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)
Live BTC/ETH risk state: risk policy, market structure and trading playbooks. Keyless free tier.
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://api.riskstate.ai/mcp在终端中运行这条命令
claude mcp add --transport http riskstate https://api.riskstate.ai/mcp粘贴到项目中的 .cursor/mcp.json,或 ~/.cursor/mcp.json
{
"mcpServers": {
"riskstate": {
"url": "https://api.riskstate.ai/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": {
"riskstate": {
"type": "http",
"url": "https://api.riskstate.ai/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://api.riskstate.ai/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。
我们还没有读取这个服务器的工具列表;我们会轮流检查各个端点。
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6日
注册名称已通过域名 riskstate.ai 验证(注册中心会核实域名所有权)
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
尚未检查;我们会轮流检查各个端点
尚未检查;我们会轮流检查各个端点
尚未检查;我们会在检查端点时读取工具列表
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 1 项适用的基础检查中通过了 1 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(1.0.1)于2个月前进入注册中心。
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:★ 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.
按原文从作者的仓库复制。PopNx MCP 没有审查或背书其内容。HTML、图片和脚本已被移除。链接会离开本站。
MCP server for RiskState — pre-trade risk permissions for BTC/USD and ETH/USD. Spot, perpetual futures (perps), and DeFi borrowing aware.
Your system asks: "How much can I risk right now?" RiskState answers with: policy level, max exposure, leverage limits, blocked actions — computed from 30+ real-time signals.
1. Remote connector — no install, no API key. RiskState runs a hosted MCP server (Streamable HTTP) with a free public tier:
https://api.riskstate.ai/mcp
Add it as a custom connector in Claude or ChatGPT, then just ask what the risk state of BTC is. It exposes three read-only tools — get_risk_state, get_market_structure, get_playbook_status — covering all three engines, and is listed on the official MCP registry as ai.riskstate/mcp.
Responses are the free public summary: the same altitude as the public visualizer. policy_hash, composite subscores, positioning and macro detail need a key.
2. This package — stdio, keyed, full response. Use it when you want the complete audited payload in a local agent, or to pin a version in your own toolchain. It needs a RISKSTATE_API_KEY and returns everything your key is entitled to. That is what the rest of this README covers.
Four read-only tools, one per question you might ask before a trade:
| Tool | Answers | Endpoint | Key |
|---|---|---|---|
get_risk_policy | *How much exposure is allowed?* | POST /v1/risk-state | yes |
get_market_structure | *Are we near a structural inflection?* | POST /v1/market-structure | yes |
get_playbook_status | *Is a setup actionable right now?* | GET /api/playbook-data | no |
check_trade | *Would THIS position be allowed?* | POST /v2/portfolio-risk-state | yes |
get_risk_policy returns:
| Field | Description |
|---|---|
policy_level | 5 levels: BLOCK_SURVIVAL, BLOCK_DEFENSIVE, CAUTIOUS, GREEN_SELECTIVE, GREEN_EXPANSION |
max_size_pct | Maximum position size as % of portfolio (0-100) |
leverage_max | Maximum allowed leverage multiplier |
allowed_actions | What the agent CAN do at this policy level |
blocked_actions | What the agent CANNOT do |
confidence_score | Signal agreement x data quality (0-1) |
check_trade evaluates a hypothetical book — send the position you are considering plus anything you already hold, since the caps are portfolio-aware. It returns per position whether it is allowed, the size cap in percent and dollars, and reason_codes when it is not. Those are blocking; advisories are informational and do not affect allowed. It places no orders.
get_playbook_status reports a setup as actionable only when its conditions match, no engine vetoed it, and it is not in alert cooldown. Setups that match but already alerted are counted separately, so an agent polling this tool does not act on the same signal twice.
There is no update_policy, no set_limit, no exception management — and there will not be. The premise of RiskState is that the system being governed cannot move its own limits. Every decision is hashed (policy_hash) so it can be audited afterwards against the inputs that produced it; a tool that let the caller rewrite the policy would make that hash meaningless and the audit trail decorative.
So the lifecycle here deliberately lives on one side: the engine computes, the agent reads and complies. check_trade is the closest thing to a dynamic per-trade operation, and it is still read-only — it answers "would this be allowed", never "allow this".
The API aggregates 9+ real-time data sources server-side. See API docs for details.
This is a thin wrapper — it translates MCP tool calls into REST API requests and returns the response. All computation (scoring, policy engine, data ingestion) happens server-side.
This wrapper adds:
This wrapper does NOT:
npm install @riskstate/mcp-server
| Variable | Required | Description |
|---|---|---|
RISKSTATE_API_KEY | Yes | API key from riskstate.ai (free during beta) |
RISKSTATE_API_URL | No | Custom API base URL (default: https://api.riskstate.ai) |
Add to ~/.config/Claude/claude_desktop_config.json:
{
"mcpServers": { "riskstate": { "command": "npx", "args": ["-p", "@riskstate/mcp-server", "riskstate-mcp"], "env": { "RISKSTATE_API_KEY": "your-api-key" } } } }
claude mcp add riskstate -- npx -p @riskstate/mcp-server riskstate-mcp
Set the API key in your environment:
export RISKSTATE_API_KEY=your-api-key
npm install -g @riskstate/mcp-server
riskstate-mcp # starts MCP server on stdio
The four tools are listed above. get_risk_policy takes:
| Parameter | Type | Required | Description | |
|---|---|---|---|---|
asset | "BTC" \ | "ETH" | Yes | Asset to analyze |
wallet_address | string | No | DeFi wallet for on-chain position data | |
protocol | "spark" \ | "aave" | No | Lending protocol (default: spark) |
include_details | boolean | No | Include full breakdown (subscores, macro, risk flags) |
{
"exposure_policy": { "policy_level": "CAUTIOUS", "max_size_pct": 35, "leverage_max": 1.5, "allowed_actions": ["DCA", "WAIT", "SPOT_LONG_CONFIRMED"], "blocked_actions": ["LEVERAGE_GT_2X", "NEW_POSITIONS_UNCONFIRMED"] }, "classification": { "cycle_phase": "MID", "market_regime": "RANGE", "macro_regime": "NEUTRAL", "direction": "SIDEWAYS" }, "auditability": { "composite_score": 52, "confidence_score": 0.72, "policy_hash": "a3f8c2...", "ttl_seconds": 60 } }
Call get_risk_policy before every trade:
policy_level starts with BLOCK → do not open new positionsmax_size_pct to cap position sizingblocked_actions before executingttl_seconds (60s cache)For a sized position, check_trade collapses steps 2-3 into one call: send the position you intend to open along with what you already hold, and read allowed plus reason_codes. Prefer it over re-deriving the cap yourself, since the caps are portfolio-aware and a position that passes in isolation can still breach concentration once aggregated.
get_market_structure and get_playbook_status are context, not permission. Neither one authorises a trade — only the risk policy does. Use them to decide *whether* a trade is worth proposing, then get_risk_policy / check_trade to learn how much of it you are allowed.
MIT