comparison.

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