@vantagestack/mcp-server 0.1.1 → 0.1.3

package/dist/tools/journal.js

@@ -0,0 +1,108 @@
+import { makeErrorResult } from "../user.js";
+export async function getJournalTrades(client, _resolver, input) {
+    try {
+        const params = new URLSearchParams();
+        if (input.startDate)
+            params.set("startDate", String(input.startDate));
+        if (input.endDate)
+            params.set("endDate", String(input.endDate));
+        if (input.accountSpec)
+            params.set("accountSpec", String(input.accountSpec));
+        if (input.limit)
+            params.set("limit", String(input.limit));
+        const qs = params.toString() ? `?${params}` : "";
+        const trades = await client.get(`/api/journal/trades${qs}`);
+        if (!trades.length) {
+            return { content: [{ type: "text", text: "No trades found for the specified filters." }, { type: "text", text: "[]" }] };
+        }
+        const wins = trades.filter((t) => (t.pnl ?? 0) > 0);
+        const losses = trades.filter((t) => (t.pnl ?? 0) <= 0);
+        const netPnl = trades.reduce((s, t) => s + (t.pnl ?? 0), 0);
+        const summary = `${trades.length} trade(s): ${wins.length}W / ${losses.length}L, net P&L ${netPnl >= 0 ? "+" : ""}${netPnl.toFixed(2)}`;
+        const lines = trades.map((t) => `• [${t.entryTime ?? "?"}] ${t.action ?? "?"} ${t.ticker ?? "?"} qty=${t.quantity ?? "?"} ` +
+            `entry=${t.entryPrice ?? "?"} exit=${t.exitPrice ?? "?"} pnl=${t.pnl != null ? (t.pnl >= 0 ? "+" : "") + t.pnl.toFixed(2) : "?"}`);
+        return {
+            content: [
+                { type: "text", text: `${summary}\n${lines.join("\n")}` },
+                { type: "text", text: JSON.stringify(trades, null, 2) },
+            ],
+        };
+    }
+    catch (err) {
+        return makeErrorResult(err);
+    }
+}
+export async function getJournalDashboard(client, _resolver, _input) {
+    try {
+        const bundle = await client.get("/api/journal/dashboard-bundle");
+        const pnlStr = bundle.netPnl != null
+            ? `${bundle.netPnl >= 0 ? "+" : ""}${bundle.netPnl.toFixed(2)}`
+            : "?";
+        const winRateStr = bundle.winRate != null ? `${(bundle.winRate * 100).toFixed(1)}%` : "?";
+        const pfStr = bundle.profitFactor != null ? bundle.profitFactor.toFixed(2) : "?";
+        const summary = [
+            `Net P&L: ${pnlStr}`,
+            `Trades: ${bundle.tradeCount ?? "?"} (${bundle.winCount ?? "?"}W / ${bundle.lossCount ?? "?"}L)`,
+            `Win rate: ${winRateStr}`,
+            `Profit factor: ${pfStr}`,
+            bundle.avgWin != null ? `Avg win: +${bundle.avgWin.toFixed(2)}` : null,
+            bundle.avgLoss != null ? `Avg loss: ${bundle.avgLoss.toFixed(2)}` : null,
+            bundle.maxDrawdown != null ? `Max drawdown: ${bundle.maxDrawdown.toFixed(2)}` : null,
+            bundle.sharpe != null ? `Sharpe: ${bundle.sharpe.toFixed(2)}` : null,
+        ]
+            .filter(Boolean)
+            .join(" | ");
+        return {
+            content: [
+                { type: "text", text: summary },
+                { type: "text", text: JSON.stringify(bundle, null, 2) },
+            ],
+        };
+    }
+    catch (err) {
+        return makeErrorResult(err);
+    }
+}
+export async function getJournalEntries(client, _resolver, input) {
+    try {
+        const params = new URLSearchParams();
+        if (input.startDate)
+            params.set("startDate", String(input.startDate));
+        if (input.endDate)
+            params.set("endDate", String(input.endDate));
+        const qs = params.toString() ? `?${params}` : "";
+        const entries = await client.get(`/api/journal/entries${qs}`);
+        if (!entries.length) {
+            return { content: [{ type: "text", text: "No journal entries found." }, { type: "text", text: "[]" }] };
+        }
+        const lines = entries.map((e) => `• [${e.date ?? e.createdAt ?? "?"}] ${e.text ?? ""}`);
+        return {
+            content: [
+                { type: "text", text: `${entries.length} entry(ies):\n${lines.join("\n")}` },
+                { type: "text", text: JSON.stringify(entries, null, 2) },
+            ],
+        };
+    }
+    catch (err) {
+        return makeErrorResult(err);
+    }
+}
+export async function addJournalEntry(client, _resolver, input) {
+    const date = String(input.date ?? "");
+    const text = String(input.text ?? "");
+    if (!date || !text)
+        return makeErrorResult(new Error("date and text are required"));
+    try {
+        const entry = await client.post("/api/journal/entries", { date, text });
+        return {
+            content: [
+                { type: "text", text: `Journal entry created (id=${entry.id ?? "?"}): [${date}] ${text}` },
+                { type: "text", text: JSON.stringify(entry, null, 2) },
+            ],
+        };
+    }
+    catch (err) {
+        return makeErrorResult(err);
+    }
+}
+//# sourceMappingURL=journal.js.map

