evan-moon/firma — Local-first CLI portfolio tracker for overseas investors, with built-in MCP server for Claude

Description and use

Evan‑Moon’s **firma** is a local‑first command‑line portfolio tracker designed for overseas investors, letting you manage holdings entirely offline while still syncing securely when needed. It includes a built‑in MCP (Message Control Protocol) server that integrates with Claude, enabling AI‑driven insights and automation directly from the CLI. The project spans both frontend (interactive terminal UI) and backend components, making it a versatile DevTools solution for personal finance management.

Problem

evan-moon/firma helps connect AI assistants to real tools and data through a standard protocol.

Outcome

Early or unclear: treat as research material until maintenance, releases, docs, and issue activity are verified.

Workflow

• connect AI agents to tools
• ship Model Context Protocol servers
• standardize integrations

Evidence

Local-first CLI portfolio tracker for overseas investors, with built-in MCP server for Claude

Source