Skip to main content
Glama
dingdawg

dingdawg-finance-agent

by dingdawg
README.md
# dingdawg-finance-agent

> Breakthrough financial analysis bottlenecks. AI finance that learns YOUR business metrics.

AI-powered financial analysis, budget forecasting, compliance checking, expense categorization, and risk assessment. Free tier runs ratio analysis locally. Paid tier provides LLM-powered financial modeling with SOX and GAAP compliance tracking. Every action is governed and receipted.

## For AI Assistants

This MCP server returns structured JSON for seamless integration:
- Financial ratios (liquidity, profitability, solvency) with industry benchmarks
- SOX/GAAP compliance status with specific control gap identification
- Governance receipt on every call (audit-ready)
- Chain-ready: `financial_analysis` for baseline -> `budget_forecast` for projections -> `compliance_check` for SOX/GAAP -> `expense_categorize` for line items -> `risk_assessment` for exposure

Composable with any MCP client: Claude Code, Cursor, VS Code, ChatGPT Desktop, Windsurf.

## Install

```bash
npx dingdawg-finance-agent
```

### Claude Code
```bash
claude mcp add finance -- npx dingdawg-finance-agent
```

### Cursor
Add to `.cursor/mcp.json`:
```json
{"mcpServers": {"finance": {"command": "npx", "args": ["dingdawg-finance-agent"], "env": {"DINGDAWG_API_KEY": "your-key"}}}}
```

### Full Stack (all 13 agents)
```bash
npx dingdawg-setup
```

## Tools

| Tool | Free Tier | Paid Tier |
|------|-----------|-----------|
| `financial_analysis` | 10/day, basic ratio analysis | Unlimited, LLM-powered with industry benchmarking |
| `budget_forecast` | 5/day, linear projection | Unlimited, AI-powered multi-scenario modeling |
| `compliance_check` | 5/day, checklist-based SOX/GAAP | Unlimited, deep compliance with control gap analysis |
| `expense_categorize` | 20/day, rule-based categorization | Unlimited, AI-powered with anomaly detection |
| `risk_assessment` | 5/day, basic risk scoring | Unlimited, Monte Carlo simulation with risk factors |

## Pricing

- **Free:** 10 analyses/day, basic ratios
- **Pro:** $49/mo, 100 calls/day, AI-powered deep analysis
- **Pay-as-you-go:** $0.25/call, no commitment

Get API key: https://dingdawg.com/developers

## Governed

Every call is receipted and auditable. Financial analyses reference GAAP standards and SOX control requirements. Budget forecasts include methodology disclosure. Risk assessments include confidence intervals and assumption documentation.

## Support

support@dingdawg.com | https://dingdawg.com

TDQS

A3.9/5.0

Scored across 5 tools

Disambiguation5/5

Each tool targets a distinct financial domain: compliance (regulatory rules), analysis (ratio health), forecasting (budget scenarios), categorization (expense flags), and risk assessment (portfolio/business risk). No two tools overlap in purpose, and their descriptions reinforce clear boundaries.

Naming Consistency5/5

All tool names follow a consistent noun_verb/verb_noun pattern using snake_case: compliance_check, financial_analysis, budget_forecast, expense_categorize, risk_assessment. The pattern is predictable and consistent, matching the style of well-organized MCP servers.

Tool Count5/5

With 5 tools, the server is well-scoped for a financial agent, covering common user requests without being bloated or minimal. Each tool has a clear role, and the count is squarely within the recommended range for a focused server.

Completeness4/5

The tool surface covers the major financial workflows an agent might need: compliance verification, ratio analysis, forecasting, expense tracking, and risk assessment. Minor gaps exist, such as no dedicated tool for tax estimation or investment portfolio management, but these are beyond the core scope and agents can typically work around them.

Maintenance

ActivityInactive
ResponsivenessNo issues