finta-aurora-mcp 1.0.0__tar.gz

finta_aurora_mcp-1.0.0/MANIFEST.in

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+include README.md
+include pyproject.toml

finta_aurora_mcp-1.0.0/PKG-INFO

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+Metadata-Version: 2.4
+Name: finta-aurora-mcp
+Version: 1.0.0
+Summary: Aurora AI Agent for Finta
+Home-page: https://github.com/finta/aurora
+Author: Finta
+Author-email: support@trustfinta.com
+Requires-Python: >=3.8
+Description-Content-Type: text/markdown
+Requires-Dist: pydantic>=2.0.0
+Requires-Dist: langchain-core
+Requires-Dist: langchain-community
+Requires-Dist: langchain-openai>=0.1.0
+Requires-Dist: langchain
+Requires-Dist: beautifulsoup4
+Requires-Dist: openai
+Requires-Dist: langgraph
+Requires-Dist: langgraph-cli
+Requires-Dist: langgraph-api>=0.2.3
+Requires-Dist: langgraph-sdk>=0.1.61
+Requires-Dist: langchain-mcp-adapters
+Requires-Dist: tavily-python
+Requires-Dist: google-search-results
+Requires-Dist: requests
+Requires-Dist: pinecone
+Requires-Dist: langchain-pinecone
+Requires-Dist: playwright
+Requires-Dist: flask
+Requires-Dist: tiktoken
+Requires-Dist: PyPDF2
+Requires-Dist: python-dotenv
+Requires-Dist: python-decouple
+Requires-Dist: flask_cors
+Requires-Dist: langchain-google-genai
+Requires-Dist: langchain-anthropic
+Requires-Dist: langchain-google-vertexai
+Requires-Dist: google-cloud-aiplatform>=1.84
+Requires-Dist: httpx>=0.27.0
+Requires-Dist: langchainhub
+Requires-Dist: mcp>=0.1.0
+Dynamic: author
+Dynamic: author-email
+Dynamic: home-page
+Dynamic: requires-python
+
+# Aurora
+
+## Running Aurora locally:
+
+Pre-requisite: Ensure you have Docker installed on your system and you are logged in. If not, download and install it from the [official website](https://www.docker.com/products/docker-desktop/).
+
+### LangGraph CLI (Recommended)
+
+Pre-requisite: Set up a virtual environment and install dependencies:
+
+1. Run `python3 -m venv .venv`
+2. Run `.venv/bin/pip install -r requirements.txt`
+3. Get the .env file contents from Kevin or someone on the team. Aurora will not run via docker without this file. 
+
+To run Aurora:
+
+1. Run `langgraph up` in the terminal from the aurora directory. This will start the Aurora server on `localhost:8123`.
+2. IMPORTANT: Before prompting Aurora, you will need to press the `+` button on the Chatbot UI in order to create a new thread.
+
+- Note: Langgraph up will start a build before running the container, so it may take a while to start
+
+### LangGraph Cloud Desktop GUI (For Graph UI)
+
+- Note:
+  - Apple Silicon only, as of 09/2024
+  - You will need to manually update the endpoint in equity-token-webapp/src/api/fintaAI/aurora
+
+Pre-requisite: Install [LangGraph Studio for Desktop](https://github.com/langchain-ai/langgraph-studio)
+
+1. Log in with LangSmith credentials
+2. Navigate to the cloned Aurora repo folder location
+3. When Aurora has finished building, find the 'localhost:xxxxx' endpoint to use in equity-token-webapp
+4. Update the client endpoint in equity-token-webapp/src/api/fintaAI/aurora.js to the 'localhost:xxxxx' endpoint
+   `const client = new Client({
+apiUrl: [YOUR ENDPOINT HERE],
+defaultHeaders: {
+'X-API-KEY': LANGSMITH_API_KEY,
+},
+});`
+
+## Using Aurora MCP (for Cursor/Claude Desktop/ChatGPT)
+
+The Aurora MCP allows you to chat with Aurora directly from Cursor, Claude Desktop, or ChatGPT, with automatic injection of your CRM contacts and deal information.
+
+**✅ Compatible with:**
+- **Cursor** - IDE with built-in MCP support
+- **Claude Desktop** - Anthropic's desktop app
+- **Any MCP-compatible client** - Uses standard stdio protocol
