Uplo Banking

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:

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:

mcporter call uplo-banking.search_knowledge query="your question here"

Search with full context (GraphRAG):

mcporter call uplo-banking.search_with_context query="complex question with org context"

Export org context:

mcporter call uplo-banking.export_org_context

Get directives:

mcporter call uplo-banking.get_directives

Session End

Log the conversation:

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