Investment Elicitation Profiling Assistant
An AI-powered conversational assistant that builds detailed user investment profiles through a guided four-step elicitation process. It leverages LangChain and OpenAI to handle real-time dialogues regarding investment goals, timelines, and risk toler
About
An AI-powered conversational assistant that builds detailed user investment profiles through a guided four-step elicitation process. It leverages LangChain and OpenAI to handle real-time dialogues regarding investment goals, timelines, and risk toler
Features
- An AI-powered conversational assistant that builds detailed
Use Cases
Maintainer
Works with
Installation
Manual Installation
npx investment-elicitation-profiling-assistantExamples
No examples available for this server.
Configuration
Configuration Details
claude_desktop_config.json
Not available
Security
Authentication
Features
Performance
Response Metrics
Resource Usage
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Add this to your claude_desktop_config.json or .cursor/mcp.json
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