Agent Financial Advisor

Install

Works with Claude Code, VS Code, Cursor, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install connector/mytomclinic-agent-financial-advisor

About

No reviews yet. Installed it? Reviews come from verified installers only. How reviews work

Permissions

What this server can do and what it asks for, from its tool list and install config. Checked Oct 25, 2026.

Tools

6 read · 0 write · 0 delete · 3 not yet classified

Secrets

None asked for

Install scripts

Nothing to install (hosted)

Runs as

Hosted (remote endpoint)

Tools (9)

As the server listed them on Oct 25, 2026. Descriptions are the server’s own words; hidden characters are shown as [U+…].

• get_api_keyGet a free API key

  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 using it in later sessions.

• options_risk_checkOptions risk and margin check

  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 in-the-money longs and the capital it needs; max loss; and net Greeks. Returns approve / approve_with_warnings / reject with reasons. Price: $0.01.

• portfolio_reviewPortfolio review

  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_sizePosition sizing

  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_checkPre-trade compliance and risk check

  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_digestCurrent trading rules digest

  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_auditStrategy audit and overfitting check

  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_checkBest-interest suitability review

  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_planTax lot selection and wash-sale check

  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.

Signals

Stars

0

Forks

0

Open issues

0

Last commit

Oct 23, 2026 (5 days ago)

Last release

Oct 11, 2026 (17 days ago)

From GitHub (fetched Oct 24, 2026).

Details

Registry name

io.github.mytomclinic/agent-financial-advisor

Version

0.1.0

Auth

Auth not stated

License

License unknown

Repository

github.com/mytomclinic/agent-financial-advisor

Website

agent-financial-advisor.agent-financial-advisor.workers.dev/

First seen

Oct 24, 2026

Last checked

Oct 24, 2026

Source

Official MCP Registrygithub-graphql