Premiss
Create Python strategies and backtest crypto, stocks and ETFs in Claude. Premiss account required.
Should I use this
Quality & Safety
A
Findings (1)
- LOWTool 'describe_market' description lacks action verbin describe_market
Based on automated analysis of tool definitions and protocol compliance.
Context Cost
~7,897Tokens (tool definitions)
~5.6 KBTypical response size
Significant attention impact (6.17% of 128k context)
This is the approximate number of tokens consumed each time the server's tools are loaded into a model's context. Higher counts reduce the attention available for other tasks.
Install
One-Click Install
Add this to your `claude_desktop_config.json` file:
{
"mcpServers": {
"premiss": {
"url": "https://app.premissai.com/api/mcp/claude"
}
}
}Remote endpoints
https://app.premissai.com/api/mcp/claudestreamable-httpWhat it can do
Tool inventory
Tools (13)
🟢 Read-only🟡 Write🔴 Delete⚪ Unknown
🟢get_capabilities
Read this connection's available tools and supported research coverage. Does not read account data, save research, or run a simulation.
Input Schema
{
"type": "object",
"properties": {},
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"schema_version": {
"type": "number",
"const": 2
},
"release_stage": {
"type": "string",
"enum": [
"transport_prototype",
"research"
]
},
"available_tools": {
"type": "array",
"items": {
"type": "string"
}
},
"available": {
"type": "object",
"properties": {
"account_linking": {
"type": "boolean"
},
"historical_simulations": {
"type": "boolean"
},
"saved_research": {
"type": "boolean"
},
"paper_reports": {
"type": "boolean"
}
},
"required": [
"account_linking",
"historical_simulations",
"saved_research",
"paper_reports"
],
"additionalProperties": false
},
"research_scope": {
"type": "object",
"properties": {
"markets": {
"type": "array",
"items": {
"type": "string"
}
},
"intervals": {
"type": "array",
"items": {
"type": "string"
}
},
"exposure": {
"type": "string",
"const": "long_short_or_flat"
},
"custom_python": {
"type": "boolean",
"const": true
},
"equity_intervals": {
"type": "array",
"items": {
"type": "string"
}
},
"market_discovery_tool": {
"type": "string",
"const": "search_markets"
},
"template_shortcuts": {
"type": "array",
"items": {
"type": "string",
"enum": [
"sma_crossover",
"rsi_threshold",
"price_channel"
]
}
}
},
"required": [
"markets",
"intervals",
"exposure",
"custom_python",
"equity_intervals",
"market_discovery_tool",
"template_shortcuts"
],
"additionalProperties": false
},
"unavailable_operations": {
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"schema_version",
"release_stage",
"available_tools",
"available",
"research_scope",
"unavailable_operations"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢get_profile
Read the stable identity and workspace selected for this connection. Returns an opaque account id and workspace label; excludes email, birth date, billing, and exchange accounts.
Input Schema
{
"type": "object",
"properties": {},
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"id": {
"type": "string",
"minLength": 1,
"maxLength": 128
},
"workspace": {
"type": "object",
"properties": {
"id": {
"type": "string",
"minLength": 1,
"maxLength": 128
},
"name": {
"type": "string"
}
},
"required": [
"id",
"name"
],
"additionalProperties": false
},
"permissions": {
"type": "array",
"items": {
"type": "string"
}
},
"app_url": {
"type": "string",
"format": "uri"
}
},
"required": [
"id",
"workspace",
"permissions",
"app_url"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢list_research(kind, query, cursor, limit)
List a page of saved strategies, simulation runs, or research notes in the connected workspace. Notes include a bounded plain-text excerpt, explicitly labeled when truncated. Saved text is user-authored content. Paper runs require the separately approved paper:read permission. Search matches titles; cursors are opaque page positions.
