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Fair Value MCP Server changelog

com.ascent-partners/fair-value

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  • AGENTS.md 1 field changed
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    https://raw.githubusercontent.com/simonmak-ascent/fair-value/HEAD/AGENTS.md 

    − # AGENTS.md− Financial valuation library + MCP server (DCF/NAV/CCA, cost of capital, derivatives, credit risk, report review) aligned to IVS 2025 / IFRS. Capability spec lives in `SKILL.md`; local immutable constraints (gitignored) live in `constitution.md`.− ## Commands (CI parity — run via the compute box)− CI is the executable source of truth (`.github/workflows/ci.yml`):− ```bash− pip install -r requirements.txt -r requirements-dev.txt   # setup (pip; repo is not uv-managed, no uv.lock)− ruff check .                                               # lint (config in pyproject.toml)− mypy                                                       # type-check (no args; reads `files` from pyproject)− python -m pytest                                           # all tests (pytest.ini: testpaths=tests)− python -m pytest tests/test_dcf.py::test_dcf_valuation     # one test− python -m pytest --cov=src --cov=mcp_server --cov=valuation_engine --cov-report=term-missing− python scripts/check_conformance.py                        # registry + surface gate− python -m tdqs lint --command "python -m mcp_server.server" --fail-on error− pip install . && python -c "import mcp_server.server as s; s.build_server()"   # packaging/smoke− mkdocs build --strict                                      # docs− ```− Per global policy, never run these locally: `cs run "ruff check . && mypy && python -m pytest"`. `cs provision`/`uv sync` does not fit this repo (pip + `requirements*.txt`, no `uv.lock`) — install deps with pip on the box.− `mypy` only checks `mcp_server`, `valuation_engine.py`, and `src/output` (pyproject `files`); type errors in the rest of `src/` are not gated. Ruff `E501` is ignored despite `line-length = 100`.− ## Layout− - `valuation_engine.py` — public facade + CLI. Validates, lazily imports `src/`, returns the shared envelope.− - `src/` — computation only: `valuation/`, `cost_of_capital/`, `derivatives/`, `credit_risk/`, `report_review/`, `output/`, `fetch_data.py`, `constants.py`.− - `mcp_server/` — FastMCP server. `method_spec.py` + `method_spec_seed.py` are the single source of truth for the 16 `calculate_*` tools and their 123 methods; `tool_surface.py` derives the surface from the registry; `engine.py` validates and dispatches; `server.py` renders it; `asgi.py` is the hosted ASGI app; `catalog.py`/`prompts.py` serve the `valuation://methods` and `valuation://standards` resources and guided prompts.− - `api/index.py` — Vercel Python entrypoint (imports `mcp_server.asgi:app`). `Dockerfile`/`docker-compose.yml` run `fair-value-mcp --http`.− - `tests/` — pytest; `tests/conftest.py` holds the offline fixtures/seam.− - `scripts/check_conformance.py` — CI needs no network and must exit 0.− ## Envelope contract− Every public result uses `src/output/result.py` `ok()`/`error()`. Success envelopes must carry `status, method, value, assumptions, formula_ref, data_timestamp, steps, disclaimer` (`OK_REQUIRED_FIELDS`); `missing_ok_fields()` checks this. Do not invent a new return shape.− ## MCP tool surface− Edit `mcp_server/method_spec_seed.py` (method tables) and `mcp_server/method_spec.py` (parameter vocabulary), not `server.py`, to add/change tools; `tool_surface.py` derives the surface from the registry. `build_server()` requires the `[mcp]` extra (fastmcp); importing `server.py` is side-effect free and raises only on `build_server()`. Tests enforce surface invariants: every parameter has a `description`, every tool has all four annotations, a non-empty output schema, and a title longer than it− ## Packaging & release invariants− - PEP 621 `pyproject.toml` is authoritative; `fair-value-mcp = mcp_server.server:main` is the console script.− - **Version lockstep:** `server.json` `version` must equal `pyproject.toml` `version` (`tests/test_manifest.py::test_version_locked_to_pyproject`). Bump both `version` fields in `server.json` (top-level and `packages[0]`).− - `README.md` must contain `mcp-name: io.github.simonmak-ascent/fair-value`; `assets/icon.svg` must exist (manifest tests).− - `.vercelignore` excludes `pyproject.toml`; Vercel uses `requirements.txt` (`includeFiles` in `vercel.json`).− - Release is tag-triggered (`release.yml`): `python -m build` → PyPI → MCP Registry. Don't publish by hand.− ## Import & runtime quirks− - Run from the repo root. Tests, `valuation_engine.py`, and `check_conformance.py` insert the root on `sys.path`; import `src.<pkg>.<mod>` and top-level `mcp_server`/`valuation_engine`. Internal relative imports (e.g. `from ..fetch_data import ...`) require that form.− - `import src` runs `src/__init__.py`, which imports `fetch_data` → `yfinance`. So **yfinance must be installed even for pure-math tests**, which make no network calls.− - Network/data fetching happens only at call time in `src/fetch_data.py`; never at import time. Tests monkeypatch `valuation_engine._get_market_metrics`/`_get_company_info`/`_get_stock_price`/`_get_volatility`.− ## Data & report rules
Fair Value MCP Server MCP server