SkillFoxx

FinContext MCP

Self-hosted financial context for a business: cash position across Tochka and MoySklad, statement-to-ledger reconciliation and cash-gap forecasting

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MCP server

Extended access

Why this level

  • Reads statements, balances and ledger data across all connected business accounts
  • Needs read-only bank and accounting tokens, even though they stay in the client's own cloud
All reasons and checks
Russian stack

alterfo/fincontext-mcpAuthor:alterfo

Install

Manual install

npm run build && cd infra && terraform init && terraform apply

Build the functions and deploy the Terraform module into your own Yandex Cloud; set cloud_id and folder_id in terraform.tfvars.

Access and checks

How we review

Extended accessThe tool runs code or makes network calls and only reads external data.

  • Reads statements, balances and ledger data across all connected business accounts
  • Needs read-only bank and accounting tokens, even though they stay in the client's own cloud

This is third-party code. Review the repository files before installing.

What it does

The server deploys via a Terraform module into the client's own Yandex Cloud: Cloud Functions, API Gateway, YDB and Lockbox for read-only bank and accounting tokens. The agent gets four MCP tools: current cash position across connected accounts, checking a specific payment, reconciling a bank statement against accounting data, and a cash-gap forecast. Base Tochka and MoySklad connectors are open; the reconciliation and forecast engine plus 1C and Kontur are behind a Pro license verified offline with no call to the developer. There is a demo mode on a frozen fixture with no real tokens.

Who it is for. For Russian small and mid-size businesses that want a real cash view across accounts and statement reconciliation through an agent, without handing tokens to a third party.

Good fit when

  • You need a quick real cash total across all accounts
  • You need to check whether a specific payment went through
  • You need a near-term cash-gap forecast

Not a fit when

  • You have no Yandex Cloud account and no wish to run the Terraform module yourself
  • You need reconciliation and forecasting for free: those are proprietary Pro features
  • You need banks or accounting systems other than Tochka and MoySklad: not yet available

Example request

Show the real cash position across all accounts and tell me whether yesterday's payment to the supplier went through

MCP

Transport
http
Authentication
key is optional

Environment variables

LOCKBOX_TOCHKA_TOKEN secret
Read-only Tochka API token, stored in Lockbox in production
LOCKBOX_MOYSKLAD_TOKEN secret
Read-only MoySklad API token
FINCONTEXT_PRO_KEY secret
Offline Pro key, unlocks reconciliation and cash-gap forecast
REPORT_CURRENCY
Reporting currency, defaults to RUB

Limitations

The project is proprietary: base connectors are open, while reconciliation, forecasting and 1C or Kontur integration need a paid Pro license via YooKassa. It only deploys into the client's own Yandex Cloud through Terraform; there is no hosted service. Only Tochka and MoySklad are connected so far. Tokens stay in the client's Lockbox, but setting up Terraform, IAM roles and triggers itself needs engineering skill.

How to disable. Run terraform destroy in the infra directory and remove the MCP server from your client config.

FAQ

Does the developer see my financial data?

No, per the README the server deploys into the client's own cloud, tokens live in their Lockbox, and the Pro license is verified offline with no telemetry or call-home.

Can I try it without real tokens?

Yes, the mcp function offers a demo mode on a frozen fixture via the /demo endpoint, no real keys needed.

Discussion

No questions or reviews yet.

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README in short

The README describes a neutral, self-hosted financial-context MCP server for Russian SMBs on Yandex Cloud Functions, API Gateway, YDB and Lockbox. It states the trust model: the client deploys the server themselves, tokens never leave their cloud, and the code is open to audit. Monetization is described as a proprietary product with open base connectors and a paid Pro license via YooKassa. Links point to docs/DEPLOY.md for roles and resources and docs/SETUP.md for every environment variable.

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