+
+### Installation
+
+Install the Aurora MCP package via pip:
+
+```bash
+pip install finta-aurora-mcp
+```
+
+Or if you have the repo:
+
+```bash
+cd aurora
+pip install -e .
+```
+
+### Step 1: Authenticate (one-time)
+
+Run the authentication command:
+
+```bash
+aurora-authenticate
+```
+
+This will:
+- Open your browser for Finta OAuth login
+- Store your authentication token in `~/.cursor/aurora_token.json`
+- Store your organization info in `~/.cursor/aurora_org_info.json`
+
+**Note:** By default, authentication uses the **staging** environment. To use production, set `FINTA_STAGING=false` before running:
+
+```bash
+FINTA_STAGING=false aurora-authenticate
+```
+
+### Step 2: Add to MCP config
+
+**For Cursor:**
+Add this to your `~/.cursor/mcp.json` (create the file if it doesn't exist):
+
+```json
+{
+  "mcpServers": {
+    "aurora": {
+      "command": "python3",
+      "args": ["-m", "finta_aurora_mcp.mcp"]
+    }
+  }
+}
+```
+
+**For Claude Desktop:**
+Add this to your `~/Library/Application Support/Claude/claude_desktop_config.json` (macOS) or `%APPDATA%\Claude\claude_desktop_config.json` (Windows):
+
+```json
+{
+  "mcpServers": {
+    "aurora": {
+      "command": "python3",
+      "args": ["-m", "finta_aurora_mcp.mcp"]
+    }
+  }
+}
+```
+
+**For ChatGPT/OpenAI:**
+If OpenAI supports MCP servers, configure it similarly. Check OpenAI's documentation for their MCP configuration format.
+
+**Note:** This references the installed package, so no file paths needed! The same package works with all MCP clients.
+
+### Step 3: Restart Your Application
+
+**Restart your application completely** (quit and reopen) for the MCP changes to take effect:
+- **Cursor**: Quit and reopen Cursor
+- **Claude Desktop**: Quit and reopen Claude Desktop
+- **ChatGPT**: Follow OpenAI's instructions for reloading MCP servers
+
+### Step 4: Use Aurora
+
+Once set up, you can use Aurora by:
+
+**In Cursor:**
+1. Type `@aurora_chat` followed by your question
+2. Example: `@aurora_chat Who are the investors in my CRM?`
+
+**In Claude Desktop:**
+1. Use the `aurora_chat` tool in Claude's tool picker
+2. Or mention it in conversation: "Use aurora_chat to tell me about my CRM"
+
+**In ChatGPT (if supported):**
+1. Follow OpenAI's MCP tool usage instructions
+2. The `aurora_chat` tool will be available in ChatGPT's tool list
+
+Aurora will automatically have access to:
+- Your CRM contacts (investors, status, emails)
+- Your deal information (terms, industry, deal notes, etc.)
+- All of Aurora's tools (search, add contacts, etc.)
+
+### Troubleshooting
+
+- **"Invalid or expired token"**: Run `aurora-authenticate` again to refresh your token
+- **"Unknown tool: aurora_chat"**: Make sure you restarted Cursor after adding the MCP config
+- **"Module not found: finta_aurora_mcp"**: Make sure you installed the package with `pip install finta-aurora-mcp`
+- **No CRM/deal info in responses**: Check that your organization handle is correct and you have a default deal set up in Finta
+
+## Deploying Aurora to LangGraph Cloud:
+
+Pre-requisites:
+
+1. Ensure you have access to [LangSmith](https://smith.langchain.com/)
+2. Ensure your changes are pushed to the respective branch of the Aurora repo:
+   - Production: `main`
+   - Staging: `develop-Oct-2025`
+
+#### On LangSmith:
+
+1. Click on the `Deployments` tab
+2. Find respective project:
+   - Production: `aurora-v1-production`
+   - Staging: `aurora-v1-staging`
+3. Click on the `+ New Revision` button on the top right
+4. Update environment variables as needed
+5. Click Submit to redeploy your changes

