XLMCP
Allows interaction with Jupyter notebooks and kernels via JupyterHub or standalone Jupyter Server, enabling code execution, cell operations, and kernel management.
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@XLMCPlist all notebooks in my research folder"
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.
AIX - AI eXtensions for quantitative development
Collection of MCP servers, agents, and extensions for quantitative development/research with Qubx.
XLMCP - Jupyter & Knowledge RAG MCP Server
XLMCP provides Claude Code with tools to:
Interact with Jupyter notebooks running on JupyterHub or standalone Jupyter Server
Search knowledge files (.md, .py, .ipynb) using semantic search with tag/metadata filtering
Manage research/development projects with tracking, logs, and context
Total Tools: 32 (16 Jupyter + 8 Knowledge RAG + 8 Project Management)
Quick Reference
Jupyter Tools (16)
# - Notebook operations
await jupyter_list_notebooks(directory="")
await jupyter_get_notebook_info(notebook_path)
await jupyter_read_cell(notebook_path, cell_index)
await jupyter_read_all_cells(notebook_path)
await jupyter_append_cell(notebook_path, source, cell_type="code")
await jupyter_insert_cell(notebook_path, cell_index, source, cell_type="code")
await jupyter_update_cell(notebook_path, cell_index, source)
await jupyter_delete_cell(notebook_path, cell_index)
# - Kernel operations
await jupyter_list_kernels()
await jupyter_start_kernel(kernel_name="python3")
await jupyter_stop_kernel(kernel_id)
await jupyter_restart_kernel(kernel_id)
await jupyter_interrupt_kernel(kernel_id)
# - Execution
await jupyter_execute_code(kernel_id, code, timeout=None)
await jupyter_connect_notebook(notebook_path)
await jupyter_execute_cell(notebook_path, cell_index, timeout=None)Knowledge RAG Tools (8)
# - Indexing
await knowledge_index_directory(directory, recursive=True, force_reindex=False)
await knowledge_refresh_index(directory=None, recursive=True)
# - Searching (directory optional - searches all KBs if not specified)
await knowledge_search(
query,
directory=None, # None = search all registered KBs
tags=None,
metadata_filters=None,
limit=10,
threshold=0.5
)
# - Discovery (directory optional - aggregates from all KBs if not specified)
await knowledge_list_knowledges() # List registered knowledge bases
await knowledge_list_indexes() # List indexed directories
await knowledge_get_tags(directory=None) # None = all KBs
await knowledge_get_metadata_fields(directory=None) # None = all KBs
# - Management
await knowledge_drop_index(directory)Project Management Tools (8)
# - Project lifecycle
await project_create(name, description="", tags=None, project_type=None)
await project_list()
await project_get(name)
await project_update_description(name, description)
# - Logging (date-based with bullet points)
await project_add_log(name, content, tags=None)
await project_read_log(name, limit=10)
# - Context tracking (working files, next steps, blockers)
await project_set_context(
name,
working_files=None,
active_research=None,
blockers=None,
next_steps=None,
knowledge_bases=None
)
await project_get_context(name)Project Structure:
~/.aix/projects/<project-name>/
├── description.md # YAML frontmatter + description
├── log.md # Daily logs with bullet points
└── context.json # Machine-readable stateInstallation
From PyPI (Recommended)
# - Install from PyPI
pip install xlmcp
# - Or using uv
uv pip install xlmcpFrom Source
cd ~/devs/aix
# - Install dependencies
uv pip install -e .Configuration
Environment Setup
Copy
.env.exampleto.env:
cp .env.example .envEdit
.envand configure:
Jupyter Server (Required):
JUPYTER_SERVER_URL=http://localhost:8888
JUPYTER_API_TOKEN=your-token-here
JUPYTER_NOTEBOOK_DIR=~/
JUPYTER_ALLOWED_DIRS=~/projects,~/devs,~/researchRAG Configuration (Optional, defaults provided):
RAG_CACHE_DIR=~/.aix/knowledge
RAG_CHUNK_SIZE=512
RAG_CHUNK_OVERLAP=100
RAG_AUTO_REFRESH=true
RAG_AUTO_REFRESH_INTERVAL=300
RAG_MAX_FILE_SIZE_MB=10
RAG_SKIP_NOTEBOOK_OUTPUTS=falseMCP Server (Optional, defaults provided):
MCP_TRANSPORT=stdio
MCP_HTTP_PORT=8765
MCP_MAX_OUTPUT_TOKENS=25000Get Jupyter API Token
JupyterHub: Admin panel → User → New API Token
Jupyter Server:
jupyter server listshows the token
Global Setup (Multi-Project Environments)
For users with multiple projects and virtual environments:
1. Install xlmcp Globally
# Install in system Python (not in project venvs)
pip install xlmcp
# or: /usr/bin/python -m pip install xlmcp2. Create Central Configuration
# Create config directory
mkdir -p ~/.aix/xlmcp
# Copy and configure .env
cp .env.example ~/.aix/xlmcp/.env
nano ~/.aix/xlmcp/.env # Add your JUPYTER_API_TOKENxlmcp automatically finds config in this order:
.envin current directory (project-specific override)~/.aix/xlmcp/.env(global default) ← RecommendedEnvironment variables
