Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
Shared task ledger for AI agents and humans: atomic claims, state machine, GitHub and Slack sync
These three are never merged into one score: opinions, measurements and popularity are different things.
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
Pick the AI app you use, then copy the settings.
WORKSTREAM_DB_CONNECTION, WORKSTREAM_ADMIN_TOKEN, WORKSTREAM_PUBLIC_BASE_URL, WORKSTREAM_USER_TOKENValues marked secret are keys to your account. Never share them or paste them into a chat.
You need
Which app do you use?
Pick your app above. We remember it, so next time the button says “Install in …”.
Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json
{
"mcpServers": {
"workstream": {
"command": "docker",
"args": [
"run",
"-i",
"--rm",
"-e",
"WORKSTREAM_DB_CONNECTION",
"-e",
"WORKSTREAM_ADMIN_TOKEN",
"-e",
"WORKSTREAM_PUBLIC_BASE_URL",
"-e",
"WORKSTREAM_USER_TOKEN",
"ghcr.io/ahmad-codex/workstream-mcp:0.3.1"
],
"env": {
"WORKSTREAM_DB_CONNECTION": "your-value",
"WORKSTREAM_ADMIN_TOKEN": "your-value",
"WORKSTREAM_PUBLIC_BASE_URL": "your-value",
"WORKSTREAM_USER_TOKEN": "your-value"
}
}
}
}Run this in your terminal
claude mcp add workstream --env WORKSTREAM_DB_CONNECTION=your-value --env WORKSTREAM_ADMIN_TOKEN=your-value --env WORKSTREAM_PUBLIC_BASE_URL=your-value --env WORKSTREAM_USER_TOKEN=your-value -- docker run -i --rm -e WORKSTREAM_DB_CONNECTION -e WORKSTREAM_ADMIN_TOKEN -e WORKSTREAM_PUBLIC_BASE_URL -e WORKSTREAM_USER_TOKEN ghcr.io/ahmad-codex/workstream-mcp:0.3.1Fill in the empty values before running it.
Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"workstream": {
"command": "docker",
"args": [
"run",
"-i",
"--rm",
"-e",
"WORKSTREAM_DB_CONNECTION",
"-e",
"WORKSTREAM_ADMIN_TOKEN",
"-e",
"WORKSTREAM_PUBLIC_BASE_URL",
"-e",
"WORKSTREAM_USER_TOKEN",
"ghcr.io/ahmad-codex/workstream-mcp:0.3.1"
],
"env": {
"WORKSTREAM_DB_CONNECTION": "your-value",
"WORKSTREAM_ADMIN_TOKEN": "your-value",
"WORKSTREAM_PUBLIC_BASE_URL": "your-value",
"WORKSTREAM_USER_TOKEN": "your-value"
}
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
Paste into .vscode/mcp.json in your project
{
"servers": {
"workstream": {
"type": "stdio",
"command": "docker",
"args": [
"run",
"-i",
"--rm",
"-e",
"WORKSTREAM_DB_CONNECTION",
"-e",
"WORKSTREAM_ADMIN_TOKEN",
"-e",
"WORKSTREAM_PUBLIC_BASE_URL",
"-e",
"WORKSTREAM_USER_TOKEN",
"ghcr.io/ahmad-codex/workstream-mcp:0.3.1"
],
"env": {
"WORKSTREAM_DB_CONNECTION": "your-value",
"WORKSTREAM_ADMIN_TOKEN": "your-value",
"WORKSTREAM_PUBLIC_BASE_URL": "your-value",
"WORKSTREAM_USER_TOKEN": "your-value"
}
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
This one runs on your computer, and ChatGPT can only connect to servers on the internet. Pick another app.
Your choice stays on this device in a cookie; no account needed.
WORKSTREAM_PUBLIC_BASE_URL envThese settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
Runs on your computer; the tool list appears in your AI app after you install it.
We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 6, 2026
The registry name was verified with the GitHub account ahmad-codex, which owns the repo
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
This one runs on your computer; there is no internet endpoint
Runs on your computer and uses local settings instead
Runs on your computer; we can only read tool lists from internet endpoints
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
It passed 1 of 1 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.
You need to fill in: WORKSTREAM_DB_CONNECTION, WORKSTREAM_ADMIN_TOKEN, WORKSTREAM_USER_TOKEN
It runs on your computer. Your AI app starts it when needed, and data does not pass through the maker’s servers (unless it calls an online service itself).
