finpilot-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| FINPILOT_API_KEY | No | API key (fp_...). Omit for guest mode. | |
| FINPILOT_GATEWAY_URL | No | Auth Service URL | http://localhost:8080 |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
| logging | {} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| extensions | {
"io.modelcontextprotocol/ui": {}
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| analyze_credit_reportB | Analyze credit report from CIBIL, Experian, or Equifax. |
| get_credit_healthC | Get current credit health summary. |
| analyze_portfolioB | Analyze investment portfolio from a CAS PDF or direct data. |
| optimize_loansC | Get loan optimization recommendations. |
| create_financial_planB | Create comprehensive financial plan based on goals and current situation. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
| credit_report_analysis | Analyze your CIBIL, Experian, or Equifax credit report to find savings. |
| portfolio_health_check | Analyze your mutual fund portfolio from an NSDL/CDSL/CAMS CAS PDF. |
| lamf_opportunity_finder | Find Loan Against Mutual Funds opportunities to replace high-cost debt. |
| full_financial_health_check | Comprehensive financial health check: credit, portfolio, debt, and financial plan. |
| lamf_expert_mode | Activate LAMF specialist with current Indian market rates, haircuts, and lender details. |
| financial_advisor_prompt | Ask any financial question — credit, portfolio, loans, or financial planning. Use this for quick questions. For a full guided workflow, use one of the focused prompts: Analyze Credit Report, Portfolio Health Check, Find LAMF Opportunities, or Full Financial Health Check. |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 5 tools
Tools cover distinct financial domains: credit health, credit report analysis, portfolio analysis, loan optimization, and financial planning. The pair get_credit_health and analyze_credit_report have slight overlap but are differentiated by scope (summary vs. detailed report).
All tool names follow a consistent verb_noun pattern (get_, analyze_, optimize_, create_), using present tense verbs and clear nouns.
With 5 tools, the server is well-scoped for a personal finance assistant, covering key areas without being bloated or too sparse.
Core personal finance areas are covered (credit, portfolio, loans, planning), but missing potentially important features like budgeting, expense tracking, or tax planning, which are common in financial tools.