Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| ALPACA_PAPER_API_KEY | Yes | Your Alpaca Paper Trading API key | |
| ALPACA_PAPER_API_SECRET | Yes | Your Alpaca Paper Trading API secret |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_account_info_tool | Get current account information. Returns: Account summary with balance and status |
| place_market_order | Place a market order to buy or sell a stock. Args: symbol: Stock symbol (e.g., 'AAPL') quantity: Number of shares to buy or sell (can be fractional) side: Either 'buy' or 'sell' Returns: Order confirmation details |
| place_limit_order | Place a limit order to buy or sell a stock at a specified price. Args: symbol: Stock symbol (e.g., 'AAPL') quantity: Number of shares to buy or sell (can be fractional) side: Either 'buy' or 'sell' limit_price: Maximum price for buy or minimum price for sell time_in_force: Order duration - 'day', 'gtc' (good till canceled), 'ioc' (immediate or cancel) Returns: Order confirmation details |
| place_stop_order | Place a stop order to buy or sell a stock when it reaches a specified price. Args: symbol: Stock symbol (e.g., 'AAPL') quantity: Number of shares to buy or sell (can be fractional) side: Either 'buy' or 'sell' stop_price: Price that triggers the order time_in_force: Order duration - 'day', 'gtc' (good till canceled) Returns: Order confirmation details |
| place_stop_limit_order | Place a stop-limit order combining stop and limit order features. Args: symbol: Stock symbol (e.g., 'AAPL') quantity: Number of shares to buy or sell (can be fractional) side: Either 'buy' or 'sell' stop_price: Price that triggers the order limit_price: Maximum/minimum price for the triggered order time_in_force: Order duration - 'day', 'gtc' (good till canceled) Returns: Order confirmation details |
| cancel_order | Cancel an open order by its ID. Args: order_id: ID of the order to cancel Returns: Confirmation of cancellation |
| close_position | Close an open position for a specific symbol. Args: symbol: Stock symbol to close position for Returns: Confirmation of position closure |
| get_portfolio_summary | Get a comprehensive summary of the portfolio including account details and open positions. Returns: Portfolio summary with account and positions information |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
| market_order_prompt | Creates a prompt for placing a market order. |
| portfolio_analysis_prompt | Creates a prompt for analyzing the current portfolio. |
| market_research_prompt | Creates a prompt for researching a specific stock. |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| account://info | |
| positions://all | |
| assets://list |