Investment Memorandum Processor MCP Server

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

1. Create a virtual environment:

2. Install dependencies:

3. Create a .env file with the following variables:

Usage

1. Start the MCP server:

2. 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

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:

1. Title Slide
2. Company Overview
3. Financial Metrics
4. Market Analysis
5. 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