Finance Toolkit
by JerBouma
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Computer or cloud★ 5,496MITUpdated today
Install
Markets MCP
Overview
Description from the maker (original English)
AI risk officer: private trading theses, evidence, exit criteria and decision history. No execution.
PopNx MCP’s three pillars
These three are never merged into one score: opinions, measurements and popularity are different things.
- User voiceiNo reviews yetReviews open together with accounts in a later step
- Our basic checksi1 of 1 passedChecked from public information; code not scanned yet
- UsageiNot measured yet★ –
What you can do with it
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
- Connection: Runs in the cloud
- Transport: Streamable HTTP
- Category: Accounting, finance & tax
Install
Pick the AI app you use, then copy the settings.
Before you install
- Basic checks: 1 of 1 passed
- Runs on the maker’s server: what you ask it goes through their server.
- The registry lists no key to fill in.
You need
- Runs in the cloudNothing to install; it connects over the internet
Which app do you use?
Pick your app above. We remember it, so next time the button says “Install in …”.
Works in Claude on the web, desktop and mobile:
- Open Settings → Connectors
- Press Add custom connector
- Paste the address below and press Add
- If it asks you to sign in, sign in with the maker
https://tally.markets/api/mcpRun this in your terminal
claude mcp add --transport http tally https://tally.markets/api/mcpOr copy the settings yourself
Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"tally": {
"url": "https://tally.markets/api/mcp"
}
}
}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.
Or copy the settings yourself
Paste into .vscode/mcp.json in your project
{
"servers": {
"tally": {
"type": "http",
"url": "https://tally.markets/api/mcp"
}
}
}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.
ChatGPT connects only to servers on the internet:
- Open ChatGPT on the web → Settings → Connectors (Apps)
- Press Create or Add (some plans need Developer mode under Advanced first)
- Paste the address below, give it a name and save
- If it asks you to sign in, sign in with the maker
https://tally.markets/api/mcpMenu names can differ slightly by plan and over time.
Your choice stays on this device in a cookie; no account needed.
These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
What it can do
We have not read this server’s tool list yet; we check endpoints in rotation.
Basic checksi
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 7, 2026
- ✓ Pass
Maker matches the repo
The registry name was verified against the domain tally.markets (the registry checks domain ownership)
- … Not checked yet
Still maintained
We have not read this repo from GitHub yet
- … Not checked yet
Has a licence
We have not read this repo from GitHub yet
- … Not checked yet
Endpoint responds
Not checked yet; we check endpoints in rotation
- … Not checked yet
Sign-in with OAuth
Not checked yet; we check endpoints in rotation
- … Not checked yet
No hidden instructions in tool descriptions
Not checked yet; we read the tool list when we check the endpoint
Compared with others in Accounting, finance & taxi
- More stars than 0% of the other 1734 servers in this category
- Published to the registry more recently than 70% of the other 1734 servers in this category
- Basic checks equal to or better than 100% of the other 1734 servers in this category
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
Common questions
Is Markets MCP safe?
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.
What keys or codes does it need?
The registry does not list a required key, though some servers ask you to sign in on first use.
Does it run on my computer or in the cloud?
It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.
Is it still maintained?
The GitHub repo last changed –, and the latest version (1.8.0) reached the registry 16 days ago.
Which apps can use it?
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.
What can I use instead?
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Alternatives
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
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by SolidInvoice
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Runs in the cloud★ 981MITUpdated 8 days ago
Install
Korea Tax Calculator
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Runs on your computer★ 97MITUpdated yesterday
Install
README from the maker
Open the README
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.
Tally MCP
Your AI risk officer for AI-assisted trading. Tally keeps your private thesis, evidence, risk budget, exit criteria and decision history across conversations in Claude, ChatGPT and other compatible MCP clients.
Connect
See the setup guide. Endpoint: https://tally.markets/api/mcp, Streamable HTTP with OAuth. Tool availability depends on the AI app, plan and workspace permissions.
