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finance/mcp/README.md

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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:

    pip install -r requirements.txt
    
  2. Make the start script executable:

    chmod +x start_server.sh
    
  3. Start the server:

    ./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

curl -X POST "http://localhost:8000/transactions" \
     -H "Content-Type: application/json" \
     -d '{
           "amount": 100.00,
           "description": "Grocery shopping",
           "category": "expenses"
         }'

List All Transactions

curl "http://localhost:8000/transactions"
  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]