Finance Engine MCP Server

Advanced Model Context Protocol (MCP) Server providing eight sophisticated financial calculation functions for business intelligence and strategic decision-making

A production-ready Model Context Protocol (MCP) server developed in Rust that provides eight strongly-typed financial calculation functions. This project demonstrates how to build enterprise-grade MCP servers with sophisticated multi-step calculations for financial analysis and business intelligence.

Why This Finance Engine MCP Server?

Enterprises need to comply with regulations that require secure, on-premise data handling while leveraging AI capabilities. Small language models, while powerful, sometimes struggle with complex, multi-step financial logic requiring high reliability in regulated environments.

This Finance Engine provides:

• Explicit, Verifiable Calculations: All financial logic is transparent and auditable
• Multi-Step Analytics: Complex calculations that combine multiple financial dimensions
• Enterprise-Ready: Strong typing, comprehensive validation, and error handling
• AI-Friendly: Structured responses perfect for LLM consumption and interpretation

⚠️ DISCLAIMER

This server provides eight calculation functions that demonstrate sophisticated financial analysis patterns commonly used in business intelligence applications. All calculations are explicit and transparent.

This is a demonstration/example project only. The calculations and logic implemented here are for educational and demonstration purposes. This software:

• Should NOT be used for actual financial or business decisions
• Does NOT represent real financial advice or calculations
• Is NOT affiliated with any official financial entity
• Serves as a technical example of MCP server implementation

For real financial analysis or business decisions, please consult appropriate professional services.

Introduction

The Finance Engine MCP Server provides sophisticated financial metrics calculation capabilities to AI agents through the Model Context Protocol. It implements eight critical business intelligence functions for enterprise-grade financial analysis:

• Critical Business Metrics - Company health scoring, revenue quality assessment, and concentration risk analysis
• Operational Metrics - Operating leverage and scalability assessment
• Portfolio Analytics - Revenue-weighted momentum, diversification, and organic growth analysis
• Vector Store Integration - Retrieve financial metrics from OpenAI vector stores

🎯 Features

• 8 Financial Calculation Functions: Comprehensive business intelligence metrics
• Vector Store Integration: Query financial metrics using OpenAI's vector store API
• Explicit Multi-Step Logic: All calculations transparent and verifiable
• Robust Input Validation: JSON schema validation with detailed error handling
• Multiple Transport Protocols: STDIO, SSE, and Streamable HTTP
• Containerization: Production-ready Podman/Docker setup
• Claude Desktop Integration: MCPB packaging for seamless integration
• Professional Metrics: Prometheus metrics for monitoring
• CI/CD Pipeline: Comprehensive GitHub Actions workflow

📚 Quick Reference

Task	Command	Description
🧪 Test	make test	Run all tests
🧪 Test SSE	make test-sse	Run MCP server with SSE transport
🧪 Test MCP	make test-mcp	Run MCP server with Streamable HTTP transport
🚀 Release	make release-patch	Create new patch release
📦 Package	make pack	Create Claude Desktop package
🐳 Container	make image-build	Build container image
ℹ️ Help	make help	Show all commands

📋 Available Functions

Critical Business Metrics

Function	Description	Key Output
calculate_company_health_score	Comprehensive 0-100 health score (5 dimensions)	Overall score, risk level, component breakdown
calculate_revenue_quality_score	Revenue sustainability analysis	Quality score (0.0-1.0), letter grade, recommendations
calculate_hhi_and_diversification	Revenue concentration risk assessment (HHI)	HHI index, diversification score, risk level

Operational Metrics

Function	Description	Key Output
calculate_operating_leverage	Revenue vs cost growth scalability	Operating leverage ratio, margin expansion, efficiency rating

Portfolio Analytics

Function	Description	Key Output
calculate_portfolio_momentum	Revenue-weighted portfolio growth	Portfolio momentum %, segment contributions, top contributor
calculate_gini_coefficient	Revenue concentration risk (Gini coefficient)	Gini coefficient, diversification score, concentration level
calculate_organic_growth	YoY organic growth (excl. M&A)	Organic growth rate, absolute growth, growth rating

Vector Store Integration

Function	Description	Key Output
get_metrics_from_vector_store	Retrieve financial metrics from OpenAI vector store	Array of matching chunks with content, scores, and metadata

Note: These functions implement sophisticated multi-step calculations combining multiple business dimensions.

