Investment Profiling Assistant
An AI-powered conversational assistant that builds detailed user investment profiles through a guided four-step elicitation process. It leverages LangChain and OpenAI to handle real-time dialogues regarding investment goals, timelines, and risk toler
What is Investment Profiling Assistant?
Investment Profiling Assistant is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to ai-powered conversational assistant that builds detailed user investment profiles through a guided four-step elicitation process. it leverages langchain and openai to handle real-time dialogues regard...
An AI-powered conversational assistant that builds detailed user investment profiles through a guided four-step elicitation process. It leverages LangChain and OpenAI to handle real-time dialogues regarding investment goals, timelines, and risk toler
This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- An AI-powered conversational assistant that builds detailed
Use Cases
Maintainer
Works with
Installation
Manual Installation
npx investment-elicitation-profiling-assistantConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
Frequently Asked Questions about Investment Profiling Assistant
What is Investment Profiling Assistant?
Investment Profiling Assistant is a Model Context Protocol (MCP) server that ai-powered conversational assistant that builds detailed user investment profiles through a guided four-step elicitation process. it leverages langchain and openai to handle real-time dialogues regarding investment goals, timelines, and risk toler It connects AI assistants to external tools and data sources through a standardized interface.
How do I install Investment Profiling Assistant?
Follow the installation instructions on the Investment Profiling Assistant GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.
Which AI clients work with Investment Profiling Assistant?
Investment Profiling Assistant works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is Investment Profiling Assistant free to use?
Yes, Investment Profiling Assistant is open source and available under the MIT license. You can use it freely in both personal and commercial projects.
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Set Up Investment Profiling Assistant in Your Editor
Choose your AI client for step-by-step setup instructions.
Quick Config Preview
Add this to your claude_desktop_config.json or .cursor/mcp.json
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