Environment variable reference

Every knob in Précis Finance MCP is an environment variable — there is no config file beyond your model in instance/ and the Compose bundles in deploy/. The deploy bundles read variables from deploy/.env (copy deploy/.env.example in the repository and edit); outside Compose, export them in the service's environment.

Secrets. Any variable can instead be supplied as <NAME>_FILE pointing at a mounted file (Docker Compose secrets:, Kubernetes projected volumes, Vault Agent sidecars). precis_mcp/secrets.py resolves these at startup; a plain value wins if both are set. The tables below flag the variables that normally hold credentials.

Deployment axes

Consumed by Docker Compose and scripts/deploy-mcp.sh, not by the server process itself.

Variable	Default	Purpose
COMPOSE_PROFILES	bundled-clickhouse,bundled-keycloak,bundled-proxy	Which optional services the multi-user stack runs. Drop bundled-clickhouse to use your own ClickHouse; drop bundled-keycloak for a direct external IdP; drop bundled-proxy to terminate TLS at your own ingress; append backup to run the backup scheduler sidecar; append ingestion and/or ingestion-watch for the ingestion daemons.
PRECIS_DATA_MODE	unset	Provisioning preset for deploy-mcp.sh --data-mode: byo / bundle-empty / bundle-sample. See ClickHouse data modes.
PRECIS_AUTH_MODE	keycloak (multi-user), devkey (dev server)	Identity mode selector: devkey / keycloak / oidc. See Remote access — sign-in & identity modes.
PRECIS_INGRESS_MODE	bundled	Ingress preset for deploy-mcp.sh --ingress-mode: bundled (the Caddy auto-HTTPS proxy) / byo (your own ingress fronts the 127.0.0.1-published ports).
PRECIS_DOMAIN	empty	Bare hostname (the host part of PRECIS_BASE_URL, no scheme) the bundled Caddy proxy serves and obtains its Let's Encrypt certificate for. Required when bundled-proxy is in COMPOSE_PROFILES; ignored otherwise.

Application image

Consumed by Docker Compose when it brings the stack up (and at build time), not by the server process itself.

Variable	Default	Purpose
PRECIS_MCP_TAG	current release	Tag of ghcr.io/precis-finance/precis-finance-mcp the app services pull. Compose uses this image when present and falls back to building from source when it is absent (or on up --build). Pin a version or a @sha256: digest for an immutable re-pull — see Upgrading.
PRECIS_EXTRAS	empty	Optional warehouse drivers baked into the image at build time (comma-separated: bigquery,snowflake,mssql,databricks). Only used on the build-from-source path; the published image is the core build without extras.

ClickHouse (the read layer)

Variable	Default	Purpose
CHHOST	localhost	ClickHouse host. The bundled service name is clickhouse.
CHPORT	8123 (8443 when CHSECURE)	HTTP(S) port.
CHUSER	default	Username. Also seeds the bundled service — keep in sync.
CHPASSWORD	empty	Password. Secret.
CHDATABASE	default	Default database of the ClickHouse connection (also names the database the bundled service creates at first start). The pipeline's own tables always live in the fixed live / staging / semantic databases — see the schema contract.
CHSECURE	false	TLS on the ClickHouse link (flips the default port to 8443).
CHCACERT	unset	CA certificate path to pin (with CHSECURE).
CHVERIFY	unset	Set false to accept a self-signed dev certificate.
PRECIS_CLICKHOUSE_POOL_MAXSIZE	32	Per-host size of the shared ClickHouse HTTP connection pool. Set it at or above PRECIS_MAX_CONCURRENT_READS_GLOBAL so the read-concurrency cap, not pool exhaustion, is what bounds a query burst.
PRECIS_SCENARIO_REGISTRY_TTL	5	Seconds the in-process scenario-registry cache (backing the per-call permission gate) serves without re-reading semantic.scenarios. Scenario writes through the server invalidate immediately; the TTL only bounds staleness for writes made outside the process.

