Provides a FastAPI gateway server that exposes REST endpoints for the RAG system, enabling web-based access to document querying and role-based retrieval functionality.
Uses OpenAI's API for embeddings and language model operations to power the RAG system's document retrieval and response generation capabilities.
Offers a Streamlit web UI for interactive document querying with role-based access control, allowing users to search company documents through a user-friendly interface.
FinRAG-MCP
FinRAG-MCP is a Role-Based Access Control (RBAC) Retrieval-Augmented Generation (RAG) system, integrated with the Model Context Protocol (MCP).
It lets you query company documents (Engineering, Finance, HR, Marketing, General) securely — each role only sees what it’s allowed to.
✅ Works with Claude Desktop (MCP tools)
✅ Optional Streamlit UI + FastAPI gateway
✅ Uses Qdrant (local) for vector search
✅ Documents enriched with metadata + citations
🚀 Why this project
Secure answers → Employees, Managers, and C-Level see different data (RBAC).
Trusted output → Every response includes sources and file chunks.
Flexible → Claude MCP integration + standalone UI.
Practical → Handles Markdown, CSV, reports, handbooks, financial summaries.
📂 Project Structure
FinRAG-MCP
FinRAG-MCP is a Role-Based Access Control (RBAC) Retrieval-Augmented Generation (RAG) system, integrated with the Model Context Protocol (MCP).
It lets you query company documents (Engineering, Finance, HR, Marketing, General) securely — each role only sees what it’s allowed to.
✅ Works with Claude Desktop (MCP tools)
✅ Optional Streamlit UI + FastAPI gateway
✅ Uses Qdrant (local) for vector search
✅ Documents enriched with metadata + citations
🚀 Why this project
Secure answers → Employees, Managers, and C-Level see different data (RBAC).
Trusted output → Every response includes sources and file chunks.
Flexible → Claude MCP integration + standalone UI.
Practical → Handles Markdown, CSV, reports, handbooks, financial summaries.
📂 Project Structure
⚙️ Setup
``bash
Clone repo
git clone https://github.com/YOUR_GITHUB/finrag-mcp.git cd finrag-mcp
Create venv with uv
uv venv .venv source .venv/bin/activate uv sync
Add secrets
cat > env/.env << 'EOF' OPENAI_API_KEY=sk-REPLACE_ME OPENAI_MODEL=gpt-4o-mini EMBED_MODEL=text-embedding-3-large QDRANT_LOCAL_PATH=.qdrant_local QDRANT_COLLECTION_PREFIX=finrag FINRAG_ROLE=EMPLOYEE EOF
Ingest docs
uv run python -m ingest.run_ingest --data-root ./data
Run Options
Claude MCP (Recommended) Open Claude Desktop → Settings → Developer → Local MCP servers Add: Command: .../finrag-mcp/.venv/bin/python Args: -m mcp_server.server Env: from .env Claude can now call tools: set_role("FINANCE") search("Q4 2024 revenue drivers", top_k=5)
Start gateway
uv run uvicorn gateway.app:app --port 8000
Start UI
uv run streamlit run ui/app.py --server.port 8501
Example Queries Employee: “What does the handbook say about leave approval?” Engineering: “List services in the architecture doc.” Finance: “Summarize Q4 revenue drivers.” HR: “What’s the rule for sick leave >2 days?” Marketing: “Which 2024 campaigns had the best ROI?”
This server cannot be installed
hybrid server
The server is able to function both locally and remotely, depending on the configuration or use case.
Enables secure role-based querying of company documents across different departments (Engineering, Finance, HR, Marketing) with access control that restricts data visibility based on user roles. Provides retrieval-augmented generation with source citations and metadata for trusted corporate knowledge access.