Agent Financial Advisor

Name: Agent Financial Advisor
Author: mytomclinic

MCP serverMCP

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

by mytomclinicrepository ↗homepage ↗v0.1.0

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Observed by Wellknown

Evidence

Everything here was measured by our prober or read from a registry. Nothing is self-reported.

30-day availability31/31 checks ok

when	check	result	http	latency	detail
3 h ago	mcp initialize	ok	200	27 ms	server agent-financial-advisor 0.1.0 · protocol 2025-06-18 · 8 tools
9 h ago	mcp initialize	ok	200	32 ms	server agent-financial-advisor 0.1.0 · protocol 2025-06-18 · 8 tools
19 h ago	mcp initialize	ok	200	58 ms	server agent-financial-advisor 0.1.0 · protocol 2025-06-18 · 8 tools
28 h ago	mcp initialize	ok	200	41 ms	server agent-financial-advisor 0.1.0 · protocol 2025-06-18 · 8 tools
34 h ago	mcp initialize	ok	200	36 ms	server agent-financial-advisor 0.1.0 · protocol 2025-06-18 · 8 tools
2 d ago	mcp initialize	ok	200	114 ms	server agent-financial-advisor 0.1.0 · protocol 2025-06-18 · 8 tools
2 d ago	mcp initialize	ok	200	17 ms	server agent-financial-advisor 0.1.0 · protocol 2025-06-18 · 8 tools
2 d ago	mcp initialize	ok	200	24 ms	server agent-financial-advisor 0.1.0 · protocol 2025-06-18 · 8 tools
3 d ago	mcp initialize	ok	200	46 ms	server agent-financial-advisor 0.1.0 · protocol 2025-06-18 · 8 tools
3 d ago	mcp initialize	ok	200	60 ms	server agent-financial-advisor 0.1.0 · protocol 2025-06-18 · 8 tools

Tools observed via MCP handshake

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

Declared by sources

What the publisher says

Attributed to the source that supplied each field. Treated as claims, not facts.

No long description beyond the summary.

kind Official MCP Registry

name Official MCP Registry

repoUrl Official MCP Registry

summary Official MCP Registry

version Official MCP Registry

description Official MCP Registry

homepageUrl Official MCP Registry

publisherName Official MCP Registry

Derived by Wellknown

Capabilities

Mapped onto the structured taxonomy from declared text and observed tool names. Confidence shown for derived entries.

finance.marketsMarkets & Trading100%productivity.crmCRM & Sales86%finance.accountingAccounting81%commerce.pricingPricing & Quotes53%

Provenance

Where this record came from

Every source is kept verbatim. Field changes are logged as events.

Official MCP Registryio.github.mytomclinic/agent-financial-advisor

first seen 8 d ago · fetched 2 d agoopen ↗

Field history (7 recent events)

8 d ago · declared · summary → "Compliance, risk, tax and audit checks for AI trading agents: pre-trade, sizing, wash sales, Reg BI."
8 d ago · declared · description → "Compliance, risk, tax and audit checks for AI trading agents: pre-trade, sizing, wash sales, Reg BI."
8 d ago · declared · publisherName → "mytomclinic"
8 d ago · declared · homepageUrl → "https://agent-financial-advisor.agent-financial-advisor.workers.dev/"
8 d ago · declared · repoUrl → "https://github.com/mytomclinic/agent-financial-advisor"
8 d ago · declared · version → "0.1.0"
8 d ago · declared · protocols → ["mcp"]