MCP server

Agent Financial Advisor

io.github.mytomclinic/agent-financial-advisor

Checked 26 Oct 2026, 08:29 UTC · Connected to it and listed its tools

Compliance, risk, tax and audit checks for AI trading agents: pre-trade, sizing, wash sales, Reg BI.

Website Source

At a glance

Type

MCP server

Publisher

Not verified

Status

Working at last check

Tools

9

Token cost

About 3,813 tokens per request

Sets up in

Claude Code, Claude Desktop, Codex, Gemini CLI, Cursor, VS Code, Antigravity, ChatGPT, OpenAI API, Grok

Last checked

26 Oct 2026, 08:29 UTC

Connect it to your agent

Add to CursorAdd to VS CodeVS Code Insiders

Opens the app, which shows the server and asks you to confirm. For other apps, copy the setup below.

Claude Code

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

Claude Desktop

Settings → Connectors → Add custom connector, and paste the URL.

Codex (config.toml)

[mcp_servers.agent-financial-advisor]
url = "https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp"

Gemini CLI

{"mcpServers":{"agent-financial-advisor":{"httpUrl":"https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp"}}}

Cursor

{"mcpServers":{"agent-financial-advisor":{"url":"https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp"}}}

VS Code

{"servers":{"agent-financial-advisor":{"type":"http","url":"https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp"}}}

Antigravity

agy mcp add agent-financial-advisor https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp

ChatGPT

Settings → Apps & Connectors → Advanced settings: turn on Developer mode, then Create a connector and paste the URL. Which plans can do this varies.

OpenAI API (Responses tools)

{"type":"mcp","server_label":"agent-financial-advisor","server_url":"https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"agent-financial-advisor","server_url":"https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp"}

Tools

• get_api_key ~146 tokens
  Free. Creates an API key for this agent (25 free calls a day, then prepaid credits) and attaches it to this MCP session, so the next calls use it automatically. Call this when the anonymous trial runs out. Save the key and add ?key=<key> to the MCP URL (or send Authorization: Bearer <key>) to keep u
• options_risk_check ~675 tokens
  Check an options book (existing or proposed legs) the way a broker's options desk would: covered, cash-secured, spread or naked; margin requirement under FINRA Rule 4210; cash-account limits; required approval level; early-assignment risk around ex-dividend dates; pin risk; auto-exercise of expiring
• portfolio_review ~378 tokens
  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 findin
• position_size ~506 tokens
  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_check Moves money · ~798 tokens
  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, l
• rules_digest ~156 tokens
  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_audit ~330 tokens
  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 tha
• suitability_check ~422 tokens
  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, h
• tax_lot_plan ~402 tokens
  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.

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