Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
作者による説明(英語の原文)
61 verified financial models and a household planning engine: 20 MCP tools, 6 keyless, specs cited.
この3つを1つのスコアにまとめることはしません。意見、測定、人気はそれぞれ別のものだからです。
このサーバーのやさしい解説はまだ書いていません。以下はレジストリから読み取った事実です。
使っているAIアプリを選んで、設定をコピーしてください。
必要なもの
どのアプリを使っていますか?
上でアプリを選んでください。選んだアプリを覚えておくので、次からはボタンに「…にインストール」と表示されます。
ウェブ、デスクトップ、モバイルのClaudeで使えます:
https://worthune.com/api/mcp/mcpターミナルでこれを実行します
claude mcp add --transport http models https://worthune.com/api/mcp/mcpプロジェクトの .cursor/mcp.json、または ~/.cursor/mcp.json に貼り付けます
{
"mcpServers": {
"models": {
"url": "https://worthune.com/api/mcp/mcp"
}
}
}ブラウザがアプリを開いてよいか確認し、そのあとアプリが設定を表示して確認を求めます。キーの値は空欄のままなので、自分で入力してください。
プロジェクトの .vscode/mcp.json に貼り付けます
{
"servers": {
"models": {
"type": "http",
"url": "https://worthune.com/api/mcp/mcp"
}
}
}ブラウザがアプリを開いてよいか確認し、そのあとアプリが設定を表示して確認を求めます。キーの値は空欄のままなので、自分で入力してください。
ChatGPTがつなげるのは、インターネット上のサーバーだけです:
https://worthune.com/api/mcp/mcpメニューの名前は、プランや時期によって少し違うことがあります。
選んだアプリは、この端末のCookieに保存されます。アカウントは不要です。
この設定は、作者のレジストリ登録情報から作成しています。READMEと違う場合は、READMEに従ってください。
ツールの名前と説明は、サーバーが2026年11月9日に返したそのままの内容です。書いたのは作者で、私たちではありません。プレーンテキストとして表示しています。
list_modelsList Worthune's Concordance-tested financial calculation models (an independent second implementation must agree with the engine, per the published spec). Returns model names and spec versions. Call get_model_contract before running a model.
get_model_contractGet a model's machine-readable contract: required inputs with types and valid domains, cross-field constraints, sentinel-value meanings, and the government constants (with sources) the model uses. Set include_spec to also receive the full specification markdown (exact formulas, a
run_modelRun a Concordance-tested calculation model. Inputs must satisfy the contract from get_model_contract (all fields required, values inside their domains — out-of-domain requests are rejected, never clamped). The response echoes inputs, spec version, assumptions, triggered sentinels
verify_claimVerify claims about a model's outputs against the engine before presenting them to a user. Pass the model inputs plus one or more claims ({path, op, value}); each claim comes back verified, violated, or out-of-scope, with the engine's computed value as proof and a decision-record
create_householdCreate a persistent household resource from a household-schema document (docs/household-schema-spec.md: members, accounts by tax wrapper, liabilities, income and expense streams). Validation rejects with JSON-path errors — fix the payload in one pass. Returns the household id to
get_householdFetch a stored household document and its metadata by id.
list_householdsList the organization's stored households — id, label, advisorRef, version, status, when it was last computed — without the documents (get_household returns one in full). Defaults to active households; GET /api/v1/households returns every status — pass status: "all" for the same
archive_householdArchive a stored household (never deleted: the row stays readable, leaves the active-household meter, and stops accepting writes or projections). The same operation as DELETE /api/v1/households/{id}.
list_decisionsThe append-only history of coordination strategies run on a stored household, newest first — id, strategy, spec version, household version, record hash, when. Metadata only; get_decision returns one in full. Same as GET /api/v1/households/{id}/decisions.
get_decisionOne stored decision in full: the decision object as it was produced, the household version it ran against, and its evidence record with the hashed inputs — enough to re-verify it with /api/v1/records/verify or the SDKs' verifyRecord. Decisions stored before their inputs were reta
get_household_pictureOne household, one picture: the balance sheet by wrapper and owner, income and spending this year, how current the last computation is against the engine's spec (the same drift reasons the weekly scan delivers), the newest decisions, and a data-quality report naming what is missi
replace_householdFull-document replace with optimistic concurrency: pass expectedVersion (from get_household) and a stale write loses cleanly with the current version instead of clobbering a concurrent change.
