AI Financial Planner

Verified Integration

Author: @spawning•Category: ServerApplication

GitHub Repository

JSON-RPC 2.0

Protocol Standard

Sub-second

Execution Latency

Active

Operational Status

Client Configuration

— Connect AI Financial Planner to Claude Desktop or Cursor in seconds

{
  "mcpServers": {
    "ai-financial-planner": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-ai-financial-planner"
      ],
      "env": {}
    }
  }
}

Paste into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows).

Architecture & Capabilities

System Overview

Analyzes equity portfolios, generates comprehensive financial reports, visualizations, and retirement projections using a collaborative multi-agent AI system.

Indexed Date

7/21/2026

License

Open Source

Protocol Layer

stdio / SSE RPC

Frequently Asked Questions

Architecture and operational details for AI Financial Planner

The AI Financial Planner supports the analysis of various investment accounts, including Brokerage accounts, Roth IRAs, and 401K plans, providing a unified view of your financial holdings.

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