Read concurrency (the /mcp read path)

In-process caps that keep a fan-out of read-tool calls — e.g. an Excel workbook recalculating many PRECIS.* cells at once — from flooding ClickHouse. The caps are per server process; a request that can't get a slot within the wait gets a retryable "busy" tool error.

Variable	Default	Purpose
PRECIS_MAX_CONCURRENT_READS_PER_USER	6	Max in-flight read-tool calls for any one user. The working control — contains a single client's burst and stops one user starving others.
PRECIS_MAX_CONCURRENT_READS_GLOBAL	32	Max in-flight read-tool calls across all users. A box guard; keep it at or below the ClickHouse pool size.
PRECIS_READ_SLOT_WAIT_SECONDS	3	How long a call waits for a free slot before returning the retryable busy error.

PostgreSQL (platform state — multi-user bundle only)

Users, profiles, and load history. The single-user trial runs without Postgres.

Variable	Default	Purpose
PGHOST / PGPORT	localhost / 5432	Platform DB endpoint.
PGUSER	postgres	Username.
PGPASSWORD	empty	Password. Secret.
PLATFORM_DB_NAME	precis_platform	Database name.
PGSSLMODE / PGSSLROOTCERT	libpq defaults	TLS mode / CA path for the platform DB link.
PG_CONNECT_TIMEOUT	5	Per-attempt connect timeout (seconds).
PG_POOL_MIN / PG_POOL_MAX / PG_POOL_TIMEOUT	0 / 10 / 10	Connection-pool bounds and acquire timeout.

Identity — shared

Variable	Default	Purpose
PRECIS_BASE_URL	empty	Public origin of your server (https://precis.example.com). OAuth URLs and the /mcp audience derive from it. Required for the multi-user bundle.
PRECIS_AUTH_PREFLIGHT	false	Run an issuer/JWKS/audience conformance check at boot and fail fast on misconfiguration.
PRECIS_IDENTITY_CLAIM	precis_user_id (falls back to preferred_username)	Signed token claim carrying the user identity.
PRECIS_IDENTITY_COLUMN	id	users column the claim is matched against (id or external_id).
PRECIS_BOOTSTRAP_ADMIN_ID	empty	First admin to create on deploy (read by deploy-mcp.sh, also settable via --admin-id). The deploy creates it idempotently and prints a one-time temporary password; left empty, the deploy prints the manual command instead.

Identity — mode A: single-user dev key

The local trial (precis_mcp.server). Three deliberate gates: the explicit enable flag, a strong key, and a localhost bind.

Variable	Default	Purpose
ENABLE_MCP_DEV_SERVER	unset	Must be exactly 1 for the dev server to start.
MCP_DEV_KEY	unset	Shared bearer key, 32+ chars (openssl rand -hex 32). Secret. Required.
MCP_BIND_HOST	127.0.0.1	Listen address. Use 0.0.0.0 only inside an isolated container network.
MCP_BIND_PORT	8768	Listen port.

Identity — mode B: bundled Keycloak

Variable	Default	Purpose
KC_BASE_URL_INTERNAL	http://localhost:8080/auth	Container-to-container Keycloak URL.
KC_BASE_URL_PUBLIC	${PRECIS_BASE_URL}/auth	Public Keycloak URL (behind your ingress).
KC_REALM	precis	Realm name.
KC_CLIENT_ID	precis-spa	Pre-registered public client.
KC_MCP_AUDIENCE	${PRECIS_BASE_URL}/mcp	RFC 8707 audience the /mcp resource requires.
KC_REDIRECT_URI	${PRECIS_BASE_URL}/api/auth/callback	OAuth redirect URI.
KC_HOSTNAME_ADMIN	http://localhost:8080/auth	URL the Keycloak admin console is served at. Defaults to localhost to match the reference ingress, which blocks /auth/admin/ at the edge — reach the console from the host or an SSH tunnel. Set to the public URL only if your ingress allowlists the path.
KC_BOOTSTRAP_ADMIN_USERNAME	admin	Keycloak admin (used by the realm-reconcile sidecar and the admin CLI).
KC_BOOTSTRAP_ADMIN_PASSWORD	unset	Keycloak admin password. Secret. Required.
KC_DB_PASSWORD	unset	Postgres role password for Keycloak's own schema. Secret. Required.

