feat: add initial implementation of Finance MCP server with REST API and setup instructions (ref #16)

2025-12-06 07:00:13 -08:00 · 2025-05-02 23:51:18 -04:00
parent 58e8dbc43c
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+# Finance MCP Server
+
+A Model Control Protocol (MCP) server implementation for financial transaction management.
+
+## Current Implementation
+
+The server currently provides a basic REST API for managing financial transactions with the following features:
+
+- FastAPI-based REST API
+- In-memory transaction storage
+- Basic CRUD operations for transactions
+- Data validation using Pydantic models
+- Auto-generated API documentation (Swagger UI)
+
+### Project Structure
+
+```
+mcp/
+├── mcp_server.py      # Main server implementation
+├── requirements.txt   # Python dependencies
+└── start_server.sh   # Server startup script
+```
+
+## Setup Instructions
+
+1. Install Python dependencies:
+   ```bash
+   pip install -r requirements.txt
+   ```
+
+2. Make the start script executable:
+   ```bash
+   chmod +x start_server.sh
+   ```
+
+3. Start the server:
+   ```bash
+   ./start_server.sh
+   ```
+
+The server will start on `http://localhost:8000` with the following endpoints:
+- `/` - Health check endpoint
+- `/docs` - Auto-generated API documentation (Swagger UI)
+- `/transactions` - Transaction management endpoints
+  - GET /transactions - List all transactions
+  - POST /transactions - Create a new transaction
+  - GET /transactions/{id} - Get a specific transaction
+
+## API Usage
+
+### Create a Transaction
+```bash
+curl -X POST "http://localhost:8000/transactions" \
+     -H "Content-Type: application/json" \
+     -d '{
+           "amount": 100.00,
+           "description": "Grocery shopping",
+           "category": "expenses"
+         }'
+```
+
+### List All Transactions
+```bash
+curl "http://localhost:8000/transactions"
+```
+
+## Recommended Next Steps
+
+1. **Database Integration**
+   - Implement PostgreSQL integration using SQLAlchemy
+   - Add database migrations
+   - Create proper data models
+   - Add transaction persistence
+
+2. **Authentication & Authorization**
+   - Implement JWT-based authentication
+   - Add user management
+   - Role-based access control
+   - API key authentication for machine-to-machine communication
+
+3. **Enhanced Features**
+   - Add transaction categories management
+   - Implement transaction search and filtering
+   - Add date range queries
+   - Support for different currencies
+   - Transaction metadata support
+
+4. **Security Enhancements**
+   - Input validation and sanitization
+   - Rate limiting
+   - CORS configuration
+   - Request logging and monitoring
+   - SSL/TLS configuration
+
+5. **Testing**
+   - Unit tests for models and endpoints
+   - Integration tests
+   - Load testing
+   - API documentation tests
+
+6. **Monitoring & Logging**
+   - Structured logging
+   - Prometheus metrics
+   - Health check endpoints
+   - Error tracking
+   - Performance monitoring
+
+7. **DevOps**
+   - Docker containerization
+   - CI/CD pipeline
+   - Environment configuration
+   - Backup strategy
+   - Deployment documentation
+
+8. **API Enhancements**
+   - Pagination
+   - Sorting options
+   - Bulk operations
+   - Webhook support
+   - Event streaming
+
+9. **Documentation**
+   - API documentation
+   - Development guide
+   - Deployment guide
+   - Contributing guidelines
+
+10. **Compliance & Standards**
+    - GDPR compliance
+    - Financial regulations compliance
+    - API versioning
+    - Error handling standards
+    - Audit logging
+
+## Contributing
+
+Please read our contributing guidelines before submitting pull requests.
+
+## License
+
+[Add your chosen license here]