finta_aurora_mcp-1.0.0/README.md

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+# Aurora
+
+## Running Aurora locally:
+
+Pre-requisite: Ensure you have Docker installed on your system and you are logged in. If not, download and install it from the [official website](https://www.docker.com/products/docker-desktop/).
+
+### LangGraph CLI (Recommended)
+
+Pre-requisite: Set up a virtual environment and install dependencies:
+
+1. Run `python3 -m venv .venv`
+2. Run `.venv/bin/pip install -r requirements.txt`
+3. Get the .env file contents from Kevin or someone on the team. Aurora will not run via docker without this file. 
+
+To run Aurora:
+
+1. Run `langgraph up` in the terminal from the aurora directory. This will start the Aurora server on `localhost:8123`.
+2. IMPORTANT: Before prompting Aurora, you will need to press the `+` button on the Chatbot UI in order to create a new thread.
+
+- Note: Langgraph up will start a build before running the container, so it may take a while to start
+
+### LangGraph Cloud Desktop GUI (For Graph UI)
+
+- Note:
+  - Apple Silicon only, as of 09/2024
+  - You will need to manually update the endpoint in equity-token-webapp/src/api/fintaAI/aurora
+
+Pre-requisite: Install [LangGraph Studio for Desktop](https://github.com/langchain-ai/langgraph-studio)
+
+1. Log in with LangSmith credentials
+2. Navigate to the cloned Aurora repo folder location
+3. When Aurora has finished building, find the 'localhost:xxxxx' endpoint to use in equity-token-webapp
+4. Update the client endpoint in equity-token-webapp/src/api/fintaAI/aurora.js to the 'localhost:xxxxx' endpoint
+   `const client = new Client({
+apiUrl: [YOUR ENDPOINT HERE],
+defaultHeaders: {
+'X-API-KEY': LANGSMITH_API_KEY,
+},
+});`
+
+## Using Aurora MCP (for Cursor/Claude Desktop/ChatGPT)
+
+The Aurora MCP allows you to chat with Aurora directly from Cursor, Claude Desktop, or ChatGPT, with automatic injection of your CRM contacts and deal information.
+
+**✅ Compatible with:**
+- **Cursor** - IDE with built-in MCP support
+- **Claude Desktop** - Anthropic's desktop app
+- **Any MCP-compatible client** - Uses standard stdio protocol
+
+### Installation
+
+Install the Aurora MCP package via pip:
+
+```bash
+pip install finta-aurora-mcp
+```
+
+Or if you have the repo:
+
+```bash
+cd aurora
+pip install -e .
+```
+
+### Step 1: Authenticate (one-time)
+
+Run the authentication command:
+
+```bash
+aurora-authenticate
+```
+
+This will:
+- Open your browser for Finta OAuth login
+- Store your authentication token in `~/.cursor/aurora_token.json`
+- Store your organization info in `~/.cursor/aurora_org_info.json`
+
+**Note:** By default, authentication uses the **staging** environment. To use production, set `FINTA_STAGING=false` before running:
+
+```bash
+FINTA_STAGING=false aurora-authenticate
+```
+
+### Step 2: Add to MCP config
+
