How does `mcp_financeiro` work?

It uses the Model Context Protocol (MCP) to access data and provide context to AI models. You input your financial data (expenses, income, hours worked, etc.), and the server uses this to generate insights and recommendations.

What is an MCP Server?

MCP (Model Context Protocol) server acts as a bridge, allowing AI models to access and interact with external data sources and tools. MCP is an open protocol that standardizes how applications provide context to LLMs

UBOS is a full-stack AI Agent Development Platform. UBOS focused on bringing AI Agent to every business department. Our platform help you orchestrate AI Agents, connect them with your enterprise data, build custom AI Agents with your LLM model and Multi-Agent Systems.

How do I install `mcp_financeiro` on Claude Desktop?

You can install it automatically via Smithery using the command `npx -y @smithery/cli install @marioluciofjr/mcp_financeiro --client claude`. Alternatively, you can follow the manual installation steps outlined in the project documentation.

What technologies are used in `mcp_financeiro`?

`mcp_financeiro` is built using Python, FastMCP, and adheres to the Model Context Protocol. It also leverages tools like VSCode and uv for development and package management.

What are the requirements for using `mcp_financeiro`?

You need Python (version 3.10 or higher), the `uv` package, and Claude Desktop installed.

How do I use `mcp_financeiro` to analyze my financial health?

After installing, input your financial information (expenses, working hours, income, investment profile) into the provided prompts. The tool will then analyze your data and provide personalized financial advice.

Where can I find financial tips and resources?

The `mcp_financeiro` includes a `dicas_financeiras.md` file with a collection of financial tips. You can also find useful links to resources like a Treasury Direct simulator and investment analysis websites in the project documentation.

Is `mcp_financeiro` free to use?

`mcp_financeiro` itself is open-source and free to use under the MIT license. However, using it with platforms like Claude Desktop or UBOS may have their own associated costs.

Can I contribute to the `mcp_financeiro` project?

Yes, contributions are welcome! You can fork the repository and submit pull requests with your improvements.

Financeiro – Overview | MCP Marketplace

Name: Financeiro
Author: marioluciofjr

Unlock Financial Clarity with mcp_financeiro on UBOS: Your AI-Powered Personal Finance Analyst

In today’s complex financial landscape, gaining a clear understanding of your financial health and optimizing your income is crucial. The mcp_financeiro MCP Server, now available on the UBOS platform, offers a powerful, AI-driven solution for personal finance analysis and planning. Built with the Model Context Protocol (MCP), this tool leverages the capabilities of Large Language Models (LLMs) to provide personalized financial insights, making it an indispensable asset for anyone seeking to improve their financial well-being.

What is mcp_financeiro?

mcp_financeiro is an MCP Server designed to calculate your ideal income based on your expenses and working hours. It goes beyond simple calculations by providing a comprehensive analysis of your financial health, offering tailored advice based on your income, spending habits, investment profile, and personal interests. This tool utilizes the FastMCP package and adheres to the Model Context Protocol guidelines, ensuring seamless integration with AI models like those on the UBOS platform.

Key Features and Functionalities:

Ideal Income Calculation: Determines the ideal monthly income required to cover your expenses and desired savings, providing a target to strive for.
Hourly Rate Calculation: Calculates the value of your working hour, helping you understand your time’s worth and optimize your work-life balance.
Financial Health Analysis: Assesses your financial health based on your actual income, comparing it to your ideal income and offering personalized recommendations.
Personalized Financial Advice: Provides tailored financial advice based on your spending habits, investment profile (conservative, moderate, or aggressive), and personal interests.
Integration with Claude Desktop: Seamlessly integrates with Claude Desktop, allowing you to access and utilize the tool directly within your AI workflow.
Resource Access: Provides access to a wealth of financial tips and resources through the integrated dicas_financeiras.md file.

Use Cases:

Personal Finance Planning: Use mcp_financeiro to create a comprehensive personal finance plan, setting income goals, tracking expenses, and optimizing savings.
Financial Health Assessment: Assess your current financial health and identify areas for improvement, such as reducing unnecessary expenses or increasing income.
Investment Guidance: Receive personalized investment recommendations based on your risk tolerance and financial goals.
Budgeting and Expense Tracking: Utilize the insights from mcp_financeiro to create a realistic budget and track your expenses effectively.
Financial Education: Access a wealth of financial tips and resources to improve your financial literacy and make informed financial decisions.