Identity — mode C: direct external OIDC IdP

Set PRECIS_AUTH_MODE=oidc and drop bundled-keycloak from COMPOSE_PROFILES. Per-IdP walkthroughs: external IdP recipes.

Variable	Default	Purpose
OIDC_ISSUER	unset	Your IdP's issuer URL. Required in mode C.
OIDC_JWKS_URL	unset	JWKS endpoint for your IdP's issuer. Required in mode C.
OIDC_AUDIENCE	${PRECIS_BASE_URL}/mcp	Audience the /mcp resource requires, verbatim.
OIDC_CLIENT_ID	unset	Your pre-registered client.
OIDC_CLIENT_SECRET	unset	Client secret for confidential clients. Secret.

Excel add-in (optional)

The Excel add-in is a separate public OAuth client (PKCE, no secret) of the /mcp endpoint. These knobs are advertised in the /mcp host's protected-resource metadata so the add-in auto-configures from the /mcp URL alone — leave them all unset and the add-in surface is simply off. The two token-shape knobs are independent; set them to match your IdP (see external IdP recipes).

Variable	Default	Purpose
KC_ENABLE_EXCEL_ADDIN	unset	Mode B: set true to provision and advertise the bundled-Keycloak precis-excel-addin public client (the realm reconcile creates it; absence deletes it).
EXCEL_ADDIN_CLIENT_ID	unset	Mode C: the public client_id you registered in your external IdP for the add-in. Wins over the mode-B default when set.
EXCEL_ADDIN_SCOPE	openid	Exact scope the add-in requests (advertised in the protected-resource metadata as precis_excel_scopes). Keep the default for an IdP that binds the audience via the resource indicator (Keycloak/Auth0/Ping). For an IdP that binds it via a scope (Entra/Okta), set the full request scope, e.g. openid profile email offline_access api://<app-id>/access_as_user (include offline_access so the add-in gets a refresh token, and profile email so the task pane can show the signed-in user's name/email instead of an opaque subject id).
EXCEL_ADDIN_RESOURCE_INDICATOR	true	Whether the add-in sends the RFC 8707 resource parameter. Leave true for the MCP-conformant shape; set false for an AS that rejects it (Entra's v2 endpoint returns AADSTS901002).
EXCEL_ADDIN_DIST_DIR	excel-addin/dist	Directory of the built add-in bundle the server hosts at /excel (with a host-templated manifest at /excel/manifest.xml). The published image bakes this directory during the Docker build. Override only when serving a separately built bundle. When the add-in is enabled and this directory exists, the server serves the bundle same-origin with /mcp, so no /mcp CORS_ORIGINS entry is needed.

Your model

Variable	Default	Purpose
PRECIS_INSTANCE_DIR	the bundled demo instance/	Compose bundles only: host path mounted read-only over the container's instance/ (catalogue/, semantic/, integrations/, scenarios.yml). Outside Docker the instance directory is the source checkout's instance/.
PRECIS_INTEGRATIONS_ROOT	instance/integrations	Override for the integrations registry root alone.
COMPANY_NAME	your organisation	Name woven into the MCP instructions served to clients.
INSPECTION_ROW_CAP	10000	Hard cap on rows returned by row-level inspection.
USER_DATA_DIR	/data/users	Per-user file storage root. The Compose bundle mounts a persistent user_data named volume here; only advanced bind-mount deployments need to manage host-path ownership.

