Agent Financial Advisor for Claude.ai

io.github.mytomclinic/agent-financial-advisor

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

client:Claude.ai transport:streamable-http tools:7

Install Agent Financial Advisor in Claude.ai

Settings → Connectors → Add custom connector

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

Claude on the web takes a remote URL and completes OAuth in the browser. For a packaged server use Claude Desktop or Claude Code instead. Claude.ai docs

What Claude.ai can do once it is connected

rules_digest
pre_trade_check
position_size
tax_lot_plan
portfolio_review
strategy_audit
suitability_check

Agent Financial Advisor in other clients

Claude Code
Claude Desktop
Cursor
VS Code
Zed
Windsurf
Cline
Gemini CLI
Grok
ChatGPT
LangChain

Agent Financial Advisor MCP server