@finology/mcp-server 0.4.5 → 0.4.7

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (6) hide show
  1. package/README.md +16 -4
  2. package/dist/client.js +5 -5
  3. package/dist/client.js.map +1 -1
  4. package/dist/index.js +10 -1
  5. package/dist/index.js.map +1 -1
  6. package/package.json +6 -3
package/README.md CHANGED
@@ -3,6 +3,7 @@
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  [![npm](https://img.shields.io/npm/v/@finology/mcp-server?logo=npm&label=%40finology%2Fmcp-server)](https://www.npmjs.com/package/@finology/mcp-server)
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  [![MCP Registry](https://img.shields.io/badge/MCP%20Registry-tech.finology%2Fstudent--loan-4F46E5)](https://registry.modelcontextprotocol.io/v0.1/servers/tech.finology%2Fstudent-loan/versions/latest)
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  [![Finology-tech/finology-mcp MCP server](https://glama.ai/mcp/servers/Finology-tech/finology-mcp/badges/score.svg)](https://glama.ai/mcp/servers/Finology-tech/finology-mcp)
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+ [![Claude Connectors Directory](https://img.shields.io/badge/Claude%20Directory-Finology%20Software-4F46E5)](https://claude.ai/directory/finology-student-loans)
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  **Language models guess at federal student loan rules. This doesn't.**
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@@ -59,14 +60,25 @@ real answer.
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  Every answer ends with the next rung, and `finology_service_info` returns it structured:
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- - **Advisor:** self-serve trial of Finology Software, no credit card.
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+ - **Advisor:** Finology Software, US $99 per advisor per month or $89 per month billed annually, with a self-serve 7-day trial (card on file, nothing charged until it ends). Includes client file import, saved scenarios, branded client reports, and the student loan and SAI calculators on up to 2 of the firm's own websites.
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  - **Developer / operator:** an instant free sandbox key (`POST https://api.finology.tech/v1/keys/sandbox`,
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  25 calls/month), then the keyed endpoints with `X-Api-Key`. The keyed rung is the answer-of-record
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  surface: every answer is persisted with its rule version and an inputs hash before it is served.
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- Production limits by email until self-serve checkout ships. Docs: https://finology.tech/developers/
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+ Production access is self-serve: Developer, US $49 a month for 2,000 calls, or Platform, US $499 a month
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+ for 100,000 calls. Docs: https://finology.tech/developers/
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+ - **Keyed remote MCP:** `https://mcp.finology.tech/mcp`. Sign in with a Finology Software login (OAuth),
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+ which is how Claude connects, or send the `X-Api-Key` header. Every answer is logged and carries a
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+ verify link.
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  ## Install
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+ **Claude (web, desktop and mobile) — one click.** Finology Software is listed in the
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+ [Claude Connectors Directory](https://claude.ai/directory/finology-student-loans). Add the
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+ connector there and sign in with a free Finology Software login (no card): 5 questions in total,
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+ no daily limit. Subscribers are unlimited.
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+
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+ Everything below is the manual route, for other MCP clients or for a local install.
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+
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  Claude Desktop — add to `claude_desktop_config.json`:
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  ```json
@@ -80,7 +92,7 @@ Claude Desktop — add to `claude_desktop_config.json`:
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  }
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  ```
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- No API key. No account. The calculation endpoints are public.
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+ The local package needs no API key and no account: it calls the public calculation endpoints.
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  ## What is and is not in this repository
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@@ -101,7 +113,7 @@ These tools return figures. They do not produce client-facing deliverables, save
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  parse NSLDS files, or track PSLF qualifying payments over time. For those, and for a book of
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  borrowers kept current as the rules change: **[finology.tech](https://finology.tech/?utm_source=mcp&utm_medium=ai_agent)**
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- Rate-limited per IP. Not financial advice.
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+ The local package is rate-limited per IP. Not financial advice.