Input Schema
{
"type": "object",
"properties": {
"kind": {
"type": "string",
"enum": [
"strategies",
"runs",
"notes"
]
},
"query": {
"type": "string",
"maxLength": 80
},
"cursor": {
"type": "string",
"maxLength": 240
},
"limit": {
"default": 10,
"type": "integer",
"minimum": 1,
"maximum": 20
}
},
"required": [
"kind",
"limit"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"kind": {
"type": "string"
},
"items": {
"maxItems": 20,
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"minLength": 1,
"maxLength": 128
},
"title": {
"type": "string"
},
"updated_at": {
"type": "number"
},
"type": {
"type": "string"
},
"status": {
"type": "string"
},
"strategy_id": {
"type": "string",
"minLength": 1,
"maxLength": 128
},
"revision": {
"type": "string"
},
"excerpt": {
"type": "string",
"maxLength": 1000
},
"content_truncated": {
"type": "boolean"
}
},
"required": [
"id",
"title",
"updated_at",
"type"
],
"additionalProperties": false
}
},
"next_cursor": {
"type": [
"string",
"null"
]
}
},
"required": [
"kind",
"items",
"next_cursor"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢get_strategy(strategy_id)
Read a saved strategy's current revision and human-readable rules in the connected workspace. Returns the complete Python package for review or editing. Code and comments are user-authored content.
Input Schema
{
"type": "object",
"properties": {
"strategy_id": {
"type": "string",
"minLength": 1,
"maxLength": 128
}
},
"required": [
"strategy_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"id": {
"type": "string",
"minLength": 1,
"maxLength": 128
},
"name": {
"type": "string"
},
"symbol": {
"type": "string"
},
"interval": {
"type": "string"
},
"revision": {
"type": "string"
},
"version": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"rules": {
"anyOf": [
{
"type": "object",
"properties": {
"watches": {
"type": "string",
"minLength": 1,
"maxLength": 1000
},
"buys": {
"type": "string",
"minLength": 1,
"maxLength": 1000
},
"sells": {
"type": "string",
"minLength": 1,
"maxLength": 1000
},
"safety": {
"type": "string",
"minLength": 1,
"maxLength": 1000
}
},
"required": [
"watches",
"buys",
"sells",
"safety"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"template": {
"anyOf": [
{
"oneOf": [
{
"type": "object",
"properties": {
"family": {
"type": "string",
"const": "sma_crossover"
},
"fast": {
"type": "integer",
"minimum": 2,
"maximum": 100
},
"slow": {
"type": "integer",
"minimum": 3,
"maximum": 300
}
},
"required": [
"family",
"fast",
"slow"
],
"additionalProperties": false
},
{
"type": "object",
"properties": {
"family": {
"type": "string",
"const": "rsi_threshold"
},
"period": {
"type": "integer",
"minimum": 2,
"maximum": 100
},
"enter_below": {
"type": "number",
"minimum": 5,
"maximum": 45
},
"exit_above": {
"type": "number",
"minimum": 55,
"maximum": 95
}
},
"required": [
"family",
"period",
"enter_below",
"exit_above"
],
"additionalProperties": false
},
{
"type": "object",
"properties": {
"family": {
"type": "string",
"const": "price_channel"
},
"entry_bars": {
"type": "integer",
"minimum": 2,
"maximum": 300
},
"exit_bars": {
"type": "integer",
"minimum": 2,
"maximum": 300
}
},
"required": [
"family",
"entry_bars",
"exit_bars"
],
"additionalProperties": false
}
]
},
{
"type": "null"
}
]
},
"files": {
"minItems": 1,
"maxItems": 16,
"type": "array",
"items": {
"type": "object",
"properties": {
"path": {
"type": "string",
"minLength": 1,
"maxLength": 1024
},
"content": {
"type": "string",
"maxLength": 65536
}
},
"required": [
"path",
"content"
],
"additionalProperties": false
}
},
"venue": {
"type": "string"
},
"app_url": {
"type": "string",
"format": "uri"
}
},
"required": [
"id",
"name",
"symbol",
"interval",
"revision",
"version",
"rules",
"template",
"app_url"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢search_markets(query, asset_class, limit)
Search the same crypto, stock and ETF directory as Premiss. Does not return prices or candles.
