falladviser-v2-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
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 | {} |
| resources | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| total_taxC | UK total tax facade (2025-26): income tax + NI + dividend + CGT + HICBC + marriage allowance. Region: England or Scotland. |
| iht_estimateC | IHT estimate with post-2026 BPR/APR combined £1M cap reform. Applies NRB (£325k) + RNRB (£175k, if main home). |
| pension_projectionC | Compound-growth pension projection + annuity + drawdown-years. |
| portfolio_analysisB | Portfolio bucketing (equity/bond/cash/alt) vs ATR target (1-7), drift and concentration warnings. |
| bed_and_isaA | CGT-aware Bed & ISA suggestions — moves GIA/taxable holdings into unused ISA allowance while staying within CGT allowance. |
| 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. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| UK tax rules 2025-26 | Full rules object (bands, allowances, IHT, pension AA). |
| Asset class taxonomy | |
| Tax wrapper taxonomy (ISA/SIPP/GIA...) |
TDQS
Scored across 6 tools
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.
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.
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.
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.