Agent Financial Advisor
REMOTE · AGENT-FINANCIAL-ADVISOR.AGENT-FINANCIAL-ADVISOR.WORKERS.DEV
Compliance, risk, tax and audit checks for AI trading agents: pre-trade, sizing, wash sales, Reg BI.
Available components
Last scanned (15 hours ago)
Scores higher than 45% of remote servers
Reachable. Last reached 18 Oct 2026.
Category Finance and Payments
How this component scores in each security and reliability category. Every signal is checked automatically against the live server, and we only credit what we can confirm. How we score → Why this is hard to score →
Endpoint Security46
- The endpoint's TLS certificate is valid, in date, and uses a strong key. View diagnostics → Pass
- Authorisation not fully verified: no authorisation is required to call this server, and 7 tool(s) never declared a destructiveHint. The MCP spec treats an absent hint as destructive by default, so we cannot call this surface safe. See how to fix → View diagnostics → Unverified
- HTTPS enforcement could not be verified: the plaintext port answered with HTTP 405, which proves neither a plaintext path nor enforcement. View diagnostics → Unverified
- HSTS check failed: the Strict-Transport-Security header is absent. See how to fix → View diagnostics → Fail
- DNSSEC check failed: this domain isn't protected by DNSSEC. See how to fix → View diagnostics → Fail
Transport & Reachability100
- Verified streamable-http transport via a live MCP handshake. View diagnostics → Pass
Schema Quality & AI Usability48
- AI-judged instruction clarity (good).Pass
- Context-footprint check failed: tool/resource definitions use about 2170 tokens (~310/item across 7 items; 7 tools + 0 resources), over budget; trim descriptions and params. See how to fix → Fail
- Usage-examples check failed: none of the tools include examples. See how to fix → Fail
Stability & Change Management20
- Stability observed for 6 of 30 days with no destabilising changes; credit accrues until the full window elapses.Partial
Tool Coverage86
- 100% of tools have a non-trivial description (not blank, and not just the tool's name).Pass
- 57% of tool parameters carry a description.Partial
Tool Safety100
- No prompt-injection markers were found in the server instructions, tool names or descriptions we captured.Pass
- We read all 7 captured tool definition(s), and no name or description among them implies an irreversible operation.Pass
- An AI judge read all 8 captured unit(s) of tool text and found none that tries to manipulate the model reading it.Pass
Capabilities100
- Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.Pass
Every change we have recorded for this component, newest first. Security-relevant changes are always shown. ▲ marks a change for the better, ▼ a change for the worse; unmarked changes are neutral.
- 18 Oct 26 +1
No change was recorded against any check on this day. Stability & Change Management went from 17 to 20. That category is still filling its 30-day observation window: 5 days of observed history at the previous scan, 6 at this one. The score rises as the window fills, whether or not the server changes.
- 16 Oct 26 +1
No change was recorded against any check on this day. Stability & Change Management went from 10 to 13. That category is still filling its 30-day observation window: 3 days of observed history at the previous scan, 4 at this one. The score rises as the window fills, whether or not the server changes.
- 14 Oct 26 +1
No change was recorded against any check on this day. Stability & Change Management went from 3 to 7. That category is still filling its 30-day observation window: 1 days of observed history at the previous scan, 2 at this one. The score rises as the window fills, whether or not the server changes.
- 13 Oct 26 0
- Stability: unverified → 0.03 ▲ functional
- 12 Oct 26 54
First indexed and scored.
Diagnostic detail from the automated scan of this channel: what the scanner observed at each step, so you can see exactly where a check passed or failed. It is informational only and never changes the trust score.
Captured 18 Oct 2026 · Probed https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp
TLS valid
Negotiated TLS 1.3 with TLS_AES_128_GCM_SHA256 .
