QuantConnect MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
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
Server capabilities have not been inspected yet.
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| configure_quantconnect_authA | Configure QuantConnect API authentication credentials. Args: user_id: Your QuantConnect user ID (from email) api_token: Your QuantConnect API token (from Settings page) organization_id: Your organization ID (from organization URL) Returns: Dictionary containing authentication configuration status |
| validate_quantconnect_authB | Validate current QuantConnect authentication configuration. Returns: Dictionary containing authentication validation results |
| get_auth_statusB | Get current authentication status and configuration. Returns: Dictionary containing authentication status information |
| test_quantconnect_apiB | Test QuantConnect API connectivity with current authentication. Args: endpoint: API endpoint to test (default: authenticate) method: HTTP method to use (default: POST) Returns: Dictionary containing API test results |
| clear_quantconnect_authB | Clear current QuantConnect authentication configuration. Returns: Dictionary containing operation status |
| get_auth_headers_infoB | Get information about authentication headers (without exposing sensitive data). Returns: Dictionary containing header information |
| read_accountB | Read the organization account status. Returns: Dictionary containing account status and information |
| authorize_connectionA | Authorize an external connection with a live brokerage or data provider. Args: brokerage_id: Brokerage identifier (e.g., "InteractiveBrokersBrokerage") credentials: Dictionary containing brokerage-specific credentials Returns: Dictionary containing authorization result |
| create_projectB | Create a new project in your QuantConnect organization. Args: name: Project name (must be unique within organization) language: Programming language - "C#" or "Py" (default: "Py") organization_id: Optional organization ID (uses default if not specified) Returns: Dictionary containing project creation result with project details |
| read_projectA | Read project details by ID or list all projects if no ID provided. Args: project_id: Optional project ID to get specific project details. If not provided, returns list of all projects. Returns: Dictionary containing project details or list of all projects |
| update_projectB | Update a project's name and/or description. Args: project_id: ID of the project to update name: Optional new name for the project description: Optional new description for the project Returns: Dictionary containing update result |
| compile_projectB | Compile a project in QuantConnect. Args: project_id: The ID of the project to compile. Returns: A dictionary containing the compilation result with compile ID, state, and logs. |
| read_compilation_resultA | Read the result of a compilation job in QuantConnect. Args: project_id: The ID of the project that was compiled. compile_id: The compile ID returned from compile_project. Returns: A dictionary containing the compilation result with state, logs, and errors. |
| delete_projectC | Delete a project from QuantConnect. Args: project_id: The ID of the project to delete. Returns: A dictionary containing the deletion result. |
| create_project_collaboratorB | Add a collaborator to a project. Args: project_id: ID of the project to add collaborator to collaborator_user_id: User ID of the user to add as collaborator (from profile URL) collaboration_write: Grant write permission (default: True) collaboration_live_control: Grant live control permission (default: False) Returns: Dictionary containing collaborator addition result |
| read_project_collaboratorsB | List all collaborators on a project. Args: project_id: ID of the project to list collaborators for Returns: Dictionary containing list of project collaborators |
| update_project_collaboratorC | Update collaborator permissions in a project. Args: project_id: ID of the project containing the collaborator collaborator_user_id: User ID of the collaborator to update live_control: Whether to grant live control permission (optional) Returns: Dictionary containing update result |
| delete_project_collaboratorB | Remove a collaborator from a project. Args: project_id: ID of the project to remove collaborator from collaborator_user_id: User ID of the collaborator to remove Returns: Dictionary containing removal result |
| read_project_nodesC | Read the available and selected nodes of a project. Args: project_id: ID of the project to read nodes for Returns: Dictionary containing project node information |
| update_project_nodesB | Update the active state of the given nodes to true. Args: project_id: ID of the project to update nodes for nodes: Dictionary mapping node IDs to their active state (true/false) Returns: Dictionary containing update result |
| create_fileB | Create a new file in a QuantConnect project. Args: project_id: ID of the project to add the file to name: Name of the file (e.g., "main.py", "algorithm.cs") content: Content of the file Returns: Dictionary containing file creation result |
| read_fileA | Read a specific file from a project or all files if no name provided. Args: project_id: ID of the project to read files from name: Optional name of specific file to read. If not provided, reads all files. Returns: Dictionary containing file content(s) or error information |
| update_file_contentC | Update the content of a file in a QuantConnect project. Args: project_id: ID of the project containing the file name: Name of the file to update content: New content for the file Returns: Dictionary containing update result |
| update_file_nameB | Update the name of a file in a QuantConnect project. Args: project_id: ID of the project containing the file old_file_name: Current name of the file new_name: New name for the file Returns: Dictionary containing update result |
| delete_fileC | Delete a file from a QuantConnect project. Args: project_id: ID of the project containing the file to delete name: Name of the file to delete Returns: Dictionary containing deletion result |
| create_backtestB | Create a new backtest for a compiled project. Args: project_id: ID of the project to backtest compile_id: Compile ID from a successful project compilation backtest_name: Name for the backtest parameters: Optional dictionary of parameters for the backtest (e.g., {"ema_fast": 10, "ema_slow": 100}) Returns: Dictionary containing backtest creation result and backtest details |
| read_backtestB | Read backtest results and statistics from a project. Args: project_id: ID of the project containing the backtest backtest_id: ID of the specific backtest to read chart: Optional chart name to include chart data in response Returns: Dictionary containing backtest results, statistics, and optional chart data |
