Provides access to DuckDB databases, enabling query execution, schema inspection, and validation for financial analytics.
Provides access to PostgreSQL databases, enabling query execution, schema inspection, and validation for financial analytics.
Provides access to SQLite databases, enabling query execution, schema inspection, and validation for financial analytics.
Provides access to Stripe billing and payment data for financial analytics and reporting.
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@fin-copilot-mcp Compare Q4 earnings for Apple and Microsoft."
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
fin-copilot-mcp)
An enterprise-grade, deterministic multi-agent financial analytics engine built on Anthropic's Model Context Protocol (MCP) and Claude 3.5 Sonnet. The system processes complex natural language financial queries, translates them into dialect-validated PostgreSQL / DuckDB SQL, pulls live telemetry/market data, and executes a self-healing verification loop before presenting synthesized results.
The system uses specialized, domain-isolated agents decoupled from underlying tools using MCP JSON-RPC protocol standards.
┌─────────────────────────────────────────┐
│ User Query Interface / API │
└────────────────────┬────────────────────┘
│
▼
┌─────────────────────────────────────────┐
│ Orchestrator Agent (Claude 3.5 Sonnet) │
└────────────────────┬────────────────────┘
│
┌───────────────────────────────┼───────────────────────────────┐
│ (MCP Protocol) │ (MCP Protocol) │ (MCP Protocol)
▼ ▼ ▼
┌──────────────────┐ ┌──────────────────┐ ┌──────────────────┐
│ mcp-server-sql │ │mcp-server-stripe │ │mcp-server-market │
│ (PostgreSQL/Duck)│ │ (Billing Specs) │ │ (YFinance API) │
└────────┬─────────┘ └──────────────────┘ └──────────────────┘
│
│ (Execution Error)
▼
┌──────────────────┐
│ Self-Healing │ ── (Retry Stack Trace) ──► [ Orchestrator Agent ]
│ Validation Loop │
└──────────────────┘Related MCP server: Signal8 MCP Server
MCP-Native Architecture: Fully decoupled tool servers using standard JSON-RPC over stdio / Server-Sent Events (SSE).
Self-Healing Text-to-SQL Loop: Runs deterministic dry-run verification (EXPLAIN) before execution. Automatically captures AST/syntax errors and feeds stack traces back to Claude for up to 3 repair retries.
Double-Entry Validation: Micro-agent verifying mathematical consistency, row cross-totals, and currency alignment prior to output synthesis.
Strict Type & Schema Safety: Runtime validation via Pydantic v2 and static type checking with MyPy.
Cross-Platform Developer Experience: Powers setup, linting, formatting, and testing on Windows (via PowerShell / py) and Linux/macOS seamlessly.
Component | Technology | Purpose |
LLM / Reasoning | Claude 3.5 Sonnet ( | Intent decomposition, tool orchestration, and SQL generation |
Protocol Layer | FastMCP / Model Context Protocol | Standardized tool/resource encapsulation over JSON-RPC |
Analytical Engine | PostgreSQL / DuckDB / SQLite | OLAP/OLTP query execution, AST validation, and schema inspection |
Market Data | Yahoo Finance ( | Macroeconomic benchmarks, equity quotes, and volume metrics |
Configuration |
| Type-safe environment management and secret handling |
Developer Tooling |
| Hermetic builds, linting, typing, and testing |
fin-copilot-mcp/
├── .github/
│ └── workflows/
│ └── ci.yml # CI pipeline (lint, type-check, unit & integration tests)
├── config/
│ └── mcp_servers.json # System tool topologies and connection mappings
├── docker/
│ ├── Dockerfile.orchestrator # Production container for agent runtime
│ └── Dockerfile.mcp-server # Container specification for standalone MCP servers
├── src/
│ └── fin_copilot/
│ ├── core/ # Base configuration, logging, exceptions
│ ├── mcp_servers/ # Standalone FastMCP server modules (SQL, Stripe, Market)
│ ├── agents/ # Orchestrator agent logic, prompts, and healing loops
│ └── utils/ # Telemetry and formatting helpers
├── tests/
│ ├── unit/ # FastMCP tool & resource unit tests
│ ├── integration/ # Multi-agent self-healing loop tests
│ └── evals/ # Benchmarks for Text-to-SQL translation accuracy
├── scripts/
│ ├── setup.ps1 # Windows PowerShell setup script
│ └── setup.sh # Linux / macOS bash setup script
├── pyproject.toml # Packaging, dependencies, and linter rules
├── .gitignore # Industry-standard Python ignore rules
├── .env.example # Environment variable template
└── README.mdPython >= 3.11
uv or standard pip
Anthropic API Key (ANTHROPIC_API_KEY)
# 1. Clone the repository
git clone https://github.com/your-username/fin-copilot-mcp.git
cd fin-copilot-mcp
# 2. Run PowerShell Setup Script
.\scripts\setup.ps1
# 3. Configure environment variables
Copy-Item .env.example .env# 1. Clone the repository
git clone https://github.com/your-username/fin-copilot-mcp.git
cd fin-copilot-mcp
# 2. Run Setup Script
chmod +x ./scripts/setup.sh
./scripts/setup.sh
# 3. Configure environment variables
cp .env.example .envRead-Only Database Connections: SQL MCP server limits execution strictly to SELECT statements and dialect dry-runs.
Token Sandboxing: API keys are isolated within environment settings classes and never exposed across tool execution boundaries.
Data Masking: Structural masking applied to sensitive financial attributes prior to model context generation.
Distributed under the MIT License. See LICENSE for details.
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