| Subject | Issuer | Valid from | Valid until | Key | Signature | Serial |
|---|---|---|---|---|---|---|
| CN=agent-financial-advisor.workers.dev | CN=YE1,O=Let's Encrypt,C=US | 11 Oct 2026 | 9 Jan 2027 | ECDSA 256 | ECDSA-SHA384 | 5f5013e7ce35b6b93aea414a7bf8ca7de7b |
| SANs: *.agent-financial-advisor.workers.dev, agent-financial-advisor.workers.dev | ||||||
| CN=YE1,O=Let's Encrypt,C=US (CA) | CN=Root YE,O=ISRG,C=US | 3 Sept 2025 | 2 Sept 2028 | ECDSA 384 | ECDSA-SHA384 | 5ddd70dd31f801c85c186a7a04b80afe |
| CN=Root YE,O=ISRG,C=US (CA) | CN=ISRG Root X2,O=Internet Security Research Group,C=US | 13 May 2026 | 2 Sept 2032 | ECDSA 384 | ECDSA-SHA384 | 872165fc34b6e5fba8add5b3705fb53a |
| CN=ISRG Root X2,O=Internet Security Research Group,C=US (CA) | CN=ISRG Root X1,O=Internet Security Research Group,C=US | 13 May 2026 | 2 Sept 2032 | ECDSA 384 | SHA256-RSA | 6c8f1dc727c7117f7baf853ac980f9cd |
Background: What to check on a remote MCP endpoint →
DNSSEC insecure
Validation of agent-financial-advisor.agent-financial-advisor.workers.dev. — Not signed
| Zone | DS | Keys | Algorithms | Outcome |
|---|---|---|---|---|
| . | trust_anchor | 20326, 38696 | 8, 8 | Verified |
| dev. | present | 60074 | 8 | Verified |
| workers.dev. | absent | Unsigned (proven) parent-signed NSEC/NSEC3 proves an unsigned delegation |
Authentication No authorisation required
The endpoint answered without asking for a token. Anyone who knows the URL can reach it.
| Result | No authorisation required |
|---|---|
| HTTP status | 200 |
Background: How OAuth 2.1 works in the 2026 MCP spec →
Transports 2 probes
| Transport | URL | Outcome | Status | Location |
|---|---|---|---|---|
| streamable-http | https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp | Verified | 200 | |
| http (plaintext) | http://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp | Inconclusive | 405 |
The tools this component advertises to a client, with an estimated token cost for each. Expand a tool to see its parameters and schema. The per-tool counts are indicative and are not scored directly; the schema's total context footprint is one signal in Schema Quality & AI Usability. A tool's description is untrusted text the model reads on every call, which is what makes this list a security surface and not just an inventory: how tool poisoning works →
portfolio_review Portfolio review ~183
A periodic advisor review of a portfolio: weights, concentration (HHI and effective number of holdings), sector and asset-class exposure, drift from targets with the trades to rebalance, and, given return history, volatility, Sharpe, Sortino, drawdown, VaR/CVaR and beta. Ends with prioritized findings. Price: $0.05.
| Name | Type | Req | Description |
|---|---|---|---|
| benchmark_returns | array | – | – |
| cash | number | – | – |
| holdings | array | yes | – |
| limits | object | – | – |
| periods_per_year | number | – | – |
| rebalance_band | number | – | Absolute drift that triggers a rebalance, default 0.05. |
| returns | array | – | Periodic portfolio returns as decimals. |
| risk_free_rate | number | – | – |
| targets | object | – | Target weights by symbol or asset_class, summing to 1. |
No output schema declared.
No examples provided.
position_size Position sizing ~341
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 statistics. Applies a max-position cap and round lots, and explains the binding constraint. Price: $0.005.
| Name | Type | Req | Description |
|---|---|---|---|
| allow_fractional | boolean | – | – |
| annual_vol | number | – | volatility: annualized volatility of the asset (e.g. 0.35). |
| atr | number | – | volatility: average true range in price units. |
| atr_multiple | number | – | volatility: stop distance in ATRs, default 2. |
| avg_loss | number | – | kelly: average loss as a positive number. |
| avg_win | number | – | kelly: average win (any unit, same as avg_loss). |
| entry_price | number | yes | – |
| equity | number | yes | – |
| kelly_fraction | number | – | kelly: fraction of full Kelly to use, default 0.25. |
| lot_size | integer | – | Round down to this multiple, default 1. |
| max_position_pct | number | – | Cap on position value / equity, default 0.2. |
| method | – | yes | – |
| risk_pct | number | – | fixed_fractional: fraction of equity to risk, default 0.01. |
| side | – | – | – |
| stop_price | number | – | fixed_fractional: protective stop. |
| target_annual_vol_contribution | number | – | volatility: target vol contribution as fraction of equity, default 0.02. |
| win_rate | number | – | kelly: probability of a win (0-1). |
No output schema declared.
No examples provided.
pre_trade_check Pre-trade compliance and risk check ~217
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 margin (post-PDT) or legacy PDT limits, Reg SHO short-sale rules, wash-sale exposure, position concentration, per-trade risk versus stop, liquidity, spread, fat-finger prices, leverage and market hours. Returns approve / approve_with_warnings / reject with reasons and a resized quantity when useful. Price: $0.005.
| Name | Type | Req | Description |
|---|---|---|---|
| account | object | yes | Account state before the order. |
| market | object | – | – |
| order | object | yes | – |
| policy | object | – | Override risk limits. Defaults: {"max_position_pct":0.2,"max_order_risk_pct":0.02,"max_adv_pct":0.05,"max_spread_pct":0.01,"max_gross_leverage":2,"max_limit_deviation_pct":0.1,"allow_short":true,"all… |
No output schema declared.
