Cline Agent Financial Advisor tax_lot_plan
How to: Cline Agent Financial Advisor tax_lot_plan
Add Agent Financial Advisor to Cline
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01
Open ~/Library/Application Support/Code/User/globalStorage/saoudrizwan.claude-dev/settings/cline_mcp_settings.json and merge this in. Keep any servers already there.
{
"mcpServers": {
"agent-financial-advisor": {
"url": "https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp"
}
}
}-
02
Save the file and restart Cline.
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03
Ask for something tax_lot_plan does. Cline lists the server's tools on connect and calls tax_lot_plan itself — you do not invoke it by name.
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04
If nothing happens, check the server is running and that Agent Financial Advisor's identifier in your config matches the one above exactly.
Cline's MCP Servers pane edits this file for you if you would rather not find it. Cline docs
Same tool, other clients
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.