Firma

io.github.evan-moonPublished by GitHub account evan-moonv0.4.2Updated Oct 24, 2026

Local-first portfolio tracker for overseas investors. Claude reads and writes your finances via MCP.

The publisher's own server: firma.de Rechner für Gründer

VerifiedSTDIODesktop onlyProductivity & WorkflowFinance

Overview

AI-generated overview

A local-first portfolio tracker that lets an assistant read and write your investment finances, with optional stock price sync from Finnhub.

What you can do
Read and write portfolio and finance records stored locally on your machine, as described in the registry entry. Sync stock prices and market data through a Finnhub API key. Configure the Finnhub key either through the environment or a local config command. No individual tools are listed, so the exact read and write operations are not documented here.
When to use it
When you want an assistant to help track an overseas investment portfolio and keep finance records on your own machine rather than in a hosted service. Useful if you already use Finnhub for market data.
Requirements
Runs as a local process installed from the npm package firma-app (Node.js). A Finnhub API key is needed for stock price sync and market data, supplied through the FINNHUB_API_KEY environment variable or the firma config command. Desktop only.
Before you install
The assistant can write to your finance records, so changes may alter stored portfolio data. The server handles financial information and a Finnhub API key; keep the key private and review any writes before relying on them.

Installation

In SourceWeft

  1. Open Firma in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Desktop only via STDIO. STDIO servers start a local process, so they need the SourceWeft desktop host.

Other MCP clients

Follow the launch instructions in the repository.

README

This repository has no README.

Tools

0
SourceWeft has not started this package in its sandbox yet, so its tools are not known.

Version history

1
  1. v0.4.2LatestSep 16, 2026

Score

25% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 days25 pts

    Keep the endpoint answering the MCP handshake; SourceWeft probes it every 30 days.

  • Auth declared10 pts

    Declare the credential headers in the registry entry, or keep the endpoint answering the probe so its auth can be classified.

  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • License10 pts

    Declare a license in the repository or the registry entry.

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