io.github.mytomclinic/agent-financial-advisor

up checked 2026-11-11T14:37:29.465Z

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Publisher-provided title

Agent Financial Advisor

Publisher-provided description

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

Summary by lookupd

Provides compliance, risk, tax and audit checks for trades, options, portfolios and strategies, returning decision memos and rule guidance.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http agent-financial-advisor https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp

Codex, remote (streamable-http)

codex mcp add agent-financial-advisor --url https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

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

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (11 tools)

Publisher-provided text

• rules_digest Free. The current US trading, margin, settlement and tax rules an agent must follow, with effective dates and sources. Includes changes your training data may p
• pre_trade_check Run an order past a compliance officer and risk manager before sending it to the broker. Checks buying power, cash-account settlement violations, FINRA intraday
• position_size Size a position the way a risk manager would: fixed-fractional risk to a stop, volatility targeting (ATR or annualized vol), or fractional Kelly from your edge
• tax_lot_plan Act as the tax advisor for a sale: compares FIFO, LIFO, HIFO and minimum-tax lot selection, splits short- and long-term gains, estimates tax, flags wash sales,
• portfolio_review A periodic advisor review of a portfolio: weights, concentration (HHI and effective number of holdings), sector and asset-class exposure, drift from targets wit
• strategy_audit An independent performance auditor for a trading strategy or backtest. From a trade list and/or periodic returns it computes win rate, expectancy, profit factor
• suitability_check The compliance review a robo-advisor or advisory agent should run before recommending a portfolio to a person: compares the proposal with the client's age, hori
• options_risk_check Check an options book (existing or proposed legs) the way a broker's options desk would: covered, cash-secured, spread or naked; margin requirement under FINRA
• advisor_memo Send a planned trade, options position or portfolio and get a written decision memo: proceed, proceed with changes, or do not proceed, with the risks, the exact
• get_api_key Free. Creates an API key for this agent (25 free calls a day, then prepaid credits) and attaches it to this MCP session, so the next calls use it automatically.
• my_account Free. Shows the API key's free calls left today and when they reset, prepaid credit balance, whether its one free advisor_memo is still available, and how to ad

Details

• Version: 0.1.0
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 257 ms
• First indexed: 2026-11-01T09:42:34.511Z
• Last seen in registry: 2026-11-01T09:42:34.511Z
• Repository: https://github.com/mytomclinic/agent-financial-advisor
• Website: https://agent-financial-advisor.agent-financial-advisor.workers.dev/

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[![lookupd status](https://lookupd.com/badge/io.github.mytomclinic/agent-financial-advisor.svg)](https://lookupd.com/servers/io.github.mytomclinic/agent-financial-advisor)

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• Last crawl: 2026-11-11T18:17:25.333Z
• API base: https://api.lookupd.com
• MCP URL: https://api.lookupd.com/mcp