+**For Cursor:**
+Add this to your `~/.cursor/mcp.json` (create the file if it doesn't exist):
+
+```json
+{
+  "mcpServers": {
+    "aurora": {
+      "command": "python3",
+      "args": ["-m", "finta_aurora_mcp.mcp"]
+    }
+  }
+}
+```
+
+**For Claude Desktop:**
+Add this to your `~/Library/Application Support/Claude/claude_desktop_config.json` (macOS) or `%APPDATA%\Claude\claude_desktop_config.json` (Windows):
+
+```json
+{
+  "mcpServers": {
+    "aurora": {
+      "command": "python3",
+      "args": ["-m", "finta_aurora_mcp.mcp"]
+    }
+  }
+}
+```
+
+**For ChatGPT/OpenAI:**
+If OpenAI supports MCP servers, configure it similarly. Check OpenAI's documentation for their MCP configuration format.
+
+**Note:** This references the installed package, so no file paths needed! The same package works with all MCP clients.
+
+### Step 3: Restart Your Application
+
+**Restart your application completely** (quit and reopen) for the MCP changes to take effect:
+- **Cursor**: Quit and reopen Cursor
+- **Claude Desktop**: Quit and reopen Claude Desktop
+- **ChatGPT**: Follow OpenAI's instructions for reloading MCP servers
+
+### Step 4: Use Aurora
+
+Once set up, you can use Aurora by:
+
+**In Cursor:**
+1. Type `@aurora_chat` followed by your question
+2. Example: `@aurora_chat Who are the investors in my CRM?`
+
+**In Claude Desktop:**
+1. Use the `aurora_chat` tool in Claude's tool picker
+2. Or mention it in conversation: "Use aurora_chat to tell me about my CRM"
+
+**In ChatGPT (if supported):**
+1. Follow OpenAI's MCP tool usage instructions
+2. The `aurora_chat` tool will be available in ChatGPT's tool list
+
+Aurora will automatically have access to:
+- Your CRM contacts (investors, status, emails)
+- Your deal information (terms, industry, deal notes, etc.)
+- All of Aurora's tools (search, add contacts, etc.)
+
+### Troubleshooting
+
+- **"Invalid or expired token"**: Run `aurora-authenticate` again to refresh your token
+- **"Unknown tool: aurora_chat"**: Make sure you restarted Cursor after adding the MCP config
+- **"Module not found: finta_aurora_mcp"**: Make sure you installed the package with `pip install finta-aurora-mcp`
+- **No CRM/deal info in responses**: Check that your organization handle is correct and you have a default deal set up in Finta
+
+## Deploying Aurora to LangGraph Cloud:
+
+Pre-requisites:
+
+1. Ensure you have access to [LangSmith](https://smith.langchain.com/)
+2. Ensure your changes are pushed to the respective branch of the Aurora repo:
+   - Production: `main`
+   - Staging: `develop-Oct-2025`
+
+#### On LangSmith:
+
+1. Click on the `Deployments` tab
+2. Find respective project:
+   - Production: `aurora-v1-production`
+   - Staging: `aurora-v1-staging`
+3. Click on the `+ New Revision` button on the top right
+4. Update environment variables as needed
+5. Click Submit to redeploy your changes

