PM-MCP (Portfolio Management MCP Server)

from __future__ import annotations from typing import List import os, json, requests PPLX_URL = "https://api.perplexity.ai/chat/completions" def summarize_text_perplexity(text: str, max_sentences: int = 6, model: str | None = None) -> str: api_key = os.getenv("PERPLEXITY_API_KEY") if not api_key: return "" headers = {"Authorization": f"Bearer {api_key}", "Content-Type": "application/json"} model = model or os.getenv("PERPLEXITY_MODEL", "pplx-70b-online") system = ( f"You are a concise financial analyst. Summarize in {max_sentences} sentences (bullet-ready). " "Focus on drivers, risks, guidance, and near-term catalysts." ) payload = { "model": model, "messages": [ {"role": "system", "content": system}, {"role": "user", "content": text[:8000]}, ], "temperature": 0.2, } try: resp = requests.post(PPLX_URL, headers=headers, data=json.dumps(payload), timeout=60) resp.raise_for_status() j = resp.json() return j.get("choices", [{}])[0].get("message", {}).get("content", "").strip() except Exception: return "" def summarize_items_perplexity(lines: List[str], max_sentences: int = 6) -> str: text = "\n".join(f"- {ln}" for ln in lines if ln) return summarize_text_perplexity(text, max_sentences=max_sentences)