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albeorla

financial-agent

by albeorla

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    • A
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      quality
      C
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      Turns a personal-finance SQLite database into typed, schema-validated tools that an AI assistant can call directly, letting you manage accounts, transactions, budgets, debts, investments, tax estimates, and goals through natural language.
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    • A
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    • A
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      Enables AI agents to interact with a double-entry ledger, offering tools for account management, balanced journal entries, balance queries, trial balance, and penny-perfect allocation. Built with safety by construction: no update/delete tools, idempotent posting, and an append-only journal.
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    • F
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      quality
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      Enables AI agents to create accounts, record balanced double-entry transactions, query balances, and reconcile accounts against a SQLite-backed ledger through four MCP tools.
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      quality
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      Enables AI agents to read and write a self-hosted portfolio tracker through 25 MCP tools, covering net worth, flows, forecasts, decisions, and audit.
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