Manual setup required. The maintainer's config contains paths only you know - edit the placeholders below before adding it to Claude Code.
1
Prepare the server locally
Run this once before adding it to Claude Code.
git clone https://github.com/dun999/finsight-mpp
cd finsight-mppThen follow the repository README for any remaining dependency or build steps.
2
Register it in Claude Code
claude mcp add finsight-mpp -- npx -y mppx https://finsight-mpp.YOUR-SUBDOMAIN.workers.devReplace any placeholder paths in the command with the real path on your machine.
3
Make your agent remember this setup
finsight-mpp's config, env vars, and the gotchas you hit — recalled in every future Claude Code, Cursor, and Codex session.
npx conare@latestFree · one command · indexes the sessions already on disk. Set up in the browser instead →
What it does
- Portfolio risk profiling per-asset and at the portfolio level
- Target allocation suggestions based on risk profile
- Diversification scoring using the HHI index
- Stress test simulations under 5 market scenarios
- Rule-based rebalance recommendations
Tools 5
analyze_riskPerforms portfolio risk profilinganalyze_rebalanceProvides rule-based rebalance recommendationsanalyze_diversificationCalculates diversification scoring via HHI indexanalyze_stressPerforms stress test under 5 market scenariosanalyze_reportGenerates a full report combining all modulesTry it
→Analyze the risk profile of my portfolio containing 50% ETH, 30% BTC, and 20% USDC.
→Generate a rebalance recommendation for my current crypto holdings to match a balanced risk profile.
→Calculate the diversification score and HHI index for my current asset allocation.
→Run a stress test on my portfolio to see how it performs under 5 different market scenarios.
→Create a full financial report for my portfolio including risk, rebalancing, and stress testing.
Original README from dun999/finsight-mpp
FinSight
A paid financial portfolio analytics API for AI agents, built on MPP (Machine Payments Protocol). Agents send portfolio data and pay micro-amounts in USDC per request to receive risk metrics, rebalance suggestions, diversification scores, and stress test simulations.
Quick Start
Make sure you have an mppx account set up:
npx mppx account create
npx mppx account view --show-key
Then call any endpoint directly:
npx mppx https://finsight-mpp.YOUR-SUBDOMAIN.workers.dev/analyze/risk \
--method POST \
--body '{"holdings":[{"asset":"ETH","weight":0.5},{"asset":"BTC","weight":0.3},{"asset":"USDC","weight":0.2,"isStable":true}]}'
Endpoints
| Method | Path | Price | Description |
|---|---|---|---|
| GET | / |
free | Service info |
| GET | /pricing |
free | All endpoint prices |
| POST | /analyze/risk |
$0.01 | Portfolio risk profiling |
| POST | /analyze/rebalance |
$0.02 | Rebalance recommendations |
| POST | /analyze/diversification |
$0.01 | Diversification scoring (HHI) |
| POST | /analyze/stress |
$0.03 | Stress test under 5 market scenarios |
| POST | /analyze/report |
$0.05 | Full report combining all modules |
Example: Full Report
Portfolio: ETH 50%, BTC 30%, USDC 20%
npx mppx https://finsight-mpp.YOUR-SUBDOMAIN.workers.dev/analyze/report \
--method POST \
--body '{
"holdings": [
{ "asset": "ETH", "weight": 0.5, "avgReturn": 0.15, "volatility": 0.65, "maxDrawdown": 0.55 },
{ "asset": "BTC", "weight": 0.3, "avgReturn": 0.12, "volatility": 0.55, "maxDrawdown": 0.45 },
{ "asset": "USDC", "weight": 0.2, "isStable": true }
],
"profile": "balanced"
}'
Expected response:
{
"risk": {
"portfolioRisk": 57.3,
"portfolioVolatility": 0.3714,
"riskTier": "high",
"assets": [
{ "asset": "ETH", "riskScore": 74.3 },
{ "asset": "BTC", "riskScore": 62.5 },
{ "asset": "USDC", "riskScore": 5.0 }
]
},
"rebalance": {
"profile": "balanced",
"suggestions": [
{ "asset": "ETH", "currentWeight": 0.5, "targetWeight": 0.42, "action": "reduce", "delta": -0.08 },
{ "asset": "BTC", "currentWeight": 0.3, "targetWeight": 0.28, "action": "hold", "delta": -0.02 },
{ "asset": "USDC", "currentWeight": 0.2, "targetWeight": 0.30, "action": "increase", "delta": 0.10 }
]
},
"diversification": {
"hhi": 3800,
"effectiveAssets": 2.63,
"grade": "moderate",
"stableRatio": 0.2,
"topHolding": { "asset": "ETH", "weight": 0.5 },
"warnings": ["Over 50% in a single asset (ETH at 50%)"]
},
"stressTest": {
"baseValue": 10000,
"scenarios": [
{ "name": "market_crash", "description": "Broad market decline of 40%", "portfolioValue": 7400, "change": -0.26, "worstAsset": { "asset": "ETH", "change": -0.52 }, "bestAsset": { "asset": "USDC", "change": 0 } }
]
},
"generatedAt": "2026-03-22T12:00:00Z",
"version": "1.0.0"
}
Deploy
cd finsight-mpp
npm install
npx wrangler deploy
Change Recipient Wallet
Open src/index.ts and replace 0xYOUR_WALLET_HERE with your wallet address:
tempo({
currency: '0x20c0000000000000000000000000000000000000',
recipient: '0xYOUR_WALLET_HERE', // <-- replace this
})
Then redeploy with npx wrangler deploy.
License
MIT