No examples provided.
rules_digest Current trading rules digest ~67
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 predate, such as the June 2026 replacement of the Pattern Day Trader rule. Price: free.
| Name | Type | Req | Description |
|---|---|---|---|
| topic | string | – | – |
No output schema declared.
No examples provided.
strategy_audit Strategy audit and overfitting check ~200
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, streaks, Sharpe/Sortino/drawdown, and tests whether the edge is real: t-stat, Probabilistic Sharpe Ratio and the Deflated Sharpe Ratio that corrects for how many variants you tried. Returns a verdict and red flags. Price: $0.1.
| Name | Type | Req | Description |
|---|---|---|---|
| n_trials | integer | – | How many strategy/parameter variants were tested before picking this one. Default 1. |
| periods_per_year | number | – | – |
| returns | array | – | Periodic strategy returns as decimals. |
| starting_equity | number | – | For risk-of-ruin and drawdown in dollars from trades. |
| trades | array | – | Closed trades. |
| trial_sharpe_variance | number | – | Variance of per-period Sharpe across trials, if known. |
No output schema declared.
No examples provided.
suitability_check Best-interest suitability review ~153
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, horizon, risk tolerance, liquidity needs and experience under Reg BI / fiduciary standards, flags complex products, and returns a timestamped, hashed suitability memo for the audit file. Price: $0.03.
| Name | Type | Req | Description |
|---|---|---|---|
| allocation | object | yes | Weights by asset class: equity, bonds, cash, alternatives, crypto... summing to 1. |
| annual_fee_pct | number | – | All-in annual cost (advisory + fund expenses). |
| client | object | yes | – |
| max_single_position_pct | number | – | – |
| products | array | – | Complex products included. |
No output schema declared.
No examples provided.
tax_lot_plan Tax lot selection and wash-sale check ~184
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, and notes lots about to turn long-term. With mode=harvest it scans positions for tax-loss harvesting. Price: $0.02.
| Name | Type | Req | Description |
|---|---|---|---|
| as_of | string | – | mode=harvest: date, default today |
| lots | array | yes | – |
| min_harvest_loss | number | – | mode=harvest: ignore losses smaller than this (USD), default 100. |
| mode | – | – | – |
| prices | object | – | mode=harvest: {SYMBOL: current price} |
| recent_transactions | array | – | – |
| sell | object | – | mode=sell |
| symbol | string | – | – |
| tax_rates | object | – | – |
No output schema declared.
No examples provided.
How do I install the Agent Financial Advisor MCP server?
Agent Financial Advisor is a hosted endpoint at https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp, so there is nothing to install locally. Ready-made configuration for Claude, Cursor, VS Code, Codex and 5 more is on this page, copied from each client's own documentation.
remote · agent-financial-advisor.agent-financial-advisor.workers.dev
claude mcp add --transport http mytomclinic-agent-financial-advisor 'https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp'
What is the Agent Financial Advisor MCP server?
Agent Financial Advisor is an MCP server listed in the public MCP registry as io.github.mytomclinic/agent-financial-advisor. Compliance, risk, tax and audit checks for AI trading agents: pre-trade, sizing, wash sales, Reg BI. This page covers its hosted endpoint (https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp).
Is the Agent Financial Advisor MCP server safe to use?
Agent Financial Advisor scores 57 out of 100 on VerifyMCP. That is a record of what we were able to check automatically, not an endorsement. The category breakdown on this page shows every signal behind the number, including the ones we could not confirm.
What tools does the Agent Financial Advisor MCP server expose?
Agent Financial Advisor exposes 7 tools: rules_digest, pre_trade_check, position_size, tax_lot_plan, portfolio_review, and 2 more. Their descriptions and schemas cost roughly 1,345 tokens of context every time the server is loaded.
Does the Agent Financial Advisor MCP server require authentication?
No. We connected to Agent Financial Advisor without credentials and it answered, so anything it exposes is reachable by anyone who knows the address.
Is the Agent Financial Advisor MCP server still maintained?
Agent Financial Advisor is still listed as active in the MCP registry. We last reached this channel on 18 October 2026. Those dates come from our own scans of the registry and the channel itself, not from anything the publisher announced.