Input Schema
{
"type": "object",
"properties": {
"query": {
"default": "",
"type": "string",
"maxLength": 120
},
"asset_class": {
"type": "string",
"enum": [
"crypto",
"stock",
"etf"
]
},
"limit": {
"default": 20,
"type": "integer",
"minimum": 1,
"maximum": 50
}
},
"required": [
"query",
"limit"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"markets": {
"type": "array",
"items": {
"type": "object",
"properties": {
"market": {
"type": "string"
},
"symbol": {
"type": "string"
},
"name": {
"type": "string"
},
"assetClass": {
"type": "string",
"enum": [
"crypto",
"stock",
"etf"
]
},
"exchange": {
"type": "string"
},
"currency": {
"type": "string"
},
"active": {
"type": "boolean"
}
},
"required": [
"market",
"symbol",
"name",
"assetClass",
"exchange",
"currency",
"active"
],
"additionalProperties": false
}
}
},
"required": [
"markets"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢describe_market(market)
Return supported timeframes, available history and data limitations for a market id.
Input Schema
{
"type": "object",
"properties": {
"market": {
"type": "string",
"minLength": 1,
"maxLength": 128
}
},
"required": [
"market"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"market": {
"type": "string"
},
"symbol": {
"type": "string"
},
"name": {
"type": "string"
},
"assetClass": {
"type": "string",
"enum": [
"crypto",
"stock",
"etf"
]
},
"exchange": {
"type": "string"
},
"currency": {
"type": "string"
},
"active": {
"type": "boolean"
},
"intervals": {
"type": "array",
"items": {
"type": "string"
}
},
"availableFrom": {
"type": [
"string",
"null"
]
},
"availableTo": {
"type": [
"string",
"null"
]
},
"availability": {
"type": "array",
"items": {
"type": "object",
"properties": {
"intervals": {
"type": "array",
"items": {
"type": "string"
}
},
"availableFrom": {
"type": [
"string",
"null"
]
},
"availableTo": {
"type": [
"string",
"null"
]
}
},
"required": [
"intervals",
"availableFrom",
"availableTo"
],
"additionalProperties": false
}
},
"notes": {
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"market",
"symbol",
"name",
"assetClass",
"exchange",
"currency",
"active",
"intervals",
"availableFrom",
"availableTo",
"availability",
"notes"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢get_strategy_guide
Read Premiss's Python package format, on_bar API, execution semantics and example. Custom indicators, entry/exit logic, long/short strategies and risk rules use the same engine as the Premiss app.
Input Schema
{
"type": "object",
"properties": {},
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"guide": {
"type": "string"
}
},
"required": [
"guide"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟡create_strategy(request_key, name, symbol, interval, files, ...)
Save a new private strategy using custom Python files and complete rules text, on any Premiss-supported market and timeframe. Accepts either files (strategy.py plus helper modules) and rules, or a convenience template. Uses the same package format as the app. Returns code and revision; saving does not run a backtest.
Input Schema
{
"type": "object",
"properties": {
"request_key": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
"description": "Idempotency UUID identifying one requested write and its unchanged arguments."