| read_backtest_chartA | Read chart data from a backtest. Args: project_id: Project ID containing the backtest backtest_id: ID of the backtest to get chart from name: Name of the chart to retrieve (e.g., "Strategy Equity") count: Number of data points to request (default: 100) start: Optional UTC start timestamp in seconds end: Optional UTC end timestamp in seconds Returns: Dictionary containing chart data or loading status |
| read_backtest_ordersB | Read orders from a backtest. Args: project_id: ID of the project containing the backtest backtest_id: ID of the backtest to read orders from start: Starting index of orders to fetch (default: 0) end: Last index of orders to fetch (default: 100, max range: 100) Returns: Dictionary containing orders data and total count |
| read_backtest_insightsC | Read insights from a backtest. Args: project_id: ID of the project containing the backtest backtest_id: ID of the backtest to read insights from start: Starting index of insights to fetch (default: 0) end: Last index of insights to fetch (default: 100, max range: 100) Returns: Dictionary containing insights data and total count |
| delete_backtestB | Delete a backtest from a project. Args: project_id: ID of the project containing the backtest backtest_id: ID of the backtest to delete Returns: Dictionary containing deletion result |
| list_backtestsC | List all backtests for a project. Args: project_id: ID of the project to list backtests from Returns: Dictionary containing list of backtests |
| update_backtestB | Update a backtest's name or note. Args: project_id: ID of the project containing the backtest backtest_id: ID of the backtest to update name: Optional new name for the backtest note: Optional new note for the backtest Returns: Dictionary containing update result |
| create_live_algorithmB | Create a live algorithm deployment. Args: project_id: ID of the project to deploy compile_id: Compile ID from successful project compilation node_id: ID of the node that will run the algorithm brokerage_id: Brokerage identifier (e.g., "QuantConnectBrokerage", "InteractiveBrokersBrokerage") brokerage_config: Brokerage configuration dictionary with credentials and settings data_providers: Optional data provider configurations (defaults to same as brokerage) version_id: Version of Lean to use (default: "-1" for master) parameters: Optional algorithm parameters notifications: Optional notification settings Returns: Dictionary containing live algorithm deployment result |
| read_live_algorithmB | Read comprehensive live algorithm statistics, runtime data, and details. Args: project_id: ID of the project with the live algorithm deploy_id: Optional deploy ID for specific algorithm (omit to get latest) Returns: Dictionary containing detailed live algorithm statistics, runtime data, charts, and files |
| liquidate_live_algorithmB | Liquidate all positions in a live algorithm. Args: project_id: ID of the project with the live algorithm to liquidate Returns: Dictionary containing liquidation result |
| stop_live_algorithmC | Stop a live algorithm. Args: project_id: ID of the project with the live algorithm to stop Returns: Dictionary containing stop result |
| list_live_algorithmsC | List live algorithms with optional filters. Args: status: Optional status filter (e.g., "Running", "Stopped") start: Optional start time (Unix timestamp) end: Optional end time (Unix timestamp) Returns: Dictionary containing list of live algorithms |
| read_live_logsB | Read logs from a live algorithm. Args: project_id: Project ID of the live running algorithm algorithm_id: Deploy ID (Algorithm ID) of the live running algorithm start_line: Start line of logs to read end_line: End line of logs to read (difference must be < 250) format: Format of log results (default: "json") Returns: Dictionary containing live algorithm logs |
| read_live_chartB | Read chart data from a live algorithm. Args: project_id: Project ID of the live algorithm name: Name of the chart to retrieve (e.g., "Strategy Equity") count: Number of data points to request (default: 100) start: Optional UTC start timestamp in seconds end: Optional UTC end timestamp in seconds Returns: Dictionary containing live algorithm chart data |
| read_live_portfolioB | Read portfolio state from a live algorithm. Args: project_id: Project ID of the live algorithm Returns: Dictionary containing live algorithm portfolio state |
| read_live_ordersB | Read orders from a live algorithm. Args: project_id: Project ID of the live algorithm start: Starting index of orders to fetch (default: 0) end: Last index of orders to fetch (default: 100, max range: 100) Returns: Dictionary containing live algorithm orders data |
| read_live_insightsB | Read insights from a live algorithm. Args: project_id: Project ID of the live algorithm start: Starting index of insights to fetch (default: 0) end: Last index of insights to fetch (default: 100, max range: 100) Returns: Dictionary containing live algorithm insights data |
| estimate_optimization_timeC | Estimate the execution time of an optimization with the specified parameters. Args: project_id: ID of the project to optimize compile_id: Compile ID from successful project compilation node_type: Type of node to use for optimization parameters: Dictionary of optimization parameters Returns: Dictionary containing estimated optimization time |
| create_optimizationC | Create an optimization with the specified parameters. Args: project_id: ID of the project to optimize compile_id: Compile ID from successful project compilation node_type: Type of node to use for optimization parameters: Dictionary of optimization parameters name: Optional name for the optimization maximum_runtime: Optional maximum runtime in seconds output_target: Optional optimization target (e.g., "Sharpe Ratio") Returns: Dictionary containing optimization creation result |
| read_optimizationB | Read an optimization by its ID. Args: optimization_id: ID of the optimization to read Returns: Dictionary containing optimization details and results |
| list_optimizationsC | List all optimizations for a project. Args: project_id: ID of the project to list optimizations for Returns: Dictionary containing list of optimizations |
| update_optimizationC | Update the name of an optimization. Args: optimization_id: ID of the optimization to update name: New name for the optimization Returns: Dictionary containing update result |
| abort_optimizationC | Abort an optimization that is currently running. Args: optimization_id: ID of the optimization to abort Returns: Dictionary containing abort result |
| delete_optimizationB | Delete an optimization. Args: optimization_id: ID of the optimization to delete Returns: Dictionary containing deletion result |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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