FinAgent-MCP

Harshaan-Chugh/FinAgent-MCP

3.3

If you are the rightful owner of FinAgent-MCP and would like to certify it and/or have it hosted online, please leave a comment on the right or send an email to henry@mcphub.com.

FinAgent MCP is a production-ready Model Context Protocol server designed for financial data integration, offering advanced context engineering and evidence tracking.

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FinAgent MCP

A production-ready MCP (Model Context Protocol) server for financial data integration, featuring Plaid banking/investment data and Robinhood cryptocurrency trading with advanced context engineering and evidence tracking.

About

FinAgent MCP is a financial data platform that provides LLMs with structured access to banking, investment, and cryptocurrency data through a standardized MCP interface. The system combines Node.js MCP tooling with Go-based data ingestion to deliver real-time financial insights with full observability and audit trails.

Architecture

[Node MCP Server] ──► [Go Ingestion Service] ──► [External APIs]
  • Tool registry         • Plaid sync             • Plaid API
  • Context packer        • Robinhood client       • Robinhood API  
  • Evidence builder      • Webhook handlers       
  • Rate limiting         • Data encryption        

        │                       │
        ▼                       ▼
  [PostgreSQL]            [Redis Cache]
  Data storage            Rate limits
  Audit trails            Idempotency

Components:

  • Node MCP Server: TypeScript-based tool execution and context engineering
  • Go Ingestion Service: High-performance data synchronization and API integration
  • PostgreSQL: Primary data storage with full audit trails
  • Redis: Caching, rate limiting, and idempotency locks

Features

Banking & Investment Tools

  • Account management and monitoring
  • Transaction analysis with advanced filtering
  • Spending summaries and categorization
  • Investment holdings and performance tracking
  • Investment transaction history

Cryptocurrency Trading

  • Real-time crypto portfolio monitoring
  • Secure order placement with safety guardrails
  • Risk assessment and position sizing limits
  • Dry-run mode for safe testing

Other

  • Context packing with intelligent data ranking
  • Evidence tracking for auditable data lineage
  • OpenTelemetry distributed tracing
  • Production-ready rate limiting and security

Environment Variables

Create a .env file in the project root:

DATABASE_URL=postgres://postgres:postgres@localhost:5432/finagent?sslmode=disable
REDIS_URL=redis://localhost:6379
PLAID_CLIENT_ID=plaid_client_id
PLAID_SECRET=plaid_secret
PLAID_ENVIRONMENT=sandbox
ROBINHOOD_USERNAME=robinhood_username
ROBINHOOD_PASSWORD=robinhood_password
ENCRYPTION_KEY=32_char_encryption_key
GO_SERVICE_URL=http://localhost:8081
MCP_SERVICE_URL=http://localhost:3001
WEB_SERVICE_URL=http://localhost:3000
JAEGER_ENDPOINT=http://localhost:14268/api/traces
NODE_ENV=development
LOG_LEVEL=info