},
"name": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"symbol": {
"type": "string",
"minLength": 1,
"maxLength": 20
},
"interval": {
"type": "string",
"enum": [
"1m",
"3m",
"5m",
"15m",
"30m",
"1h",
"2h",
"4h",
"6h",
"8h",
"12h",
"1d",
"3d",
"1w",
"1M"
]
},
"files": {
"minItems": 1,
"maxItems": 16,
"type": "array",
"items": {
"type": "object",
"properties": {
"path": {
"type": "string",
"minLength": 1,
"maxLength": 1024
},
"content": {
"type": "string",
"maxLength": 65536
}
},
"required": [
"path",
"content"
],
"additionalProperties": false
}
},
"rules": {
"type": "object",
"properties": {
"watches": {
"type": "string",
"minLength": 1,
"maxLength": 1000
},
"buys": {
"type": "string",
"minLength": 1,
"maxLength": 1000
},
"sells": {
"type": "string",
"minLength": 1,
"maxLength": 1000
},
"safety": {
"type": "string",
"minLength": 1,
"maxLength": 1000
}
},
"required": [
"watches",
"buys",
"sells",
"safety"
],
"additionalProperties": false
},
"template": {
"oneOf": [
{
"type": "object",
"properties": {
"family": {
"type": "string",
"const": "sma_crossover"
},
"fast": {
"type": "integer",
"minimum": 2,
"maximum": 100
},
"slow": {
"type": "integer",
"minimum": 3,
"maximum": 300
}
},
"required": [
"family",
"fast",
"slow"
],
"additionalProperties": false
},
{
"type": "object",
"properties": {
"family": {
"type": "string",
"const": "rsi_threshold"
},
"period": {
"type": "integer",
"minimum": 2,
"maximum": 100
},
"enter_below": {
"type": "number",
"minimum": 5,
"maximum": 45
},
"exit_above": {
"type": "number",
"minimum": 55,
"maximum": 95
}
},
"required": [
"family",
"period",
"enter_below",
"exit_above"
],
"additionalProperties": false
},
{
"type": "object",
"properties": {
"family": {
"type": "string",
"const": "price_channel"
},
"entry_bars": {
"type": "integer",
"minimum": 2,
"maximum": 300
},
"exit_bars": {
"type": "integer",
"minimum": 2,
"maximum": 300
}
},
"required": [
"family",
"entry_bars",
"exit_bars"
],
"additionalProperties": false
}
]
}
},
"required": [
"request_key",
"name",
"symbol",
"interval"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"id": {
"type": "string",
"minLength": 1,
"maxLength": 128
},
"name": {
"type": "string"
},
"symbol": {
"type": "string"
},
"interval": {
"type": "string"
},
"revision": {
"type": "string"
},
"version": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"rules": {
"anyOf": [
{
"type": "object",
"properties": {
"watches": {
"type": "string",
"minLength": 1,
"maxLength": 1000
},
"buys": {
"type": "string",
"minLength": 1,
"maxLength": 1000
},
"sells": {
"type": "string",
"minLength": 1,
"maxLength": 1000
},
"safety": {
"type": "string",
"minLength": 1,
"maxLength": 1000
}
},
"required": [
"watches",
"buys",
"sells",
"safety"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"template": {
"anyOf": [
{
"oneOf": [
{
"type": "object",
"properties": {
"family": {
"type": "string",
"const": "sma_crossover"
},
"fast": {
"type": "integer",
"minimum": 2,
"maximum": 100
},
"slow": {
"type": "integer",
"minimum": 3,
"maximum": 300
}
},
"required": [
"family",
"fast",
"slow"
],
"additionalProperties": false
},
{
"type": "object",
"properties": {
"family": {
"type": "string",
"const": "rsi_threshold"
},
"period": {
"type": "integer",
"minimum": 2,
"maximum": 100
},
"enter_below": {
"type": "number",
"minimum": 5,
"maximum": 45
},
"exit_above": {
"type": "number",
"minimum": 55,
"maximum": 95
}
},
"required": [
"family",
"period",
"enter_below",
"exit_above"
],
"additionalProperties": false
},
{
"type": "object",
"properties": {
"family": {
"type": "string",
"const": "price_channel"
},
"entry_bars": {
"type": "integer",
"minimum": 2,
"maximum": 300
},
"exit_bars": {
"type": "integer",
"minimum": 2,
"maximum": 300
}
},
"required": [
"family",
"entry_bars",
"exit_bars"
],
"additionalProperties": false
}
]
},
{
"type": "null"
}
]
},
"files": {
"minItems": 1,
"maxItems": 16,
"type": "array",
"items": {
"type": "object",
"properties": {
"path": {
"type": "string",
"minLength": 1,
"maxLength": 1024
},
"content": {
"type": "string",
"maxLength": 65536
}
},
"required": [
"path",
"content"
],
"additionalProperties": false
}
},
"venue": {
"type": "string"
},
"app_url": {
"type": "string",
"format": "uri"
}
},
"required": [
"id",
"name",
"symbol",
"interval",
"revision",
"version",
"rules",
"template",
"app_url"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🔴update_strategy(request_key, strategy_id, revision, symbol, interval, ...)