package/dist/tools/journal.js.map

@@ -0,0 +1 @@
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package/dist/tools/journal.test.d.ts

@@ -0,0 +1 @@
+export {};

package/dist/tools/journal.test.js

@@ -0,0 +1,100 @@
+import { describe, it, expect } from "vitest";
+import { getJournalTrades, getJournalDashboard, getJournalEntries, addJournalEntry } from "./journal.js";
+const makeClient = (getImpl, postImpl) => ({
+    get: getImpl ?? (() => Promise.resolve([])),
+    post: postImpl ?? (() => Promise.resolve({ id: 99 })),
+});
+const resolver = {};
+const TRADES = [
+    { id: 1, ticker: "MYMM6", action: "buy", quantity: 1, entryPrice: 49500, exitPrice: 49600, entryTime: "2026-04-30T10:00:00Z", pnl: 100 },
+    { id: 2, ticker: "MYMM6", action: "sell", quantity: 1, entryPrice: 49700, exitPrice: 49650, entryTime: "2026-04-30T11:00:00Z", pnl: -50 },
+];
+describe("getJournalTrades", () => {
+    it("returns trade summary with win/loss counts and net P&L", async () => {
+        const result = await getJournalTrades(makeClient(() => Promise.resolve(TRADES)), resolver, {});
+        expect(result.isError).toBeUndefined();
+        expect(result.content[0].text).toContain("2 trade(s)");
+        expect(result.content[0].text).toContain("1W / 1L");
+        expect(result.content[0].text).toContain("+50.00");
+    });
+    it("returns empty message when no trades", async () => {
+        const result = await getJournalTrades(makeClient(() => Promise.resolve([])), resolver, {});
+        expect(result.isError).toBeUndefined();
+        expect(result.content[0].text).toContain("No trades found");
+    });
+    it("returns isError on API failure", async () => {
+        const result = await getJournalTrades(makeClient(() => Promise.reject(new Error("500"))), resolver, {});
+        expect(result.isError).toBe(true);
+    });
+    it("includes JSON in second content block", async () => {
+        const result = await getJournalTrades(makeClient(() => Promise.resolve(TRADES)), resolver, {});
+        expect(JSON.parse(result.content[1].text)).toHaveLength(2);
+    });
+});
+describe("getJournalDashboard", () => {
+    const BUNDLE = {
+        netPnl: 1500.5,
+        tradeCount: 42,
+        winCount: 28,
+        lossCount: 14,
+        winRate: 0.667,
+        profitFactor: 2.1,
+        avgWin: 120.5,
+        avgLoss: -60.25,
+        maxDrawdown: -850,
+        sharpe: 1.8,
+    };
+    it("returns formatted stats summary", async () => {
+        const result = await getJournalDashboard(makeClient(() => Promise.resolve(BUNDLE)), resolver, {});
+        expect(result.isError).toBeUndefined();
+        expect(result.content[0].text).toContain("+1500.50");
+        expect(result.content[0].text).toContain("42");
+        expect(result.content[0].text).toContain("66.7%");
+        expect(result.content[0].text).toContain("2.10");
+    });
+    it("returns isError on API failure", async () => {
+        const result = await getJournalDashboard(makeClient(() => Promise.reject(new Error("500"))), resolver, {});
+        expect(result.isError).toBe(true);
+    });
+});
+describe("getJournalEntries", () => {
+    const ENTRIES = [
+        { id: 1, date: "2026-04-29", text: "Tight range day, stayed out." },
+        { id: 2, date: "2026-04-30", text: "Good breakout, hit target." },
+    ];
+    it("returns entry list", async () => {
+        const result = await getJournalEntries(makeClient(() => Promise.resolve(ENTRIES)), resolver, {});
+        expect(result.isError).toBeUndefined();
+        expect(result.content[0].text).toContain("2 entry(ies)");
+        expect(result.content[0].text).toContain("Tight range day");
+    });
+    it("returns empty message when no entries", async () => {
+        const result = await getJournalEntries(makeClient(() => Promise.resolve([])), resolver, {});
+        expect(result.content[0].text).toContain("No journal entries");
+    });
+    it("returns isError on API failure", async () => {
+        const result = await getJournalEntries(makeClient(() => Promise.reject(new Error("404"))), resolver, {});
+        expect(result.isError).toBe(true);
+    });
+});
+describe("addJournalEntry", () => {
+    it("creates entry and returns confirmation", async () => {
+        const result = await addJournalEntry(makeClient(undefined, () => Promise.resolve({ id: 42 })), resolver, { date: "2026-04-30", text: "Good session today." });
+        expect(result.isError).toBeUndefined();
+        expect(result.content[0].text).toContain("id=42");
+        expect(result.content[0].text).toContain("Good session today");
+    });
+    it("returns isError when date missing", async () => {
+        const result = await addJournalEntry(makeClient(), resolver, { text: "no date" });
+        expect(result.isError).toBe(true);
+    });
+    it("returns isError when text missing", async () => {
+        const result = await addJournalEntry(makeClient(), resolver, { date: "2026-04-30" });
+        expect(result.isError).toBe(true);
+    });
+    it("returns isError on API failure", async () => {
+        const result = await addJournalEntry(makeClient(undefined, () => Promise.reject(new Error("500"))), resolver, { date: "2026-04-30", text: "test" });
+        expect(result.isError).toBe(true);
+    });
+});
+//# sourceMappingURL=journal.test.js.map

