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:
Install dependencies:
Create a
.env
file with the following variables:
Usage
Start the MCP server:
The server provides the following tools:
process_document(file_path: str)
: Process an investment memorandum documentgenerate_pptx(doc_id: str, template_path: Optional[str])
: Generate a PowerPoint presentationget_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:
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
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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