Wealth Management MCP

Item: Wealth Management MCP
Rating: 43
Author: M8ven

Provides specialized tools for portfolio health analysis, rebalance simulations, and trade execution via a single interface powered by MongoDB. It enables AI agents to manage investment portfolios while adhering to organizational governing rules, clearance guards, and rate limits.

→ babuvenky76/nitrostack-wealth-management-mcp · listed on glama

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// key findings

✅

No credential exfiltration, no sensitive file access, no obfuscation

Static analysis found nothing flowing your secrets to unexpected places.

✅

Open source with a license and README

Anyone can audit the code, the license is declared, and the publisher documents what it does.

// required environment variables

This server reads these from process.env. You'll be asked to provide them before it can run.

configDEFAULT_CLEARANCE_LEVEL

configHEALTH_MEMORY_THRESHOLD_PCT

configHEALTH_MONGO_INTERVAL

configHEALTH_SYSTEM_INTERVAL

configLOG_LEVEL

configMCP_SERVER_NAME

configMCP_SERVER_VERSION

configMONGODB_ATLAS_URI— Data: MongoDB; connection prefers when set, else MONGODB_URI.

configMONGODB_CONNECT_TIMEOUT_MS

configMONGODB_SERVER_SELECTION_TIMEOUT_MS

configMONGODB_URI— Data: MongoDB; connection prefers MONGODB_ATLAS_URI when set, else .

configWEALTH_CACHE_TTL

configWEALTH_DEFAULT_MAX_SINGLE_POSITION_PCT

configWEALTH_DEFAULT_MIN_TRADE_PCT

configWEALTH_DEFAULT_REBAL_THRESHOLD_PCT

configWEALTH_EXECUTE_SIMULATED_DELAY_MS

configWEALTH_HEALTH_MODERATE_THRESHOLD

configWEALTH_HEALTH_SCORE_THRESHOLD

configWEALTH_RATE_LIMIT_REQUESTS

configWEALTH_RATE_LIMIT_WINDOW

configWEALTH_RESEARCH_TOP_K

configWEALTH_RESEARCH_TOP_K_BROWSE

configWEALTH_SEARCH_CUSTOMER_LIMIT

configWEALTH_VECTOR_SIMILARITY_THRESHOLD

// full audit trail

The full breakdown of what we checked, the deductions that landed, the network hosts, the dependency advisories, and concrete fix guidance is available to verified publishers.

// improvement guidance — verified publishers only

We have 1 concrete improvement we can share with the publisher of this MCP. Each comes with specific guidance to raise the trust score.

// embed badge in your README

[![M8ven Score](https://m8ven.ai/badge/mcp/babuvenky76-nitrostack-wealth-management-mcp-9or4c9)](https://m8ven.ai/mcp/babuvenky76-nitrostack-wealth-management-mcp-9or4c9)

commit: a3e1057d7c2ad2aa9c3d23e073e571936d5c05fc

code hash: 1d9d330edcb768a309f185828a568261a8077a129f7f9f846fe8fee6c71869f4

verified: 6/14/2026, 11:15:50 AM

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