1. Conduid
  2. RAG
  3. FinaryExport
MCP server · RAG

FinaryExport

by · github.com/sailro/FinaryExport

Exports Finary's portfolio summaries, account balances, holdings, transactions, and dividends

Unclaimed exportfinaryllmmcpmcp-server
InstallView source
34Low

Scored a month ago · breakdown

About FinaryExport

FinaryExport is an MCP server published by sailro in the RAG category: exports Finary's portfolio summaries, account balances, holdings, transactions, and dividends.

The repository has 5 stars and 0 forks, with the last commit 2 months ago. Recent commit activity is the strongest signal that reported issues will get attention.

Install

From source
git clone https://github.com/sailro/FinaryExport

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 (17)

get_account_positionsPaged individual positions (security, SCPI, fonds euro, crypto, or fiat) within a specific account, category-aware

Parameters not published.

get_accountsPaged accounts for one asset category

Parameters not published.

get_all_accountsPaged accounts across all categories, deduplicated by account ID

Parameters not published.

get_all_transactionsBounded, date-sorted transactions across supported categories

Parameters not published.

get_category_timeseriesPaged historical values for one category

Parameters not published.

get_crypto_holdingsCrypto and fiat positions for the active profile, grouped by account

Parameters not published.

get_dividendsPaged dividend events plus concise income totals

Parameters not published.

get_geographical_allocationPortfolio allocation by region

Parameters not published.

get_holdingsPaged investment holdings with security, fiat, SCPI, and fonds-euro positions

Parameters not published.

get_portfolio_feesConcise annual/cumulated fee totals and contract savings

Parameters not published.

Show all 17 tools
get_portfolio_summaryAuthoritative gross assets, liabilities, net worth, financial assets, allocation, and performance

Parameters not published.

get_portfolio_timeseriesPaged, normalized historical portfolio values

Parameters not published.

get_profilesLists all available profiles (personal + org memberships)

Parameters not published.

get_sector_allocationPortfolio allocation by economic sector

Parameters not published.

get_transactionsBounded, date-filtered transactions for one supported category

Parameters not published.

get_user_profileAuthenticated user's profile info (name, email, currency)

Parameters not published.

set_active_profileSwitches the active profile for subsequent queries

Parameters not published.

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Security checks

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Questions

About FinaryExport

How do I install FinaryExport?

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

Is FinaryExport safe to use with an AI agent?

Its trust score is 34 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 FinaryExport still maintained?

Yes — the last commit was 2 months ago. The repository has 5 stars and 0 forks.