Skip to main content
Glama
appwrite-community

FinDB Reporting MCP Server

by appwrite-community
OverviewSchemaRelated ServersScoreDiscussions
Python
Remote

FinDB Analysis MCP Server

A read-only Model Context Protocol server for the FinDB demo database, hosted as an Appwrite Function. It exposes customer, account, card, and transaction analysis tools over stateless Streamable HTTP.

The server uses the official Python MCP SDK (mcp==2.0.0) and reads FinDB through Appwrite's TablesDB API. Monetary totals are grouped by currency (USD, EUR, or GBP) and are never converted.

Live demo

Setting

Value

MCP endpoint

https://6a73369c003d9823a215.fra.appwrite.run/

Authentication

Bearer token

Bearer token

test-string-123

The token is intentionally public because this endpoint serves demo data. Do not reuse it for a production deployment.

Connect an MCP client

Add this to an MCP client that supports Streamable HTTP, such as Cursor or Claude Desktop:

{
  "mcpServers": {
    "finance-mcp": {
      "url": "https://6a73369c003d9823a215.fra.appwrite.run/",
      "headers": {
        "Authorization": "Bearer test-string-123"
      }
    }
  }
}

Smoke test

Initialize the MCP server directly over HTTP:

curl -sS -X POST \
  -H "Authorization: Bearer test-string-123" \
  -H "Content-Type: application/json" \
  -H "Accept: application/json, text/event-stream" \
  -d '{"jsonrpc":"2.0","id":1,"method":"initialize","params":{"protocolVersion":"2025-06-18","capabilities":{},"clientInfo":{"name":"curl","version":"1.0.0"}}}' \
  https://6a73369c003d9823a215.fra.appwrite.run/

Call the portfolio summary tool:

curl -sS -X POST \
  -H "Authorization: Bearer test-string-123" \
  -H "Content-Type: application/json" \
  -H "Accept: application/json, text/event-stream" \
  -d '{"jsonrpc":"2.0","id":2,"method":"tools/call","params":{"name":"portfolio_summary","arguments":{}}}' \
  https://6a73369c003d9823a215.fra.appwrite.run/

Related MCP server: finance-reconcile-mcp

Available tools

All tools are read-only.

Tool

Arguments

Description

portfolio_summary

None

Dataset counts, balances by currency and account type, transaction volume by status, and the covered date range.

list_customers

kyc_status?, country?, limit?, offset?

Lists customer profiles, optionally filtered by KYC status or country.

customer_overview

customer_id

Returns a customer's profile, accounts, cards, and recent transactions.

account_statement

account_id, from_date?, to_date?, limit?

Returns account details, transactions, and period totals. Defaults to the last 30 days.

spending_by_category

account_id?, customer_id?, from_date?, to_date?, flow?

Aggregates completed debit spending or credit income by category.

monthly_cash_flow

account_id?, customer_id?, months?

Reports monthly inflow, outflow, and net cash flow for up to 24 months.

search_transactions

account_id?, category_id?, status?, transaction_type?, min_amount?, max_amount?, from_date?, to_date?, limit?

Searches transactions using optional filters, newest first.

list_accounts

customer_id?, account_type?, status?, limit?

Lists accounts, optionally filtered by customer, type, or status.

Dates accept YYYY-MM-DD or full ISO 8601 timestamps. Common demo IDs include cust-001 and acc-001. Pass either account_id or customer_id to scoped aggregation tools, not both. List limits are capped at 100.

Test prompts

After connecting the server to your MCP client, try these prompts to exercise each analysis tool:

Prompt

Expected tool

"Give me a high-level summary of the FinDB portfolio, including balances by currency and transaction counts by status."

portfolio_summary

"List the first 10 customers whose KYC status is verified."

list_customers

"Show me the complete customer overview for cust-001, including accounts, cards, and recent transactions."

customer_overview

"Generate an account statement for acc-001 covering the last 30 days."

account_statement

"Break down all completed debit spending by category across the bank."

spending_by_category

"Show the monthly inflow, outflow, and net cash flow for customer cust-001 over the last 12 months."

monthly_cash_flow

"Find the 10 most recent completed debit transactions for acc-001 with amounts between 20 and 500."

search_transactions

"List the first 20 active savings accounts."

list_accounts

To test multi-tool reasoning, try:

  • "Find the first verified customer, retrieve their full overview, and summarize their accounts and most recent activity."

  • "List all frozen accounts, then inspect each account's latest transactions and highlight anything unusual."

  • "Compare cust-001's account balances, spending by category, and monthly cash flow. Keep currencies separate."

  • "Give me an executive report of the portfolio, then identify which account types hold the largest balance in each currency."

Results depend on the current demo dataset, so exact values may change between deployments.

HTTP interface

POST /

Accepts MCP Streamable HTTP JSON requests. The server supports legacy handshakes and the modern 2026-07-28 protocol path.