package/dist/tools/journal.test.js.map

@@ -0,0 +1 @@
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package/dist/tools/qc.d.ts

@@ -0,0 +1,14 @@
+import { VantageClient } from "../client.js";
+import { UserResolver, ToolResult } from "../user.js";
+export declare function listQcAlgorithms(client: VantageClient, _resolver: UserResolver, _input: Record<string, unknown>): Promise<ToolResult>;
+export declare function getQcAlgorithm(client: VantageClient, _resolver: UserResolver, input: Record<string, unknown>): Promise<ToolResult>;
+export declare function getAlgorithmFile(client: VantageClient, _resolver: UserResolver, input: Record<string, unknown>): Promise<ToolResult>;
+export declare function createQcAlgorithm(client: VantageClient, _resolver: UserResolver, input: Record<string, unknown>): Promise<ToolResult>;
+export declare function updateQcAlgorithm(client: VantageClient, _resolver: UserResolver, input: Record<string, unknown>): Promise<ToolResult>;
+export declare function listStrategyInstances(client: VantageClient, _resolver: UserResolver, input: Record<string, unknown>): Promise<ToolResult>;
+export declare function getStrategyInstance(client: VantageClient, _resolver: UserResolver, input: Record<string, unknown>): Promise<ToolResult>;
+export declare function launchStrategy(client: VantageClient, _resolver: UserResolver, input: Record<string, unknown>): Promise<ToolResult>;
+export declare function stopStrategy(client: VantageClient, _resolver: UserResolver, input: Record<string, unknown>): Promise<ToolResult>;
+export declare function getStrategyLogs(client: VantageClient, _resolver: UserResolver, input: Record<string, unknown>): Promise<ToolResult>;
+export declare function getStrategyStats(client: VantageClient, _resolver: UserResolver, input: Record<string, unknown>): Promise<ToolResult>;
+export declare function getStrategyOrders(client: VantageClient, _resolver: UserResolver, input: Record<string, unknown>): Promise<ToolResult>;

