docs/IMPLEMENTACION_SAVE_ANALYSIS.md

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.