Header

Requirement

Example

Authorization

Required when MCP_AUTH_MODE=bearer

Bearer test-string-123

Content-Type

Required

application/json

Accept

Recommended

application/json, text/event-stream

MCP-Protocol-Version

Optional

2025-06-18

Successful requests return JSON-RPC responses. Notifications return 202 with an empty body. Missing or invalid credentials return 401 with a JSON-RPC error.

OPTIONS /

Returns 204 with CORS headers.

GET / and DELETE /

Return 405. The Appwrite Function is stateless and does not provide long-lived SSE streams or sessions.

Project layout

Path

Purpose

src/main.py

Appwrite Function entrypoint.

src/app.py

FinDB tools and TablesDB queries.

src/appwrite_mcp/

Bearer authentication and buffered MCP-over-HTTP transport.

appwrite.config.json

Function, database, tables, columns, indexes, and relationships.

Appwrite configuration

Setting

Value

Runtime

Python 3.14

Entrypoint

src/main.py

Build command

pip install -r requirements.txt

Execute permission

any (the Bearer token protects the HTTP endpoint)

Function scopes

databases.read, tables.read, rows.read

Timeout

30 seconds

The function receives a dynamic Appwrite API key in the x-appwrite-key request header. Its permissions are limited by the configured read-only function scopes.

Environment variables

Variable

Required

Default / demo value

Description

MCP_SERVER_NAME

No

financial-analysis

Name returned by MCP initialization.

MCP_AUTH_MODE

No

none (live demo: bearer)

Set to bearer to require HTTP Bearer authentication.

MCP_AUTH_TOKEN

When using Bearer auth

Live demo: test-string-123

Shared Bearer token, compared in constant time.

FINDB_DATABASE_ID

No

findb

Appwrite TablesDB database ID.

MCP_TOOL_TIMEOUT

No

25

Soft request deadline in seconds, below the 30-second function limit.

MCP_DEBUG

No

Unset

Set to 1 to expose tool exception details and log unusual Accept headers.

APPWRITE_API_KEY

No

Unset

Local-development fallback when the dynamic x-appwrite-key is unavailable.

Appwrite supplies APPWRITE_FUNCTION_API_ENDPOINT and APPWRITE_FUNCTION_PROJECT_ID in the deployed function environment.

Implementation note

Appwrite Functions are short-lived request/response workers and do not run a Starlette lifespan. Consequently, MCPServer.streamable_http_app() cannot initialize its task group here. The adapter uses the SDK's buffered lower-level entry points (serve_one and handle_modern_request) instead. Keep mcp==2.0.0 pinned because those helpers are private APIs that may move between releases.

Do not name a source module server.py; Appwrite Open Runtimes already provides a top-level module with that name.

This server cannot be installed

F
license - not found
-
quality - not tested
B
maintenance

How are these scores calculated?

Maintenance

–Maintainers
–Response time
–Release cycle
–Releases (12mo)
Commit activity

Resources

Unclaimed servers have limited discoverability.

Looking for Admin?

If you are the server author, to access and configure the admin panel.

Related MCP Servers

  • Universal Database MCP Server

    xiaoshi7915
    F
    license
    -
    quality
    D
    maintenance
    A versatile MCP server that connects to multiple relational databases (MySQL, PostgreSQL, Oracle, SQL Server, SQLite) and enables secure read-only SQL query execution and metadata access.
    4

  • finance-reconcile-mcp

    nalyDzzz
    A
    license
    A
    quality
    D
    maintenance
    Read-only MCP server for reconciling SimpleFIN bank data against Firefly III ledger, enabling audit and review workflows without mutation.
    19
    19
    1
    MIT

  • FinTS-Finanzen

    NG-Bullseye
    A
    license
    -
    quality
    B
    maintenance
    Read-only MCP server for FinTS/HBCI banking; enables account information retrieval such as balances and transactions via PIN-TAN.
    MIT

  • Meridian Bank MCP Server

    saivarmadpr
    F
    license
    -
    quality
    B
    maintenance
    A production-grade MCP server for a fictional digital bank, exposing tools for an AI copilot to service customers across the full risk spectrum from read-only lookups to money movement and destructive admin actions, with OAuth 2.1 security and a realistic dataset.
    12

View all related MCP servers

Related MCP Connectors

  • classquill-mcp

    Read-only MCP server for ClassQuill, a tutoring-business-management platform.

  • schwab-mcp

    Multi-tenant FastMCP server for Charles Schwab brokerage data, monetized via DPYC Tollbooth

  • Mini Accountant

    Hosted MCP server for Mini Accountant: invoices, expenses, customers, analytics, tax estimates.

View all MCP Connectors

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/appwrite-community/finance-mcp-demo'

If you have feedback or need assistance with the MCP directory API, please join our Discord server