QuantConnect MCP Server

Instructions

Implementation Reference

• quantconnect_mcp/src/tools/backtest_tools.py:716-819 (handler)

  The core handler function for the 'update_backtest' tool. It authenticates, validates input, makes an authenticated POST request to QuantConnect's 'backtests/update' endpoint, and handles the response with detailed success/error messages.

  @mcp.tool()
  async def update_backtest(
      project_id: int, 
      backtest_id: str, 
      name: Optional[str] = None, 
      note: Optional[str] = None
  ) -> Dict[str, Any]:
      """
      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
      """
      auth = get_auth_instance()
      if auth is None:
          return {
              "status": "error",
              "error": "QuantConnect authentication not configured. Use configure_auth() first.",
          }
  
      # Validate at least one field is provided
      if name is None and note is None:
          return {
              "status": "error",
              "error": "At least one of 'name' or 'note' must be provided for update",
          }
  
      try:
          # Prepare request data
          request_data: Dict[str, Any] = {
              "projectId": project_id, 
              "backtestId": backtest_id
          }
  
          if name is not None:
              request_data["name"] = name
          if note is not None:
              request_data["note"] = note
  
          # Make API request
          response = await auth.make_authenticated_request(
              endpoint="backtests/update", method="POST", json=request_data
          )
  
          # Parse response
          if response.status_code == 200:
              data = response.json()
  
              if data.get("success", False):
                  update_fields = []
                  if name is not None:
                      update_fields.append(f"name to '{name}'")
                  if note is not None:
                      update_fields.append("note")
  
                  return {
                      "status": "success",
                      "project_id": project_id,
                      "backtest_id": backtest_id,
                      "updated_fields": update_fields,
                      "message": f"Successfully updated backtest {backtest_id}: {', '.join(update_fields)}",
                  }
              else:
                  # API returned success=false
                  errors = data.get("errors", ["Unknown error"])
                  return {
                      "status": "error",
                      "error": "Backtest update failed",
                      "details": errors,
                      "project_id": project_id,
                      "backtest_id": backtest_id,
                  }
  
          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 update backtest: {str(e)}",
              "project_id": project_id,
              "backtest_id": backtest_id,
          }

• quantconnect_mcp/main.py:47-52 (registration)

  Registration block in the main entrypoint where register_backtest_tools(mcp) is called at line 50, which in turn defines and registers the update_backtest handler using @mcp.tool().

  register_auth_tools(mcp)
  register_project_tools(mcp)
  register_file_tools(mcp)
  register_backtest_tools(mcp)
  register_live_tools(mcp)
  register_optimization_tools(mcp)

• quantconnect_mcp/src/tools/backtest_tools.py:8-10 (registration)

  The registration function that contains the definition of all backtest tools, including the nested update_backtest function decorated with @mcp.tool() for automatic registration.

  def register_backtest_tools(mcp: FastMCP):
      """Register backtest management tools with the MCP server."""