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falladviser-v2-mcp

falladviser-v2-mcp

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falladviser-v2-mcp

MCP stdio server wrapping @ai-native-solutions/falladviser-v2-sdk.

Install

claude mcp add falladviser-v2 -- npx -y @ai-native-solutions/falladviser-v2-mcp

MIT · AI-Native Solutions

Available Tools

6 tools
bed_and_isaA

CGT-aware Bed & ISA suggestions — moves GIA/taxable holdings into unused ISA allowance while staying within CGT allowance.

Inputs: holdings (required), isaUsedThisYear, cgtRealisedThisYear.

iht_estimateC

IHT estimate with post-2026 BPR/APR combined £1M cap reform. Applies NRB (£325k) + RNRB (£175k, if main home).

Inputs: aprAssets, bprAssets, liabilities, otherAssets, +2 more.

pension_annual_allowanceA

Pension AA taper + carry-forward. Reduces £60k AA by £1 per £2 over £260k adjusted income, floor £10k. 3-year carry-forward.

Inputs: priorYears, adjustedIncome, thresholdIncome.

pension_projectionC

Compound-growth pension projection + annuity + drawdown-years.

Inputs: years (required), currentPot (required), growthRate, annuityRate, +1 more.

portfolio_analysisB

Portfolio bucketing (equity/bond/cash/alt) vs ATR target (1-7), drift and concentration warnings.

Inputs: holdings (required), attitudeToRisk.

total_taxC

UK total tax facade (2025-26): income tax + NI + dividend + CGT + HICBC + marriage allowance. Region: England or Scotland.

Inputs: income (required), region, cgtRealised, rentalIncome, +2 more.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

Loading tool schema changelog…

    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

    A3.5/5.0

    Scored across 6 tools

    Disambiguation5/5

    Each tool has a well-defined and distinct purpose covering different areas of UK personal finance: ISA/CGT optimization, inheritance tax, pension allowances, pension projections, portfolio analysis, and total tax calculation. No two tools overlap in functionality.

    Naming Consistency5/5

    All tools use lowercase snake_case with descriptive names that clearly indicate their function (e.g., bed_and_isa, iht_estimate, pension_annual_allowance). The naming convention is consistent across the entire set.

    Tool Count5/5

    With 6 tools, the set is well-scoped for a financial advisory MCP. Each tool addresses a core aspect of UK financial planning without being overly granular or too sparse.

    Completeness4/5

    The tools cover major areas like tax, pensions, inheritance, and portfolio analysis. However, there are minor gaps such as no tool for state pension or detailed retirement income modeling, but the set is functional for common advisory scenarios.

    Maintenance

    ActivityInactive
    ResponsivenessOutdated data

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