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Gemini CLI Agent Financial Advisor tax_lot_plan

How to: Gemini CLI Agent Financial Advisor tax_lot_plan

client:Gemini CLI transport:streamable-http tool:tax_lot_plan

Add Agent Financial Advisor to Gemini CLI

  1. 01

    Open ~/.gemini/settings.json and merge this in. Keep any servers already there.

{
  "mcpServers": {
    "agent-financial-advisor": {
      "httpUrl": "https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp"
    }
  }
}
  1. 02

    Save the file and restart Gemini CLI.

  2. 03

    Ask for something tax_lot_plan does. Gemini CLI lists the server's tools on connect and calls tax_lot_plan itself — you do not invoke it by name.

  3. 04

    If nothing happens, check the server is running and that Agent Financial Advisor's identifier in your config matches the one above exactly.

Gemini expands $VAR and ${VAR} inside env values, so a secret can live in your shell rather than this file. Gemini CLI 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.