📊 Function Details

Function 1: calculate_company_health_score

Purpose: Calculates comprehensive company health by combining three weighted dimensions using only directly extractable metrics.

Weights:

• Revenue growth: 40%
• SLA compliance: 35%
• Customer satisfaction: 25%

Example:

{
  "revenue_growth": "0.09",
  "sla_compliance": "0.985",
  "customer_satisfaction": "89"
}

Returns:

• Overall health score (0-100)
• Component scores for each dimension
• Weighted contributions
• Risk level: LOW (≥80), MEDIUM (65-79), HIGH (50-64), or CRITICAL (<50)
• Human-readable interpretation

Example:

{
  "revenue_growth": 0.09,
  "sla_compliance": 0.985,
  "modern_revenue_pct": 0.377,
  "customer_satisfaction": 89,
  "pipeline_coverage": 0.849
}

Returns:

• Overall score (0-100)
• Component scores
• Weighted contributions
• Risk level: LOW (80+), MEDIUM (65-79), HIGH (50-64), CRITICAL (<50)
• Interpretation

---

Function 2: calculate_revenue_quality_score

Purpose: Evaluates revenue quality by categorizing into high-growth, stable, and declining segments.

Quality Weights:

• High-growth (>15% YoY): 1.0
• Stable (0-15% YoY): 0.7
• Declining (<0% YoY): 0.0

Example:

{
  "high_growth_revenue": 15.0,
  "stable_revenue": 25.0,
  "declining_revenue": 10.0,
  "total_revenue": 50.0
}

Returns:

• Quality score (0.0-1.0)
• Distribution breakdown
• Letter grade (A-F)
• Strategic recommendation
• Gap to target (0.75 benchmark)

---

Function 3: calculate_hhi_and_diversification

Purpose: Computes Herfindahl-Hirschman Index for revenue concentration risk.

HHI Formula: Sum of squared market shares

Risk Thresholds:

• LOW: HHI < 0.15
• MEDIUM: HHI 0.15-0.25
• HIGH: HHI > 0.25

Example:

{
  "revenues": [15.0, 25.0, 5.0, 8.0]
}

Returns:

• HHI value
• Diversification score (1-HHI)
• Effective number of segments (1/HHI)
• Risk classification
• Market shares
• Concentration warnings

---

Function 4: calculate_operating_leverage

Purpose: Measures relationship between revenue growth and cost growth to assess operational scalability.

Formula: Operating Leverage = Revenue Growth Rate / Cost Growth Rate

Efficiency Ratings:

• Excellent: ≥ 1.5
• Good: 1.2 - 1.5
• Adequate: 1.0 - 1.2
• Poor: < 1.0

Example:

{
  "revenue_growth_rate": 0.09,
  "cost_growth_rate": 0.06
}

Returns:

• Operating leverage ratio
• Revenue/cost growth percentages
• Margin expansion in basis points
• Efficiency rating
• Interpretation

---

Function 5: calculate_portfolio_momentum

Purpose: Calculates revenue-weighted growth rate across business segments to measure overall portfolio momentum.

Formula: Σ(Segment Revenue / Total Revenue × Growth Rate)

Momentum Ratings:

• Strong: > 10%
• Moderate: 5% - 10%
• Weak: 0% - 5%
• Declining: < 0%

Example:

{
  "segments": {
    "subscription": {"revenue": 15.0, "growth_rate": 0.20},
    "enterprise": {"revenue": 25.0, "growth_rate": 0.14},
    "upsell": {"revenue": 5.0, "growth_rate": 0.19},
    "legacy": {"revenue": 8.0, "growth_rate": -0.20}
  }
}

Returns:

• Portfolio momentum (decimal and percentage)
• Total revenue
• Per-segment contributions
• Top contributor
• Momentum rating

---

Function 6: calculate_gini_coefficient

Purpose: Measures revenue distribution inequality using Gini coefficient for concentration risk assessment.

