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Financial MCP Server

Financial MCP Server

Financial MCP Server

Mock Financial Data MCP Server for Finarrator application.

Local Development

Setup

  1. Install dependencies:

npm install
  1. Set up environment variables in .env:

PORT=10000
NODE_ENV=development
CREDENTIALS_FILE=./credentials.json
  1. Run the server:

npm run dev

The server will run on http://localhost:10000

Related MCP server: MifosX Self Service MCP

Deployment on Render

Prerequisites

  • Render account (render.com)

  • GitHub repository with this code

Deployment Steps

  1. Push to GitHub

    • Ensure your MCP server code is in a GitHub repository

    • Make sure .gitignore is properly configured

  2. Connect to Render

    • Go to render.com

    • Click "New +" → "Web Service"

    • Connect your GitHub repository

    • Select the branch (usually main)

  3. Configure Settings

    • Name: financial-mcp-server

    • Environment: Node

    • Build Command: npm install

    • Start Command: npm start

    • Plan: Free or Paid (based on your needs)

  4. Set Environment Variables In Render dashboard, add:

    • PORT: 10000

    • NODE_ENV: production

    • CREDENTIALS_FILE: ./credentials.json

  5. Deploy

    • Click "Create Web Service"

    • Render will automatically deploy on every push to your selected branch

Environment Variables for Production

Update these in Render dashboard:

PORT=10000
NODE_ENV=production
CREDENTIALS_FILE=./credentials.json
ALLOWED_ORIGINS=https://your-backend-domain.onrender.com,https://your-frontend-domain.vercel.app

API Endpoints

Health Check

  • GET / - Returns server status

Login

  • POST /api/login

    • Body: { mobile: string, password: string }

    • Returns: User financial data (bank transactions, credit report, EPF details, etc.)

File Structure

.
├── server.js              # Main server file
├── package.json           # Dependencies and scripts
├── .env                   # Environment variables
├── .gitignore            # Git ignore rules
├── credentials.json      # User credentials (mock data)
├── render.yaml           # Render deployment config
├── data/                 # Mock financial data
│   ├── 1010101010/      # User directories
│   └── ...
└── views/               # EJS templates

Troubleshooting

Port Issues

  • If port 10000 is already in use locally, change the PORT in .env

  • Render automatically handles port assignment

Credentials Not Loading

  • Ensure credentials.json is in the root directory

  • Check that the path in .env is correct

CORS Issues

  • Update ALLOWED_ORIGINS in environment variables

  • Restart the service after updating

Support

For issues or questions, check the main Finarrator documentation.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

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