Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| PAPER_INVEST_API_KEY | Yes | Your Paper Invest API key generated from your account settings |
Schema
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_account | Get account details by ID |
| update_account | Update account details |
| freeze_account | Freeze a trading account |
| create_portfolio | Create a new portfolio |
| get_portfolio | Get portfolio details |
| get_account_portfolios | Get all portfolios for an account |
| reset_portfolio | Reset portfolio to initial state |
| get_portfolio_equities | Get all equity positions in a portfolio |
| get_portfolio_options | Get all option positions in a portfolio |
| create_order | Create a new trading order |
| create_batch_orders | Create multiple orders at once |
| get_order | Get order details by ID |
| cancel_order | Cancel an existing order |
| get_account_orders | Get orders for an account |
| cancel_all_account_orders | Cancel all orders for an account |
| get_today_filled_orders | Get all orders filled today |
| get_quote | Get real-time quote for a symbol |
| get_batch_quotes | Get real-time quotes for multiple symbols |
| get_market_hours | Get market hours for an exchange |
| is_market_open | Check if market is open for a symbol |
| get_portfolio_activities | Get activity log for a portfolio |
| get_day_trades | Get day trade activity for a portfolio |
| upgrade_to_margin | Upgrade portfolio to margin account |