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8 clients · secrets stay placeholders

JSON (mcpServers)Claude CodeCodexOpenCodeCursorVS CodeGemini CLIGoose

{
  "mcpServers": {
    "agent-financial-advisor": {
      "type": "http",
      "url": "https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp"
    }
  }
}

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

[mcp_servers.agent-financial-advisor]
url = "https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp"

{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "agent-financial-advisor": {
      "type": "remote",
      "url": "https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp",
      "enabled": true
    }
  }
}

{
  "mcpServers": {
    "agent-financial-advisor": {
      "type": "http",
      "url": "https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp"
    }
  },
  "deeplink": "cursor://anysphere.cursor-deeplink/mcp/install?name=agent-financial-advisor&config=eyJ0eXBlIjoiaHR0cCIsInVybCI6Imh0dHBzOi8vYWdlbnQtZmluYW5jaWFsLWFkdmlzb3IuYWdlbnQtZmluYW5jaWFsLWFkdmlzb3Iud29ya2Vycy5kZXYvbWNwIn0%3D"
}

{
  "servers": {
    "agent-financial-advisor": {
      "type": "http",
      "url": "https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp"
    }
  }
}

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

extensions:
  "agent-financial-advisor":
    enabled: true
    name: "agent-financial-advisor"
    type: streamable_http
    uri: "https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp"
    timeout: 300

Quality 79 / 100good

protocol75 · weight 25

warn
protocol.modernnewest supported version is 2025-11-25; 2026-07-28 not supported, older versions are deprecated until 2027-07-28
n/a
protocol.statelessonly applies to 2026-07-28 servers
pass
protocol.transportstreamable HTTP
n/a
protocol.list_ttlonly applies to 2026-07-28 servers

authorizationn/a · weight 15

n/a
auth.prm, auth.as_metadata, auth.cimdno remote uses OAuth
n/a
auth.secret_in_urlno templated URL

tool hygiene71 · weight 30

pass
tools.descriptionsevery tool has a description
pass
tools.description_lengthdescriptions are concise
pass
tools.schemasevery tool has an object input schema
fail
tools.annotationsno tool declares readOnlyHint or destructiveHint, so clients cannot tell safe calls from risky ones
fail
tools.directory_hintsno tool declares all four of readOnlyHint, destructiveHint, idempotentHint and openWorldHint; missing: portfolio_review (readOnlyHint, destructiveHint, idempotentHint, openWorldHint); position_size (readOnlyHint, destructiveHint, idempotentHint, openWorldHint); tax_lot_plan (readOnlyHint, destructiveHint, idempotentHint, openWorldHint); …
pass
tools.token_costabout 3,126 tokens to load every tool
pass
tools.api_dumptools are not a one-to-one API dump

stability100 · weight 15

pass
stability.changes2 tool changes in 30 days
pass
stability.rug_pullno tool changed its meaning under the same name

dependenciesn/a · weight 15

n/a
deps.known_vulns, deps.mcp_sdk_version, deps.resolvableno npm or PyPI package

8 tools, about 3,126 tokens to load them all · tool set 463c7675f085 · tools last changed 2026-10-18 · checked 2026-10-20 16:30 UTC

Tool changes

2026-10-18options_risk_checkadded
Check an options book (existing or proposed legs) the way a broker's options desk would: covered, cash-secured, spread or naked; margin requirement under FINRA Rule 4210; cash-account limits; required approval level; early-assignment risk around ex-dividend dates; pin risk; auto-exercise of expiring in-the-money longs and the capital it needs; max loss; and net Greeks. Returns approve / approve_with_warnings / reject with reasons. Price: $0.01.
2026-10-18rules_digestchangedinput schema

Full history: list_changes · trend: quality JSON.

Checks run on what our credential-free, read-only probes observe; tools are never called and no code audit is performed. How it is computed.

