t2000_auto_invest

Automate dollar-cost averaging investments by setting up recurring purchases into strategies or individual assets. Manage schedules with setup, status, run, and stop actions.

Instructions

Dollar-cost averaging (DCA) — set up recurring purchases into strategies or individual assets. Actions: setup, status, run, stop.

Input Schema

TableJSON Schema

Name	Required	Description
`action`	Yes	Auto-invest action
`amount`	No	USD amount per purchase (for 'setup')
`frequency`	No	Purchase frequency (for 'setup')
`strategy`	No	Strategy name (for 'setup')
`asset`	No	Single asset (for 'setup', alternative to strategy)
`scheduleId`	No	Schedule ID (for 'stop')

Implementation Reference

packages/mcp/src/tools/write.ts:422-453 (handler)

The handler implementation for the t2000_auto_invest tool, containing logic for setup, status, run, and stop actions.

async ({ action, amount, frequency, strategy, asset, scheduleId }) => {
  try {
    switch (action) {
      case 'setup': {
        if (!amount || !frequency) {
          return { content: [{ type: 'text', text: JSON.stringify({ error: 'Amount and frequency required for setup' }) }] };
        }
        const schedule = agent.setupAutoInvest({ amount, frequency, strategy, asset });
        return { content: [{ type: 'text', text: JSON.stringify(schedule) }] };
      }
      case 'status': {
        const status = agent.getAutoInvestStatus();
        return { content: [{ type: 'text', text: JSON.stringify(status) }] };
      }
      case 'run': {
        const result = await mutex.run(() => agent.runAutoInvest());
        return { content: [{ type: 'text', text: JSON.stringify(result) }] };
      }
      case 'stop': {
        if (!scheduleId) {
          return { content: [{ type: 'text', text: JSON.stringify({ error: 'Schedule ID required for stop' }) }] };
        }
        agent.stopAutoInvest(scheduleId);
        return { content: [{ type: 'text', text: JSON.stringify({ stopped: scheduleId }) }] };
      }
      default:
        return { content: [{ type: 'text', text: JSON.stringify({ error: `Unknown action: ${action}` }) }] };
    }
  } catch (err) {
    return errorResult(err);
  }
},

packages/mcp/src/tools/write.ts:411-421 (registration)

Registration and schema definition for the t2000_auto_invest tool.

server.tool(
  't2000_auto_invest',
  'Dollar-cost averaging (DCA) — set up recurring purchases into strategies or individual assets. Actions: setup, status, run, stop.',
  {
    action: z.enum(['setup', 'status', 'run', 'stop']).describe("Auto-invest action"),
    amount: z.number().optional().describe("USD amount per purchase (for 'setup')"),
    frequency: z.enum(['daily', 'weekly', 'monthly']).optional().describe("Purchase frequency (for 'setup')"),
    strategy: z.string().optional().describe("Strategy name (for 'setup')"),
    asset: z.string().optional().describe("Single asset (for 'setup', alternative to strategy)"),
    scheduleId: z.string().optional().describe("Schedule ID (for 'stop')"),
  },

t2000