docs: agent/MCP access guide — connect + query finance data from any MCP client

2026-07-25 22:27:19 +10:00
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@@ -373,6 +373,18 @@ Currently `merchant_normalized` conflates the *payment provider* with the *merch

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+## Agent Access (MCP)
+
+LLM agents read this data through the read-only `postgres-personal` MCP server (7 typed
+finance tools + guarded `adhoc_query`, `agent_ro` role, 100-row cap, `mcp_query_log`
+audit). It's a stdio server, so any MCP client can use it — Hermes, Claude Code, Codex,
+Claude Desktop — locally via `docker exec` or remotely over SSH.
+
+**→ [docs/agent-access.md](docs/agent-access.md)** — architecture, tool + view reference,
+per-client setup, and what changing the schema means for the agent views.
+
+---
+
 ## Deployment

 Runs as a Docker container alongside the rest of the home lab stack.