Agent Financial Advisor MCP

v0.1.0

io.github.mytomclinic/agent-financial-advisor

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

transport:streamable-http tools:7

Target client

run in your project directory

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

setup guides: Claude Code Claude Desktop Cursor VS Code Zed Windsurf Cline Gemini CLI Grok ChatGPT Claude.ai LangChain

Adds it for this project only. Append --scope user to make it available everywhere. Claude Code docs


                rules_digest

rules digest


                pre_trade_check

pre trade check


                position_size

position size


                tax_lot_plan

tax lot plan


                portfolio_review

portfolio review


                strategy_audit

strategy audit


                suitability_check

suitability check

All 7 tools, one page each

Mutating and Read-only are read off each tool's name, not its schema — a hint, not a guarantee. Check the server's own documentation before granting access.