Allows GitHub Copilot Chat to access and query finance model data through MCP tools, enabling natural language questions about revenue, COGS, and other metrics.
Provides tools for querying and analyzing finance model data stored in MongoDB, including listing collections, inspecting schemas, running filtered queries, executing aggregation pipelines, and computing summary statistics.
Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@Finance MCP Server What's the total revenue and average COGS for Q2 2026?"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Exposes your finance model data (stored in MongoDB) to GitHub Copilot Chat in VS Code via the Model Context Protocol (MCP). Runs locally.
Node.js 18+
MongoDB running locally (mongod on 127.0.0.1:27017 by default)
Or run via Docker: docker run -d -p 27017:27017 --name finance-mongo mongo
Related MCP server: MongoDB MCP Server
cd finance-mcp-server
npm installTwo options:
A. Use the example seed script as a template
Edit src/seed.js — replace sampleRevenue / sampleAssumptions with your
actual finance model rows (or write a script that reads your CSV/Excel export
and inserts it). Then:
npm run seedB. Import an existing export directly If you already have your finance model as CSV/JSON:
mongoimport --db finance_model --collection revenue --type csv --headerline --file your_export.csvCopy .env.example to .env and adjust MONGODB_URI / MONGODB_DB if your
MongoDB isn't running on the default local port, or if you rename the database.
The included .vscode/mcp.json already points Copilot at this server. Steps:
Open this project's parent folder (the one containing finance-mcp-server/) in VS Code.
Make sure .vscode/mcp.json is at the workspace root (adjust the args path
if you place the server folder elsewhere).
Open Copilot Chat → it should detect the MCP server automatically (VS Code 1.99+, Copilot Chat with MCP support enabled).
If it doesn't auto-start, open the Command Palette → "MCP: List Servers" →
start finance-mcp-server.
Ask Copilot things like:
"What collections are in the finance database?"
"Show me Q1 2026 revenue by department"
"What's the total revenue and average COGS for Q2 2026?"
Copilot will call the server's tools (list_collections, get_schema,
query_finance_data, aggregate_finance_data, get_summary_stats) instead
of guessing from text.
Tool | Purpose |
| See what data exists and how many records |
| Inspect fields via a sample document before querying |
| Filter/sort/limit a collection directly |
| Run a full MongoDB aggregation pipeline |
| Quick sum/avg/min/max, optionally grouped |
Add more collections by just inserting into MongoDB — no server changes needed;
list_collections and get_schema will pick them up automatically.
If you need write access (e.g. Copilot updating assumptions), add a new tool
following the same pattern in src/index.js, but consider adding validation
since writes are higher-risk than reads.
This server cannot be deployed
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