Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| configure_quantconnect_auth | Configure QuantConnect API authentication credentials. Args: user_id: Your QuantConnect user ID (from email) api_token: Your QuantConnect API token (from Settings page) organization_id: Your organization ID (from organization URL) Returns: Dictionary containing authentication configuration status |
| validate_quantconnect_auth | Validate current QuantConnect authentication configuration. Returns: Dictionary containing authentication validation results |
| get_auth_status | Get current authentication status and configuration. Returns: Dictionary containing authentication status information |
| test_quantconnect_api | Test QuantConnect API connectivity with current authentication. Args: endpoint: API endpoint to test (default: authenticate) method: HTTP method to use (default: POST) Returns: Dictionary containing API test results |
| clear_quantconnect_auth | Clear current QuantConnect authentication configuration. Returns: Dictionary containing operation status |
| get_auth_headers_info | Get information about authentication headers (without exposing sensitive data). Returns: Dictionary containing header information |
| read_account | Read the organization account status. Returns: Dictionary containing account status and information |
| authorize_connection | Authorize an external connection with a live brokerage or data provider. Args: brokerage_id: Brokerage identifier (e.g., "InteractiveBrokersBrokerage") credentials: Dictionary containing brokerage-specific credentials Returns: Dictionary containing authorization result |
| create_project | Create a new project in your QuantConnect organization. Args: name: Project name (must be unique within organization) language: Programming language - "C#" or "Py" (default: "Py") organization_id: Optional organization ID (uses default if not specified) Returns: Dictionary containing project creation result with project details |
| read_project | Read project details by ID or list all projects if no ID provided. Args: project_id: Optional project ID to get specific project details. If not provided, returns list of all projects. Returns: Dictionary containing project details or list of all projects |
| update_project | Update a project's name and/or description. Args: project_id: ID of the project to update name: Optional new name for the project description: Optional new description for the project Returns: Dictionary containing update result |
| compile_project | Compile a project in QuantConnect. Args: project_id: The ID of the project to compile. Returns: A dictionary containing the compilation result with compile ID, state, and logs. |
| read_compilation_result | Read the result of a compilation job in QuantConnect. Args: project_id: The ID of the project that was compiled. compile_id: The compile ID returned from compile_project. Returns: A dictionary containing the compilation result with state, logs, and errors. |
| delete_project | Delete a project from QuantConnect. Args: project_id: The ID of the project to delete. Returns: A dictionary containing the deletion result. |
| create_project_collaborator | Add a collaborator to a project. Args: project_id: ID of the project to add collaborator to collaborator_user_id: User ID of the user to add as collaborator (from profile URL) collaboration_write: Grant write permission (default: True) collaboration_live_control: Grant live control permission (default: False) Returns: Dictionary containing collaborator addition result |
| read_project_collaborators | List all collaborators on a project. Args: project_id: ID of the project to list collaborators for Returns: Dictionary containing list of project collaborators |
| update_project_collaborator | Update collaborator permissions in a project. Args: project_id: ID of the project containing the collaborator collaborator_user_id: User ID of the collaborator to update live_control: Whether to grant live control permission (optional) Returns: Dictionary containing update result |
| delete_project_collaborator | Remove a collaborator from a project. Args: project_id: ID of the project to remove collaborator from collaborator_user_id: User ID of the collaborator to remove Returns: Dictionary containing removal result |
| read_project_nodes | Read the available and selected nodes of a project. Args: project_id: ID of the project to read nodes for Returns: Dictionary containing project node information |
| update_project_nodes | Update the active state of the given nodes to true. Args: project_id: ID of the project to update nodes for nodes: Dictionary mapping node IDs to their active state (true/false) Returns: Dictionary containing update result |
| create_file | Create a new file in a QuantConnect project. Args: project_id: ID of the project to add the file to name: Name of the file (e.g., "main.py", "algorithm.cs") content: Content of the file Returns: Dictionary containing file creation result |
| read_file | Read a specific file from a project or all files if no name provided. Args: project_id: ID of the project to read files from name: Optional name of specific file to read. If not provided, reads all files. Returns: Dictionary containing file content(s) or error information |
| update_file_content | Update the content of a file in a QuantConnect project. Args: project_id: ID of the project containing the file name: Name of the file to update content: New content for the file Returns: Dictionary containing update result |
| update_file_name | Update the name of a file in a QuantConnect project. Args: project_id: ID of the project containing the file old_file_name: Current name of the file new_name: New name for the file Returns: Dictionary containing update result |
| delete_file | Delete a file from a QuantConnect project. Args: project_id: ID of the project containing the file to delete name: Name of the file to delete Returns: Dictionary containing deletion result |
| create_backtest | Create a new backtest for a compiled project. Args: project_id: ID of the project to backtest compile_id: Compile ID from a successful project compilation backtest_name: Name for the backtest parameters: Optional dictionary of parameters for the backtest (e.g., {"ema_fast": 10, "ema_slow": 100}) Returns: Dictionary containing backtest creation result and backtest details |
| read_backtest | Read backtest results and statistics from a project. Args: project_id: ID of the project containing the backtest backtest_id: ID of the specific backtest to read chart: Optional chart name to include chart data in response Returns: Dictionary containing backtest results, statistics, and optional chart data |