Formula: Gini = (2 × Σ(i × Revenue_i)) / (n × Σ(Revenue_i)) - (n + 1) / n

Concentration Levels:

• Low: Gini < 0.25 (well diversified)
• Moderate: Gini 0.25 - 0.40 (acceptable)
• High: Gini > 0.40 (risky)

Example:

{
  "revenues": [15.0, 25.0, 5.0, 8.0]
}

Returns:

• Gini coefficient (0-1 scale)
• Diversification score (1 - Gini)
• Concentration level
• Largest/smallest segment shares
• Effective number of segments
• Sorted revenues

---

Function 7: calculate_organic_growth

Purpose: Calculates year-over-year organic revenue growth excluding acquisitions, divestitures, and other inorganic factors.

Formula: (Revenue Current - Revenue Prior) / Revenue Prior

Growth Ratings:

• Exceptional: > 15%
• Strong: 10% - 15%
• Moderate: 5% - 10%
• Weak: 0% - 5%
• Declining: < 0%

Example:

{
  "revenue_prior": 48.7,
  "revenue_current": 53.0
}

Returns:

• Organic growth rate (decimal and percentage)
• Absolute dollar growth
• Prior/current revenue values
• Growth rating
• Annualized CAGR

Function 8: get_metrics_from_vector_store

Purpose: Intelligently retrieves financial metrics from a vector store by automatically generating appropriate queries based on the target finance calculation function. Supports all 7 calculation functions with function-specific query templates.

Environment Variables Required:

• VECTOR_STORE_API_URL: The full endpoint URL including vector store ID (e.g., https://your-server.com/v1/openai/v1/vector_stores/vs_abc123/search)

Parameters:

• function_name (string, required): Name of the finance function (e.g., "calculate_organic_growth", "calculate_company_health_score")
• company_name (string, required): Company name to query metrics for
• max_num_results (number, optional): Maximum number of results to return (default: 10, range: 1-100)
• score_threshold (number, optional): Minimum similarity score for results (default: 0.5, range: 0.0-1.0)
• ranker (string, optional): Ranker algorithm to use (default: "default")
• rewrite_query (boolean, optional): Whether to rewrite the query (default: false)

Example:

{
  "function_name": "calculate_organic_growth",
  "company_name": "Parasol",
  "max_num_results": 10,
  "score_threshold": 0.5
}

Auto-Generated Query: "What is the current revenue and prior period revenue for company Parasol?"

Supported Functions:

• calculate_company_health_score → Queries for: revenue growth, SLA compliance, modern revenue %, customer satisfaction, pipeline coverage
• calculate_revenue_quality_score → Queries for: high growth, stable, declining, and total revenue
• calculate_hhi_and_diversification → Queries for: revenue by business segment
• calculate_operating_leverage → Queries for: revenue and cost growth rates
• calculate_portfolio_momentum → Queries for: segment revenue and growth rates
• calculate_gini_coefficient → Queries for: revenue values by segment
• calculate_organic_growth → Queries for: current and prior period revenue

Returns:

• Array of matching metric chunks, each containing:
  • file_id: Source file identifier
  • filename: Name of source document
  • content: Array of content items with text
  • score: Similarity score (0.0-1.0)
  • attributes: Document attributes (token count, etc.)
• Total number of chunks returned
• Generated query string

Use Cases:

• Automatically retrieve metrics for specific calculation functions
• Consistent query generation across different companies
• Simplify metric gathering for AI agents
• Direct integration with finance calculation pipeline

Error Handling:

