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Agent Financial Advisor

Registre officiel Finance et paiements

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

Code source Site web Documentation

Installation

Ajoutez ceci à la configuration MCP de votre client (Claude Desktop : claude_desktop_config.json ; Cursor : .cursor/mcp.json ; VS Code et les autres utilisent la même forme « mcpServers »).

Remote (streamable-http)
Claude Code 
claude mcp add --transport http agent-financial-advisor 'https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp'
Configuration JSON (Claude Desktop, Cursor, VS Code) 
{
    "mcpServers": {
        "agent-financial-advisor": {
            "type": "http",
            "url": "https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp"
        }
    }
}

Documentation

Tirée du README du projet sur GitHub, actualisée chaque semaine. Les liens ouvrent GitHub.

Sommaire
  1. Agent Financial Advisor
  2. Tools
  3. Run locally (Node 20+, no dependencies)
  4. Endpoints
  5. Configuration (env vars)
  6. Deploy (free)
  7. Payments (x402)
  8. Layout

Agent Financial Advisor

The compliance officer, risk manager, tax advisor and performance auditor for AI agents that trade and advise. Agents call it before they act; it answers with sourced, deterministic checks and charges a small fee per call.

Tools

ToolPriceDoes
rules_digestfreeCurrent US trading/margin/settlement/tax rules with effective dates and sources
pre_trade_check$0.005Buying power, cash-account violations, intraday margin (post-PDT), Reg SHO, wash sales, concentration, risk-to-stop, liquidity, spread, fat finger, leverage, market hours
position_size$0.005Fixed-fractional, volatility-target or fractional-Kelly sizing with caps
tax_lot_plan$0.02FIFO/LIFO/HIFO/min-tax lot selection, ST/LT split, wash sales, loss harvesting scan
portfolio_review$0.05Weights, HHI, sector/asset-class exposure, rebalance trades, Sharpe/Sortino/drawdown/VaR/beta
strategy_audit$0.10Trade stats, t-stat, Probabilistic and Deflated Sharpe Ratio, overfitting red flags
suitability_check$0.03Reg BI / fiduciary suitability review with a hashed audit memo
options_risk_check$0.01Covered/cash-secured/spread/naked classification, FINRA 4210 margin, cash-account limits, approval level, dividend early assignment, pin risk, auto-exercise, max loss, net Greeks

Drop-in code (Alpaca order guard, MCP client configs, x402 paying client): examples/.

Run locally (Node 20+, no dependencies)

npm test          # 28 tests
npm start         # http://localhost:8787  (payments off until PAY_TO is set)

Try it:

curl localhost:8787/llms.txt
curl -X POST localhost:8787/v1/tools/position_size -H "content-type: application/json" \
  -d '{"equity":50000,"entry_price":100,"stop_price":95,"method":"fixed_fractional"}'

MCP clients: point a streamable-HTTP MCP connection at http://localhost:8787/mcp (send Authorization: Bearer <key> for the keyed free tier and credits).

Endpoints

MethodPath
GET/, /llms.txtAgent-readable overview
GET/v1/tools, /openapi.json, /pricing, /.well-known/x402Discovery
POST/v1/tools/{name}Run a tool
POST/mcpMCP JSON-RPC
POST/v1/keysFree API key
GET/v1/keys/meKey balance
POST`/v1/credits?pack=5\20\100`Buy credits with x402
GET/statsPublic aggregate usage: calls, paid calls, keys issued, revenue (no identities; cached 10 min)
GET/admin/revenueRevenue and usage (ADMIN_TOKEN)

Configuration (env vars)

VarDefault
PAY_TOunsetUSDC receiving address. Unset = free preview, no payments
X402_NETWORKbase-sepoliabase for real money
CDP_API_KEY_JSONunsetSecret: the downloaded CDP key file. When set, payments go through the Coinbase CDP facilitator (needed for mainnet). CDP_API_KEY_ID + CDP_API_KEY_SECRET also work
FACILITATOR_URLCDP if a key is set, else https://x402.org/facilitatorOverride the facilitator
FACILITATOR_AUTHunsetStatic Authorization header for a non-CDP facilitator
X402_MIN_USD0.01Minimum pay-per-call x402 price (credits pay list price)
FREE_DAILY_CALLS / FREE_DAILY_ANON25 / 5Free tier
ADMIN_TOKENunsetFor /admin/revenue
DATA_DIR./dataNode store and ledger
PUBLIC_URLrequest hostUsed in payment requirements

Deploy (free)

Cloudflare Workers: npx wrangler kv namespace create AFA_KV, put the id in wrangler.toml, then npx wrangler deploy.

Real USDC: npx wrangler secret put CDP_API_KEY_JSON < secrets/cdp_api_key.json, set X402_NETWORK = "base" in wrangler.toml, deploy.

Payments (x402)

Speaks x402 v2: a 402 carries a base64 PAYMENT-REQUIRED header (CAIP-2 network, e.g. eip155:8453), clients pay with PAYMENT-SIGNATURE, and the settlement comes back in PAYMENT-RESPONSE. v1 clients (X-PAYMENT, body accepts) still work.

End-to-end test on the test network: npm i --no-save viem && node scripts/e2e-payment.mjs <server url> --fund.

Layout

src/app.js            fetch-style router: REST, MCP, billing hooks
src/server.js         Node entry
src/worker.js         Cloudflare Workers entry (KV store)
src/billing/          free tier, API keys, credits, x402, ledger
src/tools/            the advisory tools
src/lib/regs.js       rule table with sources (reviewed weekly)
src/lib/calendar.js   NYSE calendar
test/                 node --test suites

Questions fréquentes

Qu'est-ce que Agent Financial Advisor ?

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

Comment installer Agent Financial Advisor ?

Il fonctionne comme serveur distant. Dans Claude Code : claude mcp add --transport http agent-financial-advisor 'https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp'. Pour les autres clients, collez la configuration JSON de cette page dans leurs réglages MCP.

Faut-il une clé API pour Agent Financial Advisor ?

Son entrée au registre n'indique aucune clé ni secret obligatoire. Certaines fonctions peuvent tout de même demander un compte auprès du service auquel il se connecte.

Agent Financial Advisor est-il open source ?

Son code est public sur GitHub, mais le dépôt ne déclare pas de licence standard.

Qui maintient Agent Financial Advisor ?

Il est publié par mytomclinic. AI.tn le référence sans le maintenir ni le recommander.

Issu du registre MCP officiel. Être listé n'est pas une recommandation : vérifiez le code et les permissions d'un serveur avant de lui donner accès à vos données.