MCP Financial Advisor

What is MCP Financial Advisor?

MCP Financial Advisor is a Model Context Protocol (MCP) server implementation for financial advisory and bookkeeping. It provides structured financial data and context for AI agents, enabling them to assist with financial planning, budgeting, and analysis.

How to use MCP Financial Advisor?

Clone the repository, install dependencies with npm install, initialize the database with npm run init-db, and start the MCP server with npm start. Detailed API documentation can be found in the /docs directory.

Key features of MCP Financial Advisor

• Comprehensive financial data schema for accounts, transactions, and budgets
• Budgeting and financial goal tracking
• Transaction categorization and analysis
• Multi-currency support
• Report generation capabilities
• Implements MCP interfaces: context, query, and action

Use cases of MCP Financial Advisor

• AI agents assisting users with financial planning and budgeting
• Automated transaction categorization and analysis
• Generating financial reports and summaries
• Tracking financial goals and multi-currency accounts

FAQ from MCP Financial Advisor

What MCP interfaces does it implement?

It implements the context, query, and action interfaces for providing financial context, querying data, and performing actions like categorizing transactions.

What database does it use?

The system uses a comprehensive SQLite database schema that includes accounts, transactions, categorization, budgets, goals, payees, tags, and reporting.

How do I get started?

Clone the repository, run npm install, then npm run init-db to initialize the database, and finally npm start to start the server.

Where can I find API documentation?

Detailed API documentation is available in the /docs directory.

What is the license?

The project is licensed under the MIT license.