io.github.mytomclinic由 GitHub 账号 mytomclinic 发布v0.1.0更新于 Oct 24, 2026
Compliance, risk, tax and audit checks for AI trading agents: pre-trade, sizing, wash sales, Reg BI.
远程 MCP 服务器，为交易智能体提供合规、风险、税务与绩效检查：盘前规则、仓位计算、税批次、组合复盘与策略审计。
Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。
把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体，或 SourceWeft 对话中。智能体会读取该服务器的安装指南，先向你展示发布者、端点和登录方式，经你同意后再把它添加到你的客户端。密钥不会写进任何命令。
阅读 https://sourceweft.com/mcp/io.github.mytomclinic%2Fagent-financial-advisor/install.md，并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前，先告诉我它的发布者、端点和登录方式，等我确认。不要把 API 密钥写进命令或我会提交的文件；问我密钥应从哪里获取。把它添加到你客户端的 mcpServers 配置中。
{
"mcpServers": {
"agent-financial-advisor": {
"type": "http",
"url": "https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp"
}
}
}The compliance officer, risk manager, tax advisor and performance auditor for AI agents that trade and advise. Agents call it before they act; it answers with sourced, deterministic checks and charges a small fee per call.
Drop-in code (Alpaca order guard, MCP client configs, x402 paying client): examples/.
Try it:
MCP clients: point a streamable-HTTP MCP connection at http://localhost:8787/mcp.
For the keyed free tier and credits, send Authorization: Bearer <key>, use /mcp?key=<key>, or have the agent call
the free get_api_key tool, which binds a new key to the MCP session. Add ?src=<name> to any URL to attribute usage in /stats.
Cloudflare Workers: npx wrangler kv namespace create AFA_KV, put the id in wrangler.toml, then npx wrangler deploy.
Real USDC: npx wrangler secret put CDP_API_KEY_JSON < secrets/cdp_api_key.json, set X402_NETWORK = "base" in wrangler.toml, deploy.
advisor_memo: npx wrangler secret put ANTHROPIC_API_KEY < secrets/anthropic-key.txt.
Speaks x402 v2: a 402 carries a base64 PAYMENT-REQUIRED header (CAIP-2 network, e.g. eip155:8453), clients pay with
PAYMENT-SIGNATURE, and the settlement comes back in PAYMENT-RESPONSE. v1 clients (X-PAYMENT, body accepts) still work.
End-to-end test on the test network: npm i --no-save viem && node scripts/e2e-payment.mjs <server url> --fund.
来源：README.md，提交 9006933
Current trading rules digest
Free. The current US trading, margin, settlement and tax rules an agent must follow, with effective dates and sources. Includes changes your training data may predate, such as the June 2026 replacement of the Pattern Day Trader rule. Price: free.
topicPre-trade compliance and risk check
Run an order past a compliance officer and risk manager before sending it to the broker. Checks buying power, cash-account settlement violations, FINRA intraday margin (post-PDT) or legacy PDT limits, Reg SHO short-sale rules, wash-sale exposure, position concentration, per-trade risk versus stop, liquidity, spread, fat-finger prices, leverage and market hours. Returns approve / approve_with_warnings / reject with reasons and a resized quantity when useful. Price: $0.005.
order必填marketpolicyaccount必填Position sizing
Size a position the way a risk manager would: fixed-fractional risk to a stop, volatility targeting (ATR or annualized vol), or fractional Kelly from your edge statistics. Applies a max-position cap and round lots, and explains the binding constraint. Price: $0.005.
atrsideequity必填method必填avg_winavg_losslot_sizerisk_pctwin_rateannual_volstop_priceentry_price必填另有 5 个Tax lot selection and wash-sale check
Act as the tax advisor for a sale: compares FIFO, LIFO, HIFO and minimum-tax lot selection, splits short- and long-term gains, estimates tax, flags wash sales, and notes lots about to turn long-term. With mode=harvest it scans positions for tax-loss harvesting. Price: $0.02.
lots必填modesellas_ofpricessymboltax_ratesmin_harvest_lossrecent_transactionsPortfolio review
A periodic advisor review of a portfolio: weights, concentration (HHI and effective number of holdings), sector and asset-class exposure, drift from targets with the trades to rebalance, and, given return history, volatility, Sharpe, Sortino, drawdown, VaR/CVaR and beta. Ends with prioritized findings. Price: $0.05.
cashlimitsreturnstargetsholdings必填rebalance_bandrisk_free_rateperiods_per_yearbenchmark_returnsStrategy audit and overfitting check
An independent performance auditor for a trading strategy or backtest. From a trade list and/or periodic returns it computes win rate, expectancy, profit factor, streaks, Sharpe/Sortino/drawdown, and tests whether the edge is real: t-stat, Probabilistic Sharpe Ratio and the Deflated Sharpe Ratio that corrects for how many variants you tried. Returns a verdict and red flags. Price: $0.1.
tradesreturnsn_trialsstarting_equityperiods_per_yeartrial_sharpe_varianceBest-interest suitability review
The compliance review a robo-advisor or advisory agent should run before recommending a portfolio to a person: compares the proposal with the client's age, horizon, risk tolerance, liquidity needs and experience under Reg BI / fiduciary standards, flags complex products, and returns a timestamped, hashed suitability memo for the audit file. Price: $0.03.
client必填productsallocation必填annual_fee_pctmax_single_position_pctOptions risk and margin check
Check an options book (existing or proposed legs) the way a broker's options desk would: covered, cash-secured, spread or naked; margin requirement under FINRA Rule 4210; cash-account limits; required approval level; early-assignment risk around ex-dividend dates; pin risk; auto-exercise of expiring in-the-money longs and the capital it needs; max loss; and net Greeks. Returns approve / approve_with_warnings / reject with reasons. Price: $0.01.
legs必填as_ofpolicyaccount必填underlying必填已满足适用检查项的 90%
该评分衡量此收录条目的完整程度，依据注册中心条目、端点与公开来源计算得出。它不是对服务器本身的评价，也不表示服务器安全或当前可用：可连通性是带日期的检查结果，评分也不包含安装量或用户评价。
请在仓库或注册中心条目中声明许可证。
npm testnpm start # http://localhost:8787 (payments off until PAY_TO is set)curl localhost:8787/llms.txtcurl -X POST localhost:8787/v1/tools/position_size -H "content-type: application/json" \ -d '{"equity":50000,"entry_price":100,"stop_price":95,"method":"fixed_fractional"}'src/app.js fetch-style router: REST, MCP, billing hookssrc/server.js Node entrysrc/worker.js Cloudflare Workers entry (KV store)src/billing/ free tier, API keys, credits, x402, ledgersrc/tools/ the advisory toolssrc/lib/regs.js rule table with sources (reviewed weekly)src/lib/calendar.js NYSE calendartest/ node --test suites