Replace the complete Python package and rules of an existing strategy using its exact current saved revision. The submitted package replaces all existing files. Supports all Premiss markets and timeframes. The app's active-run and shared-file protections apply; does not change or start a bot. Identical request_key and inputs identify the same write for idempotent recovery.
Input Schema
{
"type": "object",
"properties": {
"request_key": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
"description": "Idempotency UUID identifying one requested write and its unchanged arguments."
},
"strategy_id": {
"type": "string",
"minLength": 1,
"maxLength": 128
},
"revision": {
"type": "string",
"minLength": 1,
"maxLength": 128
},
"symbol": {
"type": "string",
"minLength": 1,
"maxLength": 20
},
"interval": {
"type": "string",
"enum": [
"1m",
"3m",
"5m",
"15m",
"30m",
"1h",
"2h",
"4h",
"6h",
"8h",
"12h",
"1d",
"3d",
"1w",
"1M"
]
},
"files": {
"minItems": 1,
"maxItems": 16,
"type": "array",
"items": {
"type": "object",
"properties": {
"path": {
"type": "string",
"minLength": 1,
"maxLength": 1024
},
"content": {
"type": "string",
"maxLength": 65536
}
},
"required": [
"path",
"content"
],
"additionalProperties": false
}
},
"rules": {
"type": "object",
"properties": {
"watches": {
"type": "string",
"minLength": 1,
"maxLength": 1000
},
"buys": {
"type": "string",
"minLength": 1,
"maxLength": 1000
},
"sells": {
"type": "string",
"minLength": 1,
"maxLength": 1000
},
"safety": {
"type": "string",
"minLength": 1,
"maxLength": 1000
}
},
"required": [
"watches",
"buys",
"sells",
"safety"
],
"additionalProperties": false
}
},
"required": [
"request_key",
"strategy_id",
"revision",
"symbol",
"interval",
"files",
"rules"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"id": {
"type": "string",
"minLength": 1,
"maxLength": 128
},
"name": {
"type": "string"
},
"symbol": {
"type": "string"
},
"interval": {
"type": "string"
},
"revision": {
"type": "string"
},
"version": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"rules": {
"anyOf": [
{
"type": "object",
"properties": {
"watches": {
"type": "string",
"minLength": 1,
"maxLength": 1000
},
"buys": {
"type": "string",
"minLength": 1,
"maxLength": 1000
},
"sells": {
"type": "string",
"minLength": 1,
"maxLength": 1000
},
"safety": {
"type": "string",
"minLength": 1,
"maxLength": 1000
}
},
"required": [
"watches",
"buys",
"sells",
"safety"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"template": {
"anyOf": [
{
"oneOf": [
{
"type": "object",
"properties": {
"family": {
"type": "string",
"const": "sma_crossover"
},
"fast": {
"type": "integer",
"minimum": 2,
"maximum": 100
},
"slow": {
"type": "integer",
"minimum": 3,
"maximum": 300
}
},
"required": [
"family",
"fast",
"slow"
],
"additionalProperties": false
},
{
"type": "object",
"properties": {
"family": {
"type": "string",
"const": "rsi_threshold"
},
"period": {
"type": "integer",
"minimum": 2,
"maximum": 100
},
"enter_below": {
"type": "number",
"minimum": 5,
"maximum": 45
},
"exit_above": {
"type": "number",
"minimum": 55,
"maximum": 95
}
},
"required": [
"family",
"period",
"enter_below",
"exit_above"
],
"additionalProperties": false
},
{
"type": "object",
"properties": {
"family": {
"type": "string",
"const": "price_channel"
},
"entry_bars": {
"type": "integer",
"minimum": 2,
"maximum": 300
},
"exit_bars": {
"type": "integer",
"minimum": 2,
"maximum": 300
}
},
"required": [
"family",
"entry_bars",
"exit_bars"
],
"additionalProperties": false
}
]
},
{
"type": "null"
