qjtrader-mcp 0.1.0__tar.gz

qjtrader_mcp-0.1.0/.gitignore

@@ -0,0 +1,9 @@
+.venv/
+__pycache__/
+*.py[cod]
+*.egg-info/
+dist/
+build/
+.pytest_cache/
+.mypy_cache/
+.ruff_cache/

qjtrader_mcp-0.1.0/LICENSE

@@ -0,0 +1,201 @@
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qjtrader_mcp-0.1.0/PKG-INFO

@@ -0,0 +1,146 @@
+Metadata-Version: 2.4
+Name: qjtrader-mcp
+Version: 0.1.0
+Summary: Model Context Protocol server for the QJ Trader AI Trading APIs — let an LLM watch Canadian market data and place simulated orders.
+Project-URL: Homepage, https://qjtrader.ai
+Project-URL: Documentation, https://docs.qjtrader.ai/docs/ai
+Project-URL: Console, https://console.qjtrader.ai
+Project-URL: Source, https://github.com/QJTrader/qjtrader-python
+Project-URL: Issues, https://github.com/QJTrader/qjtrader-python/issues
+Author: QJ Trader
+License: Apache-2.0
+License-File: LICENSE
+Keywords: canada,claude,llm,market-data,mcp,model-context-protocol,order-entry,trading
+Classifier: Development Status :: 4 - Beta
+Classifier: Intended Audience :: Developers
+Classifier: Intended Audience :: Financial and Insurance Industry
+Classifier: License :: OSI Approved :: Apache Software License
+Classifier: Programming Language :: Python :: 3
+Classifier: Topic :: Office/Business :: Financial :: Investment
+Requires-Python: >=3.10
+Requires-Dist: mcp>=1.2.0
+Requires-Dist: qjtrader>=0.1.0
+Description-Content-Type: text/markdown
+
+# qjtrader-mcp
+
+**Model Context Protocol server for the [QJ Trader](https://qjtrader.ai) AI Trading APIs.**
+Point your LLM at your QJ credential and it can watch live Canadian market data and place
+**simulated** orders — no code, no manual API testing.
+
+Built on the official [`qjtrader`](https://github.com/QJTrader/qjtrader-python) Python SDK. Talk to
+it from Claude Code, Claude Desktop, or any MCP-capable client:
+
+> *"Subscribe to CA:RY and MX:CRAU26, show me the books, then buy 1 CRAU26 at 97 in the sandbox
+> and tell me the fill."*
+
+## Safety model — AI trades simulated by default
+
+Order-mutating tools (`place_order`, `cancel_order`, `replace_order`, `cancel_all`) run against a
+**sandbox** credential by default and return simulated fills. A **live** credential is refused
+unless you explicitly opt in. The server never sniffs this off the wire (the protocol doesn't
+expose it) — you declare it:
+
+| `QJ_ENV` | Read tools (quotes/depth/status) | Order tools |
+|---|---|---|
+| `sandbox` | ✅ | ✅ simulated |
+| `live` | ✅ | ⛔ unless `QJ_MCP_ALLOW_LIVE=1` |
+| *(unset)* | ✅ | ⛔ (fail-safe: unknown is treated as live) |
+
+Every tool result is prefixed with an environment tag (`[SANDBOX]` / `[LIVE — REAL MONEY]` /
+`[ENV UNKNOWN]`), and order quantity is capped client-side by `QJ_MCP_MAX_QTY` (default 25).
+
+## Install
+
+Get a free sandbox credential (no approval) at [console.qjtrader.ai](https://console.qjtrader.ai).
+
+Once published to PyPI, the zero-install path is:
+
+```bash
+uvx qjtrader-mcp        # or: pipx run qjtrader-mcp
+```
+
+Until then (or for local development against the SDK checkout):
+
+```bash
+# from the qjtrader-mcp/ directory, with the qjtrader-python sibling checked out:
