Trade Surveillance Support MCP Server

An MCP (Model Context Protocol) server designed to automate trade surveillance support workflows by integrating with your existing SQL configs and Java code repositories.

Overview

This MCP server enables you to:

• Parse user inquiry emails - Extract key information from support emails automatically
• Search SQL config files - Find relevant database queries and configurations
• Search Java code - Locate report generation classes and methods
• Execute Java reports - Run Java processes to generate data and reports
• Generate response summaries - Create comprehensive responses for user inquiries

Installation

Prerequisites

• Python 3.10 or higher
• uv package manager (recommended) or pip

Install with uv (recommended)

# Install uv if you haven't already
curl -LsSf https://astral.sh/uv/install.sh | sh

# Install the MCP server
uv pip install -e .

Install with pip

pip install -e .

Configuration

Setting up with VS Code

1. Open VS Code Settings
2. Search for "MCP"
3. Add a new MCP server configuration:

{
  "mcp.servers": {
    "trade-surveillance": {
      "type": "stdio",
      "command": "uv",
      "args": [
        "--directory",
        "/absolute/path/to/mcp_test_2",
        "run",
        "trade-surveillance-mcp"
      ]
    }
  }
}

Setting up with Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "trade-surveillance": {
      "command": "uv",
      "args": [
        "--directory",
        "/absolute/path/to/mcp_test_2",
        "run",
        "trade-surveillance-mcp"
      ]
    }
  }
}

macOS/Linux: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json

🎯 Keyword-Based Search (No File Paths!)

Instead of searching by file paths, this MCP server uses metadata annotations so Copilot can find files by what they do:

Example SQL annotation:

-- @keywords: trade, settlement, daily, reconciliation
-- @type: compliance_report
-- @description: Daily trade settlement reconciliation report

Example Java annotation:

/**
 * @keywords settlement, report, generator
 * @type report_generator
 * @description Generates daily settlement reports
 */

Result: Copilot searches by keywords like "settlement report" instead of file paths!

📚 Documentation:

• QUICKSTART.md - Get started in 5 minutes
• METADATA_GUIDE.md - Complete annotation guide
• examples/ - Annotated SQL and Java examples

Usage

With GitHub Copilot in VS Code

1. Open a chat with Copilot
2. Paste a user inquiry email
3. Copilot will automatically use the MCP tools to:
   • Parse the email
   • Search for relevant configs by keywords (not file paths!)
   • Search for Java code by keywords
   • Execute reports
   • Generate a response

Example prompt:

I received this email from a user:

[Paste email content here]

Can you help me investigate and generate the necessary reports?

Available Tools

1. parse_email_inquiry

Extracts key information from user inquiry emails including inquiry type, trade IDs, time periods, and priority.

2. search_sql_configs ⭐ Metadata-based search

Searches through your SQL configuration files by keywords instead of file paths. Files are searched using metadata annotations (see METADATA_GUIDE.md).

3. search_java_code ⭐ Metadata-based search

Locates Java classes and methods by keywords instead of file paths. Classes are found using javadoc annotations (see METADATA_GUIDE.md).

4. execute_java_report

Runs Java processes with the appropriate config files to generate reports.

5. rebuild_metadata_index

Rebuilds the search index by scanning all annotated SQL configs and Java files. Run this after adding new files or updating annotations.

6. generate_response_summary

Creates a comprehensive summary response for the user.

Project Structure

mcp_test_2/
├── trade_surveillance_mcp/
│   ├── __init__.py
│   └── server.py          # Main MCP server implementation
├── pyproject.toml          # Project dependencies
├── README.md
└── .github/
    └── copilot-instructions.md

Development

Running Locally

# Run the server directly
uv run trade-surveillance-mcp

# Or with Python
python -m trade_surveillance_mcp.server

Customization

You'll need to customize the server to work with your specific repository structure:

1. Update search paths - Modify config_directory and code_directory parameters
2. Implement email parsing - Add your email parsing logic in parse_email_inquiry
3. Add file search - Implement actual file searching in search_sql_configs and search_java_code
4. Configure Java execution - Add your Java classpath and execution logic in execute_java_report

Connecting to Your Repository

Point the MCP server to your actual config and code repositories:

# Example: Update default directories
@mcp.tool()
async def search_sql_configs(
    search_term: str,
    config_directory: str = "/path/to/your/sql/configs"
):
    # Your implementation

Next Steps

1. ✅ MCP server is ready! - Restart VS Code to load it
2. 📝 Annotate your files - Add metadata keywords to your SQL configs and Java code (QUICKSTART.md)
3. 🔍 Build the index - Use rebuild_metadata_index tool in Copilot
4. ⚙️ Customize paths - Update default directories in server.py to your repos
5. 🎯 Test with Copilot - Paste a user email and let Copilot search by keywords!

Key Innovation: No More File Path Search! 🎉

Your SQL configs and Java files are now searchable by keywords:

• Copilot finds files by what they do, not where they are
• Search "settlement report" instead of remembering configs/reports/daily/settlement_v2.sql
• See examples in examples/configs/ and examples/src/

Troubleshooting

Server not appearing in VS Code

• Check the MCP server logs in VS Code Output panel
• Verify the absolute path in configuration is correct
• Ensure uv is installed and in PATH

Python version issues

• Ensure Python 3.10+ is installed: python --version
• Use uv for better environment management

Java execution errors

• Verify Java is installed: java -version
• Check classpath configuration
• Ensure config files are accessible

Resources

• MCP Documentation
• FastMCP Documentation
• VS Code MCP Integration

License

MIT