finta_aurora_mcp-1.0.0/finta_aurora_mcp/__init__.py

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+"""Finta Aurora MCP - Chat with Aurora AI from Cursor/Claude Desktop."""
+
+__version__ = "1.0.0"

finta_aurora_mcp-1.0.0/finta_aurora_mcp/auth.py

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+#!/usr/bin/env python3
+"""
+Aurora MCP Authentication
+Simple OAuth login - opens browser and stores token.
+"""
+
+import os
+import sys
+import webbrowser
+import http.server
+import socketserver
+import urllib.parse
+import json
+import requests
+from pathlib import Path
+
+FINTA_API_URL_STAGING = "https://us-central1-equity-token-stage.cloudfunctions.net"
+FINTA_API_URL_PRODUCTION = "https://us-central1-equity-token.cloudfunctions.net"
+
+def get_api_url():
+    """Get API URL based on environment."""
+    use_staging = os.getenv("FINTA_STAGING", "true").lower() == "true"
+    return FINTA_API_URL_STAGING if use_staging else FINTA_API_URL_PRODUCTION
+
+def get_token_path():
+    """Get path to store token."""
+    return Path.home() / ".cursor" / "aurora_token.json"
+
+def main():
+    print("Aurora MCP Authentication")
+    print("=" * 40)
+    print("Opening browser for login...\n")
+    
+    api_url = get_api_url()
+    auth_url = (
+        f"{api_url}/auroraOAuthAuthorize?"
+        f"response_type=code&"
+        f"client_id=cursor&"
+        f"redirect_uri=http://localhost:8765/callback"
+    )
+    
+    webbrowser.open(auth_url)
+    
+    class CallbackHandler(http.server.SimpleHTTPRequestHandler):
+        def do_GET(self):
+            query = urllib.parse.urlparse(self.path).query
+            params = urllib.parse.parse_qs(query)
+            
+            if 'code' in params:
+                code = params['code'][0]
+                api_url = get_api_url()
+                
+                try:
+                    resp = requests.post(
+                        f"{api_url}/auroraOAuthToken",
+                        json={
+                            "grant_type": "authorization_code",
+                            "code": code,
+                            "redirect_uri": "http://localhost:8765/callback"
+                        },
+                        timeout=10
+                    )
+                    
+                    if resp.status_code == 200:
+                        token_data = resp.json()
+                        access_token = token_data.get("access_token")
+                        
+                        token_path = get_token_path()
+                        token_path.parent.mkdir(exist_ok=True)
+                        with open(token_path, 'w') as f:
+                            json.dump(token_data, f, indent=2)
+                        
+                        self.send_response(200)
+                        self.send_header('Content-type', 'text/html; charset=utf-8')
+                        self.end_headers()
+                        html = """<html><body style="font-family: system-ui; padding: 40px; text-align: center;"><h1>Authentication Successful!</h1><p>Token has been stored.</p><p>You can close this window and restart Cursor.</p></body></html>"""
+                        self.wfile.write(html.encode('utf-8'))
+                        print("\n✓ Authentication successful!")
+                        print(f"✓ Token stored at: {token_path}")
+                        print("\nRestart Cursor to use Aurora MCP.")
+                        return
+                    else:
+                        print(f"\n✗ Failed to get token: {resp.status_code} - {resp.text}")
+                except Exception as e:
+                    print(f"\n✗ Error: {e}")
+            
+            self.send_response(200)
+            self.send_header('Content-type', 'text/html')
+            self.end_headers()
+            self.wfile.write(b"<h1>Processing...</h1>")
+        
+        def log_message(self, *args):
+            pass
+    
+    with socketserver.TCPServer(("", 8765), CallbackHandler) as httpd:
+        print("Waiting for authentication callback...")
+        print("(Press Ctrl+C to cancel)\n")
+        try:
+            httpd.handle_request()
+        except KeyboardInterrupt:
+            print("\n\n✗ Authentication cancelled.")
+            sys.exit(1)
+
+if __name__ == "__main__":
+    main()

finta_aurora_mcp-1.0.0/finta_aurora_mcp/fix_org_info.py

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+#!/usr/bin/env python3
+"""Fix org_info file to add missing founderId field."""
+
+import json
+import sys
+from pathlib import Path
+
+ORG_INFO_PATH = Path.home() / ".cursor" / "aurora_org_info.json"
+
+def fix_org_info():
+    """Add founderId to org_info if missing."""
+    if not ORG_INFO_PATH.exists():
+        print("Error: org_info file does not exist. Please run: aurora-authenticate")
+        return False
+    
+    try:
+        with open(ORG_INFO_PATH) as f:
+            org_info = json.load(f)
+        
+        print(f"Current org_info: {json.dumps(org_info, indent=2)}")
+        
+        # Add founderId if missing
+        if not org_info.get("founderId"):
+            founder_id = org_info.get("user_id") or org_info.get("userId")
+            if founder_id:
+                org_info["founderId"] = founder_id
+                with open(ORG_INFO_PATH, 'w') as f:
+                    json.dump(org_info, f, indent=2)
+                print(f"\n✅ Updated org_info with founderId: {founder_id}")
+                print(f"Updated org_info: {json.dumps(org_info, indent=2)}")
+                return True
+            else:
+                print("\n❌ Error: No user_id found in org_info. Please re-authenticate with: aurora-authenticate")
+                return False
+        else:
+            print(f"\n✅ org_info already has founderId: {org_info.get('founderId')}")
+            return True
+    except Exception as e:
+        print(f"Error fixing org_info: {e}", file=sys.stderr)
+        return False
+
+if __name__ == "__main__":
+    success = fix_org_info()
+    sys.exit(0 if success else 1)