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agentic-financial-advisor

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.

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as last read from GitHub; most reads are from 2 Sep 2026 or later
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Install

No one-command install. Set it up from its source.

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What it is

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.

When to use it

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.

How to install / invoke

See Glama for the install config.

Notes

Listed from the Glama MCP registry.