MCP Financial Advisor is a Model Context Protocol (MCP) server designed for financial advisory and bookkeeping, providing structured financial data and context for AI agents. It offers functionalities for financial planning, transaction analysis, and report generation.
MCP Financial Advisor is a Model Context Protocol (MCP) server designed for financial advisory and bookkeeping, providing structured financial data and context for AI agents. It offers functionalities for financial planning, transaction analysis, and report generation.
Clone the repository from GitHub, install the necessary dependencies, initialize the database, and start the server.Add this configuration to your claude_desktop_config.json:
{
"mcpServers": {
"mcp-financial-advisor": {
"command": "npx",
"args": [
"-y",
"Clone the repository from GitHub, install the necessary dependencies, initialize the database, and start the server."
]
}
}
}Restart Claude Desktop, then ask:
"What tools do you have available from MCP Financial Advisor?"
No configuration required. This server works out of the box.
"What resources are available in MCP Financial Advisor?"
Claude will query available resources and return a list of what you can access.
"Show me details about [specific item] in MCP Financial Advisor"
Claude will fetch and display detailed information about the requested item.
"Create a new [item] in MCP Financial Advisor with [details]"
Claude will use the appropriate tool to create the resource and confirm success.
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