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

Related MCP server: PowerPoint MCP Server

Setup

1. Create a virtual environment:

python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate

2. Install dependencies:

pip install -r requirements.txt

3. Create a .env file with the following variables:

HOST=0.0.0.0
PORT=8050
WORKING_DIRECTORY=./processed_docs
TRANSPORT=sse  # or stdio

Usage

1. Start the MCP server:

python mcp_server.py

2. The server provides the following tools:

• process_document(file_path: str): Process an investment memorandum document

• generate_pptx(doc_id: str, template_path: Optional[str]): Generate a PowerPoint presentation

• get_processed_documents(): List all processed documents

Project Structure

.
├── mcp_server.py           # Main MCP server implementation
├── utils/
│   ├── document_processor.py  # PDF and DOCX processing
│   ├── data_extractor.py      # Financial data extraction
│   └── presentation_generator.py  # PowerPoint generation
├── requirements.txt        # Project dependencies
└── README.md              # This file

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:

1. Title Slide

2. Company Overview

3. Financial Metrics

4. Market Analysis

5. 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