finance-engines-mcp
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AlicenseNot gradedqualityCmaintenanceEnables AI agents to perform variance analysis, generate reconciling driver bridges and three-statement forecasts, export Excel workbooks, and analyze SEC or private-company financial data locally with engine-verified calculations.MIT- AlicenseAqualityDmaintenanceEnables AI assistants to perform financial analysis, budget forecasting, compliance checks, expense categorization, and risk assessment, returning structured JSON with audit-ready governance receipts.567 npm1Business Source 1.1
- FlicenseBqualityBmaintenanceEnables AI assistants to perform financial reconciliation with a deterministic proof engine: intake files, match transactions, verify proofs, resolve exceptions, and sign off on balanced journals under the user's authority.21-
- AlicenseNot gradedqualityCmaintenanceEnables LLMs to query a synthetic general ledger and trial balance through read-only tools for account lookups, GL drill-down, variance analysis, and naive forecasting, with every answer cited to specific transactions or periods.24 npmMIT
- AlicenseCqualityDmaintenanceProvides deterministic data parsing and enrichment for AI agents, including bank statements, trade history, EDI, PDFs to structured markdown, and atomic enrichment for amounts, dates, and addresses, with strict schema enforcement to prevent hallucinations.3726 npm2ISC
- AlicenseAqualityBmaintenanceEnables LLM agents to query and reconcile an accounts-payable ledger through safe read-only SQL, deterministic invoice-to-payment matching, and exception explanations for underpayments, duplicates, currency mismatches, and overdue invoices. Ships with a synthetic ledger, golden-set evals, and a month-end review workflow so quality can be measured in CI.4MIT
TDQS
Scored across 14 tools
Tools cluster around distinct sub-domains (margins, covenants, invoices, close) with clear delineation in descriptions. Some overlap exists (e.g., product_margins vs price_sensitivity, evaluate_covenants vs compliance_certificate), but each tool's scope is explicit enough to avoid misselection.
All names are snake_case and mostly readable, but verb usage is inconsistent: many start with a verb (compute_covenant_metrics, evaluate_covenants, audit_invoices) while others start with a noun (product_margins, breakeven, compliance_certificate, close_readiness). This mixed convention is understandable but not uniformly predictable.
14 tools sit within the ideal 3-15 range and cover multiple finance engines without feeling bloated. Each tool has a distinct purpose, and the breadth of domains (margins, covenants, invoices, close, contracts) justifies the count, though it edges toward the upper bound for such a server.
The tool surface covers major workflows end-to-end: margin analysis (compute, sensitivity, breakeven), covenant handling (metrics, evaluation, certificate), invoice processing (audit, normalization, AP classification), close execution (readiness, five-day), contract evaluation, and trial balance parsing. Minor gaps exist (e.g., no tool to reference available products or list covenant definitions), but for an analytics engine the coverage is strong.