Financial Intelligence Server

A production-grade Model Context Protocol (MCP) server that exposes financial ML tools to any MCP-compatible AI client (Claude Desktop, Cursor, etc.).

Built entirely with free, open-source tools — no paid APIs required.

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🏗️ Architecture

┌─────────────────────────────────────────────────────────────────┐
│              MCP-Compatible Client                              │
│         (Claude Desktop / Cursor / Any LLM)                     │
└─────────────────────┬───────────────────────────────────────────┘
                      │ MCP Protocol (stdio)
                      ▼
┌─────────────────────────────────────────────────────────────────┐
│                  financial-mcp-server                           │
│                     server.py                                   │
│  ┌──────────────────────────────────────────────────────────┐   │
│  │                    Tool Router                           │   │
│  └──┬────────────┬────────────┬───────────┬─────────────────┘   │
│     │            │            │           │           │          │
│     ▼            ▼            ▼           ▼           ▼          │
│ ┌───────┐  ┌─────────┐  ┌────────┐  ┌────────┐  ┌─────────┐   │
│ │  RAG  │  │Anomaly  │  │Contract│  │Vendor  │  │ Drift   │   │
│ │Search │  │Detect.  │  │Summary │  │ Graph  │  │Monitor  │   │
│ └───┬───┘  └────┬────┘  └───┬────┘  └───┬────┘  └────┬────┘   │
└─────┼───────────┼───────────┼───────────┼────────────┼─────────┘
      │           │           │           │            │
      ▼           ▼           ▼           ▼            ▼
   FAISS +    sklearn       Ollama      Neo4j /    Evidently
 sentence-  IsolationF.   (local LLM)  NetworkX    AI / KS
transformers  (free)      (free)       (free)      Test (free)

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🛠️ Tools

Tool	Description	Free Stack Used
search_financial_docs	RAG over financial PDFs/docs	FAISS + sentence-transformers + Ollama
analyze_expense_pattern	Anomaly detection on transactions	scikit-learn IsolationForest
summarize_contract	Extract key clauses from contracts	Ollama Mistral + regex fallback
get_vendor_relationships	Query vendor knowledge graph	Neo4j Community + NetworkX fallback
monitor_model_drift	Detect data/feature drift in models	Evidently AI + scipy KS test fallback

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💸 100% Free Stack

Component	Tool	Cost
LLM	Ollama + Mistral 7B (local)	FREE
Embeddings	sentence-transformers all-MiniLM-L6-v2	FREE
Vector Store	FAISS (Meta)	FREE
Anomaly Detection	scikit-learn IsolationForest	FREE
Graph Database	Neo4j Community Edition	FREE
Drift Monitoring	Evidently AI open-source	FREE
MCP Framework	Anthropic MCP Python SDK	FREE

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🚀 Quick Start

1. Clone & Install

git clone https://github.com/YOUR_USERNAME/financial-mcp-server.git
cd financial-mcp-server

python -m venv venv
source venv/bin/activate  # Windows: venv\Scripts\activate
pip install -r requirements.txt

2. Start Ollama (free local LLM)

# Install Ollama from https://ollama.com (free)
ollama serve
ollama pull mistral   # ~4GB download, one time

3. Add Your Documents (optional)

# Drop any .txt, .md, or .pdf files into:
data/sample_docs/

# Index them (auto-happens on first run, or manually):
python -c "from tools.rag_search import _load_or_build_index; _load_or_build_index()"

4. Run the MCP Server

python server.py

5. Connect to Claude Desktop

Edit your Claude Desktop config file:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "financial-intelligence": {
      "command": "python",
      "args": ["/absolute/path/to/financial-mcp-server/server.py"],
      "env": {
        "PYTHONPATH": "/absolute/path/to/financial-mcp-server"
      }
    }
  }
}

Restart Claude Desktop. You'll see the 🔧 tools icon appear.

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🐳 Docker Setup (with Neo4j)

# Start Neo4j Community Edition + MCP server
docker-compose up -d

# Check logs
docker-compose logs -f mcp-server

Neo4j browser available at: http://localhost:7474

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🧪 Run Tests

pip install pytest
pytest tests/ -v

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💬 Example Claude Desktop Conversations

Once connected, ask Claude:

"Search my financial documents for information about payment terms with TechVendor Solutions"

"Analyze these transactions for anomalies: [paste JSON list]"

"Summarize this contract and flag any risky clauses: [paste contract text]"

"What vendors are related to TechVendor Solutions and what's their risk level?"

"Check if the fraud_detector model has drifted and whether it needs retraining"

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📁 Project Structure

financial-mcp-server/
├── server.py                  # MCP server — tool registry & routing
├── tools/
│   ├── rag_search.py          # search_financial_docs
│   ├── anomaly_detection.py   # analyze_expense_pattern
│   ├── contract_summary.py    # summarize_contract
│   ├── vendor_graph.py        # get_vendor_relationships
│   └── drift_monitor.py       # monitor_model_drift
├── data/
│   └── sample_docs/           # Drop your financial docs here
├── tests/
│   └── test_tools.py          # pytest test suite
├── .github/workflows/
│   └── ci.yml                 # GitHub Actions CI
├── Dockerfile
├── docker-compose.yml         # Includes Neo4j Community Edition
├── requirements.txt
└── claude_desktop_config.json # Copy into Claude Desktop config

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🔗 Related Projects

• Financial-RAG-Pipeline — Standalone RAG system (precursor to this project)

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📄 License

MIT License — free to use, modify, and distribute.