+uv sync && uv run qjtrader-mcp          # uv resolves qjtrader from ../qjtrader-python
+# — or with pip —
+pip install -e ../qjtrader-python -e .
+qjtrader-mcp
+```
+
+## Configure your client
+
+### Claude Code
+
+```bash
+claude mcp add qjtrader -- uvx qjtrader-mcp
+# then set the credential + environment for the server:
+claude mcp add qjtrader \
+  -e QJ_CLIENT_ID=your-client-id \
+  -e QJ_CLIENT_SECRET=your-client-secret \
+  -e QJ_ENV=sandbox \
+  -- uvx qjtrader-mcp
+```
+
+### Claude Desktop / generic stdio
+
+Add to your MCP config (`claude_desktop_config.json` or equivalent):
+
+```json
+{
+  "mcpServers": {
+    "qjtrader": {
+      "command": "uvx",
+      "args": ["qjtrader-mcp"],
+      "env": {
+        "QJ_CLIENT_ID": "your-client-id",
+        "QJ_CLIENT_SECRET": "your-client-secret",
+        "QJ_ENV": "sandbox"
+      }
+    }
+  }
+}
+```
+
+The console's "Connect your AI" panel generates these blocks pre-filled, including
+`QJ_ENV=sandbox`.
+
+## Tools
+
+| Tool | Kind | Description |
+|---|---|---|
+| `session_info` | read | Environment, whether order actions are allowed, endpoints, authenticated user. **Call first.** |
+| `get_quote` | read | Top-of-book (best bid/ask) for one or more symbols |
+| `get_depth` | read | Level-2 order book for a symbol (venue-tagged on consolidated books) |
+| `watch` | read | Sample the live stream for a bounded window; returns a digest + last messages |
+| `list_orders` | read | Open orders + session state |
+| `place_order` | write | Submit a limit order and wait for a terminal state |
+| `cancel_order` | write | Cancel a working order by `cid` |
+| `replace_order` | write | Amend a working order's qty/price |
+| `cancel_all` | write | Cancel every working order (kill switch) |
+| `explain_symbol` | util | Parse/explain a symbol (prefix + root + venue), offline |
+| `read_events` | read | Order journal — cross-order event history; post-trade analysis & strategy debugging |
+| `get_history` | read | Historical OHLCV bars (1s/1m); sandbox = deterministic synthetic days |
+| `get_stats` | read | Server digest for a symbol: VWAP, spread, volume, realized vol (a digest, not a dump) |
+| `get_chain` | read | Options chain snapshot for an underlying/expiry (latest or historical) |
+| `compare` | read | Rank a digest metric (vwap/volume/realized_vol/spread_mean) across symbols |
+
+The `read_*`/`get_*` research tools make the LLM a **quant developer**: analyse the
+market and debug the strategy it wrote, without touching the production order path.
+
+## Configuration reference
+
+| Env var | Purpose | Default |
+|---|---|---|
+| `QJ_CLIENT_ID` / `QJ_CLIENT_SECRET` | credential | — (required) |
+| `QJ_ENV` | `sandbox` \| `live` — declares the environment | unset → treated as live |
+| `QJ_MCP_ALLOW_LIVE` | set `1` to authorize live order actions | off |
+| `QJ_MCP_MAX_QTY` | client-side max order quantity | `25` |
+| `QJ_DATA_HOST` / `QJ_ORDERS_HOST` | endpoint overrides | public QJ hosts |
+| `QJ_CA_FILE` | pin a CA/cert (pilot order endpoint) | none |
+
+## License
+
+Apache-2.0. See [LICENSE](LICENSE).

