MCP Financial Advisor

Author:@dgormly
View on GitHub

Overview

What is MCP Financial Advisor? It is a Model Context Protocol (MCP) server built for financial advisory and bookkeeping tasks. It supplies AI agents with structured financial data and context.

How to use it? Clone its GitHub repository, install the required dependencies, initialize the database, and start the server. This will make its functionalities accessible.

Key features include: full Model Context Protocol (MCP) implementation, a comprehensive financial data schema, budgeting and financial goal tracking, transaction categorization and analysis, multi-currency support, and report generation capabilities.

Use cases for this tool are: assisting users with financial planning and budgeting, categorizing transactions to gain better financial insights, and generating reports to analyze financial health.

FAQ: What financial data can it handle? It manages accounts, transactions, and budgets to provide comprehensive insights. Is it suitable for personal finance? Yes, it is designed for both personal and professional financial planning. Where is the API documentation? It is located in the /docs directory of the GitHub repository.