Grades are a hygiene check, not a security guarantee.

MCP, MCP server

Finance MCP

An MCP server that gives an AI assistant read access to your real brokerage account and the market around it — and gives you, not the assistant, the only button that sends an order.

Compatibility: Not stated.

Grade C

One Medium finding. Read the findings before installing.

Graded by PlugVetRubric v2

Not a guarantee. A hygiene check of the source at the commit shown, not a security audit.

Rescanned at commit bb3df1dbfbe7.

INSTALL_REMOTE_SCRIPT

Why this grade

  • INSTALL_REMOTE_SCRIPT Medium

    Fetches a script from the network and runs it (a pipe to a shell, or an install hook with a URL).

    install.sh, line 27 curl -LsSf https://astral.sh/uv/install.sh | sh

Any High, or two or more Medium findings, give D. One Medium gives C. Low findings or a security Note give B. Each code names a finding behind the letter.

If you think this grade is wrong, email [email protected] with the entry link and your evidence. We aim to acknowledge within two working days and decide within seven. If we confirm an error, we aim to correct it within 24 hours of confirming it. These are aims, not guarantees.

Grades are a hygiene check of the source at the commit shown, on the date checked, not a security audit or a guarantee. The free directory grades are automated. Before release, a PlugVet engineer reviews every paid report and any grade we hold back, including all F grades, against the source code and the evidence we quote.

What was checked

Plain notes from the hygiene checks.

  • Permissions

    Concern

    can delete files.

    PERMISSION_DELETE_FILES

    install.sh, line 156

    if os.system("claude mcp add finance -- finance-mcp >/dev/null 2>&1") == 0:

    dashboard/alert_manager.py, line 133

    result = subprocess.run(argv, capture_output=True, timeout=5, env=env)

    dashboard/barcache.py, line 137

    os.remove(path)

    Show more

    dashboard/barcache.py, line 149

    os.remove(os.path.join(CACHE_DIR, name))

    dashboard/cli.py, line 58

    return subprocess.call(

    dashboard/order_queue.py, line 57

    result = subprocess.run(

  • Install and update

    Serious

    install fetches a script from the network.

    INSTALL_REMOTE_SCRIPT

    install.sh, line 27

    curl -LsSf https://astral.sh/uv/install.sh | sh

  • Network

    Concern

    can reach a host that is not written as a fixed address.

    NETWORK_NO_FIXED_HOST

    dashboard/alert_manager.py, line 271

    res_df, source = fetch(symbol)

    dashboard/econ_calendar.py, line 192

    with urllib.request.urlopen(req, timeout=timeout) as resp:

    dashboard/watchers.py, line 52

    with urllib.request.urlopen(request, timeout=timeout) as response:

    Show more

    dashboard/watchers.py, line 69

    body = fetch(url)

    dashboard/watchers.py, line 100

    body = fetch(TREASURY_BUYBACKS.format(count=count))

    dashboard/brokers/ibkr.py, line 266

    with urllib.request.urlopen(req, timeout=30,

    dashboard/brokers/saxo.py, line 136

    with urllib.request.urlopen(req, timeout=30) as resp:

  • Secrets

    Concern

    reads a credential or environment file.

    SECRETS_ENV_READ SECRETS_PATH_DOTENV

    dashboard/central_banks.py, line 55

    FRED_API_KEY = os.getenv("FRED_API_KEY", "").strip()

    dashboard/central_banks.py, line 56

    BEA_API_KEY = os.getenv("BEA_API_KEY", "").strip()

    dashboard/econ_calendar.py, line 82

    BLS_API_KEY = os.getenv("BLS_API_KEY", "").strip()

    Show more

    dashboard/webull_client.py, line 28

    WEBULL_APP_KEY = os.getenv("WEBULL_APP_KEY")

    dashboard/webull_client.py, line 29

    WEBULL_APP_SECRET = os.getenv("WEBULL_APP_SECRET")

    dashboard/webull_client.py, line 33

    WEBULL_PAPER_APP_KEY = os.getenv("WEBULL_PAPER_APP_KEY", "").strip()

    dashboard/webull_client.py, line 34

    WEBULL_PAPER_APP_SECRET = os.getenv("WEBULL_PAPER_APP_SECRET", "").strip()

    dashboard/webull_client.py, line 37

    WEBULL_TOKEN_DIR = os.getenv("WEBULL_TOKEN_DIR", os.path.join(BASE_DIR, "conf"))

    install.sh, line 37

    # installed package cannot keep its .env in site-packages -- that directory is

    install.sh, line 47

    ENV_FILE="$CONFIG_DIR/.env"

    install.sh, line 50

    skip ".env already exists at $ENV_FILE — left alone."

    installer.ps1, line 122

    # 2.5 Generate .env template if missing

    installer.ps1, line 123

    $envFile = Join-Path $PSScriptRoot ".env"

    installer.ps1, line 125

    Write-Host "[3/5] Creating default .env configuration file..." -ForegroundColor Yellow

    installer.ps1, line 184

    Write-Host "[3/5] .env configuration file already exists. Skipping." -ForegroundColor Green

    installer.ps1, line 281

    Write-Host " Re-run this installer once .env is filled in and it will offer to." -ForegroundColor DarkGray

  • Agent instructions

    Pass

    No instruction to ignore earlier instructions or to hide a step.

  • Obfuscation

    Note

    a file was over the read cap and was not fully read.

    OBFUSCATION_FILE_OVER_READ_CAP

    finance_mcp.py, line 1

    import os

    uv.lock, line 1

    version = 1

  • Licence

    Pass

    A licence file is present (LICENSE).

  • Maintainer activity

    Pass

    The latest commit is within the last 365 days.

Note

Hygiene check of commit bb3df1dbfbe7. can delete files. install fetches a script from the network. can reach a host that is not written as a fixed address. reads a credential or environment file. a file was over the read cap and was not fully read.

Date and source

Date checked:

View source

github.com

Commit graded: bb3df1dbfbe75269a5832c5fa0f3dc45189d75eb

This link goes to the original host. PlugVet does not host or check what you download from there, and installing it is your own decision and risk.

Read how this letter is chosen