Start with: “Get started with Tally, then run my checkup.”
Free includes 3 active theses (including drafts) and 10 total created. Closing frees an active slot but does not reset the total. Saved records remain readable, reviewable and closable. Sentinel is $9/month or $49/year with no creation cap and supported monitoring across the active journal.
Connected is an optional $89/month tier adding read-only broker snapshots after payment, provider activation and explicit owner consent. Every plan includes the AI connection. If a paid customer's broker service is awaiting initial setup, get_checkup.brokerage.status is activation_pending; explain that state and continue the journal workflow. A Tally check time is separate from provider data freshness. Transaction history can be delayed; this is not a live trading feed.
Tools
| Tool | Purpose |
|---|---|
get_execution_evidence | Read archived orders, fills and decisions for an optional Propr account; no live protection claim |
get_started | Current discipline protocol and tool boundaries |
get_checkup | Active theses, evidence, deadlines, issues and history; optional read-only Connected broker snapshots or Propr state |
list_theses, get_thesis | Private journal records |
create_thesis | Save a thesis and criteria; enforce the shared free allowance |
arm_thesis | Change journal readiness after optional cooling-off; no trade authorization |
record_reading | Add sourced evidence to the record |
record_decision_event | Save a user-approved step, decision, personal boundary, rule deviation or linked correction |
get_decision_history | Read session entries and watcher records chronologically, with source labels and pagination |
submit_product_feedback | Send the user’s chosen product feedback to the Tally team |
fire_criterion | Record an objectively triggered criterion |
close_thesis | Close the journal record, with a reason; no brokerage execution |
get_receipt_link | Retrieve an explicitly published receipt link |
declare_mandate, log_agent_activity | Preserve optional mandate/activity records; never control trading |
The morning-checkup, pre-register-trade and close-out prompts support reviews. Scheduling is client-dependent, not a guarantee of unattended operation. Keep user confirmation controls in place.
Execution boundary
No connector tool places, cancels, closes or modifies orders, changes protective stops, or resumes autonomous trading. Existing optional Propr controls remain in Tally Settings. Journal closure must never be represented as position closure. OpenAI execution capabilities remain disabled under current policy guidance.
Records are owner-scoped and private unless the user explicitly publishes a receipt. Read privacy and terms.
This repository contains public documentation and registry metadata only. Server implementation and secrets are not published here. Method: 2026-10-21.1. Server manifest: 1.8.0 (publication is a separate release step).
In get_checkup, brokerage is null without an eligible Connected subscription; it can describe activation pending before a broker is connected. The retired monitoring section is null. The optional agent section is null without a Propr account. Journal users do not need either connection.
Transport safeguards: requests are limited to 128 KiB before JSON parsing, and tool arguments to 5,000 combined object keys/array entries. Split larger evidence updates into smaller calls. Each request gets its own MCP server instance.
Decision history
With the user’s agreement, save a concise sequence of what happened, what they decided, why, and which rule they followed or crossed. A boundary entry states the user’s line in the sand and their intended response. Corrections append and link to an earlier event. This works on every plan and does not consume a thesis slot.
Use get_decision_history alongside checkup data for process reviews. Records are oldest first; follow next_cursor until null for a complete period. Keep filters unchanged between pages. Date-range queries combine user reports and watcher alerts/readings; a session filter returns reported entries only because watcher records have no inferred session assignment. occurred_at and recorded_at distinguish an event from a retrospective report.
Tally does not receive the full Claude or ChatGPT transcript. Save only relevant summaries the user approved. Do not infer mental health, label a trading style from a small sample, or mistake a reported decision for a verified fill. Compare process with the rule that existed at the time, separately from P&L. Review possible tipping points with the user; a boundary entry does not control execution.
Product feedback is separate: show the exact feedback wording, get the user’s agreement to send it to Tally’s team, then call submit_product_feedback. Never include private journal content by default. Signed-in users can also use Feedback in their app footer.