3. Register with Claude Code
Per-Project Registration:
# In each project directory where you want xlmcp:
cd /path/to/project
source .venv/bin/activate # If using venv
claude mcp add --transport stdio xlmcp -- /usr/bin/python -m xlmcp.serverNote: Replace /usr/bin/python with your system Python path. Find it with: which python (outside any venv)
Verify:
claude mcp list
# Should show: xlmcp: /usr/bin/python -m xlmcp.server - ✓ ConnectedBenefits:
✅ One xlmcp installation for all projects
✅ Central configuration in
~/.aix/xlmcp/.env✅ Connects to Jupyter kernels in any project venv
✅ No package conflicts between projects
✅ Simple registration - direct Python invocation
Simple Setup (Single Project / Quick Start)
For single project or testing:
# Install xlmcp
pip install xlmcp
# Create .env with your configuration
cp .env.example .env
nano .env # Add JUPYTER_API_TOKEN
# Register with Claude Code (from project directory)
claude mcp add --transport stdio xlmcp -- python -m xlmcp.serverOr with environment variables (no .env file needed):
claude mcp add \
-e JUPYTER_SERVER_URL=http://localhost:8888 \
-e JUPYTER_API_TOKEN=your-token \
--transport stdio \
xlmcp \
-- python -m xlmcp.serverNote: The -- before python separates MCP options from the server command.
XLMCP CLI
The xlmcp command provides easy server management:
# - Start server
xlmcp start
# - Check status
xlmcp status
# - List all tools
xlmcp ls
# - Reindex knowledge bases
xlmcp reindex quantlib # Reindex specific knowledge base
xlmcp reindex --all # Reindex all (parallel if > 1)
xlmcp reindex --all --force # Force full reindex
xlmcp reindex --all -j 4 # Use 4 parallel jobs
# - Restart server (e.g., after adding new tools)
xlmcp restart
# - Stop server
xlmcp stopKnowledge Base CLI Commands
The xlmcp knowledge commands let you test and verify your knowledge bases directly from the CLI:
# - List all knowledge bases with index status
xlmcp knowledge list
# - Search across all knowledge bases
xlmcp knowledge search "momentum strategy"
xlmcp knowledge search "ATR indicator" --kb library
xlmcp knowledge search "risk management" --kb library --kb backtests
xlmcp knowledge search "backtest" --limit 5 --threshold 0.6
xlmcp knowledge search "options" --tags strategy
# - Get tags from knowledge bases
xlmcp knowledge tags # All knowledge bases
xlmcp knowledge tags --kb library # Specific knowledge base
xlmcp knowledge tags --kb library --kb backtests
# - Reindex knowledge bases
xlmcp knowledge reindex library # Reindex specific KB
xlmcp knowledge reindex --all # Reindex all KBs
xlmcp knowledge reindex --all --force # Force full reindexCommand Options:
--kb <name>: Specify one or more knowledge bases (can be repeated)--limit, -n: Maximum number of results (default: 10)--threshold, -t: Similarity threshold 0.0-1.0 (default: 0.5)--tags: Filter by tags (for search command)--force: Force full reindex (for reindex command)
## Usage Examples
### Jupyter Notebooks
Connect to my notebook and execute the first cell List all notebooks in research/momentum/ Execute code: print("Hello from Jupyter!")
### Knowledge Search
Claude AI can search across ALL your knowledge bases without you specifying which one:
Search my notes for "mean-reversion strategy entries" (searches all registered knowledge bases)
Find ideas tagged with #strategy about risk management (aggregates results from library, backtests, strategies, etc.)
Show me all backtests with sharpe > 1.5 (searches across all indexed directories)
Search only in backtests for "momentum factor" (you can still specify a specific KB if needed)
## After Adding New Tools
**IMPORTANT:** When new tools are added to xlmcp, you must restart the MCP server for them to be visible to MCP clients.
### Restart Methods:
**Option 1: Use xlmcp CLI** (Recommended)
```bash
xlmcp restartOption 2: Restart Claude Code
# - Just close and reopen Claude CodeOption 3: Remove and Re-add MCP Server
claude mcp remove xlmcp -s local
claude mcp add --transport stdio xlmcp python -m xlmcp.serverVerification
# - Check server status
xlmcp status
# - List all tools
xlmcp ls
# - Should show: Total Tools: 24Transport Modes
stdio (default) - For local Claude Code:
MCP_TRANSPORT=stdiohttp - For remote access:
MCP_TRANSPORT=http
MCP_HTTP_PORT=8765
# - Then add to Claude Code
claude mcp add xlmcp --transport http http://your-server:8765Security
Path validation: Only allows access to configured directories
Token authentication: Uses Jupyter API tokens
Timeout limits: Prevents runaway executions
Documentation
Usage Guide - Installation, configuration, CLI, and usage examples
Implementation - Technical architecture and design details
License
MIT
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