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

npm install -g vercel

2. Set Environment Variables

Create a .env file (copy from .env.example):

DATABASE_URL_PRIVATE="postgresql://user:pass@host/private?sslmode=require"
DATABASE_URL_PUBLIC="postgresql://user:pass@host/public?sslmode=require"

3. Deploy to Vercel

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:

# 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

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

# Install dependencies
pip install -r requirements.txt

# Run locally
python api/index.py

Server runs at http://localhost:8080

Test MCP Endpoint

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:

# Pull latest changes
git pull

# Navigate to vercel-deployment folder
cd vercel-deployment

# Redeploy
vercel --prod

📝 Logs

View logs in real-time:

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
• Vercel Python Runtime
• FastMCP Documentation
• Neon PostgreSQL

📞 Support

For issues or questions:

1. Check Vercel logs
2. Review environment variables
3. Test database connections
4. Verify Python dependencies

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Ready to deploy! 🚀