| read_backtest_chart | Read chart data from a backtest. Args: project_id: Project ID containing the backtest backtest_id: ID of the backtest to get chart from name: Name of the chart to retrieve (e.g., "Strategy Equity") count: Number of data points to request (default: 100) start: Optional UTC start timestamp in seconds end: Optional UTC end timestamp in seconds Returns: Dictionary containing chart data or loading status |
| read_backtest_orders | Read orders from a backtest. Args: project_id: ID of the project containing the backtest backtest_id: ID of the backtest to read orders from start: Starting index of orders to fetch (default: 0) end: Last index of orders to fetch (default: 100, max range: 100) Returns: Dictionary containing orders data and total count |
| read_backtest_insights | Read insights from a backtest. Args: project_id: ID of the project containing the backtest backtest_id: ID of the backtest to read insights from start: Starting index of insights to fetch (default: 0) end: Last index of insights to fetch (default: 100, max range: 100) Returns: Dictionary containing insights data and total count |
| delete_backtest | Delete a backtest from a project. Args: project_id: ID of the project containing the backtest backtest_id: ID of the backtest to delete Returns: Dictionary containing deletion result |
| list_backtests | List all backtests for a project. Args: project_id: ID of the project to list backtests from Returns: Dictionary containing list of backtests |
| update_backtest | Update a backtest's name or note. Args: project_id: ID of the project containing the backtest backtest_id: ID of the backtest to update name: Optional new name for the backtest note: Optional new note for the backtest Returns: Dictionary containing update result |
| create_live_algorithm | Create a live algorithm deployment. Args: project_id: ID of the project to deploy compile_id: Compile ID from successful project compilation node_id: ID of the node that will run the algorithm brokerage_id: Brokerage identifier (e.g., "QuantConnectBrokerage", "InteractiveBrokersBrokerage") brokerage_config: Brokerage configuration dictionary with credentials and settings data_providers: Optional data provider configurations (defaults to same as brokerage) version_id: Version of Lean to use (default: "-1" for master) parameters: Optional algorithm parameters notifications: Optional notification settings Returns: Dictionary containing live algorithm deployment result |
| read_live_algorithm | Read comprehensive live algorithm statistics, runtime data, and details. Args: project_id: ID of the project with the live algorithm deploy_id: Optional deploy ID for specific algorithm (omit to get latest) Returns: Dictionary containing detailed live algorithm statistics, runtime data, charts, and files |
| liquidate_live_algorithm | Liquidate all positions in a live algorithm. Args: project_id: ID of the project with the live algorithm to liquidate Returns: Dictionary containing liquidation result |
| stop_live_algorithm | Stop a live algorithm. Args: project_id: ID of the project with the live algorithm to stop Returns: Dictionary containing stop result |
| list_live_algorithms | List live algorithms with optional filters. Args: status: Optional status filter (e.g., "Running", "Stopped") start: Optional start time (Unix timestamp) end: Optional end time (Unix timestamp) Returns: Dictionary containing list of live algorithms |
| read_live_logs | Read logs from a live algorithm. Args: project_id: Project ID of the live running algorithm algorithm_id: Deploy ID (Algorithm ID) of the live running algorithm start_line: Start line of logs to read end_line: End line of logs to read (difference must be < 250) format: Format of log results (default: "json") Returns: Dictionary containing live algorithm logs |
| read_live_chart | Read chart data from a live algorithm. Args: project_id: Project ID of the live algorithm name: Name of the chart to retrieve (e.g., "Strategy Equity") count: Number of data points to request (default: 100) start: Optional UTC start timestamp in seconds end: Optional UTC end timestamp in seconds Returns: Dictionary containing live algorithm chart data |
| read_live_portfolio | Read portfolio state from a live algorithm. Args: project_id: Project ID of the live algorithm Returns: Dictionary containing live algorithm portfolio state |
| read_live_orders | Read orders from a live algorithm. Args: project_id: Project ID of the live algorithm start: Starting index of orders to fetch (default: 0) end: Last index of orders to fetch (default: 100, max range: 100) Returns: Dictionary containing live algorithm orders data |
| read_live_insights | Read insights from a live algorithm. Args: project_id: Project ID of the live algorithm start: Starting index of insights to fetch (default: 0) end: Last index of insights to fetch (default: 100, max range: 100) Returns: Dictionary containing live algorithm insights data |
| estimate_optimization_time | Estimate the execution time of an optimization with the specified parameters. Args: project_id: ID of the project to optimize compile_id: Compile ID from successful project compilation node_type: Type of node to use for optimization parameters: Dictionary of optimization parameters Returns: Dictionary containing estimated optimization time |
| create_optimization | Create an optimization with the specified parameters. Args: project_id: ID of the project to optimize compile_id: Compile ID from successful project compilation node_type: Type of node to use for optimization parameters: Dictionary of optimization parameters name: Optional name for the optimization maximum_runtime: Optional maximum runtime in seconds output_target: Optional optimization target (e.g., "Sharpe Ratio") Returns: Dictionary containing optimization creation result |
| read_optimization | Read an optimization by its ID. Args: optimization_id: ID of the optimization to read Returns: Dictionary containing optimization details and results |
| list_optimizations | List all optimizations for a project. Args: project_id: ID of the project to list optimizations for Returns: Dictionary containing list of optimizations |
| update_optimization | Update the name of an optimization. Args: optimization_id: ID of the optimization to update name: New name for the optimization Returns: Dictionary containing update result |
| abort_optimization | Abort an optimization that is currently running. Args: optimization_id: ID of the optimization to abort Returns: Dictionary containing abort result |
| delete_optimization | Delete an optimization. Args: optimization_id: ID of the optimization to delete Returns: Dictionary containing deletion result |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |