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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>

Instructions

Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.

This server publishes no instructions, or was last inspected before Glama recorded them.

Capabilities

Features and capabilities supported by this server

Protocol revision2025-11-25

CapabilityDetails
tools
{}
resources
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
agent_propose_rebalanceB

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_anomalyA

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

agent_fetch_market_signalA

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_reportA

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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