AI Financial Advisory Agent Blueprint
Complete blueprint for a Claude-powered financial advisory chatbot: 3-agent orchestration, compliance guardrails, streaming API, Next.js route handler, and disclaimer templates.
Claude Finance MCP Bundle: all 10 finance agents plus custom MCP servers for Razorpay, Stripe, live portfolio monitoring, and automated expense categorization.
Claude Finance MCP Bundle: all 10 finance agents plus custom MCP servers for Razorpay, Stripe, live portfolio monitoring, and automated expense categorization.
The Claude Finance and MCP Server Bundle extends the Starter Kit with production-ready MCP server code that connects your Claude Finance Agents to live data sources. Instead of pasting CSV exports manually, your agents query your Razorpay payments, Stripe charges, and stock portfolio in real time through the MCP protocol — turning Claude Desktop into a genuinely live financial dashboard.
get_portfolio_value, get_holdings, get_price, and rebalancing_check. Includes portfolio.json format and setup guide.get_charges, get_balance, and get_payouts as MCP tools.claude_desktop_config.json example showing how to wire all 3 MCP servers together. Copy to your Claude Desktop config folder and restart.cd portfolio-monitor && npm install to install MCP SDK dependencies.mcp-configs/claude-desktop-config.json to your Claude Desktop config directory, replacing API key placeholders.portfolio.json with your holdings (format shown in portfolio-monitor/README.md).Already have the Starter Kit? The MCP Bundle is the natural upgrade for live data connectivity. Explore all our MCP server products or browse all tools.
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Claude