# MCP integration for a finance platform

Anonymized case study

The firm already had the data and tools that mattered — they just weren't reachable by modern AI in a way that satisfied security and compliance. A full rebuild was off the table.

## The challenge

A financial services firm wanted its data and tools usable by modern AI models — securely, without rebuilding everything.

## Our approach

We built a least-privilege MCP server exposing curated tools and data, with auth, rate limiting, and complete observability.

## What we built

- A least-privilege MCP server over curated tools and data
- Authentication, authorization, and rate limiting at the boundary
- Complete logging and tracing for audit
- A path to AI-assisted workflows without re-platforming

## The outcome

Enabled AI-assisted workflows across the org in weeks, not quarters.

Figures are illustrative pending client approval.

## Facing a similar challenge?

Let's talk about what a production-grade solution looks like for your organization.