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trademind-unified-mcp

trademind-unified-mcp

by vishalkumar-2006
OverviewSchemaSourceRelated ServersDiscussionsAdmin
TypeScript

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

NameRequiredDescriptionDefault
user_idYes
workflow_idNo
calculate_varC

Calculate Value at Risk (VaR) for portfolio

NameRequiredDescriptionDefault
user_idYes
workflow_idNo
confidence_levelNo
check_restrictionsC

Check user trading restrictions for a given symbol

NameRequiredDescriptionDefault
symbolYes
user_idYes
workflow_idNo
create_threadC

Start a new conversation thread in a Slack channel

NameRequiredDescriptionDefault
channelYes
messageYes
workflow_idNo
get_allocation_breakdownC

Get asset class and sector allocation breakdown for portfolio

NameRequiredDescriptionDefault
as_ofNo
user_idYes
workflow_idNo
get_audit_trailC

Get compliance audit trail for a user

NameRequiredDescriptionDefault
limitNo
user_idYes
workflow_idNo
get_channel_historyC

Get recent messages from a Slack channel

NameRequiredDescriptionDefault
limitNo
channelYes
workflow_idNo
get_execution_detailsC

Get detailed execution breakdown for a specific trade ID

NameRequiredDescriptionDefault
trade_idYes
workflow_idNo
get_exposure_analysisC

Analyze sector, country, and currency risk exposure

NameRequiredDescriptionDefault
user_idYes
workflow_idNo
get_market_snapshotC

Get real-time market snapshots for given financial symbols

NameRequiredDescriptionDefault
symbolsYesList of stock or asset symbols
workflow_idNo
get_pnl_historyC

Get historical PnL performance metrics over time

NameRequiredDescriptionDefault
daysNo
user_idYes
workflow_idNo
get_portfolio_snapshotC

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

NameRequiredDescriptionDefault
as_ofNo
user_idYes
workflow_idNo
get_price_historyB

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

NameRequiredDescriptionDefault
daysNoNumber of days of history
symbolYesAsset symbol
workflow_idNo
get_trade_historyC

Get trade execution history for a given user

NameRequiredDescriptionDefault
limitNo
user_idYes
workflow_idNo
get_volatility_metricsC

Get historical and implied volatility metrics for specified symbols

NameRequiredDescriptionDefault
symbolsYesList of stock or asset symbols
workflow_idNo
reconcile_tradesC

Run trade reconciliation report across executed vs cleared trades

NameRequiredDescriptionDefault
user_idYes
workflow_idNo
send_notificationC

Send Slack notification message to specified channel or user

NameRequiredDescriptionDefault
channelNo
messageYes
user_idYes
workflow_idNo
validate_complianceC

Validate trade order compliance prior to execution

NameRequiredDescriptionDefault
symbolYes
user_idYes
quantityYes
workflow_idNo

Tool Schema Changelog

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

  1. 18 tool updatesv0.1.0
    • First observedcalculate_sharpe
    • First observedcalculate_var
    • First observedcheck_restrictions
    • First observedcreate_thread
    • First observedget_allocation_breakdown
    • First observedget_audit_trail
    • First observedget_channel_history
    • First observedget_execution_details
    • First observedget_exposure_analysis
    • First observedget_market_snapshot
    • First observedget_pnl_history
    • First observedget_portfolio_snapshot
    • First observedget_price_history
    • First observedget_trade_history
    • First observedget_volatility_metrics
    • First observedreconcile_trades
    • First observedsend_notification
    • First observedvalidate_compliance
Deploy Server
One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

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
ResponsivenessNo recent community issues

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