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ismaeldosil

FinaShopping MCP Server

by ismaeldosil
README.md
# FinaShopping MCP Server

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MCP Server for interacting with Uruguayan financial products from Claude Desktop.

## Quick Installation

### Option 1: npx (recommended)

Add to your `claude_desktop_config.json`:

**macOS**: `~/Library/Application Support/Claude/claude_desktop_config.json`
**Windows**: `%APPDATA%\Claude\claude_desktop_config.json`

```json
{
  "mcpServers": {
    "finashopping": {
      "command": "npx",
      "args": ["finashopping-mcp"]
    }
  }
}
```

### Option 2: Global installation

```bash
npm install -g finashopping-mcp
```

Then in `claude_desktop_config.json`:

```json
{
  "mcpServers": {
    "finashopping": {
      "command": "finashopping-mcp"
    }
  }
}
```

### Option 3: From source

```bash
git clone https://github.com/ismaeldosil/finashopping-mcp.git
cd finashopping-mcp
npm install
npm run build
```

In `claude_desktop_config.json`:

```json
{
  "mcpServers": {
    "finashopping": {
      "command": "node",
      "args": ["/path/to/finashopping-mcp/dist/index.js"]
    }
  }
}
```

## Available Tools

### Loans

| Tool | Description |
|------|-------------|
| `search-loans` | Search loans by amount, term, and type |
| `calculate-loan-payment` | Calculate monthly payment (French amortization) |
| `compare-loans` | Compare multiple loans |
| `get-loan-requirements` | Requirements to apply |

### Cards and Insurance

| Tool | Description |
|------|-------------|
| `search-credit-cards` | Search cards by network and cost |
| `search-insurances` | Search insurance by type |
| `search-guarantees` | Rental guarantee options |
| `get-benefits` | Benefits and discounts |

## Available Resources

| URI | Description |
|-----|-------------|
| `finashopping://loans` | Loan catalog |
| `finashopping://cards` | Card catalog |
| `finashopping://insurance` | Insurance catalog |
| `finashopping://institutions` | Financial institutions |
| `finashopping://credit/ranges` | Credit score ranges |

## Available Prompts

| Prompt | Description |
|--------|-------------|
| `loan-application-guide` | Step-by-step guide to apply for a loan |
| `improve-credit-score` | Tips to improve your score |
| `product-comparison` | Detailed product comparison |
| `financial-faq` | FAQ about finances in Uruguay |

## Usage Examples

Once installed, in Claude Desktop you can ask:

- "Search for personal loans up to $100,000"
- "Calculate the payment for a $50,000 loan at 24 months with 28% rate"
- "Compare credit cards with no annual fee"
- "What do I need to apply for a mortgage?"
- "Give me tips to improve my credit score"

## Environment Variables

| Variable | Default | Description |
|----------|---------|-------------|
| `FINASHOPPING_API_URL` | `https://finashopping-backend-production.up.railway.app` | Backend API URL |

## Development

```bash
# Install dependencies
npm install

# Development
npm run dev

# Build
npm run build

# Tests
npm test

# Type check
npm run type-check
```

## Supported Institutions

### Banks
- BROU (Banco Republica)
- Santander Uruguay
- Itau Uruguay
- Scotiabank Uruguay
- BBVA Uruguay

### Insurance
- BSE (Banco de Seguros del Estado)
- Sura Uruguay
- Mapfre Uruguay

### Payment Networks
- OCA
- Visa
- Mastercard

## Troubleshooting

### Server doesn't appear in Claude Desktop

1. Verify that `claude_desktop_config.json` is in the correct location
2. Restart Claude Desktop completely
3. Verify that Node.js 20+ is installed

### Backend connection error

1. Check internet connectivity
2. Backend is at: `https://finashopping-backend-production.up.railway.app/health`

### View MCP Server logs

Logs are written to stderr. In development you can see them in the terminal.

## License

MIT

## URLs

| Service | URL |
|---------|-----|
| Frontend | https://finashopping-frontend.vercel.app |
| Backend API | https://finashopping-backend-production.up.railway.app |
| MCP Server | https://finashopping-mcp-production.up.railway.app |
| API Docs | https://finashopping-backend-production.up.railway.app/api-docs |

## Links

- [FinaShopping Web](https://finashopping-frontend.vercel.app)
- [Backend API Docs](https://finashopping-backend-production.up.railway.app/api-docs)
- [MCP Protocol](https://modelcontextprotocol.io)
- [GitHub Repo](https://github.com/ismaeldosil/finashopping-mcp)

TDQS

B3.4/5.0

Scored across 9 tools

Disambiguation4/5

Most tools have distinct purposes targeting different financial products (loans, credit cards, guarantees, insurances, benefits), but 'search-loans' and 'compare-loans' could cause some confusion as both involve loan evaluation. Descriptions help clarify that 'search-loans' finds available options while 'compare-loans' analyzes multiple loans side-by-side.

Naming Consistency5/5

All tool names follow a consistent verb_noun pattern with hyphens (e.g., calculate-loan-payment, search-credit-cards). The naming is predictable and readable throughout, with no mixing of conventions or styles.

Tool Count5/5

With 9 tools, the server is well-scoped for a financial shopping assistant covering loans, credit cards, guarantees, insurances, and benefits. Each tool earns its place by addressing a specific aspect of financial product research and comparison in Uruguay.

Completeness4/5

The tool set provides strong coverage for searching and comparing financial products, with minor gaps. For example, there are tools to search loans and credit cards but no explicit tools for applying or managing these products, which agents might need to work around. However, core research workflows are well-supported.