beprith/Finance-personal-assistant
3.3
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This project provides a local implementation of the Model Context Protocol (MCP) server for simulating financial-data interactions.
Tools
Functions exposed to the LLM to take actions
authenticate_user
Dummy login check
fetch_net_worth
Net-worth summary + assets/liabilities
fetch_credit_report
Credit score & account details
fetch_bank_transactions
Full bank-statement style transaction list
fetch_epf_details
EPF balance & employment history
fetch_mf_transactions
Mutual-fund buy/sell history
Prompts
Interactive templates invoked by user choice
No prompts
Resources
Contextual data attached and managed by the client