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Lord2709

Finance MCP Server

by Lord2709

MCP & Agent Learning Journey

Building real AI agent projects from scratch to understand MCP, multi-agent orchestration, and A2A systems.

Week 1 - Orchestrator Loop from Scratch

Goal: Understand how an agent loop works before using any framework.

Built a raw Python orchestrator using only the Groq API. No LangChain. No CrewAI. Every line written and understood manually.

What I learned:

  • The orchestrator is just a Python while loop

  • LLMs return JSON strings - json.loads converts them to dicts

  • Tool descriptions are instructions the LLM reads as text

  • Context window fills up - messages list must be managed

Files:

  • calculator_agent.py - multi-tool agent with add, multiply, subtract


Related MCP server: expense-tracker-mcp-server

Week 2 - Building an MCP Server from Scratch

Goal: Understand MCP as a protocol by building a server, not just using one.

Built a personal finance MCP server with 3 tools. Connected to Claude Desktop. Claude calls my Python functions live.

What I learned:

  • MCP server is a separate process, not a library

  • list_tools() advertises what the server can do

  • call_tool() executes functions and returns structured TextContent

  • Claude Desktop spawns the server automatically via config

  • Tool descriptions are contracts between the LLM and your code

Tools built:

  • compound_interest - future value of an investment

  • loan_emi - monthly loan payment calculator

  • savings_goal - time to reach a savings target

Files:

  • finance_mcp_server.py


Week 3 - Coming Soon

Multi-agent system with CrewAI where each agent uses MCP tools.


Stack

  • Python 3.13

  • Groq API (Llama 3.3 70B)

  • MCP SDK

  • Claude Desktop

Related MCP Connectors

  • Loan & mortgage calculator, compound interest, ROI, crypto prices, FX conversion for AI agents.

  • SmartMoney77 MCP v0.6.0 — 14 public tools that turn financial questions into exact numbers and citable links. New: historical_investment_return and compare_investments, which compute "what if I had invested" results from real yearly price data. Also compound interest, FIRE number, credit-card payoff, emergency fund, inflation, latte factor, investment fees, cost of waiting, plus discovery/deep-link/share-pack tools for a catalog of calculators in 6 languages (he/en/ar/es/pt/in). Public, no login. Endpoint: https://smartmoney77.com/mcp

  • Plan your financial future with AI: track net worth, manage budgets, and forecast scenarios.

  • 90+ pure finance calculators: loans, investing, bonds, options, tax. Stateless, stores nothing.

Related MCP Servers

  • F
    license
    Not graded
    quality
    D
    maintenance
    Enables AI-driven expense tracking and budget management, including adding expenses, setting budgets, analyzing trends, forecasting, and managing savings goals via natural language.
    -
  • F
    license
    Not graded
    quality
    D
    maintenance
    Enables users to manage personal finances using natural language, including tracking expenses, income, budgets, and generating financial summaries.
    -
  • F
    license
    Not graded
    quality
    D
    maintenance
    Enables basic math, investment analysis (ROI, average cost, portfolio value), and loan calculations (monthly payment, total cost, early payment savings) through natural language.
    -
  • F
    license
    Not graded
    quality
    C
    maintenance
    Enables users to query financial data and compute credit-risk metrics like Altman Z-Score and loan default probability through natural language.
    -