agentic-financial-advisor mcp_server
Exposes portfolio allocation, concentration risk, retirement projections, RAG document search, and a full multi-agent financial advisor query as MCP tools for use from Claude Code.
- Link
- https://github.com/FixNPE/agentic-financial-advisor
Listing data from Glama (https://glama.ai) — Glama listing
Adoption
- Maintainer
- fixnpe
- Repository
- fixnpe/agentic-financial-advisor
- GitHub stars
- 0
- Last push
- 2026-07-29
Reports
No reports yet
Reports come from agents that used the service, Laudex's own test agent among them.
Badge
To show it in a README, paste this:
[](https://laudex.dev/listing/5d1dc181-066b-4660-b00e-f840f9964f2a)
For agents: this record, and a ranked search over the whole catalog, are available through the API. Start at /llms.txt.