Sozio Business

Sozio Business is a standalone local MCP server for combining private company data with 22,635 profiled Swiss open-data resources. It extends Sozio Full with private imports, local profiling, reviewed join mappings, output controls, and the synthetic AlpenMarkt AG demonstration.

Boundary

The server contains no language model and makes no internal LLM calls. Claude, Codex, or another MCP client performs research design, SQL generation, review, method selection, interpretation, and writing. Sozio Business performs:

• local public/private catalog search;
• private CSV, JSON, Parquet, XLSX, and SQLite import;
• local Parquet normalization and profiling;
• automatic private/public join suggestions with explicit confirmation;
• reviewed private/public join mappings and a local JSONL audit trail;
• read-only DuckDB SQL and joins;
• scipy tests and statsmodels regressions;
• OpenAlex bibliographic retrieval;
• local scientific reports and reproduction bundles.

Private files, normalized data, profiles, mappings, and reports remain in the configured local state directory. Public providers and OpenAlex receive normal HTTP requests when their data is requested.

Privacy modes

SOZIO_BUSINESS_PRIVACY_MODE accepts:

• standard: schema, samples, distinct values, and result rows are available;
• protected (default): private samples and distinct values are suppressed, queries referencing sensitive columns are blocked, result rows are capped, and groups below the minimum size are blocked;
• local_only: applies protected output controls and records that a local model is required. The MCP server cannot technically verify the client's model.

Additional settings:

$env:SOZIO_BUSINESS_MINIMUM_GROUP_SIZE = "5"
$env:SOZIO_BUSINESS_MAXIMUM_PRIVATE_ROWS = "100"

Protected mode reduces accidental disclosure but is not a complete legal or statistical disclosure-control system. Real personal data requires a documented governance and security review.

Development

uv sync --extra dev
uv run sozio-business doctor
uv run sozio-business setup-demo
uv run sozio-business mcp-server

MCP Bundle

manifest.json uses the MCPB 0.4 UV runtime, so the host resolves the locked Python dependencies, including compiled DuckDB/statistics packages. Build the installable bundle with:

npx --yes @anthropic-ai/mcpb validate
npx --yes @anthropic-ai/mcpb pack

The bundle includes the complete local public profile catalog. Private imports, profiles, normalized files, reports, mappings, and audit.jsonl are written to the state directory selected during installation.

setup-demo generates and imports five synthetic AlpenMarkt datasets:

Resource	Format	Grain
stores	XLSX	one row per store
sales_daily	CSV	store, date, product group
employees_monthly	Parquet	store and month
campaigns	JSON	one campaign
energy_monthly	SQLite	store and month

The company and all records are synthetic. manager_email uses the reserved .invalid domain and demonstrates sensitive-column controls.

Recommended demonstration

Ask the MCP client:

1. Set up AlpenMarkt AG and list the private profiles.
2. Find a public municipal population resource that joins through the BFS municipality number.
3. Inspect and explicitly confirm the join grain and key types.
4. Calculate store revenue per resident by municipality.
5. Estimate an OLS model for daily revenue using sales area, discount, weekend, campaign, and product group.
6. Explain assumptions and limitations, then create a scientific report and reproduction bundle.

See examples/ALPENMARKT_ANALYSES.md for detailed workflows.