The Power of MCP and UBOS

mcp_financeiro leverages the Model Context Protocol (MCP) to provide AI models with access to real-time data and contextual information. This allows the tool to provide more accurate and personalized financial advice. By integrating with the UBOS platform, mcp_financeiro benefits from UBOS’s robust infrastructure and AI capabilities.

What is MCP?

MCP is an open protocol that standardizes how applications provide context to LLMs. In essence, it’s a universal language that enables different applications and AI models to communicate effectively. The MCP server acts as a translator, allowing AI models to access external data sources, APIs, and tools. This standardized approach allows for secure and reliable data exchange. This unlocks the potential for AI agents to perform complex tasks that require real-world information.

UBOS: The Full-Stack AI Agent Development Platform

UBOS is a full-stack AI Agent Development Platform that empowers businesses to orchestrate AI Agents, connect them with enterprise data, build custom AI Agents with their own LLM models, and create sophisticated Multi-Agent Systems. UBOS provides a comprehensive set of tools and infrastructure for building, deploying, and managing AI agents at scale.

By leveraging the UBOS platform, mcp_financeiro can seamlessly integrate with other AI agents and data sources, creating a powerful ecosystem for financial analysis and planning. The UBOS platform provides a secure and scalable environment for deploying and managing mcp_financeiro, ensuring that users can access the tool reliably and securely.

Getting Started with mcp_financeiro on UBOS

Integrating mcp_financeiro into your workflow via UBOS is streamlined, unleashing the potential of AI in your financial strategies. Here’s how to maximize this powerful integration:

Accessing mcp_financeiro through UBOS: First, ensure that you have UBOS set up. Navigate to the Asset Marketplace on the UBOS platform and search for mcp_financeiro. Follow the installation prompts to seamlessly integrate the MCP Server into your UBOS environment.
Configuration and Setup: Once installed, configure mcp_financeiro with your specific financial data. This includes inputting your total expenses (gastos_totais), monthly working hours (horas_mes), real monthly income (receita_real), investment profile (perfil_de_investimento), occupation (trabalho), and hobbies (hobby). Accurate data input ensures the AI delivers tailored and effective financial advice.
Leveraging UBOS for Enhanced Financial Analysis: With mcp_financeiro active on UBOS, exploit UBOS’s features to enhance your financial analysis. UBOS can connect mcp_financeiro with other data sources for a holistic view of your financial situation. Use UBOS’s multi-agent systems to create workflows that combine financial advice with automated tasks, streamlining your financial management.
Interacting with the AI Agent: To use mcp_financeiro, start a conversation with the AI agent by providing the required inputs. For example, you can input your total expenses, working hours, and actual income to receive an analysis of your financial health. The agent will provide insights on your ideal income, hourly rate, and personalized financial advice.
Personalizing Recommendations with UBOS: Tailor the financial advice to align with your unique financial context using UBOS. Adjust risk profiles, set specific financial goals, and refine the AI’s recommendations based on your interactions. This personalization ensures the financial strategies are viable and effective.

Why Choose mcp_financeiro on UBOS?

AI-Powered Insights: Gain access to personalized financial advice based on your unique financial situation.
Seamless Integration: Integrate mcp_financeiro with other AI agents and data sources on the UBOS platform.
Improved Financial Literacy: Access a wealth of financial tips and resources to improve your financial knowledge.
Data-Driven Decision Making: Make informed financial decisions based on data-driven insights and recommendations.

Transform Your Financial Future Today

mcp_financeiro on UBOS empowers you to take control of your financial future. By leveraging the power of AI, you can gain a clear understanding of your financial health, optimize your income, and make informed financial decisions. Explore the mcp_financeiro MCP Server on the UBOS Asset Marketplace and start your journey towards financial freedom today.

UBOS and mcp_financeiro represent a new era of AI-driven solutions that democratize access to advanced financial tools. By combining the power of AI with the flexibility and scalability of the UBOS platform, mcp_financeiro empowers individuals to achieve their financial goals and build a more secure financial future.