MCP Financial Advisor

A Model Context Protocol (MCP) server implementation for financial advisory and bookkeeping. This server provides structured financial data and context for AI agents, enabling them to assist with financial planning, budgeting, and analysis.

Features

• 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

MCP Implementation

This server implements the following MCP interfaces:

• context: Provides financial context including accounts, transactions, budgets, and goals
• query: Allows querying of financial data and generating reports
• action: Enables actions like categorizing transactions and updating budgets

Database Schema

The system uses a comprehensive SQLite database schema that includes:

• Accounts and transactions management
• Hierarchical categorization system
• Budgeting and financial goals
• Payee and tag management
• Report generation and analytics

Getting Started

1. Clone the repository
2. Install dependencies: npm install
3. Initialize the database: npm run init-db
4. Start the MCP server: npm start

API Documentation

Detailed API documentation can be found in the /docs directory.

License

MIT