# 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.