Investment MCP Server

Private MCP server for your SQL Server investment database.

It exposes read-only tools over:

• dbo.Series
• dbo.SeriesData
• dbo.TradeGetDaysChangeReturn

The server does not expose a raw SQL tool. All database access is parameterized and scoped to your investment tables/procedure.

Install

cd "C:\Users\asmir\source\repos\investment_mcp"
python -m venv .venv
.\.venv\Scripts\Activate.ps1
pip install -r requirements.txt
copy .env.example .env

Edit .env with your SQL Server name and database name.

SQL Permissions

Use a read-only SQL login/user if possible:

CREATE LOGIN mcp_investments_login WITH PASSWORD = 'replace-with-strong-password';
CREATE USER mcp_investments_user FOR LOGIN mcp_investments_login;

GRANT SELECT ON dbo.Series TO mcp_investments_user;
GRANT SELECT ON dbo.SeriesData TO mcp_investments_user;
GRANT EXECUTE ON dbo.TradeGetDaysChangeReturn TO mcp_investments_user;

If you use Windows authentication instead, grant the same permissions to your Windows user.

Run Locally

.\.venv\Scripts\Activate.ps1
python server.py

With MCP_TRANSPORT=stdio, the command starts silently and waits for an MCP client. A blank terminal is expected. Press Ctrl+C to stop it.

For MCP Inspector:

mcp dev server.py

Codex MCP Config Example

Add something like this to your Codex MCP config, adjusting paths and connection string:

[mcp_servers.investments]
command = "C:\\Users\\asmir\\source\\repos\\investment_mcp\\.venv\\Scripts\\python.exe"
args = ["C:\\Users\\asmir\\source\\repos\\investment_mcp\\server.py"]
env = { SQLSERVER_CONN = "DRIVER={ODBC Driver 17 for SQL Server};SERVER=localhost;DATABASE=Investments;Trusted_Connection=yes;Encrypt=yes;TrustServerCertificate=yes;" }

Tools

• search_symbols
• get_symbol_profile
• get_latest_prices
• get_price_history
• get_research_snapshot
• compare_symbols
• screen_instruments
• get_watched_symbols
• get_traded_symbols
• get_data_freshness

The research tools call dbo.TradeGetDaysChangeReturn by default. If that procedure returns a large result set, create the optional filtered wrapper in sql/create_mcp_research_sp.sql and set:

MCP_RESEARCH_PROCEDURE=dbo.McpGetResearch
MCP_RESEARCH_PROCEDURE_HAS_FILTERS=true

Important

This server provides research data for analysis. It should not be connected to brokerage trading permissions, account numbers, or order-entry functions.