Marqeta DiVA API MCP Server

# Complete Setup Checklist for PyPI Publishing This is your step-by-step checklist to get your package published to PyPI. ## ✅ Completed Steps - [x] Updated author information (Zvika Badalov, zvika.badalov@finally.com) - [x] Updated LICENSE with MIT and correct name - [x] Updated GitHub URLs in pyproject.toml - [x] Initialized git repository - [x] Completed and polished README.md - [x] Organized test files and created TESTS.md ## 🚀 Remaining Steps ### Step 1: Create GitHub Repository Follow the guide in **[GITHUB_SETUP.md](GITHUB_SETUP.md)** **Quick steps:** 1. Go to https://github.com/new 2. Repository name: `marqeta-diva-mcp` 3. Owner: `zvika-finally` 4. Description: "MCP server for Marqeta DiVA API - Data insights, Visualization, and Analytics" 5. Public repository 6. **Do NOT** initialize with README/license (we have them) 7. Click "Create repository" Then run: ```bash git remote add origin https://github.com/zvika-finally/marqeta-diva-mcp.git git commit -m "Initial commit: Marqeta DiVA MCP Server v0.2.0" git push -u origin main ``` **Verify:** https://github.com/zvika-finally/marqeta-diva-mcp --- ### Step 2: Create PyPI Accounts #### 2a. TestPyPI Account (for testing) 1. Go to: https://test.pypi.org/account/register/ 2. Fill in: - Username: (choose a username) - Email: zvika.badalov@finally.com - Password: (choose a secure password) 3. Click "Create account" 4. **IMPORTANT:** Check your email and verify your account 5. Save your credentials securely #### 2b. PyPI Account (production) 1. Go to: https://pypi.org/account/register/ 2. Fill in: - Username: (use the same username as TestPyPI) - Email: zvika.badalov@finally.com - Password: (choose a secure password - can be different from TestPyPI) 3. Click "Create account" 4. **IMPORTANT:** Check your email and verify your account 5. Save your credentials securely **Security Tip:** Use a password manager to store these credentials! --- ### Step 3: Generate API Tokens API tokens are more secure than passwords for uploading packages. #### 3a. TestPyPI Token 1. Log in to TestPyPI 2. Go to: https://test.pypi.org/manage/account/token/ 3. Click "Add API token" 4. Fill in: - Token name: `marqeta-diva-mcp-upload` - Scope: "Entire account" (for first upload) 5. Click "Add token" 6. **CRITICAL:** Copy the token immediately (starts with `pypi-`) 7. You will NOT see it again! 8. Save it in a secure location **Save your token:** ```bash # Option 1: Save to a file (secure it!) echo "pypi-YOUR-TOKEN-HERE" > ~/.testpypi-token chmod 600 ~/.testpypi-token # Option 2: Save to your password manager ``` #### 3b. PyPI Token 1. Log in to PyPI 2. Go to: https://pypi.org/manage/account/token/ 3. Click "Add API token" 4. Fill in: - Token name: `marqeta-diva-mcp-upload` - Scope: "Entire account" (for first upload) 5. Click "Add token" 6. **CRITICAL:** Copy the token immediately (starts with `pypi-`) 7. You will NOT see it again! 8. Save it in a secure location (different from TestPyPI token) **Save your token:** ```bash # Option 1: Save to a file (secure it!) echo "pypi-YOUR-TOKEN-HERE" > ~/.pypi-token chmod 600 ~/.pypi-token # Option 2: Save to your password manager ``` #### 3c. Configure ~/.pypirc (Recommended) This lets you avoid entering tokens each time: ```bash # Create the file cat > ~/.pypirc << 'EOF' [distutils] index-servers = pypi testpypi [testpypi] repository = https://test.pypi.org/legacy/ username = __token__ password = pypi-YOUR-TESTPYPI-TOKEN-HERE [pypi] repository = https://upload.pypi.org/legacy/ username = __token__ password = pypi-YOUR-PYPI-TOKEN-HERE EOF # Secure the file chmod 600 ~/.pypirc ``` **Replace:** - `pypi-YOUR-TESTPYPI-TOKEN-HERE` with your actual TestPyPI token - `pypi-YOUR-PYPI-TOKEN-HERE` with your actual PyPI token --- ### Step 4: Install Build Tools ```bash # Install build and twine packages pip install --upgrade build twine # Verify installation python -m build --version twine --version ``` **Expected output:** ``` build 1.0.x twine version x.x.x ``` --- ### Step 5: Build the Package ```bash # Clean any previous builds rm -rf dist/ build/ *.egg-info # Build the package python -m build # Verify the build ls -lh dist/ ``` **Expected output:** ``` dist/ ├── marqeta-diva-mcp-0.2.0.tar.gz (source distribution) └── marqeta_diva_mcp-0.2.0-py3-none-any.whl (wheel) ``` --- ### Step 6: Upload to TestPyPI (Test First!) ```bash # Upload to TestPyPI python -m twine upload --repository