evan-moon/firma

v0.18.3 Feature

This release adds 3 notable features for engineering teams evaluating rollout.

Published 1mo MCP Developer Tools

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✓ No known CVEs patched

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✓ No known CVEs patched in this version

Topics

claude cli finnhub local-first mcp personal-finance

+4 more

portfolio sqlite stock typescript

Summary

AI summary

Added server.instructions always sent at session start, proactive investigation protocol auto‑combines tools, and projection prompt for goal‑timeline questions.

Full changelog

변경 사항

MCP 동작 개선

server.instructions 추가: 행동 규칙이 setup_status 호출 여부와 무관하게 세션 시작 시 항상 Claude에게 전달됨
Proactive investigation protocol: 추상적 질문을 받으면 질문 유형에 따라 필요한 툴을 자동 조합 (포트폴리오 질문 → get_brief 먼저, 프로젝션 → +show_snapshot +report_combined)
projection 프롬프트 추가: goal-timeline 질문 전용, Bear/Base/Bull 3-시나리오 합성 플로우

성능 개선

brief 조합 병렬화: Finnhub(뉴스/어닝)와 FRED/GDACS/WorldBank 호출이 순차 실행되던 것을 단일 Promise.all로 병렬화. 체감 시간 ~50% 단축

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About evan-moon/firma

Local-first CLI asset tracker for overseas stock investors with Claude Desktop MCP integration. 13 tools for portfolio tracking, net worth snapshots, cash flow analysis, and market research (earnings, insider trades, SEC filings)

evan-moon/firma

Summary

변경 사항

MCP 동작 개선

성능 개선

Related context

Related tools

Earlier breaking changes