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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:
```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]