How do I use Quant Research Platform MCP Server?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@Quant Research Platform MCP Server Analyze the performance of the size factor" That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

Quant Research Platform MCP Server

by zhangjunmengyang

Overview Schema Related Servers Score Discussions

Python

Local

Quant Research Platform

一个 LLM 原生的量化研究平台，提供因子管理、策略回测、研报分析等功能，并通过 MCP 协议让 AI 助手直接访问量化知识库。

Features

因子知识库 - 因子管理、评分、分析
策略回测 - 策略管理、参数搜索
研报知识库 - PDF 上传、RAG 对话
经验知识库 - 结构化研究经验、语义检索、知识提炼
数据服务 - K线数据、因子计算
MCP 协议 - LLM 直接访问量化知识库

Related MCP server: FinData MCP Server

Quick Start

1. 安装依赖

按顺序安装以下依赖:

序号	依赖	macOS / Linux	Windows
1	Docker	下载 Docker Desktop	下载 Docker Desktop
2	Node.js 20+	下载或 `brew install node`	下载安装包
3	pnpm	`npm install -g pnpm`	`npm install -g pnpm`
4	uv	`curl -LsSf https://astral.sh/uv/install.sh \| sh`	`irm https://astral.sh/uv/install.ps1 \| iex`

Windows 提示: 安装完成后需要重启终端使环境变量生效

2. 配置环境变量

# 复制环境变量模板
cp .env.example .env

编辑 .env 文件，填入以下必要配置:

配置项	说明	示例
`PRE_DATA_PATH`	预处理K线数据路径	`/Users/xxx/Downloads/coin-binance-spot-swap-preprocess-pkl-1h`
`COIN_CAP_PATH`	市值数据路径 (可选)	`/Users/xxx/Downloads/coin-cap`
`LLM_API_URL`	LLM API 地址	`https://api.openai.com/v1`
`LLM_API_KEY`	LLM API 密钥	`sk-xxx`

3. 启动项目

macOS / Linux:

# 克隆项目
git clone https://github.com/your-username/quant-research-platform.git
cd quant-research-platform

# 启动（自动安装依赖、启动数据库、启动服务）
make start local

# 查看服务状态
make status

# 查看日志
make logs local

# 停止服务
make stop local

Windows (PowerShell):

# 一键启动（自动安装依赖、启动所有服务、打开浏览器）
uv run python scripts/dev.py start

# 停止所有服务
uv run python scripts/dev.py stop

# 查看服务状态
uv run python scripts/dev.py status

# 查看日志
uv run python scripts/dev.py logs              # 全部服务
uv run python scripts/dev.py logs api           # 仅 API
uv run python scripts/dev.py logs -n 100 mcp-factor  # 最近 100 行

scripts/dev.py 是跨平台任务运行器，也可在 macOS/Linux 上使用，等价于 make start local。该脚本会自动启动 PostgreSQL、Redis、API、7 个 MCP 服务和前端，无需手动开多个终端。

4. 访问服务

启动后访问:

前端界面: http://127.0.0.1:5173
API 文档: http://127.0.0.1:8000/docs

MCP Integration

通过 MCP 协议，LLM 可以直接访问平台的所有功能。

Claude 配置

在 .mcp.json 中添加:

{
  "mcpServers": {
    "factor-hub": {
      "url": "http://localhost:6789/mcp"
    },
    "data-hub": {
      "url": "http://localhost:6790/mcp"
    },
    "strategy-hub": {
      "url": "http://localhost:6791/mcp"
    },
    "note-hub": {
      "url": "http://localhost:6792/mcp"
    },
    "research-hub": {
      "url": "http://localhost:6793/mcp"
    },
    "experience-hub": {
      "url": "http://localhost:6794/mcp"
    }
  }
}

Development

目录结构

quant-research-platform/
├── backend/
│   ├── app/routes/          # HTTP 路由层
│   ├── app/schemas/         # Pydantic 模型
│   └── domains/             # 业务域
│       ├── mcp_core/        # MCP 基础设施
│       ├── factor_hub/      # 因子知识库
│       ├── strategy_hub/    # 策略回测
│       ├── research_hub/    # 研报 RAG
│       ├── experience_hub/  # 经验知识库
│       ├── data_hub/        # 数据服务
│       └── note_hub/        # 笔记管理
├── frontend/
│   └── src/
│       ├── features/        # 功能模块
│       ├── components/      # 通用组件
│       └── lib/             # 工具库
├── docker/                  # 容器配置
├── docs/                    # 文档
└── factors/                 # 因子定义库

常用命令

# 开发
make start local          # 本地开发模式
make start dev            # Docker 开发模式
make logs-api             # API 实时日志
make logs-frontend        # 前端实时日志

# 生产
make start                # 生产模式
make healthcheck prod     # 健康检查

运行模式

模式	命令	说明
local	`make start local`	本地运行 Python/Node，仅 Docker 运行数据库
dev	`make start dev`	全容器化，支持热重载
prod	`make start`	全容器化，优化构建

Tech Stack

Backend

FastAPI, SQLAlchemy 2.0, PostgreSQL 16 + pgvector
LangChain, Redis, aiohttp
structlog, ruff, pytest

Frontend

React 18, TypeScript, Vite 6
TanStack Query, Zustand, shadcn/ui
AG Grid, ECharts, Tailwind CSS

Infrastructure

Docker, Docker Compose, Caddy, Supervisor

License

MIT

重要更新

因子和截面因子文件已迁移至 private/ 目录。

# 旧位置（已废弃）
factors/
sections/

# 新位置
private/
  factors/      # 因子代码 (.py)
  sections/     # 截面因子 (.py)
  metadata/     # 因子元数据 (YAML)

private/ 目录已被 gitignore，需通过独立的私有仓库管理。详见 private/.gitkeep。

This server cannot be installed

license - permissive license

quality - not tested

maintenance

How are these scores calculated?

Maintenance

–Maintainers

–Response time

–Release cycle

–Releases (12mo)

Commit activity

Issues opened vs closed

Resources

GitHub Repository

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