The GitHub repo last changed –, and the latest version (0.3.1) reached the registry 7 days ago.
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Docker on your computer.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Servers in the same category from other makers, sorted by stars.
Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
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.
Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.
An MCP server that keeps the state of record for work done by AI agents and humans together: plans, tasks, claims, findings, fix attempts and verdicts, stored in Postgres, mirrored to GitHub Projects and Slack.
One container with Postgres and the server in demo mode, seeded with a project, an active plan and three tasks:
docker run --rm -p 127.0.0.1:8080:8080 ghcr.io/ahmad-codex/workstream-mcp:demo
claude mcp add --transport http workstream-demo http://localhost:8080/demo-insecure-token/mcp
Then ask Claude to "list the workstream projects and claim the next task on the demo plan". The demo token is public and gives admin rights, so keep the port on 127.0.0.1; the server refuses that token whenever demo mode is off. Data is gone when the container stops.
Open http://localhost:8080/demo-insecure-token/ui/ to watch the plan on the dashboard. To see agents race for tasks, start the container with -e WORKSTREAM_ADMIN_TOKEN=local-admin and run WORKSTREAM_ADMIN_TOKEN=local-admin node scripts/simulate-agents.mjs.
Clone the repo, open Claude Code in it, and paste:
Set up workstream-mcp for me on this machine. Follow the README quick start using the
published Docker image, create an admin user for me, and connect this Claude Code session to it. Then create a project and a development plan with three sample tasks, activate it, and claim one task to show it works. When that is done, ask me whether I want GitHub Projects or Slack sync, and walk me through docs/github-setup.md or docs/slack-setup.md step by step, telling me exactly what to click and which values to paste back.
Prefer to do it by hand? See the quick start.
A common way to coordinate agent work is a markdown plan in the repo: a checklist the agent reads, edits and commits. That works for one agent in one session. It breaks down when several agents and people work the same plan at once:
workstream-mcp replaces the file with a small service. Agents call MCP tools to claim work, submit results and record verdicts. Claims are atomic and expire, transitions are checked against a state graph, every change is written to an append-only event log, and GitHub and Slack are updated from an outbox so an outage on their side never blocks the agents.
What the code does today:
SELECT ... FOR UPDATE SKIP LOCKED in one transaction, so concurrent claimers never get the same task and never block each other. A claim that is not refreshed expires and the work returns to the pool. Covered by a 32-claimer concurrency test suite.plan_types.state_graph (JSONB). Two plan types ship: audit (find, verify, fix, re-verify) and development (implement, review). An illegal transition returns illegal_transition with allowed_next, so the calling model can correct itself.events row. Triggers block UPDATE and DELETE on events and verdicts.board_sync_log and slack_notify_log inside the request transaction and drained by background workers with retries./ /ui/: tasks by status, claim holders with a TTL countdown, dependencies, stuck work and the event timeline of every task. See docs/dashboard.md.https://host/ /mcp. Pasting it into an MCP client is the whole setup. Tokens can be rotated; the token is stripped from the path and from logs.request_audit queues an audit run; a sidecar container clones the repo and starts the project's audit orchestrator in a tmux session with Claude Code./admin/* endpoints behind a static bearer token for users and boards, plus a workstream-admin CLI for user management. Projects and plans are set up through the admin-gated MCP tools.stuck_work_reports.flowchart LR
subgraph Clients CC[Claude Code / Desktop / Cursor] ORCH[Orchestrator agents] end
CC -- "POST /<token>/mcp JSON-RPC 2.0" --> API ORCH -- "POST /<token>/mcp" --> API
subgraph Server API[Workstream.Api token middleware, MCP tools, state machine, claims] BSW[BoardSyncWorker] SNW[SlackNotifyWorker] DISP[AuditDispatchWorker dispatcher role] end
API -- "one transaction: state + events + outbox rows" --> PGB[(PgBouncer)] PGB --> PG[(Postgres 16)] BSW -- drain board_sync_log --> PG SNW -- drain slack_notify_log --> PG DISP -- drain audit_dispatch_log --> PG
BSW -- GraphQL / REST --> GH[GitHub Projects V2, issues, milestones] SNW -- chat.postMessage --> SL[Slack] GH -- signed webhook --> API SL -- signed interactivity --> API DISP -- tmux + claude --> REPO[checked-out repos]
| Project | Responsibility |
|---|---|
src/Workstream.Api | ASP.NET Core host, token middleware, JSON-RPC endpoint, admin API, webhooks, dispatcher |
src/Workstream.Core | Domain model, state graph parser, StateMachineService, claim rules |
src/Workstream.Data | Npgsql + Dapper repositories, outbox, SQL migration runner |
src/Workstream.Mcp | The MCP tool classes and their registration |
src/Workstream.GitHub | GitHub App auth, Projects V2 client, board sync worker |
src/Workstream.Slack | Slack client, Block Kit builders, notify worker, signature check |
src/Workstream.Telemetry | OpenTelemetry setup and metric definitions |
tools/workstream-admin | Operator CLI |
deploy/ | Dockerfiles, compose files, migrations, plan-type profiles, Caddy, PgBouncer, Grafana and Prometheus config |
More in docs/architecture.md and docs/state-machine.md.