}
]
},
"files": {
"minItems": 1,
"maxItems": 16,
"type": "array",
"items": {
"type": "object",
"properties": {
"path": {
"type": "string",
"minLength": 1,
"maxLength": 1024
},
"content": {
"type": "string",
"maxLength": 65536
}
},
"required": [
"path",
"content"
],
"additionalProperties": false
}
},
"venue": {
"type": "string"
},
"app_url": {
"type": "string",
"format": "uri"
}
},
"required": [
"id",
"name",
"symbol",
"interval",
"revision",
"version",
"rules",
"template",
"app_url"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}⚪start_backtest(request_key, strategy_id, revision, start_date, end_date)
Queue a backtest of any saved strategy in the connected workspace and a matched buy-and-hold baseline. Accepts custom code and existing app strategies. Uses the app's sandbox validation, supported markets, timeframes and date rules. Requires the exact saved revision. Uses 10,000 simulated capital, 10 bps fees, 1 bp slippage and next-bar-open fills. No plugin-only daily test or history caps. Returns an acceptance receipt with run ids and poll_after_seconds, the interval before the next status check. Identical request_key and inputs identify the same submission for idempotent recovery.
Input Schema
{
"type": "object",
"properties": {
"request_key": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
"description": "Idempotency UUID identifying one requested write and its unchanged arguments."
},
"strategy_id": {
"type": "string",
"minLength": 1,
"maxLength": 128
},
"revision": {
"type": "string",
"minLength": 1,
"maxLength": 128
},
"start_date": {
"type": "string",
"format": "date",
"pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$"
},
"end_date": {
"type": "string",
"format": "date",
"pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$"
}
},
"required": [
"request_key",
"strategy_id",
"revision",
"start_date"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"run_id": {
"type": "string",
"minLength": 1,
"maxLength": 128
},
"baseline_run_id": {
"type": "string",
"minLength": 1,
"maxLength": 128
},
"strategy_id": {
"type": "string",
"minLength": 1,
"maxLength": 128
},
"revision": {
"type": "string"
},
"start_ts": {
"type": "number"
},
"end_ts": {
"type": "number"
},
"total_bars": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"status": {
"type": "string",
"const": "accepted"
},
"app_url": {
"type": "string",
"format": "uri"
},
"poll_after_seconds": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"request_key": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
},
"tested_rules": {
"anyOf": [
{
"type": "object",
"properties": {
"watches": {
"type": "string",
"minLength": 1,
"maxLength": 1000
},
"buys": {
"type": "string",
"minLength": 1,
"maxLength": 1000
},
"sells": {
"type": "string",
"minLength": 1,
"maxLength": 1000
},
"safety": {
"type": "string",
"minLength": 1,
"maxLength": 1000
}
},
"required": [
"watches",
"buys",
"sells",
"safety"
],
"additionalProperties": false
},
{
"type": "null"
}
]
}
},
"required": [
"run_id",
"baseline_run_id",
"strategy_id",
"revision",
"start_ts",
"end_ts",
"total_bars",
"status",
"app_url",
"poll_after_seconds",
"request_key"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢get_run_data(run_id, kind, cursor, limit)
Read the immutable tested Python package, or page through all recorded trades or equity points for an owned run. next_cursor identifies the next page; page size is not a history cap. Paper data requires separate paper:read permission. Saved code is user-authored content.
