This release includes 2 breaking changes for platform teams planning a safe upgrade.
✓ No known CVEs patched in this version
Topics
+4 more
ReleasePort's take
Light signal`get_brief` now delivers actionable guidance from the Advisor layer, and MCP has been streamlined from 48 to 37 intent‑shaped tools.
Why it matters: The new deterministic `get_brief` output improves decision‑making for developers and SREs; tool consolidation reduces operational overhead by eliminating 11 redundant utilities.
Summary
AI summaryAdvisor layer adds actionable guidance to get_brief and consolidates 48 → 37 MCP tools.
Changes in this release
| Type | Severity | Summary | CVE |
|---|---|---|---|
| Feature | Medium |
`get_brief` now provides actionable, deterministic guidance via @firma/advisor engine. `get_brief` now provides actionable, deterministic guidance via @firma/advisor engine. Source: granite4.1:8b-q6_K@2026-05-21 Confidence: high |
— |
| Feature | Medium |
Advisor layer includes weekly stance (aggressive/mixed/defensive/contrarian-aggressive). Advisor layer includes weekly stance (aggressive/mixed/defensive/contrarian-aggressive). Source: granite4.1:8b-q6_K@2026-05-21 Confidence: high |
— |
| Feature | Medium |
Advisor layer provides ranked moves: deploy idle cash, raise contributions, derisk, extend runway, rebalance, tactical tilt. Advisor layer provides ranked moves: deploy idle cash, raise contributions, derisk, extend runway, rebalance, tactical tilt. Source: granite4.1:8b-q6_K@2026-05-21 Confidence: high |
— |
| Feature | Medium |
Advisor layer includes watchlist of new-ticker candidates from portfolio peers. Advisor layer includes watchlist of new-ticker candidates from portfolio peers. Source: granite4.1:8b-q6_K@2026-05-21 Confidence: high |
— |
| Feature | Medium |
Advisor layer flags stale data with last-synced dates for prices and FX. Advisor layer flags stale data with last-synced dates for prices and FX. Source: granite4.1:8b-q6_K@2026-05-21 Confidence: high |
— |
| Feature | Medium |
MCP surface consolidated: 48 tools reduced to 37 intent-shaped tools (report, sync, show_fx, show_macro). MCP surface consolidated: 48 tools reduced to 37 intent-shaped tools (report, sync, show_fx, show_macro). Source: granite4.1:8b-q6_K@2026-05-21 Confidence: high |
— |
| Feature | Medium |
Bulk `add_*` tools dropped; `add_txn`, `add_balance`, `add_flow` now accept arrays. Bulk `add_*` tools dropped; `add_txn`, `add_balance`, `add_flow` now accept arrays. Source: granite4.1:8b-q6_K@2026-05-21 Confidence: high |
— |
| Feature | Medium |
`get_brief` is the canonical entry point, with `show_*` as drill-downs. `get_brief` is the canonical entry point, with `show_*` as drill-downs. Source: granite4.1:8b-q6_K@2026-05-21 Confidence: high |
— |
| Feature | Medium |
`firma show txns` now displays market and asset type information. `firma show txns` now displays market and asset type information. Source: granite4.1:8b-q6_K@2026-05-21 Confidence: low |
— |
| Feature | Medium |
`firma mcp install` registers MCP server with Claude Code and Desktop. `firma mcp install` registers MCP server with Claude Code and Desktop. Source: granite4.1:8b-q6_K@2026-05-21 Confidence: low |
— |
| Bugfix | Medium |
Fixed data-loss bug where price sync without dividend data wiped known dividends. Fixed data-loss bug where price sync without dividend data wiped known dividends. Source: granite4.1:8b-q6_K@2026-05-21 Confidence: high |
— |
Full changelog
Highlights
Advisor layer — get_brief now advises, not just reports
A new @firma/advisor engine turns your portfolio, cash flow, and macro signals into actionable, deterministic guidance — surfaced identically through firma brief (CLI) and get_brief (MCP):
- Stance — a weekly verdict (aggressive / mixed / defensive / contrarian-aggressive) at the intersection of the macro regime and your personal capacity (runway, goal pace, idle cash).
- Moves — ranked recommendations: deploy idle cash, raise contributions, derisk, extend runway, rebalance, or play a tactical tilt. Each carries a quantified rationale and a
drill_downpointer. - Watchlist — new-ticker candidates surfaced from peers of what you already hold.
- Freshness — last-synced dates for prices and FX, so stale data is flagged before advice is built on it.
Risk recommendations are scenario-based (forced-seller risk, goal-feasibility breach), not a scalar verdict — so an aggressive investor isn't nagged for intentional concentration.
MCP surface consolidation — 48 → 37 tools
Redundant MCP tools merged into intent-shaped ones: report (with target), sync (with scope), show_fx, and show_macro (now folds in stress + regime). Bulk add_* tools dropped — add_txn / add_balance / add_flow accept arrays. get_brief is now the canonical entry point, with show_* tools as drill-downs.
Other changes
firma show txnsnow shows market and asset type.firma mcp installregisters the MCP server with Claude Code as well as Claude Desktop.- Fixed a data-loss bug where a price sync from a provider without dividend data wiped previously-known dividends.
Full Changelog: https://github.com/evan-moon/firma/compare/v0.18.16...v0.19.0
Breaking Changes
- Removed bulk `add_*` tools (`add_txn`, `add_balance`, `add_flow`).
- Dropped redundant MCP tools; `get_brief` is now the canonical entry point.
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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)
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