Point MCP Bridge for Claude Desktop

Connect Claude Desktop to your Point financial data server with zero configuration.

🚀 Quick Start

Step 1: Install the Bridge

# Install the bridge globally
npm install -g @sasabd/point-mcp-bridge

# Or use npx (no installation needed)
npx @sasabd/point-mcp-bridge --help

Step 2: Start Your Point MCP Server

# In your Point MCP directory (with proper authentication configured)
python main.py --mode http --port 8001

Step 3: Configure Claude Desktop

Add this to your Claude Desktop MCP configuration:

{
  "mcpServers": {
    "point-mcp": {
      "command": "npx",
      "args": ["-y", "@sasabd/point-mcp-bridge", "http://localhost:8001"]
    }
  }
}

Step 3: Restart Claude Desktop

Step 4: Ask Questions!

"What financial tools are available?"
"Show me the legal persons in the system"
"Get portfolio performance for this month"

🌐 Production Usage

For deployed servers, just change the URL:

{
  "mcpServers": {
    "point-mcp": {
      "command": "npx",
      "args": ["-y", "@point-mcp/claude-bridge", "https://your-app.azurecontainerapps.io"]
    }
  }
}

📊 Available Tools

• Portfolio management and analysis
• Performance metrics and returns
• Risk assessment tools
• Compliance reporting
• Asset allocation analysis
• And 11+ more financial tools

🔧 Troubleshooting

If Claude Desktop shows connection errors:

1. Check server is running: curl http://localhost:8001/health
2. Verify tools loaded: Should show tools_loaded: 16
3. Restart Claude Desktop after config changes

📝 Requirements

• Node.js 18+ (automatically handled by npx)
• Point MCP Server running in HTTP mode
• Claude Desktop with MCP support