qjtrader_mcp-0.1.0/README.md

@@ -0,0 +1,122 @@
+# qjtrader-mcp
+
+**Model Context Protocol server for the [QJ Trader](https://qjtrader.ai) AI Trading APIs.**
+Point your LLM at your QJ credential and it can watch live Canadian market data and place
+**simulated** orders — no code, no manual API testing.
+
+Built on the official [`qjtrader`](https://github.com/QJTrader/qjtrader-python) Python SDK. Talk to
+it from Claude Code, Claude Desktop, or any MCP-capable client:
+
+> *"Subscribe to CA:RY and MX:CRAU26, show me the books, then buy 1 CRAU26 at 97 in the sandbox
+> and tell me the fill."*
+
+## Safety model — AI trades simulated by default
+
+Order-mutating tools (`place_order`, `cancel_order`, `replace_order`, `cancel_all`) run against a
+**sandbox** credential by default and return simulated fills. A **live** credential is refused
+unless you explicitly opt in. The server never sniffs this off the wire (the protocol doesn't
+expose it) — you declare it:
+
+| `QJ_ENV` | Read tools (quotes/depth/status) | Order tools |
+|---|---|---|
+| `sandbox` | ✅ | ✅ simulated |
+| `live` | ✅ | ⛔ unless `QJ_MCP_ALLOW_LIVE=1` |
+| *(unset)* | ✅ | ⛔ (fail-safe: unknown is treated as live) |
+
+Every tool result is prefixed with an environment tag (`[SANDBOX]` / `[LIVE — REAL MONEY]` /
+`[ENV UNKNOWN]`), and order quantity is capped client-side by `QJ_MCP_MAX_QTY` (default 25).
+
+## Install
+
+Get a free sandbox credential (no approval) at [console.qjtrader.ai](https://console.qjtrader.ai).
+
+Once published to PyPI, the zero-install path is:
+
+```bash
+uvx qjtrader-mcp        # or: pipx run qjtrader-mcp
+```
+
+Until then (or for local development against the SDK checkout):
+
+```bash
+# from the qjtrader-mcp/ directory, with the qjtrader-python sibling checked out:
+uv sync && uv run qjtrader-mcp          # uv resolves qjtrader from ../qjtrader-python
+# — or with pip —
+pip install -e ../qjtrader-python -e .
+qjtrader-mcp
+```
+
+## Configure your client
+
+### Claude Code
+
+```bash
+claude mcp add qjtrader -- uvx qjtrader-mcp
+# then set the credential + environment for the server:
+claude mcp add qjtrader \
+  -e QJ_CLIENT_ID=your-client-id \
+  -e QJ_CLIENT_SECRET=your-client-secret \
+  -e QJ_ENV=sandbox \
+  -- uvx qjtrader-mcp
+```
+
+### Claude Desktop / generic stdio
+
+Add to your MCP config (`claude_desktop_config.json` or equivalent):
+
+```json
+{
+  "mcpServers": {
+    "qjtrader": {
+      "command": "uvx",
+      "args": ["qjtrader-mcp"],
+      "env": {
+        "QJ_CLIENT_ID": "your-client-id",
+        "QJ_CLIENT_SECRET": "your-client-secret",
+        "QJ_ENV": "sandbox"
+      }
+    }
+  }
+}
+```
+
+The console's "Connect your AI" panel generates these blocks pre-filled, including
+`QJ_ENV=sandbox`.
+
+## Tools
+
+| Tool | Kind | Description |
+|---|---|---|
+| `session_info` | read | Environment, whether order actions are allowed, endpoints, authenticated user. **Call first.** |
+| `get_quote` | read | Top-of-book (best bid/ask) for one or more symbols |
+| `get_depth` | read | Level-2 order book for a symbol (venue-tagged on consolidated books) |
+| `watch` | read | Sample the live stream for a bounded window; returns a digest + last messages |
+| `list_orders` | read | Open orders + session state |
+| `place_order` | write | Submit a limit order and wait for a terminal state |
+| `cancel_order` | write | Cancel a working order by `cid` |
+| `replace_order` | write | Amend a working order's qty/price |
+| `cancel_all` | write | Cancel every working order (kill switch) |
+| `explain_symbol` | util | Parse/explain a symbol (prefix + root + venue), offline |
+| `read_events` | read | Order journal — cross-order event history; post-trade analysis & strategy debugging |
+| `get_history` | read | Historical OHLCV bars (1s/1m); sandbox = deterministic synthetic days |
+| `get_stats` | read | Server digest for a symbol: VWAP, spread, volume, realized vol (a digest, not a dump) |
+| `get_chain` | read | Options chain snapshot for an underlying/expiry (latest or historical) |
+| `compare` | read | Rank a digest metric (vwap/volume/realized_vol/spread_mean) across symbols |
+
+The `read_*`/`get_*` research tools make the LLM a **quant developer**: analyse the
+market and debug the strategy it wrote, without touching the production order path.
+
+## Configuration reference
+
+| Env var | Purpose | Default |
+|---|---|---|
+| `QJ_CLIENT_ID` / `QJ_CLIENT_SECRET` | credential | — (required) |
+| `QJ_ENV` | `sandbox` \| `live` — declares the environment | unset → treated as live |
+| `QJ_MCP_ALLOW_LIVE` | set `1` to authorize live order actions | off |
+| `QJ_MCP_MAX_QTY` | client-side max order quantity | `25` |
+| `QJ_DATA_HOST` / `QJ_ORDERS_HOST` | endpoint overrides | public QJ hosts |
+| `QJ_CA_FILE` | pin a CA/cert (pilot order endpoint) | none |
+
+## License
+
+Apache-2.0. See [LICENSE](LICENSE).

