Is Agent Financial Advisor free?

Yes, Agent Financial Advisor is free to use.

How do I install Agent Financial Advisor?

Agent Financial Advisor is a remote plugin. You do not need to install anything locally. Add the server URL to your AI app's MCP configuration and you are ready to go.

Is Agent Financial Advisor safe to use?

Yes. Agent Financial Advisor passed MCP Marketplace's automated security scan with a score of 10/10 (low risk). Every server on MCP Marketplace is security-scanned before it's listed; see the full security report on this page for the findings and permissions.

What AI apps work with Agent Financial Advisor?

Agent Financial Advisor uses the Model Context Protocol (MCP) and works with any MCP-compatible AI app, including Claude, ChatGPT / Codex, Gemini, Copilot, Cursor, and more.

Back to Browse

Agent Financial Advisor MCP Server

by Mytomclinic

Developer ToolsLow Risk10.0MCP RegistryRemote

Free

Server data from the Official MCP Registry

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

About

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

Remote endpoints: streamable-http: https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp

Security Report

10.0

Low Risk10.0Low Risk

Valid MCP server (1 strong, 0 medium validity signals). No known CVEs in dependencies. Imported from the Official MCP Registry.

7 tools verified · Open access · No issues found

Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.

Permissions Found in Source Code

Found by scanning the linked source code. This listing connects to a hosted endpoint, so none of this runs on your machine: it describes what the server software does where it is hosted.

HTTP Network Access

Connects to external APIs or services over the internet.

How to Connect

Remote Plugin

No local installation needed. Your AI client connects to the remote endpoint directly.

Add this to your MCP configuration to connect:

{
  "mcpServers": {
    "io-github-mytomclinic-agent-financial-advisor": {
      "url": "https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp"
    }
  }
}

Documentation

View on GitHub

From the project's GitHub README.

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

Run locally (Node 20+, no dependencies)

npm test          # 21 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	`/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 suites

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