Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
作者提供的说明(英文原文)
Read-only FX exposure, cash, hedge and P&L data from a Hedgr workspace, for SME finance teams.
这三项永远不会合并成一个分数:意见、测量和人气是不同的东西。
我们还没有为它写通俗的介绍。下面是我们从注册中心读取到的事实。
选择你使用的 AI 应用,然后复制设置。
你需要
你用的是哪个应用?
在上方选择你的应用。我们会记住它,下次按钮会显示“安装到 …”。
适用于网页版、桌面版和手机版 Claude:
https://hedgr.app/mcp在终端中运行这条命令
claude mcp add --transport http hedgr https://hedgr.app/mcp粘贴到项目中的 .cursor/mcp.json,或 ~/.cursor/mcp.json
{
"mcpServers": {
"hedgr": {
"url": "https://hedgr.app/mcp"
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
粘贴到项目中的 .vscode/mcp.json
{
"servers": {
"hedgr": {
"type": "http",
"url": "https://hedgr.app/mcp"
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
ChatGPT 只能连接互联网上的服务器:
https://hedgr.app/mcp菜单名称可能因套餐和版本不同而略有差异。
你的选择通过 Cookie 保存在这台设备上,无需账户。
这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同,请以 README 为准。
工具名称和描述与服务器在 2026年11月8日 报告的完全一致。这些内容由作者撰写,不是我们写的;我们以纯文本形式显示。
get_platform_capabilitiesReturns a safe, client-facing capability map for Hedgr: dashboard tabs, data sources, what the MCP already exposes, a coverage summary counting how many client-facing surfaces the published tools answer, the Scout/MCP boundary, and what is intentionally not exposed. Use this when
get_dashboard_contextReturns a compact read-only snapshot of the authenticated Hedgr dashboard: organisation, provider, base currency, selected entity/workspace context, data timestamp, FX currencies, invoice counts, headline exposure and P&L totals, and available rates. Use when the user asks for a
get_account_statusReturns the current state of the user's Hedgr account: which accounting systems, Google Sheets workspaces, CSV/manual cloud workspaces, and setup sections are available. Returns entity_scope: on a workspace that consolidates several entities, entity_scope.ask_user is true and ent
list_entitiesLists all connected legal entities with their base currencies and source accounting systems. Use when the user needs entity-level rather than consolidated group figures, e.g. multi-entity clients such as UK Ltd + US Inc + DE GmbH. Returns entity_scope with a scope question (conso
get_fx_exposureReturns net FX exposure by currency pair, entity, and time bucket (overdue, 0-30d, 31-60d, 61-90d, 90d+, undated). An invoice with no due date has no tenor, so it stays in net exposure and sits in the undated bucket. Each exposure line distinguishes confirmed (invoices and POs fr
get_cash_positionReturns current cash balances by currency and entity. Shows whether FX cash offsets invoice exposure in the same currency.
get_hedge_portfolioReturns all open forward contracts and hedges with maturity date, notional amount, contracted rate, and current mark-to-market value. Use this to answer 'what is my current hedge ratio on EUR?' without needing execute permissions. hedges[] is drawdown-normalised: a parent forward
simulate_scenarioModels the P&L impact of exchange rate moves on the user's current net exposure (invoices + cash) and existing hedges. Four modes: (1) supply explicit `scenarios` for a linear what-if, e.g. 'What happens if GBP/EUR moves 3% before Q3 close?'; (2) set `worst_case: true` (scenarios
get_protection_candidatesPolicy-derived candidate rows showing suggested notional amounts for open currency exposures. Read-only - does not execute trades, open dealing pages, or transfer assets.
get_policyReturns the user's saved FX policy in declared form: one workspace coverage target (target_hedge_ratio_pct, 0 when none is set), the allowed instrument, the hedge horizon, and a policy_settings block naming every stored field with its meaning, including per-currency comfort-limit
get_market_regimeReturns a current Hedgr regime snapshot for one or more currency pairs, including a compact headline, sorted snapshot rows, latest rate, realised-volatility regime, 30-day change, methodology, and dashboard surface. Volatility regimes are Settled / Directional / Choppy / Stressed
get_pnl_attributionReturns FX P&L broken down by currency with top contributor, unrealised mark-to-market (open invoices, booking rate vs current spot), and realised gain/loss from settled invoices where the accounting system provides it. Use to answer 'which currencies are hurting us?', 'what is o
get_limit_statusCompares current net FX exposure against per-currency comfort limits configured in Hedgr's Control tab. Returns breach status per currency: breaching (exposure exceeds limit), approaching (≥80% of limit), within_limit, or no_limit_set. Use to answer 'are we within limits?', 'whic
get_transaction_log_summaryReturns a safe read-only transaction-log summary for Explain > Detailed Transaction Logs: top open-invoice unrealised FX rows, settled-invoice realised FX rows, bank/cash rows, counts, and row provenance. Does not expose raw provider payloads, hidden reconciliation notes, credent
get_overdue_driversReturns overdue invoice drivers by currency and top contact, prioritised by largest exposure per currency. Separates total unrealised FX P&L from since-due P&L and explicitly reports when due-date rates are unavailable. An invoice carrying no due date is undated and never overdue
get_data_qualityReturns safe import and data-quality diagnostics: duplicate invoice IDs, first visible issue rows, missing currency/date/amount fields, missing booking rates, missing spot rates, and per-currency P&L readiness. Use for questions about why CSV imports failed or why P&L is incomple
get_payment_patternsReturns detected payment timing patterns by counterparty and currency where available, or derives a conservative summary from settled invoice dates. Use for factual questions about who pays late or early. Reports timing only, not realised gains or losses.
