Firma
Track an overseas-investment portfolio locally and let your agent read and write positions, notes, and sync optional market prices via Finnhub.
Overview
Firma is a MCP server for the Grow phase that provides local-first portfolio tracking for overseas investors with agent read/write access and optional Finnhub market sync.
What is this MCP server?
- Local-first portfolio tracker firma-app npm MCP server (v0.4.2) for overseas investors.
- Claude (and other MCP hosts) can read and write finances through stdio tools.
- Optional FINNHUB_API_KEY for stock price sync and market data from finnhub.io.
- Alternative config path: firma config set finnhub-key without env var.
- Keeps sensitive holdings on your machine instead of a cloud-only dashboard.
- Server version 0.4.2
- npm identifier firma-app with stdio transport
- Optional FINNHUB_API_KEY documented in server.json
What problem does it solve?
Your investment data sits in spreadsheets or broker UIs your coding agent cannot see when you plan runway, taxes, or allocation.
Who is it for?
Solo builders with overseas holdings who want MCP access to a local portfolio app while they grow side income and personal wealth in parallel.
Skip if: Teams needing multi-user accounting, payroll, or Stripe-style business payments inside the same tool.
What do I get? / Deliverables
Your agent works against a local Firma portfolio with optional live quotes so analytics and decisions stay in one privacy-friendly workspace.
- Agent-accessible local portfolio records and updates
- Optional Finnhub-backed stock price and market data sync
- CLI-configurable API keys when env vars are not used
Recommended MCP Servers
Journey fit
Portfolio tracking and performance views belong in Grow analytics where solo builders measure personal or side-project capital alongside product metrics. Analytics fits because Firma emphasizes reading financial state and market-linked updates rather than payment processing or ecommerce checkout.
How it compares
Local portfolio MCP with optional market data, not a SaaS analytics dashboard skill or tax filing product.
Common Questions / FAQ
Who is io.github.evan-moon/firma for?
Overseas investors and indie builders who want a local portfolio tracker their AI agent can query and update via MCP.
When should I use io.github.evan-moon/firma?
Use it in Grow when you review personal portfolio performance, allocations, or market sync alongside product growth decisions.
How do I add io.github.evan-moon/firma to my agent?
Install the npm package firma-app, add it as a stdio MCP server, and optionally set FINNHUB_API_KEY or run firma config set finnhub-key for quotes.