io.github.mytomclinic由 GitHub 帳號 mytomclinic 發布v0.1.0更新於 Oct 24, 2026
Compliance, risk, tax and audit checks for AI trading agents: pre-trade, sizing, wash sales, Reg BI.
遠端 MCP 伺服器，為交易代理提供合規、風險、稅務與績效檢查：盤前規則、部位計算、稅批次、投資組合檢視與策略稽核。
Web executable，透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。
把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式，或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南，先向你展示發布者、端點和登入方式，經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。
閱讀 https://sourceweft.com/mcp/io.github.mytomclinic%2Fagent-financial-advisor/install.md，並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前，先告訴我它的發布者、端點和登入方式，等我確認。不要把 API 金鑰寫進命令或我會提交的檔案；問我金鑰應從哪裡取得。把它新增到你客戶端的 mcpServers 設定中。
{
"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.
來源：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 個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必填已滿足適用檢查項的 90%
該評分衡量此收錄條目的完整程度，依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價，也不表示伺服器安全或目前可用：可連通性是帶日期的檢查結果，評分也不包含安裝量或使用者評價。
請在儲存庫或註冊中心條目中宣告授權條款。
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