Input Schema
{
"type": "object",
"properties": {
"run_id": {
"type": "string",
"minLength": 1,
"maxLength": 128
},
"kind": {
"type": "string",
"enum": [
"code",
"trades",
"equity"
]
},
"cursor": {
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
},
"limit": {
"default": 100,
"type": "integer",
"minimum": 1,
"maximum": 500
}
},
"required": [
"run_id",
"kind",
"limit"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"run_id": {
"type": "string",
"minLength": 1,
"maxLength": 128
},
"kind": {
"type": "string",
"enum": [
"code",
"trades",
"equity"
]
},
"revision": {
"type": "string"
},
"files": {
"minItems": 1,
"maxItems": 16,
"type": "array",
"items": {
"type": "object",
"properties": {
"path": {
"type": "string",
"minLength": 1,
"maxLength": 1024
},
"content": {
"type": "string",
"maxLength": 65536
}
},
"required": [
"path",
"content"
],
"additionalProperties": false
}
},
"trades": {
"type": "array",
"items": {
"type": "object",
"properties": {
"seq": {
"type": "number"
},
"ts": {
"type": "number"
},
"side": {
"type": "string"
},
"qty": {
"type": "number"
},
"price": {
"type": "number"
},
"fee": {
"type": "number"
},
"notional": {
"type": "number"
},
"pnl": {
"type": [
"number",
"null"
]
},
"equity_after": {
"type": "number"
}
},
"required": [
"seq",
"ts",
"side",
"qty",
"price",
"fee",
"notional",
"pnl",
"equity_after"
],
"additionalProperties": false
}
},
"equity": {
"type": "array",
"items": {
"type": "object",
"properties": {
"ts": {
"type": "number"
},
"equity": {
"type": "number"
}
},
"required": [
"ts",
"equity"
],
"additionalProperties": false
}
},
"next_cursor": {
"type": [
"number",
"null"
]
}
},
"required": [
"run_id",
"kind",
"revision",
"next_cursor"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢get_run_report(run_id)
Read the status and bounded performance report for one run in the connected workspace. Returns the tested market, interval, revision, and recorded rules when verifiable. Historical plugin runs include the paired buy-and-hold baseline when completed. Paper reads require paper:read and do not start, stop, qualify, or modify a bot. Legacy runs without supported assumptions are labeled. Does not return raw market feeds.
Input Schema
{
"type": "object",
"properties": {
"run_id": {
"type": "string",
"minLength": 1,
"maxLength": 128
}
},
"required": [
"run_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"run_id": {
"type": "string",
"minLength": 1,
"maxLength": 128
},
"strategy_id": {
"type": "string",
"minLength": 1,
"maxLength": 128
},
"mode": {
"type": "string",
"enum": [
"backtest",
"paper"
]
},
"status": {
"type": "string"
},
"symbol": {
"type": "string"
},
"interval": {
"type": "string"
},
"venue": {
"type": "string"
},
"engine_version": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"strategy_version": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"tested_rules": {
"anyOf": [
{
"type": "object",
"properties": {
"watches": {
"type": "string",
"minLength": 1,
"maxLength": 1000
},
"buys": {
"type": "string",
"minLength": 1,
"maxLength": 1000
},
"sells": {
"type": "string",
"minLength": 1,
"maxLength": 1000
},
"safety": {
"type": "string",
"minLength": 1,
"maxLength": 1000
}
},
"required": [
"watches",
"buys",
"sells",
"safety"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"error": {
"type": [
"string",
"null"
]
},
"revision": {
"type": "string"
},
"start_ts": {
"type": "number"
},
"end_ts": {
"type": [
"number",
"null"
]
},
"last_ts": {
"type": [
"number",
"null"
]
},
"metrics": {
"anyOf": [
{
"type": "object",
"properties": {
"initial_capital": {
"type": "number"
},
"final_equity": {
"type": "number"
},
"total_return_pct": {
"type": "number"
},
"cagr_pct": {
"type": [
"number",
"null"
]
},
"max_drawdown_pct": {
"type": "number"
},
"sharpe": {
"type": [
"number",
"null"
]
},
"num_trades": {
"type": "number"
},