package/dist/tools/qc.js

@@ -0,0 +1,278 @@
+import { makeErrorResult } from "../user.js";
+function parseOrdersCsv(csv) {
+    const lines = csv.trim().split("\n");
+    if (lines.length <= 1)
+        return "No orders in export.";
+    const header = lines[0];
+    const cols = header.split(",").map((c) => c.trim());
+    const rows = lines.slice(1).map((l) => {
+        const vals = l.split(",");
+        return Object.fromEntries(cols.map((c, i) => [c, vals[i]?.trim() ?? ""]));
+    });
+    const summary = rows
+        .slice(0, 20)
+        .map((r) => {
+        const time = r["Time"] ?? r["Date"] ?? r["EntryTime"] ?? "?";
+        const sym = r["Symbol"] ?? r["Ticker"] ?? "?";
+        const dir = r["Direction"] ?? r["Action"] ?? "?";
+        const qty = r["Quantity"] ?? r["Qty"] ?? "?";
+        const price = r["FillPrice"] ?? r["Price"] ?? "?";
+        const pnl = r["PnL"] ?? r["NetProfit"] ?? "";
+        return `• [${time}] ${dir} ${sym} qty=${qty} @${price}${pnl ? ` pnl=${pnl}` : ""}`;
+    })
+        .join("\n");
+    const trailer = rows.length > 20 ? `\n… and ${rows.length - 20} more` : "";
+    return `${rows.length} order(s):\n${summary}${trailer}`;
+}
+export async function listQcAlgorithms(client, _resolver, _input) {
+    try {
+        const algos = await client.get("/api/qc-algorithms");
+        if (!algos.length) {
+            return { content: [{ type: "text", text: "No QC algorithms found. Use create_qc_algorithm to create one." }, { type: "text", text: "[]" }] };
+        }
+        const lines = algos.map((a) => `• id=${a.id} "${a.name ?? "?"}" (updated ${a.updatedAt ?? "?"})`);
+        return {
+            content: [
+                { type: "text", text: `${algos.length} algorithm(s):\n${lines.join("\n")}` },
+                { type: "text", text: JSON.stringify(algos, null, 2) },
+            ],
+        };
+    }
+    catch (err) {
+        return makeErrorResult(err);
+    }
+}
+export async function getQcAlgorithm(client, _resolver, input) {
+    const algorithmId = String(input.algorithmId ?? "");
+    if (!algorithmId)
+        return makeErrorResult(new Error("algorithmId is required"));
+    try {
+        const algo = await client.get(`/api/qc-algorithms/${algorithmId}`);
+        const files = algo.files ?? [];
+        const summary = `Algorithm "${algo.name ?? "?"}" (id=${algo.id}), ${files.length} file(s): ${files.join(", ")}`;
+        return {
+            content: [
+                { type: "text", text: summary },
+                { type: "text", text: JSON.stringify(algo, null, 2) },
+            ],
+        };
+    }
+    catch (err) {
+        return makeErrorResult(err);
+    }
+}
+export async function getAlgorithmFile(client, _resolver, input) {
+    const algorithmId = String(input.algorithmId ?? "");
+    const filename = String(input.filename ?? "");
+    if (!algorithmId || !filename)
+        return makeErrorResult(new Error("algorithmId and filename are required"));
+    try {
+        const content = await client.getText(`/api/qc-algorithms/${algorithmId}/files/${encodeURIComponent(filename)}`);
+        const lines = content.split("\n").length;
+        return {
+            content: [
+                { type: "text", text: `${filename} (${lines} lines):` },
+                { type: "text", text: content },
+            ],
+        };
+    }
+    catch (err) {
+        return makeErrorResult(err);
+    }
+}
+export async function createQcAlgorithm(client, _resolver, input) {
+    const name = String(input.name ?? "");
+    if (!name)
+        return makeErrorResult(new Error("name is required"));
+    const files = input.files;
+    try {
+        const algo = await client.post("/api/qc-algorithms", { name, files: files ?? [] });
+        return {
+            content: [
