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QuantConnect MCP Server

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault

No arguments

Schema

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

Tools

Functions exposed to the LLM to take actions

NameDescription
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

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.

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

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

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