Skip to main content

Documentation Index

Fetch the complete documentation index at: https://montereyfinancial.mintlify.app/llms.txt

Use this file to discover all available pages before exploring further.

1

Clone and install dependencies

cd monterey_api
uv sync
2

Configure environment

cp .env.example .env
Update .env with your database URLs, Redis connection, and Entra ID credentials. Required variables:
VariableDescription
DATABASE_URLPostgreSQL connection string
REDIS_URLRedis connection string
MSSQL_CONNECTION_STRINGLegacy ERP database (read-only)
AZURE_TENANT_IDMicrosoft Entra ID tenant
AZURE_CLIENT_IDEntra ID app registration client ID
3

Run database migrations

cd ../python_foundations
uv run alembic upgrade head
4

Start the dev server

cd ../monterey_api
uv run server.py
The API is now running at http://localhost:8000. FastAPI’s interactive docs are available at /docs.
5

Verify the API is running

curl http://localhost:8000/docs

​
Dev authentication bypass

For local development, set DEV_AUTH_ENABLED=1 in your .env to bypass Entra ID token validation. This returns a mock user for all requests.

​
Next steps

Authentication

Learn how auth works with Entra ID and workspace scoping.

API reference

Explore all 48 endpoints.