qjtrader_mcp-0.1.0/pyproject.toml

@@ -0,0 +1,50 @@
+[build-system]
+requires = ["hatchling"]
+build-backend = "hatchling.build"
+
+[project]
+name = "qjtrader-mcp"
+dynamic = ["version"]
+description = "Model Context Protocol server for the QJ Trader AI Trading APIs — let an LLM watch Canadian market data and place simulated orders."
+readme = "README.md"
+requires-python = ">=3.10"
+license = { text = "Apache-2.0" }
+authors = [{ name = "QJ Trader" }]
+keywords = ["mcp", "model-context-protocol", "trading", "market-data", "order-entry", "llm", "claude", "canada"]
+classifiers = [
+    "Development Status :: 4 - Beta",
+    "Intended Audience :: Developers",
+    "Intended Audience :: Financial and Insurance Industry",
+    "License :: OSI Approved :: Apache Software License",
+    "Programming Language :: Python :: 3",
+    "Topic :: Office/Business :: Financial :: Investment",
+]
+dependencies = [
+    "qjtrader>=0.1.0",
+    "mcp>=1.2.0",
+]
+
+[project.urls]
+Homepage = "https://qjtrader.ai"
+Documentation = "https://docs.qjtrader.ai/docs/ai"
+Console = "https://console.qjtrader.ai"
+Source = "https://github.com/QJTrader/qjtrader-python"
+Issues = "https://github.com/QJTrader/qjtrader-python/issues"
+
+[project.scripts]
+qjtrader-mcp = "qjtrader_mcp:main"
+
+[tool.hatch.version]
+path = "src/qjtrader_mcp/_version.py"
+
+[tool.hatch.build.targets.wheel]
+packages = ["src/qjtrader_mcp"]
+
+# Local development: resolve `qjtrader` from the sibling SDK checkout until it is
+# published to PyPI. `uv sync` / `uv run` honour this; plain pip users should
+# `pip install -e ../qjtrader-python` first (see README).
+[tool.uv.sources]
+qjtrader = { path = "../qjtrader-python", editable = true }
+
+[tool.pytest.ini_options]
+testpaths = ["tests"]

qjtrader_mcp-0.1.0/src/qjtrader_mcp/__init__.py

@@ -0,0 +1,17 @@
+"""qjtrader-mcp — Model Context Protocol server for the QJ Trader AI Trading APIs.
+
+Run ``qjtrader-mcp`` (stdio) and point an MCP client at it. See ``server`` for the
+tool surface and ``_guard`` for the sandbox/live safety model.
+"""
+from __future__ import annotations
+
+from ._version import __version__
+
+__all__ = ["__version__", "main"]
+
+
+def main() -> None:
+    # Imported lazily so ``import qjtrader_mcp`` doesn't require the mcp package.
+    from .server import main as _main
+
+    _main()

