FinSight MCP Server

1

Add it to Claude Code

Run this in a terminal.

Run in terminal
claude mcp add finsight-mpp -- npx mppx account create
README.md

Financial portfolio analytics API for AI agents

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

Tools (5)

analyze_riskPerforms portfolio risk profiling
analyze_rebalanceProvides rule-based rebalance recommendations
analyze_diversificationCalculates diversification scoring via HHI index
analyze_stressPerforms stress test under 5 market scenarios
analyze_reportGenerates a full report combining all modules

Configuration

claude_desktop_config.json
{ "mcpServers": { "finsight": { "command": "npx", "args": ["-y", "mppx", "https://finsight-mpp.YOUR-SUBDOMAIN.workers.dev"] } } }

Try 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.

Frequently Asked Questions

What are the key features of FinSight?

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.

What can I use FinSight for?

AI agents managing crypto portfolios needing automated risk assessment. Investors looking for data-driven rebalancing suggestions. Financial analysts performing automated stress testing on asset allocations. Developers building financial dashboards that require real-time risk metrics.

How do I install FinSight?

Install FinSight by running: npx mppx account create

What MCP clients work with FinSight?

FinSight works with any MCP-compatible client including Claude Desktop, Claude Code, Cursor, and other editors with MCP support.

Turn this server into reusable context

Keep FinSight docs, env vars, and workflow notes in Conare so your agent carries them across sessions.

Need the old visual installer? Open Conare IDE.
Open Conare