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.
- Score
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- Evidence
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- Last commit
- as last read from GitHub; most reads are from 2 Sep 2026 or later
- Listed
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.