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portfolio-agent

by srhill12
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Python
Remote

portfolio-agent

Portfolio tracker with an analysis agent and MCP access. FastAPI, Postgres (Neon), WorkOS AuthKit (GitHub or Google), Claude.

Local setup

Requires Python 3.12. Use the project virtualenv at .venv (not a base Anaconda env).

cd portfolio-agent
python3.12 -m venv .venv
source .venv/bin/activate
pip install -U pip
pip install -r requirements.txt
cp .env.example .env
# Fill in every value in .env (see below)
alembic upgrade head
uvicorn app.main:app --host localhost --port 8000

On startup the process prints:

  • WorkOS redirect URI — register this under WorkOS → Redirects

  • MCP resource URL — register this under WorkOS Connect → Resource Indicators (and set as default)

Open http://localhost:8000.

Related MCP server: auth0-whoami-mcp-template

Environment variables

Name

Purpose

BASE_URL

Public origin, no trailing slash. Local: http://localhost:8000

ALLOWED_ORIGINS

Comma-separated browser origins allowed to call /mcp

DATABASE_URL

Neon pooled Postgres URL (sslmode=require)

DATABASE_URL_DIRECT

Neon direct URL for Alembic (sslmode=require)

WORKOS_API_KEY

WorkOS API key

WORKOS_CLIENT_ID

WorkOS client id

WORKOS_COOKIE_PASSWORD

Fernet key, min 32 chars: openssl rand -base64 32

AUTHKIT_DOMAIN

e.g. https://your-project.authkit.app

WorkOS checklist (short)

  1. Enable AuthKit; enable both GitHub and Google as sign-in methods.

  2. Redirect URI = printed WorkOS redirect URI (/callback).

  3. Sign-out URI = BASE_URL (or /).

  4. Initiate login URI = BASE_URL/login.

  5. Connect → enable CIMD and DCR; add MCP resource URL; set as default.

Render

See render.yaml. Start command runs migrations then Uvicorn on $PORT. Set the same env vars in the Render dashboard; BASE_URL must be the public HTTPS URL.

Health

GET /healthz — plain liveness (not the MCP endpoint).

MCP

Streamable HTTP at /mcp, protected by WorkOS AuthKit (AuthKitProvider). Tool available today: whoami.

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

ActivityMaintained
ResponsivenessNo issues

Resources

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