MCPMarshal - Financial AI Agent

An intelligent financial AI agent that analyzes your investment portfolio, fetches real-time market data, and delivers personalized insights through multiple channels, all powered by Arcade.

Overview

MCPMarshal demonstrates how to build a production-ready AI agent using a three-layer architecture that separates concerns between data sourcing, persistent memory, and multi-channel presentation. The application showcases Arcade’s seamless OAuth handling for Gmail, Notion, and Google Docs integration.

What It Does

• Tracks Your Portfolio: Manage multiple investment portfolios with holdings, purchase prices, and quantities
• Fetches Real-Time Data: Custom MCP server retrieves live stock prices, company fundamentals, and market news
• Agentic Report Generation: LLM autonomously researches your holdings, deciding what data to fetch and where to focus attention
• Delivers Anywhere: Publish reports to Gmail, Notion, or Google Docs with one-click OAuth
• Scheduled Automation: Weekly cron jobs automatically generate and email portfolio reports
• Agentic Chat: Ask questions and watch the AI autonomously call tools to fetch the data it needs

Architecture

Layer Breakdown

Arcade Integration

Arcade is the backbone that enables seamless multi-channel publishing without the complexity of managing OAuth flows manually.

How Arcade Powers This Application

1. Tool Execution via Arcade SDK

import Arcade from "@arcadeai/arcadejs";

const arcadeClient = new Arcade({ apiKey: process.env.ARCADE_API_KEY });

// Execute any tool with automatic auth handling
const response = await arcadeClient.tools.execute({
  tool_name: "Gmail.SendEmail",
  input: {
    subject: "Weekly Portfolio Report",
    body: reportHtml,
    recipient: userEmail,
    content_type: "html",
  },
  user_id: userId,
});

2. OAuth Authorization Flow

// Check if user has authorized Gmail
const authResponse = await arcadeClient.tools.authorize({
  tool_name: "Gmail.SendEmail",
  user_id: userId,
});

if (authResponse.status === "pending") {
  // Redirect user to Arcade's OAuth consent screen
  return { authorizationUrl: authResponse.authorization_url };
}

// User is authorized, proceed with tool execution

3. Supported Integrations