Firma

Name: Firma
Author: evan-moon

by evan-mooncommunityv0.4.2

firma is an MCP server and CLI for logging brokerage trades and other financial data into a local SQLite database, then using Claude to inspect portfolio, net worth, cash flow, and risk metrics. It also syncs market prices and FX history, and can generate deterministic market briefs and forward net-worth projections from the stored data.

From the registry: Local-first portfolio tracker for overseas investors. Claude reads and writes your finances via MCP.

GitHub Repository

Install & configure

Prerequisites

required
Install firma CLI
Install the MCP server package globally via npm. The README also offers platform installers, but the npm path is the simplest portable setup.
```
$ npm install -g @evan-moon/firma
```
https://www.npmjs.com/package/@evan-moon/firma/
required
Node.js 22+
Node.js 22 or newer is required for the npm installation path.
https://nodejs.org/
required
Configure Finnhub API key
Set your Finnhub API key for prices, news, and earnings. The README says both API keys are free and part of setup.
```
$ firma config set finnhub-key <your-api-key>
```
https://finnhub.io/
required
Configure FRED API key
Set your FRED API key for macro data and FX history. The README says both API keys are free and part of setup.
```
$ firma config set fred-key <your-api-key>
```
https://fred.stlouisfed.org/

Install in your client

Paste into the AI you're chatting with — it will figure out the rest

Please install the `firma` MCP server into my current AI client (that's you).

Required prerequisites (do these first if not already done):
- **Install firma CLI** — Install the MCP server package globally via npm. The README also offers platform installers, but the npm path is the simplest portable setup. Run: `npm install -g @evan-moon/firma` (https://www.npmjs.com/package/@evan-moon/firma/)
- **Node.js 22+** — Node.js 22 or newer is required for the npm installation path. (https://nodejs.org/)
- **Configure Finnhub API key** — Set your Finnhub API key for prices, news, and earnings. The README says both API keys are free and part of setup. Run: `firma config set finnhub-key <your-api-key>` (https://finnhub.io/)
- **Configure FRED API key** — Set your FRED API key for macro data and FX history. The README says both API keys are free and part of setup. Run: `firma config set fred-key <your-api-key>` (https://fred.stlouisfed.org/)

Canonical MCP server config (stdio transport):
- command: `firma`
- args: []

Note: The README instructs users to run `firma mcp install` to register the server in Claude Desktop automatically, but the underlying canonical MCP server shape is a local stdio server launched as `firma` with no documented args or config-file env vars. API keys are stored through `firma config set ...` rather than supplied as MCP env vars.

Add this MCP server to my current client's config in the correct format for you. If you need secrets or credentials I haven't provided, ASK me — do not invent values or leave raw placeholders. After adding it, tell me how to verify the server is connected.

Note: The README instructs users to run `firma mcp install` to register the server in Claude Desktop automatically, but the underlying canonical MCP server shape is a local stdio server launched as `firma` with no documented args or config-file env vars. API keys are stored through `firma config set ...` rather than supplied as MCP env vars.

Tools (13)

get_market_brief

Returns a deterministic market brief with stance, holding recommendations, watchlist candidates, and bundled macro/market data.

project_net_worth

Runs multi-scenario Monte Carlo projections of net worth over a chosen horizon using user-supplied assumptions.

simulate_scenario

Runs conditional scenario simulations based on supplied assumptions.

show_thesis_track

Shows recorded trade reasons and current outcomes for those positions.

show_anti_portfolio

Shows the post-exit performance of fully sold positions.

show_portfolio

Displays holdings with P&L, average cost, market value, allocation, and FX decomposition.

show_txns

Displays transaction history for the portfolio or a specific ticker.

show_balance

Shows stored balance entries.

show_flow

Shows stored cash flow entries.

show_snapshot

Shows portfolio value history for a ticker or date range.

show_profile

Shows the stored user profile.

show_fx

Shows cached FX history.

report

Environment variables

FINNHUB_KEYrequiredFinnhub API key used for prices, news, and earnings.

FRED_KEYrequiredFRED API key used for macro data and FX history.

Prerequisites

• Node >= 22
• Node.js 22+

Packages

firma-app

npmv0.4.2transport: stdio

Details

Language: TypeScript
License: MIT
Released: Apr 25, 2026
Last commit: May 24, 2026
Registry name: io.github.evan-moon/firma

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