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)
Tamper-evident decision audit trail and outcome-weighted memory for AI trading agents.
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。
Claude Desktop → Settings → Developer → Edit Config を開き、claude_desktop_config.json にこれを貼り付けます
{
"mcpServers": {
"tradememory-protocol": {
"command": "uvx",
"args": [
"tradememory-protocol"
]
}
}
}ターミナルでこれを実行します
claude mcp add tradememory-protocol -- uvx tradememory-protocolプロジェクトの .cursor/mcp.json、または ~/.cursor/mcp.json に貼り付けます
{
"mcpServers": {
"tradememory-protocol": {
"command": "uvx",
"args": [
"tradememory-protocol"
]
}
}
}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": {
"tradememory-protocol": {
"type": "stdio",
"command": "uvx",
"args": [
"tradememory-protocol"
]
}
}
}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。
これはパソコンで動くサーバーですが、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。ほかのアプリを選んでください。
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。
パソコンで動くサーバーです。インストールすると、ツール一覧がAIアプリに表示されます。
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7日にチェック
レジストリ名は、リポジトリを所有するGitHubアカウント mnemox-ai で確認済みです
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
これはパソコンで動くため、インターネット上のエンドポイントはありません
パソコンで動き、代わりにローカルの設定を使います
パソコンで動くサーバーです。ツール一覧を読み取れるのは、インターネット上のエンドポイントがある場合だけです
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1項目のうち1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。
あなたのパソコンで動きます。必要なときにAIアプリが起動し、データは作者のサーバーを通りません(サーバー自体がオンラインサービスを呼び出す場合を除きます)。
GitHubリポジトリの最終更新は–、最新バージョン(0.5.6)がレジストリに届いたのは36 日前です。
Claude Desktop、Claude Code、Cursor、VS CodeなどのMCP対応アプリで使えます。パソコンにPython (uv)も必要です。
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:★ 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: 96 tools with statutory citations.
作者のリポジトリから書かれたとおりにコピーしたものです。PopNx MCPは内容を確認・推奨していません。HTML、画像、スクリプトは取り除いています。リンクはこのサイトの外へ移動します。
Getting Started | Use Cases | API Reference | OWM Framework | Limitations | 中文版
TradeMemory remembers what it cost. It is an open-source, local-first memory and brake for AI trading agents: it pulls in your fills, finds where your own history loses money, puts those losing trades in front of your agent before the next order, and can refuse an order that breaks rules you set, before it reaches the broker.
Brokers now let AI agents trade over MCP, with different guardrails: Webull and tastytrade set size or buying-power limits, Interactive Brokers only lets the agent draft an order for you to submit, and Robinhood and Public set no cap you can impose on an external agent (StockBrokers, 2026-09-30). The caps are fixed numbers. None of them looks at how your own past trades went.
pip install tradememory-protocol
tradememory sync hyperliquid --address 0xYourAddress
tradememory sync alpaca --env-file ~/.secrets/alpaca.env
Each closed trade is stored in memory once; running it again stores only new trades. Then it prints where your history loses money. The format, with illustrative numbers:
After 2 losses in a row (20 trades):
5 of them (25%) were 1.5x your usual size or more. All 20 won 60% and made -$1,500. The 5 sized-up trades won 20% and made -$1,700.
Median hold: winners 1.5h, losers 9.0h.
These are descriptive statistics of your own past trades, not advice about the next one. Hyperliquid's API serves only an address's recent fills, not its whole history, so the sooner it is synced, the more history is kept. Other venues: MT5 and Binance spot sync scripts are in scripts/, and any agent can record a trade with remember_trade.
recall_memories(order="losses_first") puts every losing trade ahead of the rest, the bigger losses in similar conditions first, with their size and P&L. Besides the symbol's most recent trades, it searches the symbol's recent losing trades, so an older loss is not crowded out. The server tells connected agents to call it before proposing a trade. The default order ranks better outcomes higher (by R multiple, where one was recorded) and keeps at least 20% losses in the list.
pip install tradememory-protocol
Add to Claude Desktop (claude_desktop_config.json):
{
"mcpServers": { "tradememory": { "command": "uvx", "args": ["tradememory-protocol"] } } }
Then tell Claude: *"Record my AAPL long at $195 — earnings beat, institutional buying, high confidence."*
Claude Code / Cursor / Docker
# Claude Code
claude mcp add tradememory -- uvx tradememory-protocol
git clone https://github.com/mnemox-ai/tradememory-protocol.git cd tradememory-protocol && pip install -e . && python -m tradememory
docker compose up -d
Full walkthrough: Getting Started (Trader Track + Developer Track)
The proxy extra runs TradeMemory between your agent and your broker's MCP server (Alpaca today). Every tool is forwarded unchanged except the order-placing ones, which Mnemox Control evaluates against a policy you own before they reach the broker. Every evaluation, allowed or refused, is recorded and chained into the audit log. An allowed order comes back with your losing trades from similar conditions first, and tradememory sync alpaca later fills in how each forwarded trade ended, in R when the entry carried a stop. The agent you already have keeps working; only one line of its MCP config changes.
