QuantConnect

The QuantConnect MCP Server lets you connect AI agents to our cloud trading platform, enabling tasks like updating projects, writing strategies, backtesting, and live deployments through a secure MCP bridge that is dockerized for cross‑platform use.

How to use

You connect an MCP client to the QuantConnect MCP Server by running the server container locally and letting your AI agent communicate through the MCP interface. Once connected, your agent can create and modify projects, run backtests, perform optimizations, deploy live strategies, and read real‑time results from your QuantConnect workspace.

How to install

Prerequisites: Docker Desktop installed and running on your machine. You should also have access to your QuantConnect API token to authorize requests.

1. Open Docker Desktop to ensure the Docker engine is running.

2. Copy the MCP server configuration snippet below to configure your MCP client for QuantConnect.

{
  "mcpServers": {
    "quantconnect": {
      "command": "docker",
      "args": [
        "run",
        "-i",
        "--rm",
        "-e", "QUANTCONNECT_USER_ID",
        "-e", "QUANTCONNECT_API_TOKEN",
        "-e", "AGENT_NAME",
        "--platform", "<your_platform>",
        "--name",
        "quantconnect-mcp-server",
        "quantconnect/mcp-server"
      ],
      "env": {
        "QUANTCONNECT_USER_ID": "<your_user_id>",
        "QUANTCONNECT_API_TOKEN": "<your_api_token>",
        "AGENT_NAME": "MCP Server"
      }
    }
  }
}

How to start using the MCP server after setup

After configuring, restart your MCP client so it can pull the MCP server image from Docker Hub and establish the connection with the QuantConnect MCP Server.

Notes on platform and updates

The MCP server supports multiple platforms. Use linux/amd64 for Intel/AMD chips and linux/arm64 for ARM chips, such as Apple Silicon (M‑series). If you run multiple agents, give each one a unique AGENT_NAME to differentiate their requests.

To keep the server image up to date, pull the latest image from Docker Hub: docker pull quantconnect/mcp-server. If you are on an ARM chip, add the platform flag when you run the container: --platform linux/arm64.

Security and credentials

Handle your API token and user ID securely. Do not share your tokens or embed them in public code. Use environment variable placeholders in configurations and keep real values in your secure secret storage.

Available tools

read_account

Read the organization account status.

create_project

Create a new project in your default organization.

read_project

List the details of a project.

list_projects

List the details of all projects.

update_project

Update a project's name or description.

delete_project

Delete a project.

create_project_collaborator

Add a collaborator to a project.

read_project_collaborators

List all collaborators on a project.

update_project_collaborator

Update collaborator information in a project.

delete_project_collaborator

Remove a collaborator from a project.

read_project_nodes

Read the available and selected nodes of a project.

update_project_nodes

Update the active state of the given nodes to true.

create_compile

Asynchronously create a compile job request for a project.

read_compile

Read a compile packet job result.

create_file

Add a file to a given project.

read_file

Read a file from a project, or all files in the project if no file name is provided.

update_file_name

Update the name of a file.

update_file_contents

Update the contents of a file.

delete_file

Delete a file in a project.

create_backtest

Create a new backtest request and get the backtest Id.

read_backtest

Read the results of a backtest.

list_backtests

List all the backtests for the project.

read_backtest_chart

Read a chart from a backtest.

read_backtest_orders

Read out the orders of a backtest.

read_backtest_insights

Read out the insights of a backtest.

update_backtest

Update the name or note of a backtest.

delete_backtest

Delete a backtest from a project.

estimate_optimization_time

Estimate the execution time of an optimization with the specified parameters.

create_optimization

Create an optimization with the specified parameters.

read_optimization

Read an optimization.

list_optimizations

List all the optimizations for a project.

update_optimization

Update the name of an optimization.

abort_optimization

Abort an optimization.

delete_optimization

Delete an optimization.

authorize_connection

Authorize an external connection with a live brokerage or data provider.

create_live_algorithm

Create a live algorithm.

read_live_algorithm

Read details of a live algorithm.

list_live_algorithms

List all your past and current live trading deployments.

read_live_chart

Read a chart from a live algorithm.

read_live_logs

Get the logs of a live algorithm.

read_live_portfolio

Read out the portfolio state of a live algorithm.

read_live_orders

Read out the orders of a live algorithm.

read_live_insights

Read out the insights of a live algorithm.

stop_live_algorithm

Stop a live algorithm.

liquidate_live_algorithm

Liquidate and stop a live algorithm.

create_live_command

Send a command to a live trading algorithm.

broadcast_live_command

Broadcast a live command to all live algorithms in an organization.

upload_object

Upload files to the Object Store.

read_object_properties

Get Object Store properties of a specific organization and key.

read_object_store_file_job_id

Create a job to download files from the Object Store and then read the job Id.

read_object_store_file_download_url

Get the URL for downloading files from the Object Store.

list_object_store_files

List the Object Store files under a specific directory in an organization.

delete_object

Delete the Object Store file of a specific organization and key.

read_lean_versions

Returns a list of LEAN versions with basic information for each version.

check_initialization_errors

Run a backtest for a few seconds to initialize the algorithm and get initialization errors if any.

complete_code

Show the code completion for a specific text input.

enhance_error_message

Show additional context and suggestions for error messages.

update_code_to_pep8

Update Python code to follow PEP8 style.

check_syntax

Check the syntax of a code.

search_quantconnect

Search for content in QuantConnect.