portfolio_review — Agent Financial Advisor MCP Tool
portfolio_review
(portfolio review) is one of 7 tools on the
Agent Financial Advisor
MCP server. Connect the server and your client discovers it on the handshake.
by client
How to call portfolio_review from your client
- Claude Code Agent Financial Advisor portfolio_review run in your project directory
- Claude Desktop Agent Financial Advisor portfolio_review ~/Library/Application Support/Claude/claude_desktop_config.json
- Cursor Agent Financial Advisor portfolio_review ~/.cursor/mcp.json
- VS Code Agent Financial Advisor portfolio_review .vscode/mcp.json
- Zed Agent Financial Advisor portfolio_review ~/.config/zed/settings.json
- Windsurf Agent Financial Advisor portfolio_review ~/.codeium/windsurf/mcp_config.json
- Cline Agent Financial Advisor portfolio_review ~/Library/Application Support/Code/User/globalStorage/saoudrizwan.claude-dev/settings/cline_mcp_settings.json
- Gemini CLI Agent Financial Advisor portfolio_review ~/.gemini/settings.json
- Grok Agent Financial Advisor portfolio_review .mcp.json (in your project root)
- ChatGPT Agent Financial Advisor portfolio_review Settings → Connectors → Advanced → Developer mode
- Claude.ai Agent Financial Advisor portfolio_review Settings → Connectors → Add custom connector
- LangChain Agent Financial Advisor portfolio_review pip install langchain-mcp-adapters
Fastest route
claude mcp add --transport http agent-financial-advisor https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcpOther tools on this server
This list was read from the server itself, by connecting to it and calling tools/list on 12 October 2026. It is what
the server actually exposes, not what its listing claims.
Mutating and Read-only are read off each tool's name, not its schema — a hint, not a guarantee. The registry stores tool names only; connect the server for its live schemas.