QuantConnect MCP Server

Instructions

Implementation Reference

• quantconnect_mcp/src/tools/project_tools.py:11-126 (handler)

  The primary handler implementation for the 'create_project' tool. This async function is decorated with @mcp.tool() and handles authentication, input validation, API request to QuantConnect's projects/create endpoint, and response parsing.

  @mcp.tool()
  async def create_project(
      name: str, language: str = "Py", organization_id: Optional[str] = None
  ) -> Dict[str, Any]:
      """
      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
      """
      auth = get_auth_instance()
      if auth is None:
          return {
              "status": "error",
              "error": "QuantConnect authentication not configured. Use configure_auth() first.",
          }
  
      # Validate language parameter
      valid_languages = ["C#", "Py"]
      if language not in valid_languages:
          return {
              "status": "error",
              "error": f"Invalid language '{language}'. Must be one of: {valid_languages}",
          }
  
      try:
          # Prepare request data
          request_data = {"name": name, "language": language}
  
          # Add organization ID if provided, otherwise use the auth instance's default
          if organization_id:
              request_data["organizationId"] = organization_id
          elif auth.organization_id:
              request_data["organizationId"] = auth.organization_id
  
          # Make API request
          response = await auth.make_authenticated_request(
              endpoint="projects/create", method="POST", json=request_data
          )
  
          # Parse response
          if response.status_code == 200:
              data = response.json()
  
              if data.get("success", False):
                  # Extract project info from the response
                  projects = data.get("projects", [])
                  if projects:
                      # The newly created project should be in the list
                      created_project = None
                      for project in projects:
                          if (
                              project.get("name") == name
                              and project.get("language") == language
                          ):
                              created_project = project
                              break
  
                      if created_project:
                          return {
                              "status": "success",
                              "project": created_project,
                              "message": f"Successfully created project '{name}' with {language} language",
                          }
  
                  # Fallback response if project not found in list
                  return {
                      "status": "success",
                      "project": {
                          "name": name,
                          "language": language,
                          "organizationId": request_data.get("organizationId"),
                      },
                      "message": f"Successfully created project '{name}' with {language} language",
                      "note": "Full project details not available in response",
                  }
              else:
                  # API returned success=false
                  errors = data.get("errors", ["Unknown error"])
                  return {
                      "status": "error",
                      "error": "Project creation failed",
                      "details": errors,
                      "api_response": data,
                  }
  
          elif response.status_code == 401:
              return {
                  "status": "error",
                  "error": "Authentication failed. Check your credentials and ensure they haven't expired.",
              }
  
          else:
              return {
                  "status": "error",
                  "error": f"API request failed with status {response.status_code}",
                  "response_text": (
                      response.text[:500]
                      if hasattr(response, "text")
                      else "No response text"
                  ),
              }
  
      except Exception as e:
          return {
              "status": "error",
              "error": f"Failed to create project: {str(e)}",
              "project_name": name,
              "language": language,
          }

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

  Type hints and docstring defining the input schema (name: str, language: str='Py', organization_id: Optional[str]) and output as Dict[str, Any] with status, project details, or error information.

  async def create_project(
      name: str, language: str = "Py", organization_id: Optional[str] = None
  ) -> Dict[str, Any]:
      """
      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
      """

• quantconnect_mcp/src/tools/project_tools.py:8-11 (registration)

  The register_project_tools function where @mcp.tool() decorator registers the create_project handler with the FastMCP instance.

  def register_project_tools(mcp: FastMCP):
      """Register project management tools with the MCP server."""
  
      @mcp.tool()

• quantconnect_mcp/src/server.py:73-79 (registration)

  Top-level registration during server startup: call to register_project_tools(mcp) which includes registration of create_project tool.

  safe_print("🔧 Registering QuantConnect tools...")
  register_auth_tools(mcp)
  register_project_tools(mcp)
  register_file_tools(mcp)
  register_backtest_tools(mcp)
  register_live_tools(mcp)
  register_optimization_tools(mcp)