finance MCP Server
MCP server exposing an Obsidian prospect catalog as queryable, domain-modeled tools. Agent-safe filtering, structured sales-hook extraction.
Discovered via github-topic:model-context-protocol and last synced 3mo ago.
Install instructions not detected yet
Check the source repository for the latest setup steps.
Aggregate stats for situational awareness: counts by category, platform, stage, plus cross-cuts like "actionable now" and "double-stacked SaaS".
dns-failed booking_platform: Checkfront # the BOOKING SaaS, separate from platform platform_scan: 2026-04-13 address: ... owner: ... phone: ... stage: lead # lead
low
What it does
Filter the catalog by category, platform, booking platform, stage, priority, website presence, sales-hook presence.
Return one full note: frontmatter, body, and a structured extraction of the sales hook section if present.
Update stage and/or priority for a prospect; appends a timestamped activity log entry to the body. Refuses to modify do-not-contact notes.
Full-text search across note bodies; returns matches with surrounding context.
qualified
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