+                { type: "text", text: `Algorithm "${name}" created with id=${algo.id}` },
+                { type: "text", text: JSON.stringify(algo, null, 2) },
+            ],
+        };
+    }
+    catch (err) {
+        return makeErrorResult(err);
+    }
+}
+export async function updateQcAlgorithm(client, _resolver, input) {
+    const algorithmId = String(input.algorithmId ?? "");
+    if (!algorithmId)
+        return makeErrorResult(new Error("algorithmId is required"));
+    const files = input.files;
+    if (!files?.length)
+        return makeErrorResult(new Error("files array is required"));
+    try {
+        const algo = await client.patch(`/api/qc-algorithms/${algorithmId}`, { files });
+        const fileNames = files.map((f) => f.filename).join(", ");
+        return {
+            content: [
+                { type: "text", text: `Algorithm ${algorithmId} updated — files: ${fileNames}` },
+                { type: "text", text: JSON.stringify(algo, null, 2) },
+            ],
+        };
+    }
+    catch (err) {
+        return makeErrorResult(err);
+    }
+}
+export async function listStrategyInstances(client, _resolver, input) {
+    try {
+        const params = new URLSearchParams();
+        if (input.status)
+            params.set("status", String(input.status));
+        const qs = params.toString() ? `?${params}` : "";
+        const instances = await client.get(`/api/strategy-instances${qs}`);
+        if (!instances.length) {
+            return { content: [{ type: "text", text: "No strategy instances found." }, { type: "text", text: "[]" }] };
+        }
+        const lines = instances.map((i) => `• id=${i.id} "${i.algorithmName ?? "?"}" [${i.status ?? "?"}] mode=${i.mode ?? "?"} created=${i.createdAt ?? "?"}`);
+        return {
+            content: [
+                { type: "text", text: `${instances.length} instance(s):\n${lines.join("\n")}` },
+                { type: "text", text: JSON.stringify(instances, null, 2) },
+            ],
+        };
+    }
+    catch (err) {
+        return makeErrorResult(err);
+    }
+}
+export async function getStrategyInstance(client, _resolver, input) {
+    const instanceId = String(input.instanceId ?? "");
+    if (!instanceId)
+        return makeErrorResult(new Error("instanceId is required"));
+    try {
+        const inst = await client.get(`/api/strategy-instances/${instanceId}`);
+        const progress = inst.progress != null ? ` (${(inst.progress * 100).toFixed(0)}%)` : "";
+        const errStr = inst.error ? ` ERROR: ${inst.error}` : "";
+        const summary = `Instance ${instanceId}: "${inst.algorithmName ?? "?"}" [${inst.status ?? "?"}]${progress} mode=${inst.mode ?? "?"}${errStr}`;
+        return {
+            content: [
+                { type: "text", text: summary },
+                { type: "text", text: JSON.stringify(inst, null, 2) },
+            ],
+        };
+    }
+    catch (err) {
+        return makeErrorResult(err);
+    }
+}
+export async function launchStrategy(client, _resolver, input) {
+    const algorithmId = String(input.algorithmId ?? "");
+    const mode = String(input.mode ?? "backtest");
+    if (!algorithmId)
+        return makeErrorResult(new Error("algorithmId is required"));
+    const body = { algorithmId, mode };
+    if (input.startDate)
+        body.startDate = String(input.startDate);
+    if (input.endDate)
+        body.endDate = String(input.endDate);
+    if (input.config)
+        body.config = input.config;
+    try {
+        const inst = await client.post("/api/strategy-instances", body);
+        return {
+            content: [
+                {
+                    type: "text",
+                    text: `Strategy launched: instanceId=${inst.id}, mode=${mode}, status=${inst.status ?? "?"}. Use get_strategy_logs(instanceId: "${inst.id}") to monitor.`,
+                },
