drio
Open app

MCP Financial Advisor

Source

A Model Context Protocol (MCP) server for financial advisory and bookkeeping, providing structured financial data and context for AI agents.

Catalog onlyCatalog onlySTDIO

Overview

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.

To use MCP Financial Advisor, clone the repository from GitHub, install the necessary dependencies, initialize the database, and start the server to access its functionalities.

  • Full implementation of the Model Context Protocol (MCP) - Comprehensive financial data schema - Budgeting and financial goal tracking - Transaction categorization and analysis - Multi-currency support - Report generation capabilities
  1. Assisting users in financial planning and budgeting.
  2. Categorizing transactions for better financial insights.
  3. Generating reports for analyzing financial health.

Add to your AI client

Use these steps to connect MCP Financial Advisor in Cursor, Claude, VS Code, and other MCP-compatible apps. The same JSON appears in the Use with menu above for one-click copy.

Cursor

Add this to your .cursor/mcp.json file in your project root, then restart Cursor.

.cursor/mcp.json

{
  "mcpServers": {
    "mcp-financial-advisor-dgormly": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-mcp-financial-advisor-dgormly"
      ]
    }
  }
}

Claude Desktop

Add this server entry to the mcpServers object in your Claude Desktop config, then restart the app.

~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows)

{
  "mcpServers": {
    "mcp-financial-advisor-dgormly": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-mcp-financial-advisor-dgormly"
      ]
    }
  }
}

Claude Code

Add this to your project's .mcp.json file. Claude Code will detect it automatically.

.mcp.json (project root)

{
  "mcpServers": {
    "mcp-financial-advisor-dgormly": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-mcp-financial-advisor-dgormly"
      ]
    }
  }
}

VS Code (Copilot)

Add this to your .vscode/mcp.json file. Requires the GitHub Copilot extension with MCP support enabled.

.vscode/mcp.json

{
  "servers": {
    "mcp-financial-advisor-dgormly": {
      "type": "stdio",
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-mcp-financial-advisor-dgormly"
      ]
    }
  }
}

Windsurf

Add this to your Windsurf MCP config file, then restart Windsurf.

~/.codeium/windsurf/mcp_config.json

{
  "mcpServers": {
    "mcp-financial-advisor-dgormly": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-mcp-financial-advisor-dgormly"
      ]
    }
  }
}

Cline

Open Cline settings, navigate to MCP Servers, and add this server configuration.

Cline MCP Settings (via UI)

{
  "mcpServers": {
    "mcp-financial-advisor-dgormly": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-mcp-financial-advisor-dgormly"
      ]
    }
  }
}

FAQ

What types of financial data can MCP Financial Advisor handle?

MCP Financial Advisor can manage accounts, transactions, and budgets, providing comprehensive financial insights.

Is MCP Financial Advisor suitable for personal finance management?

Yes! It is designed to assist users in both personal and professional financial planning.

Where can I find the API documentation?

The API documentation is located in the `/docs` directory of the GitHub repository.7:["$","div",null,{"className":"container mx-auto flex flex-col gap-4","children":["$L26","$L27",["$","$L28",null,{"currentProject":{"id":382,"uuid":"2d848b58-f909-4ae1-bd0f-b4cdbb498156","name":"mcp-financial-advisor","title":"MCP Financial Advisor","description":"A Model Context Protocol (MCP) server for financial advisory and bookkeeping, providing structured financial data and context for AI agents.","avatar_url":"https://avatars.githubusercontent.com/u/7076230?v=4","created_at":"2024-12-13T13:26:28.579Z","updated_at":"2024-12-13T15:09:09.432Z","status":"created","author_name":"dgormly","author_avatar_url":"https://avatars.githubusercontent.com/u/7076230?v=4","tags":"[]","category":"finance","is_featured":false,"sort":1,"url":"https://github.com/dgormly/mcp-financial-advisor","target":"_self","content":"$29","summary":"$2a","img_url":null,"type":null,"metadata":null,"user_uuid":null,"tools":null,"sse_url":null,"sse_provider":null,"sse_params":null,"is_official":false,"server_command":null,"server_params":null,"server_config":null,"allow_call":false,"is_innovation":false,"is_dxt":false,"dxt_manifest":null,"dxt_file_url":null,"is_audit":false},"randomProjects":[],"currentServerKey":"$undefined"}]]}]

Finance