Agent Financial Advisor
Compliance, risk, tax and audit checks for AI trading agents: pre-trade, sizing, wash sales, Reg BI.
Install
Add this to your client's MCP configuration (Claude Desktop: claude_desktop_config.json; Cursor: .cursor/mcp.json; VS Code and others use the same "mcpServers" shape).
claude mcp add --transport http agent-financial-advisor 'https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp'{
"mcpServers": {
"agent-financial-advisor": {
"type": "http",
"url": "https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp"
}
}
}Documentation
From the project's README on GitHub, refreshed weekly. Links open on GitHub.
Contents
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
| Tool | Price | Does |
|---|---|---|
rules_digest | free | Current US trading/margin/settlement/tax rules with effective dates and sources |
pre_trade_check | $0.005 | Buying 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 | $0.005 | Fixed-fractional, volatility-target or fractional-Kelly sizing with caps |
tax_lot_plan | $0.02 | FIFO/LIFO/HIFO/min-tax lot selection, ST/LT split, wash sales, loss harvesting scan |
portfolio_review | $0.05 | Weights, HHI, sector/asset-class exposure, rebalance trades, Sharpe/Sortino/drawdown/VaR/beta |
strategy_audit | $0.10 | Trade stats, t-stat, Probabilistic and Deflated Sharpe Ratio, overfitting red flags |
suitability_check | $0.03 | Reg BI / fiduciary suitability review with a hashed audit memo |
options_risk_check | $0.01 | Covered/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
| Method | Path | |||
|---|---|---|---|---|
| GET | /, /llms.txt | Agent-readable overview | ||
| GET | /v1/tools, /openapi.json, /pricing, /.well-known/x402 | Discovery | ||
| POST | /v1/tools/{name} | Run a tool | ||
| POST | /mcp | MCP JSON-RPC | ||
| POST | /v1/keys | Free API key | ||
| GET | /v1/keys/me | Key balance | ||
| POST | `/v1/credits?pack=5\ | 20\ | 100` | Buy credits with x402 |
| GET | /stats | Public aggregate usage: calls, paid calls, keys issued, revenue (no identities; cached 10 min) | ||
| GET | /admin/revenue | Revenue and usage (ADMIN_TOKEN) |
Configuration (env vars)
| Var | Default | |
|---|---|---|
PAY_TO | unset | USDC receiving address. Unset = free preview, no payments |
X402_NETWORK | base-sepolia | base for real money |
CDP_API_KEY_JSON | unset | Secret: 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_URL | CDP if a key is set, else https://x402.org/facilitator | Override the facilitator |
FACILITATOR_AUTH | unset | Static Authorization header for a non-CDP facilitator |
X402_MIN_USD | 0.01 | Minimum pay-per-call x402 price (credits pay list price) |
FREE_DAILY_CALLS / FREE_DAILY_ANON | 25 / 5 | Free tier |
ADMIN_TOKEN | unset | For /admin/revenue |
DATA_DIR | ./data | Node store and ledger |
PUBLIC_URL | request host | Used 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 suitesFrequently asked questions
What is Agent Financial Advisor?
Compliance, risk, tax and audit checks for AI trading agents: pre-trade, sizing, wash sales, Reg BI.
How do I install Agent Financial Advisor?
It runs as a remote server. In Claude Code: claude mcp add --transport http agent-financial-advisor 'https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp'. For other clients, paste the JSON configuration from this page into their MCP settings.
Does Agent Financial Advisor need an API key?
Its registry entry lists no required key or secret. Some features may still need an account with the service it connects to.
Is Agent Financial Advisor open source?
Its code is public on GitHub, but the repository does not declare a standard license.
Who maintains Agent Financial Advisor?
It is published by mytomclinic. AI.tn lists it but does not maintain or endorse it.
From the official MCP Registry. Listing is not an endorsement: review a server's code and permissions before giving it access to your data.