Ingestion

Per-source database credentials

A Source names a secret_ref; credentials are read from <SECRET_REF>_* (uppercased). The suffixes depend on the source kind:

• postgres — _HOST, _DATABASE, _USER, _PASSWORD (secret), _PORT (default 5432), _SSLMODE, _SSLROOTCERT
• mssql — as postgres, plus _DRIVER (default ODBC Driver 18 for SQL Server); default _PORT is 1433
• snowflake — _ACCOUNT, _USER, _PASSWORD, _DATABASE, _WAREHOUSE, _SCHEMA (optional), _ROLE (optional)
• bigquery — _PROJECT_ID, _DATASET_ID (optional), _CREDENTIALS_JSON (service-account key JSON as a value secret, *_FILE-compatible; omit for ADC) — see the BigQuery worked example
• databricks — _SERVER_HOSTNAME, _HTTP_PATH, _ACCESS_TOKEN, _CATALOG (optional), _SCHEMA (optional)

Example: secret_ref: customer_pg (kind postgres) → CUSTOMER_PG_HOST, CUSTOMER_PG_DATABASE, CUSTOMER_PG_USER, CUSTOMER_PG_PASSWORD, … The non-Postgres kinds need their optional driver extra (pip install 'precis-finance-mcp[snowflake]'). See Ingestion & data sources.

In both compose bundles the CUSTOMER_PG_* variables default to the bundled Postgres and the fpa_actuals mock-source database the sample-data generator populates; override them in the environment (or deploy/.env) to point the demo instance's bindings at your own warehouse.

S3-compatible object store (optional — install the s3 extra: pip install ".[s3]")

Variable	Default	Purpose
PRECIS_S3_BUCKET	unset	Bucket name; setting it enables the backend.
PRECIS_S3_PREFIX	empty	Key prefix within the bucket.
PRECIS_S3_REGION	unset	Region.
PRECIS_S3_ENDPOINT_URL	unset	Custom endpoint (MinIO and other S3-compatibles).
PRECIS_S3_ACCESS_KEY_ID / PRECIS_S3_SECRET_ACCESS_KEY	unset	Credentials. Secret.

SFTP drop folder (optional — install the sftp extra: pip install ".[sftp]")

Variable	Default	Purpose
PRECIS_SFTP_HOST	unset	Host; setting it enables the backend.
PRECIS_SFTP_USER	empty	Username.
PRECIS_SFTP_PASSWORD	unset	Password (or use PRECIS_SFTP_KEY_PATH). Secret.
PRECIS_SFTP_KEY_PATH	unset	Private-key file for key-based auth.
PRECIS_SFTP_PORT	22	Port.
PRECIS_SFTP_PREFIX	empty	Remote path prefix.
PRECIS_SFTP_KNOWN_HOSTS	unset	Path to a known_hosts file covering the host (generate with ssh-keyscan -p <port> <host>). In the compose bundle, bind-mount the file and point this at the container path.
PRECIS_SFTP_HOST_KEY	unset	The server's public host key inline, <key-type> <base64> (one line of ssh-keyscan output; the hostname field is tolerated). Alternative to a known_hosts file.

Host-key verification is mandatory: set PRECIS_SFTP_KNOWN_HOSTS or PRECIS_SFTP_HOST_KEY. With neither, the SFTP store refuses to start — connecting unverified would let a man-in-the-middle capture the credentials and the data.

Daemons

Variable	Default	Purpose
PRECIS_SCHEDULER_INTERVAL_SECONDS	60	Tick interval of the binding scheduler.
PRECIS_WATCHER_INTERVAL_SECONDS	30	Tick interval of the drop-folder watcher.

Backups (optional — COMPOSE_PROFILES += backup)

The backup configuration itself is declarative — instance/backup.yml, see Backups & restore. The environment carries only the pieces that can't live in YAML:

Variable	Default	Purpose
PRECIS_BACKUP_CH_CONFIG	unset	Host path of the rendered ClickHouse backup-disk config (written by backup init), mounted into the clickhouse service.
BACKUP_WRITER_ACCESS_KEY_ID / BACKUP_WRITER_SECRET_ACCESS_KEY	unset	S3 writer credential (no delete permission on a WORM bucket). Secret. Names follow credentials.writer in backup.yml.
BACKUP_READER_ACCESS_KEY_ID / BACKUP_READER_SECRET_ACCESS_KEY	unset	S3 reader credential, used by restore/list. Secret.
BACKUP_ALERT_WEBHOOK_URL	unset	POSTed on any non-success run outcome (JSON: run id, outcome, failed stores).
PRECIS_BACKUP_CH_TIMEOUT	3600	ClickHouse BACKUP/RESTORE command timeout (seconds).