patch_householdApply a collection-level delta to a stored household without resending the whole document: set scalars (filingStatus, state), upsert entries by id (replace or append), remove entries by id. expectedVersion (from get_household) is REQUIRED — a delta is only meaningful against a ve
project_householdRun the deterministic multi-year projection on a stored household — income, RMDs, federal + covered state tax, expenses, amortization, cash flow, net worth per year — optionally with seeded Monte Carlo (same seed, same result). Assumptions: pass your own, pin a profile by id+vers
list_example_householdsTwelve FICTIONAL households, each built to exercise a different part of the planning engine — accumulation, a Roth conversion window, drawdown on a low-basis portfolio, spousal Social Security coordination, running out of money, negative amortization, and more. Use one as a start
try_household_projectionRun the deterministic multi-year household projection on a document you pass in — income, RMDs, Roth conversions, federal and covered-state tax, expenses, amortization, the tax-grossed-up deficit draw, and net worth per year — optionally with a seeded Monte Carlo. NOTHING IS STOR
import_householdsMigrate a book (WS3.5): import up to 200 households in one call, with dryRun: true validating everything and writing NOTHING — iterate until the per-row, per-field report is clean, then run for real. Two shapes: households[] of { importKey, label?, household } documents, or templ
draft_import_mappingWS3.5c: AI drafts the mapping; determinism executes it. Send up to 10 sample records from an export (column → string cell) and get back a DRAFT mapping template for import_households' template + records path. Three deterministic gates run before anything returns: strict JSON, the
narrate_decisionThe Verified Narrative: client- or advisor-ready prose for a stored decision (decision_id) or an inline decision object. A model drafts the narrative FROM the decision; a deterministic gate then extracts every number in the draft and verifies each against the decision's own value
decide_householdRun a Household Coordination Engine strategy on a stored household and get back a ranked decision object with evidence records. Strategies: withdrawal-sequencing (no params); roth-ladder (params.candidates: [{annualAmountUsd, years}]); ss-claiming (params.candidateAges?: {memberI
create_mandateAssign a standing mandate: strategy-watch (one household, the strategies you choose), tax-optimization (one household, minimize-lifetime-tax, the tax strategies) or rules-change (the whole book, Growth and above: when tax rules or your assumption profile change, finds and ranks e
list_mandatesThe organization's mandates, newest first, optionally for one household or status, with an alert listing trigger events left open over an hour. Any key role. Same as GET /api/v1/mandates.
get_mandateOne mandate and its last 20 cycles, each with the strategies swept and the gate's reason for every candidate it did not propose (below the floor, cooldown, duplicate, max open), so 'why did nothing happen?' has an answer. Any key role. Same as GET /api/v1/mandates/{id}.
run_mandateRecord a manual trigger and run the mandate's cycle now: sweep its strategies on the household's current version, store each decision, and file proposals that clear the gate. Returns the cycle; read proposals with list_proposals and the reasons with get_mandate. Developer or owne
list_proposalsProposals Lodestar filed for a person to decide, newest first, optionally filtered by status (pending, approved, rejected, expired, superseded, stale, withdrawn), mandate or household. Each carries the recommendation and its intents verbatim from the decision, the projected value
review_proposalDecide one pending proposal. APPROVER OR OWNER KEY ONLY: developer and viewer keys are refused, so the key that configures mandates cannot sign off their output. approve executes nothing; it writes one signed projected-value ledger entry (a re-pin proposal moves the mandate to th
get_ledgerLedger entries written by approvals, newest first, optionally for one mandate or household, with the total. Each is an evidence record (hash over its inputs and outputs, Ed25519-signed with the key at /api/v1/records/keys) naming the stored decision it came from. Values are PROJE
list_questionsLodestar's questions about one field of a household's data (a taxable account with no cost basis, a Social Security stream with no amount, living expenses of zero), asked by deterministic checks in every household cycle; at most one open per mandate. Filter by status (open, answe
answer_questionAnswer one open question. value proposes the corrected field as a data-change proposal that an approver or owner must approve before anything is written; confirm: true records that the data is right, and the same check will not ask about the field again. Send exactly one of them.
manage_preferencesAn advisor's standing preferences, which the gate enforces in every cycle: avoid-strategy (optionally until a date), min-value for a strategy, max-annual-conversion, avoid-alternative. action list (any role); add (an approver or owner key confirms it at once, a developer key only
誰でも見られる情報をチェックしており、コードは読んでいません。当てはまらない項目は数に入れていません。 · 2026年11月10日にチェック
レジストリにソースのリポジトリが載っていないため、公開者(worthune.com)とコードを照合できません
このリポジトリはまだGitHubから読み取っていません
このリポジトリはまだGitHubから読み取っていません
379ミリ秒で応答(HTTP 200)
サインイン不要
30件のツールの説明を読み、AIへの隠れた指示は見つかりませんでした
レジストリでこのカテゴリにある有効なすべてのサーバーと比較しています。スターは、公開者がリポジトリの所有者である場合だけ数えます。
当てはまる基本チェック3項目のうち2項目に合格しました。コードは読んでいません。キーやトークンを追加する前に、サーバーがどんなアクセスを求めているかを確認し、必要な権限だけを持つキーを使ってください。
レジストリには必須のキーは載っていません。ただし、最初に使うときにサインインを求めるサーバーもあります。
作者のクラウドで動きます。インストール不要でインターネット経由でつながりますが、送った内容は作者のサーバーを通ります。
GitHubリポジトリの最終更新は–、最新バージョン(1.8.0)がレジストリに届いたのは2 か月前です。
Claude Desktop、Claude Code、Cursor、VS CodeなどのMCP対応アプリで使えます。URLでつながるので、リモートMCPサーバーに対応したアプリ(開発者モードのChatGPTなど)でも使えます。
同じカテゴリには:Finance Toolkit, SolidInvoice, Korea Tax Calculator
同じカテゴリで、ほかの作者が作ったサーバー。スターの多い順。
カードの見方:↓ 週あたりのダウンロードi★ GitHubスターi3つの柱:レビュー · チェック · 利用状況i更新=最新バージョンをレジストリに公開した日i
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 97 tools with statutory citations.
リポジトリにREADMEが見つかりません