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trademind-unified-mcp

trademind-unified-mcp

trademind-unified-mcp

TradeMind AI's 6 MCP servers merged into one standalone server / one repo:

Domain

Tools

Portfolio

get_portfolio_snapshot, get_allocation_breakdown, get_pnl_history

Market Data

get_market_snapshot, get_price_history, get_volatility_metrics

Risk Engine

calculate_var, calculate_sharpe, get_exposure_analysis

Trade Records

get_trade_history, get_execution_details, reconcile_trades

Compliance DB

check_restrictions, get_audit_trail, validate_compliance

Slack

send_notification, get_channel_history, create_thread

18 tools, 1 process, 1 port.

Why this exists

The original 6 repos (portfolio-mcp, market-data-mcp, risk-engine-mcp, trade-records-mcp, compliance-db-mcp, slack-mcp) each ran as their own server. This repo copies each module's tool classes in locally (no npm workspace/package dependency on the rest of the trademind monorepo), so it can be pushed as one standalone GitHub repo and imported as one NitroStack app.

No business logic was changed — this is a structural merge only. All responses are currently mock/simulated data unless the optional live-data env vars below are set (same behavior as the original repos).

Related MCP server: Sablier MCP Server

Run locally

npm install
cp .env.example .env
npm run dev

Server starts on http://localhost:3150 (configurable via UNIFIED_MCP_PORT). GET /health reports status and the 18 registered tools.

Deploy to NitroStack / NitroCloud

  1. Push this folder as its own GitHub repo.

  2. In NitroCloud → Apps → Create App, import this repo.

  3. Set env vars from .env.example in the app's settings (all are optional — tools fall back to simulated data if unset).

Environment variables

See .env.example. All are optional:

  • UNIFIED_MCP_PORT — defaults to 3150

  • CONTEXT_ENGINE_URL — if set, tool results are also written there (fire-and-forget)

  • POLYGON_API_KEY / TWELVEDATA_API_KEY — enables live market data in market-data tools

  • SLACK_BOT_TOKEN — enables live Slack posting in send_notification

Available Tools

18 tools
calculate_sharpeC

Calculate Sharpe ratio and risk-adjusted return metrics

Inputs: user_id (required), workflow_id.

calculate_varC

Calculate Value at Risk (VaR) for portfolio

Inputs: user_id (required), workflow_id, confidence_level.

check_restrictionsC

Check user trading restrictions for a given symbol

Inputs: symbol (required), user_id (required), workflow_id.

create_threadC

Start a new conversation thread in a Slack channel

Inputs: channel (required), message (required), workflow_id.

get_allocation_breakdownC

Get asset class and sector allocation breakdown for portfolio

Inputs: user_id (required), as_of, workflow_id.

get_audit_trailC

Get compliance audit trail for a user

Inputs: user_id (required), limit, workflow_id.

get_channel_historyC

Get recent messages from a Slack channel

Inputs: channel (required), limit, workflow_id.

get_execution_detailsC

Get detailed execution breakdown for a specific trade ID

Inputs: trade_id (required), workflow_id.

get_exposure_analysisC

Analyze sector, country, and currency risk exposure

Inputs: user_id (required), workflow_id.

get_market_snapshotC

Get real-time market snapshots for given financial symbols

Inputs: symbols (required), workflow_id.

get_pnl_historyC

Get historical PnL performance metrics over time

Inputs: user_id (required), days, workflow_id.

get_portfolio_snapshotC

Get real-time portfolio holdings, value, and position breakdown

Inputs: user_id (required), as_of, workflow_id.

get_price_historyB

Get historical price data for a given symbol over a specified timeframe

Inputs: symbol (required), days, workflow_id.

get_trade_historyC

Get trade execution history for a given user

Inputs: user_id (required), limit, workflow_id.

get_volatility_metricsC

Get historical and implied volatility metrics for specified symbols

Inputs: symbols (required), workflow_id.

reconcile_tradesC

Run trade reconciliation report across executed vs cleared trades

Inputs: user_id (required), workflow_id.

send_notificationC

Send Slack notification message to specified channel or user

Inputs: message (required), user_id (required), channel, workflow_id.

validate_complianceC

Validate trade order compliance prior to execution

Inputs: symbol (required), user_id (required), quantity (required), workflow_id.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

Loading tool schema changelog…

    TDQS

    B3/5.0

    Scored across 18 tools

    Disambiguation5/5

    Each tool targets a distinct function: portfolio, market data, trades, compliance, Slack, or risk. No two tools have overlapping purposes.

    Naming Consistency4/5

    Most tools follow a 'verb_noun' pattern, primarily 'get_' for data retrieval. A few use different verbs like 'reconcile_', 'check_', 'validate_', 'send_', 'create_', which is acceptable but slightly inconsistent.

    Tool Count4/5

    18 tools for a comprehensive trading/investment platform is reasonable. Covers portfolio, market, trades, compliance, Slack, and risk without being excessive.

    Completeness3/5

    The tool surface covers analysis, compliance, and notifications but lacks trade execution (e.g., place_order). This is a notable gap for a trading system.

    Maintenance

    ActivityInactive
    ResponsivenessOutdated data

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