Configuration

Configuration

MCP Client Setup

Add to your MCP client configuration (Claude Desktop, Cursor, etc.):

{
  "mcpServers": {
    "corp-finance": {
      "command": "node",
      "args": ["/path/to/packages/mcp-server/dist/index.js"]
    },
    "data": {
      "command": "node",
      "args": ["/path/to/packages/data-mcp-server/dist/index.js"]
    },
    "vendor": {
      "command": "node",
      "args": ["/path/to/packages/vendor-mcp-server/dist/index.js"]
    }
  }
}

Environment Variables

Agent System

Variable	Default	Description
ANTHROPIC_API_KEY	(required)	Anthropic API key for Claude
CFA_MODEL	claude-haiku-4-5-20251001	Model for agent inference
CFA_MEMORY_BACKEND	sqlite	Memory backend: postgres, sqlite, local

Postgres (when CFA_MEMORY_BACKEND=postgres)

Variable	Default	Description
PG_HOST	localhost	Postgres host
PG_PORT	5433	Postgres port
PG_USER	cfa	Postgres user
PG_PASSWORD	cfa_dev_pass	Postgres password
PG_DATABASE	cfa_agents	Postgres database

Vendor API Keys

Variable	Vendor
LSEG_CLIENT_ID / LSEG_CLIENT_SECRET	LSEG (OAuth2)
SP_GLOBAL_API_KEY	S&P Global (Bearer)
FACTSET_USERNAME / FACTSET_API_KEY	FactSet (Basic auth)
MORNINGSTAR_API_KEY	Morningstar (Bearer)
MOODYS_CLIENT_ID / MOODYS_CLIENT_SECRET	Moody's (OAuth2)
PITCHBOOK_API_KEY	PitchBook (Bearer)
FMP_API_KEY	Financial Modeling Prep

Memory Backends

Backend	Config	Description
sqlite	Default	AgentDB local file-based storage
postgres	Requires Docker or external Postgres	ruvector-postgres with pgvector HNSW indexing
local	No persistence	In-memory only, resets on restart

Postgres Setup

cd packages/agents/docker && docker compose up -d
export CFA_MEMORY_BACKEND=postgres