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Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
SCENARIONoScenario to load on startupmorning_triage
LOG_LEVELNoLogging levelINFO
REDIS_URLNoRedis connection string (production)
DATABASE_URLNoPostgreSQL connection string (production)
FIX_MCP_CONFIG_DIRNoConfig directory override

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": false
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
query_ordersC

Query OMS orders with optional filters. Returns order details including notional value and SLA countdowns for institutional orders.

check_fix_sessionsB

Check FIX session health: status, sequence numbers, heartbeat age, latency.

send_orderB

Send a new order via FIX NewOrderSingle. Validates symbol, checks corp actions, auto-routes if no venue supplied.

cancel_replaceC

Cancel or replace an existing order via FIX 35=F or 35=G.

check_tickerC

Look up a symbol or CUSIP. Returns full record, pending corporate actions, and affected open order count.

update_tickerB

Rename a symbol and bulk-update all open orders. Flags stop orders for manual review.

load_tickerC

Load a new symbol into the reference store and release orders pending that symbol.

fix_session_issueC

Resolve a FIX session issue: resend_request (gap recovery), reset_sequence, or reconnect.

validate_ordersC

Validate a set of orders: check symbol validity, venue status, duplicate ClOrdIDs, and client status.

run_premarket_checkB

Flagship pre-market health check: sessions, corp actions, stuck orders, SLA deadlines, validation summary.

send_algo_orderB

Submit a new algorithmic order (TWAP, VWAP, POV, IS, DARK_AGG, ICEBERG). Creates a parent algo order with execution schedule and initial child slices.

check_algo_statusC

Check status of algo orders: schedule deviation, execution quality, IS shortfall, over-participation, and child order health.

modify_algoC

Modify an active algo: pause, resume, or update POV participation rate.

cancel_algoC

Cancel an active algo and send OrderCancelRequest for all open child slices.

list_scenariosA

List all available trading scenarios or load one into the runtime. Use action='list' to see all scenarios with their context summaries. Use action='load' with scenario_name to switch the active scenario.

session_heartbeatC

Send a heartbeat and return the heartbeat status for a specific venue session.

reset_sequenceC

Reset FIX sequence numbers for a venue session.

dump_session_stateC

Return full session diagnostics for a venue including sequence numbers, latency, heartbeat age, and associated orders.

tail_logsC

Return the last N lines of a log file.

grep_logsC

Search log files for a pattern and return matching lines.

release_stuck_ordersB

Release all stuck orders across all venues by removing venue_down flags.

update_venue_statusA

Change venue status (active/degraded/down). Use fix_session_issue to recover a degraded/down venue.

Prompts

Interactive templates invoked by user choice

NameDescription
trading-opsGeneral trading operations assistant — all roles
session-engineerFIX session engineer — transport layer only
order-deskOrder desk operator — routing, execution, SLA management
ticker-opsTicker operations — reference data, corporate actions, splits
risk-complianceRisk and compliance — SSR, LULD, large order review, EOD cleanup
algo-traderAlgo execution specialist — TWAP, VWAP, POV, IS, dark aggregator

Resources

Contextual data attached and managed by the client

NameDescription
FIX SessionsAll configured FIX session states
Venue RegistryTrading venue reference data
Reference DataSymbol count and corporate actions summary
Trading Ops PromptSystem prompt for the trading operations assistant

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