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Financial Services WebMCP Template
A complete WebMCP template for accounting firms, financial advisors, and CPA practices. Includes 15 tools for service discovery, advisor credentials, tax estimation, consultation booking, and client engagement.
Advanced
15 WebMCP Tools
1,430 downloads
Live Preview
yoursite.com/finance-webmcp
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Tool Inventory15 registered
webmcp-tools: finance-webmcp
Execution Trace8 steps
01USER→"I own a small e-commerce business and need help with tax preparation and quarterly filings. What do you offer?"
02AGENT→get_services({ category: "tax_preparation", client_type: "small_business" })
03AGENT→get_advisors({ specialty: "tax", certification: "CPA" })
04AGENT→get_advisor_credentials({ advisor_id: "jt-008" })
05AGENT→check_advisor_availability({ advisor_id: "jt-008", service_category: "tax_preparation" })
06PLAN→Recommends Jennifer Torres, CPA with 12 years of small business tax experience. Specializes in e-commerce and sales tax compliance. Available Wednesday at 10 AM.
07FORM→book_consultation({ name, email, service_interest: "tax_preparation", preferred_date, message })
08DONE→Consultation booked with Jennifer Torres, CPA for Wednesday at 10 AM. Confirmation email sent with onboarding checklist.
Code Examples
CODE EXPORT
// Register get_services tool
navigator.modelContext.registerTool({
name: "get_services",
description: "List all financial services offered by the firm, optionally filtered by service category or client type.",
inputSchema: {
"type": "object",
"properties": {
"category": {
"type": "string",
"enum": [
"tax_preparation",
"accounting",
"advisory",
"audit",
"bookkeeping",
"payroll"
],
"description": "Filter by service category"
},
"client_type": {
"type": "string",
"enum": [
"individual",
"small_business",
"mid_market",
"enterprise"
],
"description": "Filter by client type"
}
},
"required": []
},
annotations: {"readOnlyHint":true},
execute: async (params) => {
const response = await fetch("/api/get_services", {
method: "POST",
headers: { "Content-Type": "application/json" },
body: JSON.stringify(params),
});
return response.json();
}
});What's Included
Service Discovery Tools
Agents can browse, filter, and inspect financial service offerings by category and client type.
Advisor Directory & Credentials
Full advisor lookup with certification filtering and detailed credential retrieval (CPA, CFP, CFA).
Tax Liability Estimator
Dual-mode tool (imperative + declarative) for calculating estimated federal tax liability.
Consultation Booking Form
Declarative HTML form lets agents schedule meetings without custom JavaScript.
Document Preparation Workflow
Request preparation of tax returns, financial statements, and audit reports through structured forms.
Compliance & Regulatory Info
Tax deadlines, filing requirements, and regulatory updates accessible through tool-driven queries.
Why This Template Works
Designed for AI agent interoperability with structured tool definitions.
Structured Service Catalog
Financial services are exposed as queryable data, enabling agents to recommend the right offering for each client.
Credentialed Trust Signals
Advisor certifications and testimonials are programmatically accessible, building confidence in agent conversations.
Interactive Tax Estimation
The tax calculator tool provides immediate value and naturally leads to consultation booking.
Low-Friction Onboarding
Declarative forms allow agents to book consultations and request documents without complex API integration.
Implementation Guide
Follow these steps to deploy the template on your website.
1
Copy the HTML template
Download or copy the complete HTML file containing all styles, markup, and tool registrations.
2
Replace mock data
Update the JavaScript data arrays with your real services, advisors, pricing, and testimonials.
3
Configure tax calculator
Update the tax bracket data and add state-specific calculations for accurate estimates.
4
Connect form handlers
Wire the book_consultation and submit_document_request forms to your backend API or CRM.
5
Customize branding
Update the firm name, logo, colors (CSS variables), and copy to match your brand identity.
6
Deploy and verify
Host the page and verify tool registration using browser DevTools (navigator.modelContext).
Download Options
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