set_advisor_profile
Save or update an advisor profile with risk tolerance, investment horizon, and objective. Optionally set outbound trading and exclusions, requiring disclaimer acceptance when enabled.
Instructions
Save (overwrite) the advisor profile at ~/.xp-mcp/advisor-profile.json. Required fields: risk_tolerance (1-10), horizon_years (>0), objective ('income'|'growth'|'balanced'). Optional: outbound_enabled (default false), excluded_classes, excluded_tickers, notes, brapi_token. Enabling outbound_enabled=true requires accept_disclaimer=true on the call.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| profile | Yes | Full advisor profile. Required fields: risk_tolerance (1-10), horizon_years (>0), objective ('income'|'growth'|'balanced'). Optional fields fill defaults. See get_advisor_profile output for the canonical shape. | |
| accept_disclaimer | No |