• Validates function name against supported functions
• Validates max_num_results is between 1 and 100
• Validates score_threshold is between 0.0 and 1.0
• Returns descriptive errors for missing environment variables
• Returns HTTP error details if API call fails

🚀 Quick Start

Prerequisites

• Rust 1.70+ (Install Rust)
• Cargo (included with Rust)
• jq for JSON processing (Install jq)
• cargo-release for version management: cargo install cargo-release
• NodeJS 19+ if testing with MCP Inspector

Environment Variables (Optional)

For the get_metrics_from_vector_store function, set these environment variables:

# Vector Store Name
export VECTOR_STORE_NAME=rag-store

# LlamaStack Host (without protocol)
export LLAMA_STACK_HOST=llama-stack-demo-route-llama-stack-demo.example.com

# LlamaStack Port
export LLAMA_STACK_PORT=443

# Use HTTPS/secure connection
export LLAMA_STACK_SECURE=true

Note: These environment variables are only required if you plan to use the vector store integration feature. Update the values to match your LlamaStack deployment.

📥 Installation

# Clone the repository
git clone https://github.com/alpha-hack-program/finance-engine-mcp-rs.git
cd finance-engine-mcp-rs

🏗️ Build

# Build all servers
make build-all

# Or build individually
make build-sse      # SSE Server
make build-mcp      # MCP HTTP Server
make build-stdio    # STDIO Server for Claude

🧪 Unit Testing

# Run all tests
make test

🏃‍♂️ Running

NOTE: By default BIND_ADDRESS=127.0.0.1:8000 for SSE and BIND_ADDRESS=127.0.0.1:8001 for Streamable HTTP

# SSE Server
make test-sse

# MCP Streamable HTTP Server
make test-mcp

# Or directly with custom address
RUST_LOG=info BIND_ADDRESS=127.0.0.1:8002 ./target/release/sse_server

🧪 Testing With MCP Inspector

Run the MCP server with SSE transport:

make test-sse

In another terminal, run MCP inspector:

make inspector

Open the URL provided in your browser and:

1. Set Transport Type: SSE
2. Set URL: http://localhost:8002/sse
3. Click Connect
4. Click List Tools to see all seven functions
5. Select any function, fill parameters, and click Run tool

📦 Claude Desktop Integration

Packaging

# Create MCPB package for Claude Desktop
make pack

This creates finance-engine-mcp-server.mcpb file.

Installation

1. Open Claude Desktop
2. Go to Settings → Developer → Edit Config
3. Add the server configuration or drag and drop the finance-engine-mcp-server.mcpb file
4. Restart Claude Desktop

Example Queries

Try asking Claude:

Company Health:

"Calculate the company health score for a business with 9% revenue growth, 98.5% SLA compliance, 37.7% modern revenue, customer satisfaction of 89, and pipeline coverage of 0.849. What's their risk level?"

Operating Leverage:

"Our revenue grew 9% while costs only grew 6%. Calculate our operating leverage and tell me what the margin expansion is in basis points."

Portfolio Analysis:

"Calculate portfolio momentum for these segments: subscription ($15M, 20% growth), enterprise ($25M, 14% growth), upsell ($5M, 19% growth), and legacy ($8M, -20% growth). Which segment contributes most to momentum?"

Concentration Risk:

"We have revenue of $15M, $25M, $5M, and $8M across four segments. Calculate the Gini coefficient and tell me if we have dangerous concentration risk."

Organic Growth:

"Revenue grew from $48.7M to $53M year-over-year with no acquisitions. What's our organic growth rate?"

