trademind-unified-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tasks | {
"list": {},
"cancel": {},
"requests": {
"tools": {
"call": {}
}
}
} |
| tools | {
"listChanged": true
} |
| prompts | {
"listChanged": true
} |
| resources | {
"subscribe": true,
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_portfolio_snapshotC | Get real-time portfolio holdings, value, and position breakdown |
| get_allocation_breakdownC | Get asset class and sector allocation breakdown for portfolio |
| get_pnl_historyC | Get historical PnL performance metrics over time |
| get_market_snapshotC | Get real-time market snapshots for given financial symbols |
| get_price_historyB | Get historical price data for a given symbol over a specified timeframe |
| get_volatility_metricsC | Get historical and implied volatility metrics for specified symbols |
| calculate_varC | Calculate Value at Risk (VaR) for portfolio |
| calculate_sharpeC | Calculate Sharpe ratio and risk-adjusted return metrics |
| get_exposure_analysisC | Analyze sector, country, and currency risk exposure |
| get_trade_historyC | Get trade execution history for a given user |
| get_execution_detailsC | Get detailed execution breakdown for a specific trade ID |
| reconcile_tradesC | Run trade reconciliation report across executed vs cleared trades |
| check_restrictionsC | Check user trading restrictions for a given symbol |
| get_audit_trailC | Get compliance audit trail for a user |
| validate_complianceC | Validate trade order compliance prior to execution |
| send_notificationC | Send Slack notification message to specified channel or user |
| get_channel_historyC | Get recent messages from a Slack channel |
| create_threadC | Start a new conversation thread in a Slack channel |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| Health Checks | Current health status of all registered health checks |
| Widget Examples | Provides metadata and examples for all registered UI widgets |
TDQS
Scored across 18 tools
Each tool targets a distinct function: portfolio, market data, trades, compliance, Slack, or risk. No two tools have overlapping purposes.
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.
18 tools for a comprehensive trading/investment platform is reasonable. Covers portfolio, market, trades, compliance, Slack, and risk without being excessive.
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.