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Bilaltariq98

Thesis

by Bilaltariq98
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Thesis

Self-hosted per-ticker research workspace for retail investors. Capture content from anywhere via the PWA share sheet. The workspace exposes an MCP server so your own agent (Claude, ChatGPT, Codex CLI) does the synthesis. Single-user MVP — your data stays in your Cloudflare account.

Research aid, not advice. The agent writes; you decide.

Architecture

┌─────────────────────────────────────────────────────────────┐
│  Browser / Mobile                                           │
│  ┌──────────────────────────────────────────────────────┐   │
│  │  PWA  (Vite + React + Tailwind)                      │   │
│  │  - Web Share Target  - Workspace tabs                │   │
│  │  - Tiptap rich text  - Component renderer            │   │
│  └────────────────────┬─────────────────────────────────┘   │
└───────────────────────┼─────────────────────────────────────┘
                        │  /api/*  /mcp
┌───────────────────────▼─────────────────────────────────────┐
│  Cloudflare Worker  (Hono)                                  │
│  ┌───────────────────────────────┐  ┌──────────────────┐    │
│  │  Workspace Durable Object     │  │  WorkspaceAgent  │    │
│  │  SQLite + embedding BLOB      │  │  DO (Slice 4)    │    │
│  │  30 MCP tools                 │  │  nightly cron    │    │
│  └───────────────────────────────┘  └──────────────────┘    │
│  ┌───────────────────────────────────────────────────────┐   │
│  │  Data providers                                       │   │
│  │  Yahoo  Stooq  EDGAR  Finnhub  FRED                  │   │
│  └───────────────────────────────────────────────────────┘   │
│  ┌──────────────┐  ┌────────────┐  ┌──────────────────────┐  │
│  │  R2 (docs)   │  │  KV cache  │  │  CF AI Gateway       │  │
│  └──────────────┘  └────────────┘  └──────────────────────┘  │
└─────────────────────────────────────────────────────────────┘

Future:
┌─────────────────────────┐
│  Auth app (Slice 5)     │
│  better-auth + Postgres  │
│  Docker → Fly.io        │
└─────────────────────────┘

Related MCP server: ROIC.ai Financial Data MCP Server

Quick start

git clone <repo> && cd invest
npm install
cp apps/worker/.dev.vars.example apps/worker/.dev.vars
# Edit apps/worker/.dev.vars — set THESIS_BEARER_TOKEN, optionally FINNHUB_API_KEY + FRED_API_KEY

# Terminal 1 — worker on :8787
npm run dev:worker

# Terminal 2 — PWA on :5173 (proxies /api and /mcp to :8787)
npm run dev:pwa

Open http://localhost:5173. Add a bearer token in Settings (use the value from .dev.vars).

Connect an agent (BYOA)

GET /api/mcp-info returns the MCP endpoint, tool list, and auth instructions. The Settings page renders the same info with copy-ready URLs.

  • Streamable HTTP (preferred): POST /mcp, GET /mcp

  • Legacy SSE: GET /mcp/sse, POST /mcp/messages

  • Auth: Authorization: Bearer <token> or ?token=<token>

Env vars

All secrets go in apps/worker/.dev.vars for local dev. See apps/worker/.dev.vars.example.

Var

Required

Notes

THESIS_BEARER_TOKEN

Yes

Shared secret for all API + MCP requests

FINNHUB_API_KEY

Optional

Free at finnhub.io — enables fundamentals, earnings, news

FRED_API_KEY

Optional

Free at fred.stlouisfed.org — enables macro tiles

STOOQ_API_KEY

Optional

2025 captcha gate — skip to use Yahoo fallback

ANTHROPIC_API_KEY

Slice 4

Required for embedded agent nightly runs

CF_AIG_TOKEN

Slice 4

Cloudflare AI Gateway token

CF_ACCOUNT_ID

Slice 4

Your CF account ID

AGENT_MONTHLY_TOKEN_CAP

Optional

Default 200000 tokens/month per workspace

Slices shipped

Full decision log and slice history: docs/roadmap/GRILL-ME.md

Slice

Description

Status

W0–W5

Foundation, authorship, synthesis, lenses, evidence, data

✅

Slice 0

Stabilisation, Stooq doc, EDGAR retry, theme-color

✅

Slice 1

Composition primitive — layout_json + set_layout MCP

✅

Slice 1.5

Full slot map + extended component vocab

🔄

Slice 2

Retrieval — embeddings (BLOB cosine), retrieve tool, backfill

✅

Slice 3

Temporal — catch_up, reactivate_check, Catch Up UI

✅

Slice 4

Embedded agent — WorkspaceAgent DO, nightly cron, AI Gateway

✅

Slice 5

Auth — better-auth, Dockerised auth app

Designing

Slice 6

Chat surface

Designing

Slice 7

Cross-ticker Vectorize tier

Designing

Smoke tests

Categorised smoke tests live in smoke/.

# All Playwright specs (UI + E2E)
npm run smoke

# Individual shell scripts (worker API — no browser needed)
bash smoke/ingestion/capture.smoke.sh
bash smoke/claims/claims.smoke.sh
bash smoke/agent/agent.smoke.sh   # needs ANTHROPIC_API_KEY

Deploy

Cloudflare Worker + PWA

# 1. Build PWA into apps/pwa/dist
npm run build:pwa

# 2. Set production secrets (one-time)
cd apps/worker
wrangler secret put THESIS_BEARER_TOKEN
wrangler secret put ANTHROPIC_API_KEY
wrangler secret put CF_AIG_TOKEN
wrangler secret put FINNHUB_API_KEY
wrangler secret put FRED_API_KEY

# 3. Deploy worker + PWA assets
wrangler deploy

The Worker serves the PWA from the same origin. /share-target, /mcp, and /api/* are all first-party.

Full deployment guide including auth-app Docker target, DNS, and post-deploy smoke checks: docs/deployment.md.

Tech stack

Layer

Tech

Worker runtime

Cloudflare Workers + Durable Objects (SQLite)

API framework

Hono

MCP

Hand-rolled JSON-RPC over HTTP + SSE (30 tools)

PWA

Vite 5 + React 18 + Tailwind 3

Rich text

Tiptap

Embeddings

Workers AI bge-small-en-v1.5 (384-dim, BLOB cosine)

Agent

Plain Durable Object (WorkspaceAgent) + CF AI Gateway

Documents

R2 + document_captures join table

Shared types

packages/shared (Zod)

Contributing

  1. Read docs/STATUS.md — current state + forward plan

  2. Read docs/architecture/v2-embedded-agent.md — v2 design

  3. Run npm run typecheck before pushing

  4. Add smoke coverage for new endpoints in smoke/

This server cannot be deployed

One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

Maintenance

ActivityInactive
ResponsivenessNo issues

Resources

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