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Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
IDF_DOMAINNoThe domain name to use. Corresponds to --domain flag.booking
IDF_SERVERNoThe URL of the Fold runtime (IDF host). Corresponds to --server flag.http://localhost:3001
IDF_BOOTSTRAPNoSet to 0 to skip bootstrap (domain already loaded). Corresponds to --no-bootstrap flag.1
IDF_AGENT_EMAILNoEmail for the agent identity. Corresponds to --agent-email flag.mcp-agent@local
IDF_ONTOLOGY_PATHNoPath to the IDF ontology directory. Corresponds to --ontology-path flag../src/domains/<domain>

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{}
resources
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
agent_propose_rebalanceA

Robo-advisor proposes a portfolio rebalance with a confidence score and rationale.

agent_execute_preapproved_orderA

Robo-advisor executes a market order. Subject to AgentPreapproval guard (active / notExpired / maxOrderAmount / allowedAssetTypes / dailyLimit / dailySum).

May fail on (domain invariants):

  • Transaction.portfolioId must reference existing Portfolio.id

agent_flag_anomalyB

Robo-advisor raises a portfolio-level alert with severity.

agent_fetch_market_signalC

Robo-advisor records a market signal (price / volume / news) for an asset.

agent_recompute_risk_scoreA

Robo-advisor recomputes the risk profile for a portfolio (or all portfolios if portfolioId omitted).

agent_generate_reportB

Robo-advisor generates a portfolio-level performance / risk report as a recommendation.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription
usersFiltered collection of User — поля: id, name, email
portfoliosFiltered collection of Portfolio — поля: id, userId, name, baseCurrency, riskProfile, targetStocks, targetBonds, targetCrypto, targetExotic, totalValue, pnl
positionsFiltered collection of Position — поля: id, portfolioId, userId, assetId, quantity, avgPrice, currentPrice, unrealizedPnL, stopLoss, takeProfit
assetsFiltered collection of Asset — scope: all
riskProfilesFiltered collection of RiskProfile — поля: id, userId, level, computedScore, updatedAt
recommendationsFiltered collection of Recommendation — поля: id, userId, source, type, status, confidence, createdAt
alertsFiltered collection of Alert — поля: id, userId, severity, message, triggeredAt
marketSignalsFiltered collection of MarketSignal — scope: all
agentPreapprovalsFiltered collection of AgentPreapproval — поля: id, userId, active, maxOrderAmount, allowedAssetTypes, allowedPortfolioIds, dailyLimit, expiresAt

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