get_cashflow_timingReturns FX cashflow timing by currency and bucket, separating receivables, payables, bank cash, and hedge maturities where available. Use for Monitor > Exposure & Cash Flow questions about overdue, next 30, 31-60, 61-90, beyond 90, undated, liquidity timing, or same-currency cash
get_cashflow_forecastProjects the user's OWN expected net cashflow per currency over the next N weeks (default 8), from their OWN settlement history: expected settlement of existing open invoices (due date shifted by how late each customer usually pays), plus projected recurring and seasonal flows. R
get_funding_forecastTMS liquidity/funding view: per-currency running cash balance seeded from the user's REAL bank balances - INCLUDING base currency (which the FX-exposure tools deliberately exclude). Answers whether the user will hold the units to settle upcoming payables/receivables, the first da
get_protection_builder_snapshotReturns the read-only Protection Builder / Scenario Builder snapshot: simulated row inputs, residual exposure after active hedges, cashflow-aware grouping basis, and policy sizing context. It does not execute trades, produce broker instructions, return quote IDs, or recommend a h
get_policy_backtest_summaryReturns a saved Control > Backtest policy replay summary when available, plus the policy snapshot used for context. Use for historical policy replay questions only. Does not predict future performance or recommend policy settings.
get_rate_assumptionsReturns rate assumptions used by the dashboard: spot rates, source labels, timestamps, custom override presence, missing spot rates, and invoice rows with missing or placeholder booking rates. Use when users ask where a number came from or why a rate/P&L is unavailable. Also retu
get_export_manifestReturns a read-only manifest of Hedgr exports available in the dashboard and where to generate them. Does not download files, expose temporary URLs, or generate private report drafts through MCP.
get_navigation_targetsReturns safe client-facing Hedgr navigation targets: current tab/subtab labels and what each surface is used for. Use for 'where do I find this in Hedgr' questions. Excludes admin routes, operator pages, and feature-flag internals.
get_workspace_setup_stateReturns setup state for accounting, Google Sheets, and CSV/manual workspaces. Explains whether Company & reporting is required for MCP. Accounting providers supply company settings automatically; Google Sheets and CSV/manual workspaces may need Company & reporting completed.
get_fx_guidanceReturns Hedgr's shared FX-guidance canon - the same read-only methodology Scout uses in-app (e.g. margin-basis / IAS 21 and Xero unrealised FX overlap). Public-safe subset only; internal partner/marketing guidance is filtered out. Not financial, legal, tax, or investment advice.
我们检查的是任何人都能看到的信息;我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月9日
注册中心没有列出源代码仓库,因此无法将发布者(hedgr.app)与代码对应起来
我们还没有从 GitHub 读取这个仓库
我们还没有从 GitHub 读取这个仓库
在 481 毫秒内响应(HTTP 200)
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已读取 27 个工具描述,未发现针对 AI 的隐藏指令
与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时,星标数才计入。
它在 3 项适用的基础检查中通过了 2 项。我们没有阅读代码。在添加密钥或令牌之前,请先看看这个服务器要求哪些权限,并使用只具备所需权限的密钥。
注册中心没有列出必需的密钥,不过有些服务器会在首次使用时要求你登录。
它在作者的云端运行。通过互联网连接,无需安装,但你发送的内容会经过作者的服务器。
GitHub 仓库最后更新于–,最新版本(1.0.0)于33天前进入注册中心。
支持 MCP 的应用,例如 Claude Desktop、Claude Code、Cursor 和 VS Code。它通过 URL 连接,所以接受远程 MCP 服务器的应用也可以使用,例如开启开发者模式的 ChatGPT。
同一分类中有:Finance Toolkit, SolidInvoice, Korea Tax Calculator
同一分类中其他作者的服务器,按星标数排序。
如何看卡片:↓ 每周下载量i★ GitHub 星标i三大支柱:评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间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: 96 tools with statutory citations.
仓库中没有找到 README