🔧 Configuration

Environment Variables

# Logging level
RUST_LOG=info           

# Server bind address
BIND_ADDRESS=127.0.0.1:8000

🐳 Containerization

Build and Run

# Build container image
scripts/image.sh build

# Run locally
scripts/image.sh run

# Run from remote registry
scripts/image.sh push
scripts/image.sh run-remote

# Show container information
scripts/image.sh info

Production Configuration

podman run -p 8001:8001 \
  -e BIND_ADDRESS=0.0.0.0:8001 \
  -e RUST_LOG=info \
  quay.io/yourorg/finance-engine-mcp-server:latest

🛠️ Development

Available Commands

🏗️ Build Commands

make build-all              # Build all servers
make build-mcp              # Build MCP server
make build-sse              # Build SSE server
make build-stdio            # Build stdio server
make pack                   # Pack for Claude Desktop

🚀 Release Commands (cargo-release)

make release-patch          # Patch release (1.0.0 → 1.0.1)
make release-minor          # Minor release (1.0.0 → 1.1.0)
make release-major          # Major release (1.0.0 → 2.0.0)
make release-dry-run        # Preview release changes
make sync-version           # Manually sync version

🧪 Test Commands

make test                   # Run all tests
make test-sse               # Test SSE server
make test-mcp               # Test MCP server

🔧 Development Commands

make clean                  # Clean build artifacts
make help                   # Show all commands

Project Structure

├── src/                                    # Source code
│   ├── common/
│   │   ├── finance_engine.rs              # Core financial logic
│   │   ├── metrics.rs                     # Prometheus metrics
│   │   └── mod.rs
│   ├── sse_server.rs                      # SSE Server
│   ├── mcp_server.rs                      # MCP HTTP Server
│   └── stdio_server.rs                    # STDIO Server
├── scripts/                               # Utility scripts
│   ├── sync-manifest-version.sh           # Version sync
│   └── image.sh                           # Container management
├── mcpb/
│   └── manifest.json                      # Claude Desktop manifest
├── .github/workflows/                     # CI/CD pipelines
├── Containerfile                          # Container definition
├── Cargo.toml                             # Rust package manifest
└── Makefile                               # Build commands

💡 Usage Tips for LLM Integration

When querying an LLM with this MCP agent:

1. Be specific with numbers - Provide exact financial figures
2. Include context - Mention fiscal periods, business segments, etc.
3. Ask for explanations - Functions provide detailed breakdowns
4. Combine calculations - Use multiple functions for comprehensive analysis
5. Use natural language - No need to know exact API parameters
6. Portfolio analytics - Use portfolio functions for diversification and concentration risk analysis

🔒 Security

• Input validation: Strict JSON schemas and range checking
• Non-root user: Containers run as user 1001
• Security audit: cargo audit in CI/CD
• Minimal image: Based on UBI 9 minimal
• Sanitized errors: Input sanitization prevents injection attacks

🤝 Contributing

Development Workflow

1. Fork the project
2. Create feature branch: git checkout -b feature/new-metric
3. Make changes and test: make test
4. Commit changes: git commit -am 'Add new metric'
5. Push to branch: git push origin feature/new-metric
6. Create Pull Request

Guidelines

• Code Quality: Follow cargo fmt and pass cargo clippy
• Testing: Add tests for new functionality
• Version Management: Let cargo-release handle versioning
• CI/CD: Ensure all GitHub Actions pass
• Documentation: Update README as needed

⚙️ Version Management

This project uses cargo-release for professional version management with automatic synchronization.

Release Workflow

# 1. Make your changes and commit them
git add -A && git commit -m "feat: your changes"

# 2. Create a release
make release-patch     # Bug fixes: 1.0.0 → 1.0.1
make release-minor     # New features: 1.0.0 → 1.1.0  
make release-major     # Breaking changes: 1.0.0 → 2.0.0

# 3. Build and package
make pack
make image-build
make image-push

# 4. Push to repository
git push && git push --tags

📄 License

This project is licensed under the MIT License - see LICENSE for details.

🙋 Support

• Issues: GitHub Issues
• Documentation: Project Wiki
• CI/CD: Automated testing via GitHub Actions

🏷️ Tags

mcp model-context-protocol rust finance-engine financial-analysis business-intelligence explicit-logic claude multi-step-calculations cargo-release enterprise-rust containerization ci-cd

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Developed with ❤️ by Alpha Hack Group