Investment Memorandum Processor MCP Server

This MCP (Model Context Protocol) server automates the extraction of structured data from investment memorandums (IMs) and generates standardized PowerPoint presentations.

Features

Process PDF and DOCX investment memorandums
Extract structured financial data
Generate standardized PowerPoint presentations
Support for custom PowerPoint templates
RESTful API interface through MCP

Setup

Create a virtual environment:

python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate

Install dependencies:

pip install -r requirements.txt

Create a .env file with the following variables:

HOST=0.0.0.0
PORT=8050
WORKING_DIRECTORY=./processed_docs
TRANSPORT=sse  # or stdio

Usage

Start the MCP server:

python mcp_server.py

The server provides the following tools:

process_document(file_path: str): Process an investment memorandum document
generate_pptx(doc_id: str, template_path: Optional[str]): Generate a PowerPoint presentation
get_processed_documents(): List all processed documents

Project Structure

.
├── mcp_server.py           # Main MCP server implementation
├── utils/
│   ├── document_processor.py  # PDF and DOCX processing
│   ├── data_extractor.py      # Financial data extraction
│   └── presentation_generator.py  # PowerPoint generation
├── requirements.txt        # Project dependencies
└── README.md              # This file

Data Extraction

The system extracts the following information from investment memorandums:

Company Information
- Name
- Industry
- Location
- Founded Year
Financial Metrics
- Revenue
- EBITDA
- Net Income
- Growth Rate
Market Analysis
- Market Size
- Market Growth
- Competitors
Investment Highlights

Presentation Generation

The generated PowerPoint presentation includes:

Title Slide
Company Overview
Financial Metrics
Market Analysis
Investment Highlights

Security Considerations

The server operates in a local environment
No internet access required
All data processing happens locally
Sensitive information is not transmitted externally

Error Handling

The system includes robust error handling for:

File format validation
Data extraction failures
Presentation generation issues
File system operations

This server cannot be installed

security - not tested

license - not found

quality - not tested

An MCP server that automates extraction of structured financial data from investment memorandums and generates standardized PowerPoint presentations through a RESTful API.

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