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Banking Model Context Protocol Server

Banking Model Context Protocol Server

by Abhinav-pyth

Banking Chatbot with MCP Integration

A sophisticated banking chatbot application that uses Azure OpenAI and Model Context Protocol (MCP) for secure and efficient message handling.

Features

  • AI-Powered Banking Assistant: Uses Azure OpenAI to provide intelligent responses to banking queries

  • Model Context Protocol (MCP): Implements a secure message communication protocol

  • Real-time Chat Interface: Modern, responsive UI for seamless user interaction

  • Comprehensive Logging: Detailed logging system for monitoring and debugging

  • Bank Information Integration: Dynamic display of bank details and services

  • Markdown Support: Rich text formatting for responses

Related MCP server: agentbox

Project Structure

.
├── app.py                  # Main Flask application
├── mcp_server.py          # MCP server implementation
├── mcp_client.py          # MCP client implementation
├── requirements.txt       # Python dependencies
├── .env                   # Environment variables
├── templates/             # HTML templates
│   └── index.html        # Chat interface
└── logs/                 # Log files
    ├── client_messages.log
    ├── mcp_client.log
    └── mcp_server.log

Prerequisites

  • Python 3.8 or higher

  • Azure OpenAI API access

  • Required Python packages (see requirements.txt)

Installation

  1. Clone the repository:

    git clone <repository-url>
    cd banking-chatbot
  2. Create and activate a virtual environment:

    python -m venv venv
    source venv/bin/activate  # On Windows: venv\Scripts\activate
  3. Install dependencies:

    pip install -r requirements.txt
  4. Create a .env file with your credentials:

    ENDPOINT_URL=your_azure_endpoint
    AZURE_OPENAI_API_KEY=your_api_key
    DEPLOYMENT_NAME=your_deployment_name

Usage

  1. Start the MCP server:

    python mcp_server.py
  2. In a new terminal, start the Flask application:

    python app.py
  3. Access the chatbot interface at http://localhost:5000

MCP Protocol

The Model Context Protocol (MCP) is implemented to handle message communication between the chatbot and the server. It provides:

  • Secure message transmission

  • Message queuing and reliability

  • Detailed logging

  • Real-time message handling

Message Types

  • Chat Messages: User queries and AI responses

  • System Messages: Administrative and control messages

Logging

The application maintains detailed logs in the logs directory:

  • client_messages.log: Chat message history

  • mcp_client.log: Client connection and operation logs

  • mcp_server.log: Server operation logs

Bank Information

The chatbot is configured with comprehensive bank information including:

  • Business hours

  • Branch locations

  • Available services

  • Contact information

  • Support channels

Development

Adding New Features

  1. Update the BANK_INFO dictionary in app.py for new bank information

  2. Modify the SYSTEM_MESSAGE for updated AI behavior

  3. Add new message handlers in mcp_client.py for additional functionality

Testing

Run the test client to verify MCP functionality:

python test_client.py

Clear logs for testing:

python clear_logs.py

Security

  • API keys and sensitive information are stored in .env

  • MCP provides secure message transmission

  • Input validation and error handling are implemented

Contributing

  1. Fork the repository

  2. Create a feature branch

  3. Commit your changes

  4. Push to the branch

  5. Create a Pull Request

License

This project is licensed under the MIT License - see the LICENSE file for details.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

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