Claude Integration

After one setup command, Claude Desktop can query your entire financial picture — portfolio, net worth, cash flow, and research — in response to plain English questions.

How It Works

MCP (Model Context Protocol) is an open standard for connecting AI models to local tools and data sources. Firma ships a firma-mcp binary that implements an MCP server. Running firma mcp installwrites it into Claude Desktop's config:

$firma mcp install

✓MCP registered at ~/Library/Application Support/Claude/claude_desktop_config.json

Restart Claude Desktop to activate the firma MCP server.

After restarting Claude Desktop, firma appears in the tools panel. Claude calls firma tools automatically when you ask financial questions — you don't invoke them manually.

Available Tools

Read

show_portfolioHoldings with P&L and average cost

show_txnsTransaction history, optionally filtered by ticker

show_balanceMonthly balance sheet entries (assets & liabilities)

show_flowMonthly income and expense entries

show_pricesLatest synced prices for all holdings

show_earningsUpcoming earnings and EPS results

show_insiderInsider buy/sell/exercise transactions

show_financialsQuarterly SEC financials

show_newsRecent news articles for a ticker

report_settleMonth-end summary: balance + cash flow with computed totals

Write

add_txnRecord a buy, sell, deposit, dividend, or tax transaction

edit_txnUpdate fields of an existing transaction by id

delete_txnDelete a transaction by id

add_balanceSave or update a monthly balance snapshot (upsert)

delete_balanceDelete balance entries for a period (or a single category)

add_flowSave or update monthly income/expense data (upsert)

delete_flowDelete flow entries for a period (or a single category)

Actions

sync_pricesFetch latest prices from Finnhub

Example Conversations

Net worth projection

You

Am I on track to hit $1M net worth by end of year?

Claude

Your current net worth is $441K, growing at roughly+$6,400/monthon average over the past year. At that pace you'd reach $1M in about 87 months— around July 2033, not end of this year. To hit it by December you'd need to save+$46K/month, nearly 7× your current rate.

Portfolio exposure + earnings research

You

TSLA earnings are next week. What do analysts expect, and how exposed am I?

Claude

TSLA reports on Apr 30 AMC. Consensus EPS estimate is $0.43. Last quarter they missed at $0.41. You hold 392 shares at avg cost $245.68, currently up +60.97% — TSLA is about 82% of your total portfolio value. A 5% move would swing your portfolio by roughly ±$7,500.

AI visualization (Claude Desktop artifact)

You

Give me a full overview of my finances with charts.

Claude

I'll pull your portfolio, balance history, and cash flow data together. Here's an interactive dashboard — net worth trend, asset allocation, and monthly savings rate all in one view.

↳ Claude renders an interactive React artifact with charts — no code needed from you.

Natural language transaction logging

You

I just bought 10 shares of NVDA at $875. Log it.

Claude

Done — NVDA 10 shares @ $875.00 recorded for today. Your NVDA position is now 166 shares at avg cost $134.51, up +$121,618 (+548%). (add_txn called automatically.)

Tips

▲

Ask for visualizations

Claude Desktop can render React components as artifacts. Ask it to "show a chart of my net worth over time" and it will build an interactive visualization using your actual data.

↗

Combine data sources in one question

Claude can call multiple tools in a single response. "How does my savings rate correlate with my TSLA position?" will pull both cash flow and portfolio data to answer.

✎

Log trades conversationally

You don't need to use the CLI to add trades. Just tell Claude and it calls add_txndirectly. Useful when you're already in a Claude conversation.