io.github.mytomclinic/agent-financial-advisor

Est-ce que io.github.mytomclinic/agent-financial-advisor est sûr ?

Au dernier audit MCP Hub, le serveur MCP « io.github.mytomclinic/agent-financial-advisor » est classé « Non encore testé ». Référencé dans l'annuaire. Seul le pentest comportemental fait foi, et il n'a pas encore été exécuté sur ce serveur. Le verdict est réévalué en continu ; consultez la fiche pour l'état à jour.

Méthode : MCP Hub analyse la description de chaque outil (couche 1) et, pour le verdict fort, exécute le serveur dans une micro-VM isolée avec leurres et réseau bloqué (couche 2). On publie des noms et des compteurs, jamais le contenu brut renvoyé par un outil.

Les 8 outils

• options_risk_check≈ 635 tokens

  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 Rule 4210; cash-account limits; required approval level; early-assignment risk around ex-dividend dates; pin risk; auto-exercise of expiring in-the-money longs and the capital it needs; max loss; and net Greeks. Returns approve / approve_with_warnings / reject with reasons. Price: $0.01.

  Paramètres, retour & exemple (5)

  Paramètres

  • legs · array · requis
  • as_of · string · optionnel
    Date of the check (YYYY-MM-DD); defaults to today in New York.
  • policy · object · optionnel
    Overrides: pin_band_pct, max_requirement_pct_of_equity, max_delta_dollars_pct_of_equity, assignment_dte, low_extrinsic.
  • account · object · requis
  • underlying · object · requis

  Exemple d'appel

  {"name": "options_risk_check", "arguments": {"legs": [], "account": {}, "underlying": {}}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• portfolio_review≈ 358 tokens

  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.

  Paramètres, retour & exemple (9)

  Paramètres

  • cash · number · optionnel
  • limits · object · optionnel
  • returns · array · optionnel
    Periodic portfolio returns as decimals.
  • targets · object · optionnel
    Target weights by symbol or asset_class, summing to 1.
  • holdings · array · requis
  • rebalance_band · number · optionnel
    Absolute drift that triggers a rebalance, default 0.05.
  • risk_free_rate · number · optionnel
  • periods_per_year · number · optionnel
  • benchmark_returns · array · optionnel

  Exemple d'appel

  {"name": "portfolio_review", "arguments": {"holdings": []}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• position_size≈ 472 tokens

  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.

  Paramètres, retour & exemple (17)

  Paramètres

  • atr · number · optionnel
    volatility: average true range in price units.
  • side · enum · optionnel · long | short
  • equity · number · requis
  • method · enum · requis · fixed_fractional | volatility | kelly
  • avg_win · number · optionnel
    kelly: average win (any unit, same as avg_loss).
  • avg_loss · number · optionnel
    kelly: average loss as a positive number.
  • lot_size · integer · optionnel
    Round down to this multiple, default 1.
  • risk_pct · number · optionnel
    fixed_fractional: fraction of equity to risk, default 0.01.
  • win_rate · number · optionnel
    kelly: probability of a win (0-1).
  • annual_vol · number · optionnel
    volatility: annualized volatility of the asset (e.g. 0.35).
  • stop_price · number · optionnel
    fixed_fractional: protective stop.
  • entry_price · number · requis
  • atr_multiple · number · optionnel
    volatility: stop distance in ATRs, default 2.
  • kelly_fraction · number · optionnel
    kelly: fraction of full Kelly to use, default 0.25.
  • allow_fractional · boolean · optionnel
  • max_position_pct · number · optionnel
    Cap on position value / equity, default 0.2.
  • target_annual_vol_contribution · number · optionnel
    volatility: target vol contribution as fraction of equity, default 0.02.

  Exemple d'appel

  {"name": "position_size", "arguments": {"equity": 1, "method": "fixed_fractional", "entry_price": 1}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• pre_trade_check≈ 751 tokens

  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.

  Paramètres, retour & exemple (4)

  Paramètres

  • order · object · requis
  • market · object · optionnel
  • policy · object · optionnel
    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,"allow_extended_hours":false,"require_stop":false}
  • account · object · requis
    Account state before the order.

  Exemple d'appel

  {"name": "pre_trade_check", "arguments": {"order": {}, "account": {}}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• rules_digest≈ 152 tokens

  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.

  Paramètres, retour & exemple (1)

  Paramètres

  • topic · string · optionnel · intraday_margin | legacy_pdt | reg_t | settlement | cash_account | short_sale | wash_sale | holding_period

  Exemple d'appel

  {"name": "rules_digest", "arguments": {"topic": "intraday_margin"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• strategy_audit≈ 313 tokens

  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.

  Paramètres, retour & exemple (6)

  Paramètres

  • trades · array · optionnel
    Closed trades.
  • returns · array · optionnel
    Periodic strategy returns as decimals.
  • n_trials · integer · optionnel
    How many strategy/parameter variants were tested before picking this one. Default 1.
  • starting_equity · number · optionnel
    For risk-of-ruin and drawdown in dollars from trades.
  • periods_per_year · number · optionnel
  • trial_sharpe_variance · number · optionnel
    Variance of per-period Sharpe across trials, if known.

  Exemple d'appel

  {"name": "strategy_audit", "arguments": {"trades": [], "returns": [], "n_trials": 1, "starting_equity": 1, "periods_per_year": 1, "trial_sharpe_variance": 1}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• suitability_check≈ 399 tokens

  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.

  Paramètres, retour & exemple (5)

  Paramètres

  • client · object · requis
  • products · array · optionnel
    Complex products included.
  • allocation · object · requis
    Weights by asset class: equity, bonds, cash, alternatives, crypto... summing to 1.
  • annual_fee_pct · number · optionnel
    All-in annual cost (advisory + fund expenses).
  • max_single_position_pct · number · optionnel

  Exemple d'appel

  {"name": "suitability_check", "arguments": {"client": {}, "allocation": {}}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• tax_lot_plan≈ 388 tokens

  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.

  Paramètres, retour & exemple (9)

  Paramètres

  • lots · array · requis
  • mode · enum · optionnel · sell | harvest
  • sell · object · optionnel
    mode=sell
  • as_of · string · optionnel
    mode=harvest: date, default today
  • prices · object · optionnel
    mode=harvest: {SYMBOL: current price}
  • symbol · string · optionnel
  • tax_rates · object · optionnel
  • min_harvest_loss · number · optionnel
    mode=harvest: ignore losses smaller than this (USD), default 100.
  • recent_transactions · array · optionnel

  Exemple d'appel

  {"name": "tax_lot_plan", "arguments": {"lots": []}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

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Source

https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp