QuantPlay MCP Server

QuantPlay MCP Server

Provides access to the QuantPlay trading API for managing broker accounts, tracking positions, and analyzing holdings. It enables users to interact with their trading data through MCP-compatible clients like Claude Desktop.

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README

QuantPlay MCP Server

An MCP (Model Context Protocol) server for the QuantPlay trading API, providing access to account data, positions, and holdings through AI assistants.

Features

  • Account Management: Retrieve all broker accounts
  • Position Tracking: Get positions by account nickname
  • Holdings Analysis: Access holdings data by account nickname
  • MCP Integration: Works with Claude Desktop and other MCP-compatible clients

Installation

Install from PyPI:

pip install quantplay-mcp

Or install from source:

git clone https://github.com/your-username/quantplay-mcp.git
cd quantplay-mcp
pip install -e .

Setup

1. Get Your QuantPlay API Key

  1. Visit QuantPlay and sign up for an account
  2. Navigate to your API settings to generate an API key
  3. Copy your API key for the next step

2. Environment Configuration

Create a .env file in your project directory:

QUANTPLAY_API_KEY=your_api_key_here

3. MCP Client Configuration

For Claude Desktop

Add to your Claude Desktop configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "Quantplay": {
      "command": "python",
      "args": [
        "-m",
        "quantplay_mcp"
      ],
      "env": {
        "QUANTPLAY_API_KEY": "your_api_key_here"
      }
    }
  }
}

Example with conda/miniconda:

{
  "mcpServers": {
    "Quantplay": {
      "command": "/Users/YOUR_USERNAME/miniconda3/bin/python",
      "args": [
        "/Users/YOUR_USERNAME/miniconda3/lib/python3.12/site-packages/quantplay_mcp/server.py"
      ],
      "env": {
        "QUANTPLAY_API_KEY": "your_api_key_here"
      }
    }
  }
}

For Other MCP Clients

Run the server directly:

quantplay-mcp

Or use Python module execution:

python -m quantplay_mcp

Available Tools

The MCP server provides three tools:

get_accounts()

  • Description: Get all broker accounts for the user
  • Parameters: None
  • Returns: List of account dictionaries with account details

get_positions(nickname: str)

  • Description: Get positions for a specific account
  • Parameters:
    • nickname: The account nickname to query
  • Returns: List of position dictionaries

get_holdings(nickname: str)

  • Description: Get holdings for a specific account
  • Parameters:
    • nickname: The account nickname to query
  • Returns: List of holdings dictionaries

Usage Examples

Once configured, you can use these tools through your MCP client:

# Get all accounts
"Show me all my trading accounts"

# Get positions for a specific account
"What are my positions in my main account?"

# Get holdings for a specific account
"Show me the holdings in my retirement account"

Development

Requirements

  • Python 3.11+
  • QuantPlay API key

Local Development

  1. Clone the repository
  2. Install dependencies: pip install -r requirements.txt
  3. Set up your .env file with your API key
  4. Run the server: python -m quantplay_mcp

Version

Current version: 0.1.21

Support

For issues and questions:

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