{"$schema":"https://wellknown.network/schemas/agent-record-v1.json","schemaVersion":"1","id":"ag_nm7q5yfshqe5","handle":"aegis-finance-mcp","url":"https://wellknown.network/agents/aegis-finance-mcp","links":{"self":"https://wellknown.network/agents/aegis-finance-mcp/record.json","html":"https://wellknown.network/agents/aegis-finance-mcp","markdown":"https://wellknown.network/agents/aegis-finance-mcp/record.md","api":"https://wellknown.network/api/v1/agents/aegis-finance-mcp","status":"https://wellknown.network/api/v1/agents/aegis-finance-mcp/status","claim":"https://wellknown.network/agents/aegis-finance-mcp/claim","claimApi":"https://wellknown.network/api/v1/claims","claimDescriptor":"https://wellknown.network/agents/aegis-finance-mcp/claim.json","badge":"https://wellknown.network/agents/aegis-finance-mcp/badge.svg","openapi":"https://wellknown.network/openapi.json"},"ard":{"identifier":"urn:air::server:aegis-finance-mcp","type":"application/mcp-server-card+json"},"kind":"mcp_server","declared":{"name":"aegis-finance-mcp","summary":"Aegis - autonomous personal finance analyst & guardian, exposed as an MCP server","description":"# aegis-finance-mcp\n\n**Aegis** is an autonomous personal-finance analyst & guardian, exposed as an\n[MCP](https://modelcontextprotocol.io) server. It categorizes your transactions,\nfinds money leaks (duplicate charges, subscription hikes), summarizes spending, and\nreports account balances/due dates — and it answers **only** from tools, so figures\ntrace back to your real data instead of being hallucinated.\n\nThis package ships the MCP server so any MCP host (Cursor, Claude Desktop, or your own\nagent) can call Aegis's finance tools locally.\n\n## Install & run\n\n```bash\n# One-shot, no install needed:\nuvx aegis-finance-mcp\n\n# or install it:\npip install aegis-finance-mcp\naegis-finance-mcp        # starts the MCP server over stdio\n```\n\n## Use it from an MCP host\n\nAdd it to your host's MCP config (example shape):\n\n```json\n{\n  \"mcpServers\": {\n    \"aegis\": { \"command\": \"uvx\", \"args\": [\"aegis-finance-mcp\"] }\n  }\n}\n```\n\nThen ask things like *\"Should I pay my statement now, or dispute anything first?\"* —\nthe host will call the exposed tools: `list_accounts`, `spending_summary`,\n`scan_for_leaks`, and `get_transactions`.\n\n## Configuration (environment variables)\n\n| Variable | Purpose |\n|----------|---------|\n| `OPENAI_API_KEY` | LLM-quality categorization & summaries (falls back to rule-based if unset) |\n| `SOPHTRON_USER_ID`, `SOPHTRON_ACCESS_KEY` | Live account aggregation; **without these, Aegis runs on a bundled synthetic sample** so you can try it safely |\n\nNo aggregator credentials are required to evaluate the server — it works out of the box\non sample data.\n\n## Learn more\n\nFull architecture, evaluation/observability stack, CrewAI crew, RAG chat, and the\nfeedback loop are documented in the project repository:\n<https://github.com/parul6695/paruls-ai-agents/tree/main/7_aegis>\n\nMIT licensed.","publisher":null,"homepage":"https://github.com/parul6695/paruls-ai-agents","repository":"https://github.com/parul6695/paruls-ai-agents","version":"0.1.1","license":"MIT","protocols":["mcp"],"tags":["agents","finance","llm","mcp","personal-finance"],"pricing":null,"endpoints":[{"url":"pypi:aegis-finance-mcp","type":"package_pypi","auth":null,"probeable":false}],"skills":null,"tools":null,"extra":null,"attribution":{"kind":"pypi","name":"pypi","license":"pypi","repoUrl":"pypi","summary":"pypi","version":"pypi","description":"pypi","homepageUrl":"pypi"}},"derived":{"capabilities":[{"slug":"finance.banking","name":"Banking","confidence":0.917,"provenance":"derived"},{"slug":"content.writing","name":"Writing & Editing","confidence":0.825,"provenance":"derived"},{"slug":"dev.version-control","name":"Version Control","confidence":0.825,"provenance":"derived"}],"categories":["content","dev","finance"],"language":"en"},"observed":{"status":"unknown","statusReason":"Distributed as a package to run locally; no network endpoint to check.","lastOkAt":null,"lastProbedAt":null,"statusComputedAt":null,"reliability30d":null,"latestObservations":[],"tools":null,"package":{"name":"aegis-finance-mcp","registry":"pypi","observedAt":"2026-09-09T08:22:24.355Z","publishedAt":"2026-08-18T21:23:00.057809Z","latestVersion":"0.1.1"}},"verification":{"claimed":false,"claimedAt":null,"proofs":[]},"provenance":{"sources":[{"source":"pypi","key":"aegis-finance-mcp","url":"https://pypi.org/project/aegis-finance-mcp/","firstSeenAt":"2026-09-09T08:20:37.040Z","fetchedAt":"2026-09-09T08:20:37.040Z","normalizedAt":"2026-09-09T08:20:37.040Z"}]},"firstSeenAt":"2026-09-09T08:20:37.040Z","updatedAt":"2026-09-09T08:22:24.355Z"}