qjtrader_mcp-0.1.0/src/qjtrader_mcp/__main__.py

@@ -0,0 +1,4 @@
+from . import main
+
+if __name__ == "__main__":
+    main()

qjtrader_mcp-0.1.0/src/qjtrader_mcp/_guard.py

@@ -0,0 +1,92 @@
+"""Environment detection and the live-trade guard.
+
+The QJ wire protocol does **not** tell a connected client whether its credential
+is sandbox or production (the `auth_success` ack carries only `user`/`compid`, and
+`status` carries only orders/sessions). So the MCP server cannot sniff the
+environment off the socket — it is told, explicitly, via ``QJ_ENV``:
+
+    QJ_ENV=sandbox   → simulated data + simulated fills; order tools allowed
+    QJ_ENV=live      → real venues; order tools refuse unless QJ_MCP_ALLOW_LIVE=1
+    (unset)          → unknown; order tools refuse (fail safe), read tools work
+
+The console's "Connect your AI" panel injects ``QJ_ENV`` when it generates the
+config, so sandbox works out of the box. For hand-written configs the default is
+deliberately safe: an unknown environment is treated like production, because a
+live and a sandbox credential are indistinguishable to us and silently placing a
+real order would be the worst possible failure.
+"""
+from __future__ import annotations
+
+import os
+
+SANDBOX = "sandbox"
+LIVE = "live"
+UNKNOWN = "unknown"
+
+_LIVE_ALIASES = {"live", "real", "production", "prod"}
+_SANDBOX_ALIASES = {"sandbox", "sim", "simulated", "demo", "test"}
+
+
+def environment() -> str:
+    """The credential's environment as declared by ``QJ_ENV`` (best-effort)."""
+    raw = (os.environ.get("QJ_ENV") or "").strip().lower()
+    if raw in _SANDBOX_ALIASES:
+        return SANDBOX
+    if raw in _LIVE_ALIASES:
+        return LIVE
+    return UNKNOWN
+
+
+def allow_live() -> bool:
+    """Whether the operator has explicitly authorized live order actions."""
+    return os.environ.get("QJ_MCP_ALLOW_LIVE") == "1"
+
+
+def tag() -> str:
+    """A short banner prefixed to every tool result so the model can never lose
+    track of which environment it is acting in."""
+    env = environment()
+    if env == SANDBOX:
+        return "[SANDBOX]"
+    if env == LIVE:
+        return "[LIVE — REAL MONEY]"
+    return "[ENV UNKNOWN — set QJ_ENV=sandbox or live]"
+
+
+def mutations_allowed() -> tuple[bool, str]:
+    """Return ``(allowed, reason)`` for order-mutating tools.
+
+    Allowed when the environment is sandbox, or when live actions are explicitly
+    enabled. Refused (safely) for live-or-unknown environments otherwise.
+    """
+    env = environment()
+    if env == SANDBOX:
+        return True, "sandbox credential — simulated orders only"
+    if allow_live():
+        return True, "live order actions explicitly enabled via QJ_MCP_ALLOW_LIVE=1"
+    if env == LIVE:
+        return (
+            False,
+            "This credential is LIVE (real money) and live order actions are "
+            "disabled by default. To authorize real orders through this MCP "
+            "server, set QJ_MCP_ALLOW_LIVE=1 in its environment and restart it.",
+        )
+    return (
+        False,
+        "The environment for this credential is unknown, so order actions are "
+        "refused as a safety default. If this is a sandbox credential, set "
+        "QJ_ENV=sandbox. If it is live and you intend to place real orders, set "
+        "QJ_MCP_ALLOW_LIVE=1. Restart the server after changing the environment.",
+    )
+
+
+def max_qty() -> int:
+    """Client-side fat-finger cap on order quantity (mirrors the bridge guards).
+
+    Overridable with ``QJ_MCP_MAX_QTY``; defaults to a small number because an
+    AI-authored order should never be large by accident.
+    """
+    try:
+        return max(1, int(os.environ.get("QJ_MCP_MAX_QTY", "25")))
+    except ValueError:
+        return 25