FinAgent MCP

MCP (Model Context Protocol) server for financial data integration, featuring Plaid banking/investment data and Robinhood cryptocurrency trading with advanced context engineering and evidence tracking for a financial data platform that provides LLMs with structured access to banking, investment, and cryptocurrency data through a standardized MCP interface. The system combines Node.js MCP tooling with Go-based data ingestion to deliver real-time financial insights with full observability and audit trails.

Architecture (Diagram via ChatGPT)

[Node MCP Server] ──► [Go Ingestion Service] ──► [External APIs]
  • Tool registry         • Plaid sync             • Plaid API
  • Context packer        • Robinhood client       • Robinhood API  
  • Evidence builder      • Webhook handlers       
  • Rate limiting         • Data encryption        

        │                       │
        ▼                       ▼
  [PostgreSQL]            [Redis Cache]
  Data storage            Rate limits
  Audit trails            Idempotency

Components:

• Node MCP Server: TypeScript-based tool execution and context engineering
• Go Ingestion Service: High-performance data synchronization and API integration
• PostgreSQL: Primary data storage with full audit trails
• Redis: Caching, rate limiting, and idempotency locks

Features

Banking & Investment Tools

• Account management and monitoring
• Transaction analysis with advanced filtering
• Spending summaries and categorization
• Investment holdings and performance tracking
• Investment transaction history

Cryptocurrency Trading

• Real-time crypto portfolio monitoring
• Secure order placement with safety guardrails
• Risk assessment and position sizing limits
• Dry-run mode for safe testing

Other

• Context packing with intelligent data ranking
• Evidence tracking for auditable data lineage
• OpenTelemetry distributed tracing
• Production-ready rate limiting and security

Environment Variables

Create a .env file in the project root:

DATABASE_URL=postgres://postgres:postgres@localhost:5432/finagent?sslmode=disable
REDIS_URL=redis://localhost:6379
PLAID_CLIENT_ID=plaid_client_id
PLAID_SECRET=plaid_secret
PLAID_ENVIRONMENT=sandbox
ROBINHOOD_USERNAME=robinhood_username
ROBINHOOD_PASSWORD=robinhood_password
ENCRYPTION_KEY=32_char_encryption_key
GO_SERVICE_URL=http://localhost:8081
MCP_SERVICE_URL=http://localhost:3001
WEB_SERVICE_URL=http://localhost:3000
JAEGER_ENDPOINT=http://localhost:14268/api/traces
NODE_ENV=development
LOG_LEVEL=info