pip install "tradememory-protocol[proxy]" # Python 3.12+
tradememory proxy init --account-id --symbols AAPL,MSFT tradememory proxy doctor --env-file ~/.secrets/alpaca-paper.env # checks the live tool names and the account id tradememory proxy config # prints the MCP client entry that replaces the direct Alpaca one
Refused by default: symbols outside your list, orders above your notional and position limits, entries without a bracket stop, any new order after your daily-loss or drawdown limit, cancelling the protective stop of an open position, any tool the brake has not classified, and everything while you have run tradememory proxy halt FULL_HALT. Never blocked: closing a position. Orders at or above approval_notional wait for tradememory proxy approve --terms , which approves exactly the terms you read; the agent retries with the same client_order_id and the same terms, and the proxy forwards it at most once. evaluate_order returns the same decision without placing anything, for pre-checks and for advisory layers in other frameworks. Anything the brake cannot evaluate (a dead quote feed, an unknown asset, an order type the policy does not cover) is refused, not passed through.
Status: tested end-to-end against a stateful fake of Alpaca's MCP server (tests/proxy/), and run against a real Alpaca paper account on 2026-10-01: three refusals (symbol not on the list, entry without a stop, notional over the limit), one allowed one-share bracket order that reached the broker, and one retry with the same client_order_id that was answered from the record without a second order. Options, order replacement, stop-limit and trailing orders are refused rather than evaluated. Your broker keys go only to the broker process the proxy starts; TradeMemory never stores them.
Walkthrough with the real outputs: docs/recipes/alpaca-brake.md.
| US equity trader | Forex EA system | Audit trail (illustrative) | |
|---|---|---|---|
| Market | Stocks (AAPL, TSLA, ...) | XAUUSD (Gold) | Multi-asset |
| How | Pre-flight checklist before every trade | Automated sync from MT5 | Decision records with a hash chain |
| Who | One independent user (March 2026) | The maintainer's own MT5 account | An example, not a customer |
| Details | Read more | Read more | Read more |
remember_trade writes to five memory layers: episodic, semantic, procedural, affective, and trade records| Category | Tools | Description |
|---|---|---|
| Memory | remember_trade · recall_memories | Record and recall trades with outcome-weighted scoring |
| State | get_agent_state · get_behavioral_analysis | Confidence, drawdown, streaks, behavioral patterns |
| Planning | create_trading_plan · check_active_plans | Prospective plans with conditional triggers |
| Risk | check_trade_legitimacy | 5-factor pre-trade gate (full / reduced / skip) |
| Audit | export_audit_trail · verify_audit_hash | SHA-256 tamper detection + bulk export |
All 20 MCP tools + REST API
| Category | Tools |
|---|---|
| Core Memory | get_strategy_performance · get_trade_reflection |
| OWM Cognitive | remember_trade · recall_memories · get_behavioral_analysis · get_agent_state · create_trading_plan · check_active_plans |
| Risk & Governance | check_trade_legitimacy · validate_strategy · compute_dqs |
| Evolution | evolution_fetch_market_data · evolution_discover_patterns · evolution_run_backtest · evolution_evolve_strategy · evolution_get_log |
| Audit | export_audit_trail · verify_audit_hash · verify_audit_chain · get_daily_root |
REST API: 35+ endpoints for trade recording, reflections, risk, MT5 sync, OWM, evolution, and audit. Full reference →
Running an agent against a broker, or want your history synced and read? Open a brake-integration issue or book 30 minutes. Setup help is free, and the people who use it decide what gets built next.
Every trading decision your agent makes — including decisions not to trade — is recorded as a Trading Decision Record (TDR). Per-record SHA-256 content hashes are linked into a forward-chained audit ledger; every UTC day is summarised by a Merkle root which itself chains across days. Tampering with any historical record invalidates every subsequent link.
Rules that require decision records bind investment firms, not retail users. Under the EU AI Act, the Annex III high-risk logging obligations were postponed to 2 December 2027, and ESMA's February 2026 supervisory briefing on algorithmic trading states that AI-based algorithmic trading is currently excluded from the high-risk scope. The table shows which TradeMemory features map to those texts if and when they apply to you. It is not a compliance claim.
| Regulation | Requirement | TradeMemory Coverage |
|---|---|---|
| MiFID II Article 17 | Record every algorithmic trading decision factor | Full decision chain: conditions, filters, indicators, execution |
| EU AI Act Article 14 | Human oversight of high-risk AI systems | Explainable reasoning + memory context for every decision |
| EU AI Act Article 12 | Automatic, tamper-resistant logs over system lifetime | Linked SHA-256 chain + daily Merkle roots (RFC 3161 TSA anchoring, on by default since 0.5.3) |
# Verify a single record hasn't been tampered with
verify_audit_hash(trade_id="MT5-7047640363")
verify_audit_chain(from_seq=1, to_seq=None)
get_daily_root(date="2026-05-14")
冒頭だけを表示しています。続きはリポジトリで読めます