Local-volume destinations need none of the credentials.

Telemetry (optional — install the telemetry extra: pip install ".[telemetry]")

Variable	Default	Purpose
PRECIS_TELEMETRY_ENABLED	false	Master switch for OpenTelemetry instrumentation.
PRECIS_TELEMETRY_CAPTURE_CONTENT	false	Also capture request/response content on spans. Privacy-sensitive — leave off unless your collector is trusted with data.
OTEL_SERVICE_NAME	precis-mcp	Service name on emitted spans.
OTEL_EXPORTER_OTLP_ENDPOINT	http://otel-collector:4318	OTLP HTTP receiver.
OTEL_PYTHON_EXCLUDED_URLS	unset	URL patterns excluded from HTTP auto-instrumentation.
OTEL_RESOURCE_ATTRIBUTES	unset	Extra key=value resource attributes, passed through.

What each surface requires

Single-user local trial (deploy/docker-compose.local.yml): ENABLE_MCP_DEV_SERVER=1, MCP_DEV_KEY, the CH* and PG* connections, Redis/Valkey, ARTIFACT_SIGNING_KEY, PRECIS_BASE_URL and managed USER_DATA_DIR (the local bundle wires the services).

Multi-user bundle (deploy/docker-compose.yml): the CH* and PG* connections, PRECIS_BASE_URL, and one identity mode — bundled Keycloak (KC_BOOTSTRAP_ADMIN_PASSWORD, KC_DB_PASSWORD) or external OIDC (OIDC_ISSUER + client registration).

Datasets and artifacts

Variable	Default	Purpose
ARTIFACT_SIGNING_KEY / ARTIFACT_SIGNING_KEY_FILE	required	Distinct server-only master secret, at least 32 bytes; upload/download capabilities use separate derived keys.
PRECIS_BASE_URL	required	Public HTTPS origin for file transfer; localhost/dev-key exceptions are for local trials.
USER_DATA_DIR	/data/users	Managed persistent blob/staging root.
REDIS_URL	unset	Redis-compatible connection URL, including authentication/TLS when required.
REDIS_HOST, REDIS_PORT, REDIS_PASSWORD, REDIS_TLS	localhost, 6379, unset, false	Used when no URL is configured.
PRECIS_DATASET_IDLE_SECONDS	600	Sliding idle TTL.
PRECIS_DATASET_MAX_AGE_SECONDS	3600	Absolute lifetime; renewal cannot exceed it.
PRECIS_DATASET_MAX_BYTES	4194304	Maximum encoded snapshot bytes.
PRECIS_DATASET_USER_BYTES	67108864	Per-owner cache byte capacity.
PRECIS_DATASET_USER_COUNT	128	Per-owner snapshot count.
PRECIS_DATASET_MAX_INPUTS	8	Maximum chart input references.
PRECIS_MCP_UPLOADS_ENABLED	false	Explicit opt-in for external MCP upload reservation/completion, host attachment imports and signed PUT. Disabled tools are hidden and direct calls denied; PUT returns 404. Exports/downloads and the full application's multipart uploads remain available.
PRECIS_FILE_IMPORT_HOSTS	unset	Optional exact trusted HTTPS attachment hostnames; ChatGPT import additionally requires uploads enabled. Empty disables advertisement and direct calls.
PRECIS_WIDGET_DIR	packaged resources	Explicit development override for MCP widget bundles.

The Compose snapshot cache uses a bounded 256 MiB noeviction Valkey instance. Quota/accounting keys must not be evicted independently. Production operators must size their shared cache for expected users and other workloads. File limits are 10 MiB per file and 100 MiB per owner; atomic replacements need at most one file of transient headroom. Failed retired-blob deletion stays quota-accounted and blocks further growth until cleanup succeeds. Transfer concurrency is four globally and two per owner per worker, separate from analytical read concurrency.