AI-powered banking knowledge management. Search KYC records, regulatory reports, risk assessments, and loan processing documentation with structured extraction.
--- name: uplo-banking description: AI-powered banking knowledge management. Search KYC records, regulatory reports, risk assessments, and loan processing documentation with structured extraction. --- # UPLO Banking — KYC/AML & Regulatory Intelligence You have access to organizational knowledge through UPLO, focused on **banking** domain expertise. ## Session Start When you begin a new session, fetch your organizational context: ```bash mcporter call uplo-banking.get_identity_context ``` ## When to Use - Questions about banking policies, procedures, or processes - Looking up domain-specific knowledge and documentation - Finding subject matter experts - Verifying facts against the knowledge base ## Key Tools **Search knowledge:** ```bash mcporter call uplo-banking.search_knowledge query="your question here" ``` **Search with full context (GraphRAG):** ```bash mcporter call uplo-banking.search_with_context query="complex question with org context" ``` **Export org context:** ```bash mcporter call uplo-banking.export_org_context ``` **Get directives:** ```bash mcporter call uplo-banking.get_directives ``` ## Session End Log the conversation: ```bash mcporter call uplo-banking.log_conversation summary="Brief summary" topics='["topic1"]' tools_used='["search_knowledge"]' ``` ## Important - Always cite sources when sharing UPLO information - Respect classification levels - If UPLO doesn't have the answer, say so rather than guessing
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