Trust 97 / 100

provenance90

liveness100

freshness100

hygiene100

+repository +namespace-matches-repo +website +reachable +uptime-100% +updated-9d-ago

Derived from observable signals (official registry feed and our own credential-free probes); no code audit performed. How it is computed.

Endpoints

remote	auth	reachable	uptime 30d	p50	protocol	last ok
`https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp` streamable-http	none	yes	100%	156 ms	2025-11-25	2026-10-20

Tools (8)

`options_risk_check`	Check an options book (existing or proposed legs) the way a broker's options desk would: covered, cash-secured, spread or naked; margin requirement under FINRA Rule 4210; cash-account limits; required approval level; early-assignment risk around ex-dividend dates; pin risk; auto-exercise of expiring in-the-money longs and the capital it needs; max loss; and net Greeks. Returns approve / approve_with_warnings / reject with reasons. Price: $0.01.
`portfolio_review`	A periodic advisor review of a portfolio: weights, concentration (HHI and effective number of holdings), sector and asset-class exposure, drift from targets with the trades to rebalance, and, given return history, volatility, Sharpe, Sortino, drawdown, VaR/CVaR and beta. Ends with prioritized findings. Price: $0.05.
`position_size`	Size a position the way a risk manager would: fixed-fractional risk to a stop, volatility targeting (ATR or annualized vol), or fractional Kelly from your edge statistics. Applies a max-position cap and round lots, and explains the binding constraint. Price: $0.005.
`pre_trade_check`	Run an order past a compliance officer and risk manager before sending it to the broker. Checks buying power, cash-account settlement violations, FINRA intraday margin (post-PDT) or legacy PDT limits, Reg SHO short-sale rules, wash-sale exposure, position concentration, per-trade risk versus stop, liquidity, spread, fat-finger prices, leverage and market hours. Returns approve / approve_with_warnings / reject with reasons and a resized quantity when useful. Price: $0.005.
`rules_digest`	Free. The current US trading, margin, settlement and tax rules an agent must follow, with effective dates and sources. Includes changes your training data may predate, such as the June 2026 replacement of the Pattern Day Trader rule. Price: free.
`strategy_audit`	An independent performance auditor for a trading strategy or backtest. From a trade list and/or periodic returns it computes win rate, expectancy, profit factor, streaks, Sharpe/Sortino/drawdown, and tests whether the edge is real: t-stat, Probabilistic Sharpe Ratio and the Deflated Sharpe Ratio that corrects for how many variants you tried. Returns a verdict and red flags. Price: $0.1.
`suitability_check`	The compliance review a robo-advisor or advisory agent should run before recommending a portfolio to a person: compares the proposal with the client's age, horizon, risk tolerance, liquidity needs and experience under Reg BI / fiduciary standards, flags complex products, and returns a timestamped, hashed suitability memo for the audit file. Price: $0.03.
`tax_lot_plan`	Act as the tax advisor for a sale: compares FIFO, LIFO, HIFO and minimum-tax lot selection, splits short- and long-term gains, estimates tax, flags wash sales, and notes lots about to turn long-term. With mode=harvest it scans positions for tax-loss harvesting. Price: $0.02.

Schemas: list_tools.

Similar MCP servers

Official server.json

{
  "name": "io.github.mytomclinic/agent-financial-advisor",
  "title": "Agent Financial Advisor",
  "$schema": "https://static.modelcontextprotocol.io/schemas/2025-12-11/server.schema.json",
  "remotes": [
    {
      "url": "https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp",
      "type": "streamable-http"
    }
  ],
  "version": "0.1.0",
  "repository": {
    "url": "https://github.com/mytomclinic/agent-financial-advisor",
    "source": "github"
  },
  "websiteUrl": "https://agent-financial-advisor.agent-financial-advisor.workers.dev/",
  "description": "Compliance, risk, tax and audit checks for AI trading agents: pre-trade, sizing, wash sales, Reg BI."
}