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J&M Rapid Apps
Finance

MCP integration for a finance platform

Anonymized case study
All work

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?

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