testpypi dist/* ``` **If you configured ~/.pypirc:** - It should upload automatically **If you didn't configure ~/.pypirc:** - Username: `__token__` - Password: (paste your TestPyPI token) **Expected output:** ``` Uploading distributions to https://test.pypi.org/legacy/ Uploading marqeta_diva_mcp-0.2.0-py3-none-any.whl 100% ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Uploading marqeta-diva-mcp-0.2.0.tar.gz 100% ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ View at: https://test.pypi.org/project/marqeta-diva-mcp/0.2.0/ ``` --- ### Step 7: Test Installation from TestPyPI ```bash # Create a test environment (optional but recommended) python -m venv test_env source test_env/bin/activate # On Windows: test_env\Scripts\activate # Test basic installation pip install --index-url https://test.pypi.org/simple/ --no-deps marqeta-diva-mcp # Test it works python -c "from marqeta_diva_mcp import __version__; print(__version__)" marqeta-diva-mcp --help # Clean up deactivate rm -rf test_env ``` **If everything works, proceed to production!** --- ### Step 8: Upload to Production PyPI ```bash # Upload to PyPI python -m twine upload dist/* ``` **If you configured ~/.pypirc:** - It should upload automatically **If you didn't configure ~/.pypirc:** - Username: `__token__` - Password: (paste your PyPI token) **Expected output:** ``` Uploading distributions to https://upload.pypi.org/legacy/ Uploading marqeta_diva_mcp-0.2.0-py3-none-any.whl 100% ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Uploading marqeta-diva-mcp-0.2.0.tar.gz 100% ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ View at: https://pypi.org/project/marqeta-diva-mcp/0.2.0/ ``` --- ### Step 9: Verify Production Installation ```bash # In a fresh environment pip install marqeta-diva-mcp # Test it works marqeta-diva-mcp --help python -c "from marqeta_diva_mcp import __version__; print(__version__)" # Test with RAG features pip install marqeta-diva-mcp[rag] ``` --- ### Step 10: Create GitHub Release 1. Go to: https://github.com/zvika-finally/marqeta-diva-mcp/releases 2. Click "Create a new release" 3. Tag version: `v0.2.0` 4. Release title: `v0.2.0 - Initial Release` 5. Copy release notes from **[GITHUB_SETUP.md](GITHUB_SETUP.md)** 6. Click "Publish release" --- ## 🎉 Success Checklist After completing all steps, verify: - [ ] GitHub repository is live and accessible - [ ] Package is on TestPyPI: https://test.pypi.org/project/marqeta-diva-mcp/ - [ ] Package is on PyPI: https://pypi.org/project/marqeta-diva-mcp/ - [ ] Can install with: `pip install marqeta-diva-mcp` - [ ] Can install with RAG: `pip install marqeta-diva-mcp[rag]` - [ ] README displays correctly on PyPI - [ ] GitHub release is created with tag v0.2.0 - [ ] All badges in README work --- ## Quick Command Reference ```bash # Build rm -rf dist/ build/ *.egg-info && python -m build # Upload to TestPyPI twine upload --repository testpypi dist/* # Upload to PyPI twine upload dist/* # Test install from TestPyPI pip install --index-url https://test.pypi.org/simple/ --no-deps marqeta-diva-mcp # Test install from PyPI pip install marqeta-diva-mcp ``` --- ## Troubleshooting ### "Repository already exists" on GitHub - Check if you already created it - Use a different name or delete the existing one ### "Invalid username or password" on PyPI - Username must be `__token__` (not your PyPI username) - Password is your API token (starts with `pypi-`) - Check you're using the right token (TestPyPI vs PyPI) ### "File already exists" on PyPI - You cannot re-upload the same version - Bump version in `pyproject.toml` (e.g., 0.2.0 → 0.2.1) - Rebuild and upload again ### Package name taken - Try: `marqeta-diva-mcp-client`, `mqt-diva-mcp`, etc. - Update name in `pyproject.toml` and rebuild --- ## Need Help? - **Full Publishing Guide:** [PUBLISHING.md](PUBLISHING.md) - **GitHub Setup:** [GITHUB_SETUP.md](GITHUB_SETUP.md) - **Test Information:** [TESTS.md](TESTS.md) - **Python Packaging:** https://packaging.python.org/ - **PyPI Help:** https://pypi.org/help/ --- ## Next Time (for version 0.3.0) After your first release, updates are easier: ```bash # 1. Make changes to your code # 2. Update version in pyproject.toml # 3. Update SERVER_VERSION in server.py # 4. Commit and push to GitHub git commit -m "Release v0.3.0" git tag v0.3.0 git push && git push --tags # 5. Build and upload rm -rf dist/ && python -m build && twine upload dist/* ``` Good luck! 🚀