finance-mcp

# Finance MCP Server - Vercel Deployment This folder contains the Finance MCP Server configured for serverless deployment on Vercel. ## 📁 Structure ``` vercel-deployment/ ├── api/ │ ├── index.py # Main Vercel handler │ ├── app_tools.py # MCP tools registration │ └── database.py # Database connection manager ├── vercel.json # Vercel configuration ├── requirements.txt # Python dependencies ├── .env.example # Environment variables template └── README.md # This file ``` ## 🚀 Quick Deployment ### 1. Install Vercel CLI ```bash npm install -g vercel ``` ### 2. Set Environment Variables Create a `.env` file (copy from `.env.example`): ```bash DATABASE_URL_PRIVATE="postgresql://user:pass@host/private?sslmode=require" DATABASE_URL_PUBLIC="postgresql://user:pass@host/public?sslmode=require" ``` ### 3. Deploy to Vercel ```bash cd vercel-deployment vercel ``` Follow the prompts: - Set up and deploy? **Y** - Which scope? Select your account - Link to existing project? **N** (for first deployment) - What's your project's name? **finance-mcp-server** - In which directory is your code located? **./** - Want to override settings? **N** ### 4. Add Environment Variables to Vercel After deployment, add your secrets: ```bash # Add private database URL vercel env add DATABASE_URL_PRIVATE # Add public database URL vercel env add DATABASE_URL_PUBLIC ``` Or add them via Vercel Dashboard: 1. Go to your project settings 2. Navigate to "Environment Variables" 3. Add `DATABASE_URL_PRIVATE` and `DATABASE_URL_PUBLIC` 4. Redeploy: `vercel --prod` ## 🔧 Configuration ### vercel.json The `vercel.json` file configures: - **Python runtime** for serverless functions - **Routing** to handle MCP endpoints - **Environment variables** references ### Production Deployment ```bash vercel --prod ``` Your MCP server will be available at: ``` https://your-project.vercel.app/mcp ``` ## 📡 API Endpoints Once deployed, your MCP server will be accessible at: - **Main MCP endpoint**: `https://your-project.vercel.app/mcp` - **Health check**: `https://your-project.vercel.app/` ## 🔐 Security 1. **Never commit `.env` file** - it's already in `.gitignore` 2. **Use Vercel environment variables** for production secrets 3. **Enable SSL** - Vercel provides automatic HTTPS 4. **Database SSL** - Ensure Neon databases use `?sslmode=require` ## 🧪 Testing ### Local Testing ```bash # Install dependencies pip install -r requirements.txt # Run locally python api/index.py ``` Server runs at `http://localhost:8080` ### Test MCP Endpoint ```bash curl https://your-project.vercel.app/mcp ``` ## 📊 Features All 19 financial tools are available: ### Account Management - `list_accounts` - View all accounts - `get_account_balance` - Get specific account balance - `get_account_summary` - Complete financial summary ### Transaction Analysis - `list_transactions` - List with filters - `search_transactions` - Search by merchant - `get_recurring_transactions` - Detect recurring payments ### Analytics - `get_spending_by_category` - Category breakdown - `get_monthly_trends` - Income/expense trends - `get_top_merchants` - Top spending merchants - `get_cashflow_summary` - Income vs expenses ### Budgeting - `create_budget` - Create new budget - `list_budgets` - View all budgets - `get_budget_status` - Budget vs actual spending ### Utilities - `get_available_categories` - List categories - `format_currency` - Format amounts - `calculate_net_worth` - Calculate net worth ### Security & Policies - `get_tool_policy` - Get tool access policy - `list_tool_policies` - List all policies - `validate_tool_access` - Validate permissions ## 🔄 Updates To update the deployment: ```bash # Pull latest changes git pull # Navigate to vercel-deployment folder cd vercel-deployment # Redeploy vercel --prod ``` ## 📝 Logs View logs in real-time: ```bash vercel logs ``` Or view in Vercel Dashboard under your project's "Logs" section. ## 🐛 Troubleshooting ### Import Errors Make sure all Python files are in the `api/` directory and dependencies are in `requirements.txt`. ### Database Connection Issues - Verify environment variables are set correctly in Vercel - Check database URLs include `?sslmode=require` - Ensure Neon databases are accessible ### 500 Server Errors Check Vercel logs: `vercel logs` or in the dashboard ## 📚 Resources - [Vercel Documentation](https://vercel.com/docs) - [Vercel Python Runtime](https://vercel.com/docs/functions/serverless-functions/runtimes/python) - [FastMCP Documentation](https://github.com/jlowin/fastmcp) - [Neon PostgreSQL](https://neon.tech/docs) ## 📞 Support For issues or questions: 1. Check Vercel logs 2. Review environment variables 3. Test database connections 4. Verify Python dependencies --- **Ready to deploy!** 🚀