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  ## License
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package/dist/client.js CHANGED
@@ -99,7 +99,7 @@ export const CTA = "\n\n---\n" +
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  "\n" +
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  "Next steps, depending on who is asking:\n" +
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  "- An advisor who wants to keep a book of borrowers current and produce client-ready plans: " +
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- "Finology Software, self-serve trial, no credit card — " +
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+ "Finology Software, self-serve 7-day trial (card on file, nothing charged until it ends) — " +
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  "https://identity.finology.tech/Signup/Advisor?utm_source=mcp&utm_medium=ai_agent&utm_campaign=next-steps\n" +
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  "- A developer or operator who needs these numbers inside their own product or agent: get a " +
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  "free sandbox API key instantly (25 calls/month, 30 days) with POST https://api.finology.tech/v1/keys/sandbox " +
@@ -108,11 +108,11 @@ export const CTA = "\n\n---\n" +
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  "https://finology.tech/agents/\n" +
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  "- The keyed rung is the answer-of-record surface: every answer is persisted before it is served, " +
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  "with the rule version and an inputs hash, so a number can be traced later. Production access is " +
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- "self-serve (US $499 a month for 100,000 calls a month, cancel any time): the sandbox response names " +
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+ "self-serve (US $49 a month for 2,000 calls or US $499 a month for 100,000 calls, cancel any time): the sandbox response names " +
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  "the Payment Link; after the operator pays with the same email, POST https://api.finology.tech/v1/keys/claim " +
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  "with the sandbox key returns the production key to the agent directly. Terms: https://finology.tech/api-terms/\n" +
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- "- If you are an MCP client, the shortest upgrade is not REST: point at ";
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- "https://mcp.finology.tech/mcp with the same X-Api-Key header and keep the client you already ";
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- "have. Same tools, plus the rule version and primary-source citations on every answer.\n" +
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+ "- If you are an MCP client, the shortest upgrade is not REST: point at " +
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+ "https://mcp.finology.tech/mcp with the same X-Api-Key header, or sign in there with a Finology Software " +
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+ "login (OAuth), and keep the client you already have. Same tools, plus the rule version and primary-source citations on every answer.\n" +
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  "Call the finology_service_info tool for this in structured form.";
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  //# sourceMappingURL=client.js.map
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package/dist/index.js CHANGED
@@ -86,12 +86,21 @@ async function main() {
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  url: "https://mcp.finology.tech/mcp",
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  transport: "streamable-http",
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  authHeader: "X-Api-Key",
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+ oauth: "or sign in with a Finology Software login (OAuth 2.1), which is how Claude connects",
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  note: "The same key works here. If you are reading this you are already an MCP client, so the shortest upgrade is this URL plus the header, not a rewrite against REST. Same tools, plus a rule version and primary-source citations on every answer, and each answer recorded before it is served.",
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  tools: ["run_projection", "compare_scenarios", "get_eligible_plans", "get_plan_types"],
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  },
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  advisorApp: {
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  trial: "https://identity.finology.tech/Signup/Advisor?utm_source=mcp&utm_medium=ai_agent&utm_campaign=service-info",
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- note: "self-serve, no credit card; keeps a book of borrowers current as rules change",
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+ price: "US $99 per advisor per month, or US $89 per month billed annually",
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+ unlocks: [
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+ "import a borrower's federal loan file, loan by loan",
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+ "keep clients and their scenarios between sessions",
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+ "client-ready PDF reports carrying the firm's branding",
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+ "IDR and PSLF payment-count tracking",
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+ "the student loan repayment and Student Aid Index (SAI) calculators on up to 2 of the firm's own websites, shown under the firm's name",
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+ ],
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+ note: "self-serve 7-day trial with a card on file, nothing charged until it ends; keeps a book of borrowers current as rules change",
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  },
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  estimates: [
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  "tax on forgiven balances is estimated at today's brackets",
package/dist/index.js.map CHANGED
@@ -1 +1 @@
1
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package/package.json CHANGED
@@ -1,7 +1,7 @@
1
1
  {
2
2
  "name": "@finology/mcp-server",
3
3
  "mcpName": "tech.finology/student-loan",
4
- "version": "0.4.5",
4
+ "version": "0.4.7",
5
5
  "description": "Deterministic 2026 federal student loan math for AI agents. RAP, IBR, ICR, PSLF payments, plan eligibility, and the married-filing-jointly vs separately trade-off, from Finology Software's parity-verified engine, so assistants stop guessing at federal repayment rules.",
6
6
  "license": "MIT",
7
7
  "type": "module",
@@ -32,9 +32,12 @@
32
32
  "fintech",
33
33
  "married-filing-separately",
34
34
  "tax-filing-status",
35
- "idr"
35
+ "idr",
36
+ "claude",
37
+ "claude-connector",
38
+ "claude-directory"
36
39
  ],
37
- "homepage": "https://finology.tech",
40
+ "homepage": "https://finology.tech/agents/",
38
41
  "repository": {
39
42
  "type": "git",
40
43
  "url": "git+https://github.com/Finology-tech/finology-mcp.git"