Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
Risk guardrails for AI trading agents. Your agent proposes; your policy decides.
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Pick the AI app you use, then copy the settings.
You need
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Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json
{
"mcpServers": {
"agentrisk": {
"command": "uvx",
"args": [
"agentrisk"
]
}
}
}Run this in your terminal
claude mcp add agentrisk -- uvx agentriskPaste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"agentrisk": {
"command": "uvx",
"args": [
"agentrisk"
]
}
}
}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": {
"agentrisk": {
"type": "stdio",
"command": "uvx",
"args": [
"agentrisk"
]
}
}
}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.
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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 7, 2026
The registry name was verified with the GitHub account trycoin-ai, 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.
The registry does not list a required key, though some servers ask you to sign in on first use.
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 (0.1.3) reached the registry 40 days ago.
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Python (uv) 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.
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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.
Risk guardrails for AI trading agents. Your agent proposes; your policy decides.
AgentRisk sits in front of trade execution: it analyzes portfolio risk, checks each proposed trade against a policy you write, and manages that policy. The core is deterministic (same inputs, same verdict), transparent (policies are plain YAML you can read and edit), and fail-closed (invalid input or a missing policy blocks, never a silent pass).
AgentRisk never recommends trades and never executes them. A
PASSmeans a trade
did not break the rules *you* wrote, not that it is safe or profitable. See
DISCLAIMER.md.
The fastest path for a Claude agent is the Claude Code plugin. It installs the Agent Skill and registers the MCP server in one step (via uvx, so there is nothing else to install):
/plugin marketplace add trycoin-ai/agentrisk
/plugin install agentrisk@agentrisk
For any other MCP client, register the server yourself:
{
"mcpServers": { "agentrisk": { "command": "uvx", "args": ["--from", "agentrisk[mcp]", "agentrisk-mcp"] } } }
Then ask questions in plain English and the agent translates them into three tool calls:
| Tool | Question it answers | Returns |
|---|---|---|
analyze_portfolio_risk | What risk am I holding? | Concentration, exposure, and policy-compliance report |
check_trade_risk | Should this trade go through? | PASS / WARN / BLOCK with a one-line reason |
generate_risk_policy | What are my rules? | A human-readable YAML policy (create, update, show) |
The plugin path needs uv for uvx. See examples/claude_desktop.md for a two-minute Claude Desktop setup.
For Claude agents, AgentRisk ships an optional Agent Skill that encodes the discipline the guardrail depends on: before any order reaches a broker, classify the trade, call check_trade_risk, respect the verdict, and record the result, in that order. The plugin above installs it with the server. To install just the skill:
skills/agentrisk/ into ~/.claude/skills/.skills/agentrisk/SKILL.md as a skill.AgentRisk returns advice. It cannot physically stop an order, so your integration must gate execution on the verdict:
result = check_trade_risk(portfolio, trade)
if not result.proceed: refuse(result.summary) # BLOCK: never call the broker elif result.acknowledgements_required: confirm_with_user(result) # WARN: surface warnings first else: execute(trade) # PASS
If you call the broker regardless of the verdict, you have a logger, not a guardrail. See the integration guide.
The three tools are also a pure Python library, with no network calls and no LLM in the core:
pip install agentrisk
Every parameter, return field, and error case is in the tool reference.
The policy reference covers every field and the safety behaviors: fail closed, exits are never trapped, only breach-worsening trades block, and the one-time bypass.
| Doc | Contents |
|---|---|
| Concepts | The mental model and the agent/AgentRisk division of labor |
| Architecture | The module layout and how a call flows through the core |
| Policy reference | Every policy field and the check behavior it drives |
| Tool reference | Parameters, outputs, and error cases for all three tools |
| CLI reference | The agentrisk command: policy, check, analyze |
| Integration guide | The enforcement contract, broker MCP pairing, audit log |
| Threat model | What AgentRisk can and cannot protect against |
| Classification data | The open taxonomy and how to contribute corrections |
Next is deterministic stress scenarios, ETF look-through, and behavioral limits (v0.2), then options analytics, broker snapshot adapters, short positions, and multi-currency (v0.3). Trade recommendations, signals, execution, and telemetry are permanently out of scope. See the milestones.
Classification-data corrections and new deterministic checks are especially welcome. See CONTRIBUTING.md, and keep the core pure: no network, no LLM calls, no hidden state.
MIT. See LICENSE.