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fredwang1012

personal-finance-mcp

by fredwang1012
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Python
Hybrid

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    Deploy Server
    One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

    TDQS

    B3.3/5.0

    Scored across 5 tools

    Disambiguation4/5

    Each tool maps to a distinct data view: accounts (balances/metadata), holdings (positions), transactions (activity), health (connection status), and summary (aggregates). The main overlap is between accounts/summary and holdings/summary, since summary re-derives net worth and allocation from the other tools, but descriptions make the aggregate-vs-raw distinction reasonably clear.

    Naming Consistency5/5

    All five tools are single lowercase nouns naming the resource they return, a fully consistent convention with no mixing of styles. For a read-only query server, noun-only naming is predictable and readable.

    Tool Count5/5

    Five tools is tight and well-scoped for a personal finance overview: raw data (accounts, holdings, transactions), derived view (summary), and operational status (health). Each tool earns its place with no redundant entries.

    Completeness4/5

    The surface covers the full read-only reporting lifecycle: accounts, positions, activity, aggregate net worth/allocation, and connection health. Gaps are minor — no explicit date-range or security-level search tool, and no per-account drill-down beyond id/last4 filtering.

    Maintenance

    ActivityMaintained
    ResponsivenessNo issues

    Resources