investing-mcp
Verified Safeby VinnyCarter05
Overview
Parse and query investment statements from multiple institutions (Questrade, IBKR, Scotia, TD Direct) using natural language and structured queries, providing portfolio analytics and Monte Carlo simulations.
Installation
uv run python -m src.serverEnvironment Variables
- LANCEDB_PATH
- SQLITE_PATH
- PDF_ARCHIVE_PATH
- CSV_ARCHIVE_PATH
- JSON_ARCHIVE_PATH
- REPORTS_PATH
- MODEL_NAME
Security Notes
The server primarily processes local PDF/CSV files using third-party libraries (`pymupdf4llm`, `csv` module). While well-established, processing untrusted external files inherently carries a risk of parser exploits or resource exhaustion. The `sentence-transformers` library downloads models from Hugging Face, assuming trust in these models. No obvious direct code vulnerabilities (e.g., SQL injection, RCE via `eval`) or hardcoded secrets are found. Environment variables are used for sensitive paths. Overall, it is reasonably safe for its intended local, personal use, assuming a degree of trust in the input files.
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