QuantConnect MCP Server

Instructions

Implementation Reference

• quantconnect_mcp/src/tools/auth_tools.py:11-57 (handler)

  The main tool handler function that configures QuantConnect authentication credentials, validates them, and returns the status.

  @mcp.tool()
  async def configure_quantconnect_auth(
      user_id: str, api_token: str, organization_id: Optional[str] = None
  ) -> Dict[str, Any]:
      """
      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
      """
      try:
          # Configure authentication
          auth = configure_auth(user_id, api_token, organization_id)
  
          # Validate the configuration
          is_valid, message = await auth.validate_authentication()
  
          if is_valid:
              return {
                  "status": "success",
                  "message": "QuantConnect authentication configured and validated successfully",
                  "user_id": user_id,
                  "organization_id": organization_id,
                  "has_organization": organization_id is not None,
                  "authenticated": True,
              }
          else:
              return {
                  "status": "error",
                  "error": f"Authentication validation failed: {message}",
                  "user_id": user_id,
                  "organization_id": organization_id,
                  "authenticated": False,
              }
  
      except Exception as e:
          return {
              "status": "error",
              "error": str(e),
              "message": "Failed to configure QuantConnect authentication",
          }

• quantconnect_mcp/src/server.py:74-74 (registration)

  Registers the authentication tools, including configure_quantconnect_auth, by calling register_auth_tools on the MCP instance.

  register_auth_tools(mcp)

• quantconnect_mcp/src/auth/quantconnect_auth.py:158-176 (helper)

  Helper function called by the handler to set up the global QuantConnectAuth instance with provided credentials.

  def configure_auth(
      user_id: Optional[str] = None,
      api_token: Optional[str] = None,
      organization_id: Optional[str] = None,
  ) -> QuantConnectAuth:
      """
      Configure global QuantConnect authentication.
  
      Args:
          user_id: QuantConnect user ID
          api_token: QuantConnect API token
          organization_id: QuantConnect organization ID
  
      Returns:
          Configured QuantConnectAuth instance
      """
      global _auth_instance
      _auth_instance = QuantConnectAuth(user_id, api_token, organization_id)
      return _auth_instance

• quantconnect_mcp/src/tools/auth_tools.py:12-25 (schema)

  Function signature and docstring defining the input parameters and output format, serving as the tool schema.

  async def configure_quantconnect_auth(
      user_id: str, api_token: str, organization_id: Optional[str] = None
  ) -> Dict[str, Any]:
      """
      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
      """

• quantconnect_mcp/src/tools/auth_tools.py:11-11 (registration)

  The @mcp.tool() decorator registers the function as an MCP tool within the register_auth_tools function.

  @mcp.tool()