Switch the conversation data source
set_data_providerUpdates the active conversation to use the specified backtesting data provider.
AVAILABILITY AND SETUP: Read these constraints before selecting a provider. Do not probe a provider already declared OFF by calling this tool. Explain its known unavailability and the supported alternatives instead. Preserve the named setup page when explaining a connection requirement.
Theta Data ('theta_data') is OFF right now. Theta Data is not available on BotSpot right now. Never select it and never start a backtest on it. If the user asks for it, say plainly that it is not available and offer the alternatives below.
'alpaca' uses the user's connected Alpaca broker account for data. Never ask the user to add ALPACA_API_KEY or ALPACA_API_SECRET as environment variables: those names are reserved for broker connections. If Alpaca is not connected or needs reconnecting, send the user to the Broker Connections page.
For OPTIONS: BotSpot Auto has NO options data right now because Theta Data is off, and start_backtest refuses options strategies on 'botspot_auto'. Options backtests need the user's own data: 'alpaca' when the user has a connected Alpaca account (options history from February 2024), or 'polygon' with the user's own POLYGON_API_KEY. Ask the user which one before switching. If they have neither, explain how to connect an Alpaca account (a free one works) or save a Polygon key. BotSpot does not currently have IBKR options support.
IMPORTANT: Match the provider to the strategy's asset class requirements.
Available providers and their capabilities:
Alpaca (alpaca): stocks, options, crypto
BotSpot Auto (botspot_auto): stocks, options, crypto, futures, indexes
Custom Provider (custom): stocks, options, crypto, futures, indexes
DataBento (databento): futures
Polygon (polygon): stocks, options, crypto, indexes
RULES:
Match the provider to the strategy's asset class requirements
If the strategy requires an asset class the provider doesn't support, STOP and pick a compatible provider
BotSpot Auto is a managed asset-class router. Policy version: 2026-06-26. Current routes: default → ibkr, stock → ibkr, index → ibkr, option → thetadata, crypto → coinbase, crypto_future → coinbase, future → ibkr, cont_future → ibkr.
For STOCKS/INDEXES: Default to 'botspot_auto' (IBKR via router) unless the user explicitly requests a different provider (e.g., 'polygon' or 'alpaca')
For SPOT CRYPTO: Default to 'botspot_auto' (Coinbase via CCXT router) unless the user explicitly requests Polygon/Alpaca for spot crypto
For CRYPTO PERPETUAL/FUTURES: Default to 'botspot_auto' (Coinbase via CCXT router) unless the user explicitly requests a compatible futures provider
For FUTURES: Default to 'botspot_auto' (IBKR via router) unless the user explicitly requests DataBento. If IBKR is missing/unsupported for the requested futures symbol/contract, recommend DataBento as the fallback (BYOK: the user must supply their own DataBento API key).
If user doesn't have required API keys for a BYOK provider, recommend 'botspot_auto' for stocks, indexes, crypto and futures, or 'custom'. For options, follow the OPTIONS rule above.
The 'custom' provider lets users supply their own data files
The tool will return capability validation warnings if there's a mismatch.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| dataProvider | Yes | ||
| customEnvVars | No |