+                { type: "text", text: JSON.stringify(inst, null, 2) },
+            ],
+        };
+    }
+    catch (err) {
+        return makeErrorResult(err);
+    }
+}
+export async function stopStrategy(client, _resolver, input) {
+    const instanceId = String(input.instanceId ?? "");
+    if (!instanceId)
+        return makeErrorResult(new Error("instanceId is required"));
+    try {
+        await client.delete(`/api/strategy-instances/${instanceId}`);
+        return {
+            content: [{ type: "text", text: `Strategy instance ${instanceId} stopped.` }],
+        };
+    }
+    catch (err) {
+        return makeErrorResult(err);
+    }
+}
+export async function getStrategyLogs(client, _resolver, input) {
+    const instanceId = String(input.instanceId ?? "");
+    if (!instanceId)
+        return makeErrorResult(new Error("instanceId is required"));
+    const tail = input.tail ? Number(input.tail) : 100;
+    try {
+        const raw = await client.getText(`/api/strategy-instances/${instanceId}/logs`);
+        if (!raw.trim()) {
+            return { content: [{ type: "text", text: `No logs yet for instance ${instanceId}.` }] };
+        }
+        const lines = raw.trim().split("\n");
+        const slice = lines.slice(-tail);
+        const header = lines.length > tail ? `(showing last ${tail} of ${lines.length} lines)\n` : "";
+        return {
+            content: [{ type: "text", text: `${header}${slice.join("\n")}` }],
+        };
+    }
+    catch (err) {
+        return makeErrorResult(err);
+    }
+}
+export async function getStrategyStats(client, _resolver, input) {
+    const instanceId = String(input.instanceId ?? "");
+    if (!instanceId)
+        return makeErrorResult(new Error("instanceId is required"));
+    try {
+        const stats = await client.get(`/api/strategy-instances/${instanceId}/export/stats.json`);
+        const pnlStr = stats.netPnl != null ? `${stats.netPnl >= 0 ? "+" : ""}${stats.netPnl.toFixed(2)}` : "?";
+        const wrStr = stats.winRate != null ? `${(stats.winRate * 100).toFixed(1)}%` : "?";
+        const pfStr = stats.profitFactor != null ? stats.profitFactor.toFixed(2) : "?";
+        const shStr = stats.sharpe != null ? stats.sharpe.toFixed(2) : "?";
+        const ddStr = stats.maxDrawdown != null ? stats.maxDrawdown.toFixed(2) : "?";
+        const summary = [
+            `Net P&L: ${pnlStr}`,
+            `Trades: ${stats.totalTrades ?? "?"}`,
+            `Win rate: ${wrStr}`,
+            `Profit factor: ${pfStr}`,
+            `Sharpe: ${shStr}`,
+            `Max drawdown: ${ddStr}`,
+        ].join(" | ");
+        return {
+            content: [
+                { type: "text", text: summary },
+                { type: "text", text: JSON.stringify(stats, null, 2) },
+            ],
+        };
+    }
+    catch (err) {
+        return makeErrorResult(err);
+    }
+}
+export async function getStrategyOrders(client, _resolver, input) {
+    const instanceId = String(input.instanceId ?? "");
+    if (!instanceId)
+        return makeErrorResult(new Error("instanceId is required"));
+    try {
+        const csv = await client.getText(`/api/strategy-instances/${instanceId}/export/orders.csv`);
+        if (!csv.trim()) {
+            return { content: [{ type: "text", text: `No orders exported for instance ${instanceId}.` }] };
+        }
+        const summary = parseOrdersCsv(csv);
+        return {
+            content: [
+                { type: "text", text: summary },
+                { type: "text", text: csv },
+            ],
+        };
+    }
+    catch (err) {
+        return makeErrorResult(err);
+    }
+}
+//# sourceMappingURL=qc.js.map

package/dist/tools/qc.js.map

@@ -0,0 +1 @@
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package/dist/tools/qc.test.d.ts

@@ -0,0 +1 @@
+export {};