| # Implementation Notes – `save_analysis` Tool | |
| This memo documents the addition of the `save_analysis` MCP tool, which allows Claude (or any MCP client) to persist custom sentiment reviews under a specific `customer_id`. | |
| ## Key Changes | |
| - Updated `src/mcp_server.py` to register the `save_analysis` tool and validate payloads before writing to SQLite. | |
| - Added unit coverage in `tests/test_save_analysis.py` to confirm inserts, risk updates, and database integrity. | |
| - Expanded documentation in `docs/README.md` and `docs/HOW_TO_SAVE_ANALYSIS.md` with examples and verification steps. | |
| ## Supporting Assets | |
| - `docs/HOW_TO_SAVE_ANALYSIS.md` – step-by-step operator guide and FAQ. | |
| - `tests/test_save_analysis.py` – regression suite executed during CI/local validation. | |
| - `tools/view_customer_profile.py` – CLI helper to verify saved analyses. | |
| ## Usage Checklist | |
| 1. Run `python tools/view_customer_profile.py <CUSTOMER_ID>` after the tool executes to confirm persistence. | |
| 2. Regenerate portfolio metrics with `python tools/view_database.py` if you need to showcase updated KPIs. | |
| 3. Include the `save_analysis` tool in demo scripts so reviewers can see the end-to-end workflow. | |
| ## Status | |
| - All seven MCP tools (analysis, risk, reporting, and persistence) are available. | |
| - Demo dataset includes customers with stored `save_analysis` entries for immediate validation. | |
| - Documentation and tests are aligned with the released functionality. | |