"win_rate_pct": {
"type": [
"number",
"null"
]
},
"profit_factor": {
"type": [
"number",
"null"
]
},
"exposure_pct": {
"type": "number"
},
"bars_processed": {
"type": "number"
},
"first_ts": {
"type": [
"number",
"null"
]
},
"last_ts": {
"type": [
"number",
"null"
]
}
},
"required": [
"initial_capital",
"final_equity",
"total_return_pct",
"cagr_pct",
"max_drawdown_pct",
"sharpe",
"num_trades",
"win_rate_pct",
"profit_factor",
"exposure_pct",
"bars_processed",
"first_ts",
"last_ts"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"assumptions": {
"anyOf": [
{
"type": "object",
"properties": {
"version": {
"type": "number",
"const": 1
},
"initial_capital": {
"type": "number",
"const": 10000
},
"fee_bps": {
"type": "number",
"const": 10
},
"slippage_bps": {
"type": "number",
"const": 1
}
},
"required": [
"version",
"initial_capital",
"fee_bps",
"slippage_bps"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"baseline": {
"anyOf": [
{
"type": "object",
"properties": {
"run_id": {
"type": "string",
"minLength": 1,
"maxLength": 128
},
"status": {
"type": "string"
},
"metrics": {
"anyOf": [
{
"type": "object",
"properties": {
"initial_capital": {
"type": "number"
},
"final_equity": {
"type": "number"
},
"total_return_pct": {
"type": "number"
},
"cagr_pct": {
"type": [
"number",
"null"
]
},
"max_drawdown_pct": {
"type": "number"
},
"sharpe": {
"type": [
"number",
"null"
]
},
"num_trades": {
"type": "number"
},
"win_rate_pct": {
"type": [
"number",
"null"
]
},
"profit_factor": {
"type": [
"number",
"null"
]
},
"exposure_pct": {
"type": "number"
},
"bars_processed": {
"type": "number"
},
"first_ts": {
"type": [
"number",
"null"
]
},
"last_ts": {
"type": [
"number",
"null"
]
}
},
"required": [
"initial_capital",
"final_equity",
"total_return_pct",
"cagr_pct",
"max_drawdown_pct",
"sharpe",
"num_trades",
"win_rate_pct",
"profit_factor",
"exposure_pct",
"bars_processed",
"first_ts",
"last_ts"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"comparable": {
"type": "boolean"
}
},
"required": [
"run_id",
"status",
"metrics",
"comparable"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"limitations": {
"type": "array",
"items": {
"type": "string"
}
},
"app_url": {
"type": "string",
"format": "uri"
}
},
"required": [
"run_id",
"strategy_id",
"mode",
"status",
"symbol",
"interval",
"venue",
"engine_version",
"strategy_version",
"tested_rules",
"revision",
"start_ts",
"end_ts",
"last_ts",
"metrics",
"assumptions",
"baseline",
"limitations",
"app_url"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟡save_research_note(request_key, title, note, strategy_id, revision, ...)
Save a NEW private note in the connected workspace, with optional exact owned strategy/run evidence references. The note is user-authored content. Does not publish or send it anywhere.
Input Schema
{
"type": "object",
"properties": {
"request_key": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
"description": "Idempotency UUID identifying one requested write and its unchanged arguments."
},
"title": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"note": {
"type": "string",
"minLength": 1,
"maxLength": 4000
},
"strategy_id": {
"type": "string",
"minLength": 1,
"maxLength": 128
},
"revision": {
"type": "string",
"maxLength": 128
},
"run_id": {
"type": "string",
"minLength": 1,
"maxLength": 128
}
},
"required": [
"request_key",
"title",
"note"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"note_id": {
"type": "string",
"minLength": 1,
"maxLength": 128
},
"title": {
"type": "string"
},
"saved": {
"type": "boolean",
"const": true
},
"app_url": {
"type": "string",
"format": "uri"
}
},
"required": [
"note_id",
"title",
"saved",
"app_url"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Community
Evidence
Recent observations
verifiedversion not recorded13 tools
verifiedversion not recorded13 tools