Enables AI agents to interact with the Portfolio Research & Risk Management (PRRM) REST API by proxying tool calls.
Sponsored
This server acts as a crucial bridge, allowing AI agents like Claude Code or OpenClaw to seamlessly execute financial operations within a Portfolio Research & Risk Management (PRRM) system. It functions as a lightweight proxy, translating AI agent tool calls over standard input/output into HTTP requests to the PRRM REST API. Designed for minimal overhead, it requires no database or direct PRRM codebase dependencies, only a running PRRM server and two environment variables for configuration. The server provides robust error handling and unwraps API responses, delivering clear, actionable information directly to the AI agent.
Key Features
01Communicates with AI agents via stdio for direct integration.
02Exposes 109 tools across 12 modules for comprehensive financial management.
03Proxies AI agent tool calls to the PRRM REST API over HTTPS.
04Requires no database connection or PRRM codebase dependency.
05Includes an embedded integration guide (`prrm://guide`) covering common workflows.
060 GitHub stars
Use Cases
01Integrating comprehensive financial research and risk management capabilities into AI agent workflows.
02Allowing AI agents to automate tasks like instrument screening, portfolio analysis, and strategy updates.
03Enabling AI agents to monitor portfolio performance, manage investment committee meetings, and track risk alerts.
