How do I install Agent Financial Advisor?

Copy the http config for Cursor, Claude Desktop, Claude Code, or VS Code on this page. It uses the publisher's install, not a PlugMCP proxy.

Does Agent Financial Advisor need an API key?

No required environment variable is listed on this record.

What transport does Agent Financial Advisor use?

Agent Financial Advisor is reached over HTTP.

When was Agent Financial Advisor last checked?

Last checked 2026-10-28. Compliance, risk, tax and audit checks for AI trading agents: pre-trade, sizing, wash sales, Reg BI.

Agent Financial Advisor MCP server

1{2 "mcpServers": {3 "io.github.mytomclinic-agent-financial-advisor": {4 "command": "npx",5 "args": [6 "-y",7 "mcp-remote",8 "https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp"9 ]10 }11 }12}

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
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. For the keyed free tier and credits, send Authorization: Bearer <key>, use /mcp?key=<key>, or have the agent call the free get_api_key tool, which binds a new key to the MCP session. Add ?src=<name> to any URL to attribute usage in /stats.

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	`/v1/audit`	Your tamper-evident audit log: every keyed paid call, hash-chained and server-signed (`?since_seq=`)
POST	`/v1/audit/verify`	Verify audit entries' hashes, signatures and chain
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 suites

Agent Financial Advisor

Add this server

Host a copy with our keys and logs.

Server facts

Tools

Questions

How do I install Agent Financial Advisor?

Does Agent Financial Advisor need an API key?

What transport does Agent Financial Advisor use?

When was Agent Financial Advisor last checked?

Documentation

Agent Financial Advisor

Tools

Run locally (Node 20+, no dependencies)

Endpoints

Configuration (env vars)

Deploy (free)

Payments (x402)

Layout