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  3. Financial Inteligence Agent
MCP server · Agents

Financial Inteligence Agent

· github.com/leojg/financial-inteligence-agent

An AI agent for personal finance intelligence built on LangGraph. It ingests bank statements from multiple accounts, normalizes and categorizes transactions, detects duplicates and suspicious activity across sources, and produces structured reconciliation reports, with a human-in-the-loop review step throughout.

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InstallView source
39Low

Scored a month ago · breakdown

About Financial Inteligence Agent

Financial Inteligence Agent is an MCP server in the Agents category: an AI agent for personal finance intelligence built on LangGraph. It ingests bank statements from multiple accounts, normalizes and categorizes transactions, detects duplicates and suspicious activity across sources, and produces structured reconciliation reports, with a human-in-the-loop review step throughout.

Install

From source
git clone https://github.com/leojg/financial-inteligence-agent

This 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.

Tools (5)

chat`message` and optional `conversation_id` for the ReAct financial assistant

Parameters not published.

get_latest_insightsCached insights (no LLM cost); returns `error` if no cache exists

Parameters not published.

get_reconciliation_statusPoll by `run_id` and `thread_id` (both from `start_reconciliation`) for completion, counts, and report

Parameters not published.

run_insightsOptional `date_from` / `date_to`; returns aggregations, habits, suggestions

Parameters not published.

start_reconciliationUpload statements as `{ "filename": "...", "content_base64": "..." }[]`; returns `run_id` and status

Parameters not published.

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Questions

About Financial Inteligence Agent

How do I install Financial Inteligence Agent?

No package has been published for this server, so install it from source: clone the repository and follow its README.

Is Financial Inteligence Agent safe to use with an AI agent?

Its trust score is 39 out of 100 (low). Conduid hasn't run static security checks on this repository yet, so review the source yourself before granting it credentials. It has no ConduID identity yet, so agent calls to it are not receipted.

Is Financial Inteligence Agent still maintained?

Conduid hasn't recorded a commit date for this repository yet. Check the repository directly for recent activity.