Needs Docker. This starts Postgres and the API only; GitHub, Slack and the dispatcher stay off.
git clone https://github.com/ahmad-codex/workstream-mcp.git
cd workstream-mcp docker compose -f deploy/docker-compose.quickstart.yml up -d --build curl http://localhost:8080/healthz
To skip the local build, run the published image instead:
WORKSTREAM_IMAGE=ghcr.io/ahmad-codex/workstream-mcp:latest \
docker compose -f deploy/docker-compose.quickstart.yml up -d --no-build
The API applies the SQL migrations on startup, including the audit and development plan types.
Create a user. The response contains the user's MCP URL once; copy it.
curl -s -X POST http://localhost:8080/admin/users \
-H "Authorization: Bearer local-admin-token" \ -H "Content-Type: application/json" \ -d '{"githubUsername":"alice","displayName":"Alice","actorType":"human","isAdmin":true}'
isAdmin lets this user call the setup tools (create_project, create_plan, ...). Check the URL:
curl http://localhost:8080/<token>
Then connect an MCP client (next section) and ask it to create a project, a development plan and a few tasks, activate the plan, and claim one.
Stop with docker compose -f deploy/docker-compose.quickstart.yml down (add -v to drop the data).
The server speaks MCP over HTTP (JSON-RPC 2.0 POSTs) at / /mcp. There are no extra headers; the token in the path identifies the user.
Claude Code
claude mcp add --transport http workstream http://localhost:8080/<token>/mcp
Claude Desktop (claude_desktop_config.json). Claude Desktop launches stdio servers from this file, so use the mcp-remote bridge (needs Node.js):
{
"mcpServers": { "workstream": { "command": "npx", "args": ["-y", "mcp-remote", "http://localhost:8080/ /mcp"] } } }
If the server is reachable from the internet over HTTPS, you can instead add the URL as a custom connector in Claude Desktop's settings.
stdio (any client). The same binary speaks MCP over stdin/stdout with --stdio, acting as the user whose token is in WORKSTREAM_USER_TOKEN against the database in WORKSTREAM_DB_CONNECTION (an HTTP server must still be running somewhere to drain the GitHub and Slack outboxes):
{
"mcpServers": { "workstream": { "command": "dotnet", "args": ["/path/to/Workstream.Api.dll", "--stdio"], "env": { "WORKSTREAM_DB_CONNECTION": "Host=localhost;Database=workstream;Username=workstream;Password=...", "WORKSTREAM_USER_TOKEN": " " } } } }
Without WORKSTREAM_DB_CONNECTION, --stdio starts in discovery mode: initialize and tools/list work and every tool call returns a not_configured error. Directory scanners such as Glama use this mode.
Cursor (~/.cursor/mcp.json, or .cursor/mcp.json in a project):
{
"mcpServers": { "workstream": { "url": "http://localhost:8080/ /mcp" } } }
The URL is a credential. Do not commit it; keep it in user-level config. See docs/onboarding.md for the full onboarding flow.
36 tools. Every response is { ok, data, error }; errors carry a stable code (stale_claim, illegal_transition, retry_cap_exceeded, ...). Full details in docs/mcp-tools.md. Any call may pass as_agent to set the role persona used for Slack posts.
| Group | Tool | What it does |
|---|---|---|
| Discovery | list_projects | Projects with active plan counts and the caller's open claims |
list_plans | Plans of a project, filterable by status, with task counts per status | |
get_plan_dashboard | Status counts, next claimable work, my claims, stuck work, recent events | |
get_my_active_work | Every claim the caller holds | |
| Claims | claim_next_task | Claim the highest-priority pending task for a role |
claim_specific_task | Claim one task by id |
| | `claim_next_finding_for_verifica
Only the beginning is shown; read the rest in the repo