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update_project

Modify project details in QuantConnect by updating the name or description to reflect changes in your trading strategy development.

Instructions

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

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
project_idYes
nameNo
descriptionNo

Implementation Reference

  • The handler function that implements the 'update_project' tool logic. It updates a QuantConnect project's name and/or description by making an authenticated API request to the 'projects/update' endpoint.
    @mcp.tool()
    async def update_project(
        project_id: int, name: Optional[str] = None, description: Optional[str] = None
    ) -> Dict[str, Any]:
        """
        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
        """
        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 description is None:
            return {
                "status": "error",
                "error": "At least one of 'name' or 'description' must be provided for update",
            }
    
        try:
            # Prepare request data
            request_data: Dict[str, Any] = {"projectId": int(project_id)}
    
            if name is not None:
                request_data["name"] = name
            if description is not None:
                request_data["description"] = description
    
            # Make API request
            response = await auth.make_authenticated_request(
                endpoint="projects/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 description is not None:
                        update_fields.append(f"description")
    
                    return {
                        "status": "success",
                        "project_id": project_id,
                        "updated_fields": update_fields,
                        "message": f"Successfully updated project {project_id}: {', '.join(update_fields)}",
                    }
                else:
                    # API returned success=false
                    errors = data.get("errors", ["Unknown error"])
                    return {
                        "status": "error",
                        "error": "Project update failed",
                        "details": errors,
                        "project_id": project_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 project: {str(e)}",
                "project_id": project_id,
            }
  • The registration of project tools (including 'update_project') by calling register_project_tools(mcp) in the main entry point.
    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)
  • The register_project_tools function defines and registers the 'update_project' tool using @mcp.tool() decorator.
    def register_project_tools(mcp: FastMCP):
        """Register project management tools with the MCP server."""
    
        @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,
                }
    
        @mcp.tool()
        async def read_project(project_id: Optional[int] = None) -> Dict[str, Any]:
            """
            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
            """
            auth = get_auth_instance()
            if auth is None:
                return {
                    "status": "error",
                    "error": "QuantConnect authentication not configured. Use configure_auth() first.",
                }
    
            try:
                # Prepare request data
                request_data = {}
                if project_id is not None:
                    request_data["projectId"] = project_id
    
                # Make API request
                response = await auth.make_authenticated_request(
                    endpoint="projects/read", method="POST", json=request_data
                )
    
                # Parse response
                if response.status_code == 200:
                    data = response.json()
    
                    if data.get("success", False):
                        projects = data.get("projects", [])
                        versions = data.get("versions", [])
    
                        # If specific project ID was requested
                        if project_id is not None:
                            if projects:
                                return {
                                    "status": "success",
                                    "project": projects[0],
                                    "versions": versions,
                                    "message": f"Successfully retrieved project {project_id}",
                                }
                            else:
                                return {
                                    "status": "error",
                                    "error": f"Project with ID {project_id} not found",
                                }
    
                        # If no project ID specified, return all projects
                        else:
                            return {
                                "status": "success",
                                "projects": projects,
                                "total_projects": len(projects),
                                "versions": versions,
                                "message": f"Successfully retrieved {len(projects)} projects",
                            }
                    else:
                        # API returned success=false
                        errors = data.get("errors", ["Unknown error"])
                        return {
                            "status": "error",
                            "error": "Failed to read project(s)",
                            "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 read project(s): {str(e)}",
                    "project_id": project_id,
                }
    
        @mcp.tool()
        async def update_project(
            project_id: int, name: Optional[str] = None, description: Optional[str] = None
        ) -> Dict[str, Any]:
            """
            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
            """
            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 description is None:
                return {
                    "status": "error",
                    "error": "At least one of 'name' or 'description' must be provided for update",
                }
    
            try:
                # Prepare request data
                request_data: Dict[str, Any] = {"projectId": int(project_id)}
    
                if name is not None:
                    request_data["name"] = name
                if description is not None:
                    request_data["description"] = description
    
                # Make API request
                response = await auth.make_authenticated_request(
                    endpoint="projects/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 description is not None:
                            update_fields.append(f"description")
    
                        return {
                            "status": "success",
                            "project_id": project_id,
                            "updated_fields": update_fields,
                            "message": f"Successfully updated project {project_id}: {', '.join(update_fields)}",
                        }
                    else:
                        # API returned success=false
                        errors = data.get("errors", ["Unknown error"])
                        return {
                            "status": "error",
                            "error": "Project update failed",
                            "details": errors,
                            "project_id": project_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 project: {str(e)}",
                    "project_id": project_id,
                }

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