This project implements a Model Context Protocol (MCP) server that provides AI assistants with intelligent, secure access to a PostgreSQL database containing comprehensive mutual fund data.
- Secure PostgreSQL connection via
asyncpg - Tool-based architecture using FastAPI endpoints
- OpenAI-powered natural language summaries
- Structured JSON responses
- Pluggable LLM backend (OpenAI or Ollama)
- Read-only access for query safety
| Tool Name | Endpoint | Purpose |
|---|---|---|
postgres_query | /postgres_query | General SELECT execution |
describe_schema | /describe_schema | Schema introspection |
search_funds | /search_funds | Fund discovery via smart filters |
analyze_performance | /analyze_performance | Compare fund performance |
correlate_performance | /correlate_performance | Fund return correlation matrix |
sector_analysis | /sector_analysis | AUM/category-level aggregation |
nav_trend_analysis | /nav_trend_analysis | NAV time-series insight |
risk_return_scatter | /risk_return_scatter | Risk-return mapping data |
- Read-only DB user
- Parameterized queries
- Query complexity limits
- Secure
.envcredential loading - No raw query logging
python3.12 -m venv .venv
source .venv/bin/activate
pip install -r requirements.txt
uvicorn main:app --reload