About Finagent MCP
Finagent MCP is an MCP server published by Harshaan-Chugh in the Finance category: mCP server for financial data integration, featuring Plaid banking/investment data and Robinhood crypto trading.
The repository has 4 stars and 0 forks, with the last commit 8 months ago. Six months or more without a commit doesn't mean the server is broken, but check the open issues before depending on it in production.
Install
git clone https://github.com/Harshaan-Chugh/FinAgent-MCPThis server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.
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- ✓README presentThe repository ships documentation.
- !License declaredNo license file. Legally you have no right to use it in a product.
- ✓Tests presentA test suite exists in the repository.
- ✓Dependencies pinnedA lockfile pins dependency versions.
- ✓No dynamic code executionSource scan found no eval, dynamic Function, or shell execution.
- !Scoped permissionsDoesn't declare a permission scope. Assume it can do anything its process can.
README
FinAgent MCP
MCP (Model Context Protocol) server for financial data integration, featuring Plaid banking/investment data and Robinhood cryptocurrency trading with advanced context engineering and evidence tracking for a financial data platform that provides LLMs with structured access to banking, investment, and cryptocurrency data through a standardized MCP interface. The system combines Node.js MCP tooling with Go-based data ingestion to deliver real-time financial insights with full observability and audit trails.
Architecture (Diagram via ChatGPT)
[Node MCP Server] ──► [Go Ingestion Service] ──► [External APIs]
• Tool registry • Plaid sync • Plaid API
• Context packer • Robinhood client • Robinhood API
• Evidence builder • Webhook handlers
• Rate limiting • Data encryption
│ │
▼ ▼
[PostgreSQL] [Redis Cache]
Data storage Rate limits
Audit trails Idempotency
Components:
- Node MCP Server: TypeScript-based tool execution and context engineering
- Go Ingestion Service: High-performance data synchronization and API integration
- PostgreSQL: Primary data storage with full audit trails
- Redis: Caching, rate limiting, and idempotency locks
Features
Banking & Investment Tools
- Account management and monitoring
- Transaction analysis with advanced filtering
- Spending summaries and categorization
- Investment holdings and performance tracking
- Investment transaction history
Cryptocurrency Trading
- Real-time crypto portfolio monitoring
- Secure order placement with safety guardrails
- Risk assessment and position sizing limits
- Dry-run mode for safe testing
Other
- Context packing with intelligent data ranking
- Evidence tracking for auditable data lineage
- OpenTelemetry distributed tracing
- Production-ready rate limiting and security
Environment Variables
Create a .env file in the project root:
DATABASE_URL=postgres://postgres:postgres@localhost:5432/finagent?sslmode=disable
REDIS_URL=redis://localhost:6379
PLAID_CLIENT_ID=plaid_client_id
PLAID_SECRET=plaid_secret
PLAID_ENVIRONMENT=sandbox
ROBINHOOD_USERNAME=robinhood_username
ROBINHOOD_PASSWORD=robinhood_password
ENCRYPTION_KEY=32_char_encryption_key
GO_SERVICE_URL=http://localhost:8081
MCP_SERVICE_URL=http://localhost:3001
WEB_SERVICE_URL=http://localhost:3000
JAEGER_ENDPOINT=http://localhost:14268/api/traces
NODE_ENV=development
LOG_LEVEL=info
README fetched from the repository 21 hours ago. The original is authoritative.