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CPZAI

Build, backtest, and deploy quantitative trading strategies from your AI agent.

Connector by mcp.cpz-lab.com · Domain verified by the MCP Registry

IndexedMITRemote (HTTP)★ 1
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Install

Works with Claude Code, VS Code, Cursor, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install connector/mcp-cpz-lab-com-cpzai

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

Remote endpoint

  • https://mcp.cpz-lab.com/mcp Remote (HTTP)

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About

Build, backtest, and deploy quantitative trading strategies from your AI agent.

Reviews

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Permissions

What this server can do and what it asks for, from its tool list, install config and code. Checked Oct 26, 2026.

Tools
29 read · 7 write · 5 delete
Secrets
None asked for
Install scripts
Nothing to install (hosted)
Runs as
Hosted (remote endpoint)

Tools by what they do 41

Read from the source code; the running server may list different tools.

Read 29 · Look things up without changing anything.

  • call_tool
  • cash_summary
  • export_transactions
  • get_backtest_result
  • get_backtest_results
  • get_bars
  • get_data_file
  • get_market_data
  • get_order
  • get_overlay_exposure
  • get_profile
  • get_risk_snapshot
Show 17 more tools
  • get_strategy
  • list_accounts
  • list_cash_flows
  • list_connections
  • list_data_files
  • list_deals
  • list_fund_periods
  • list_journal_entries
  • list_lifecycle_events
  • list_orders
  • list_overlays
  • list_positions
  • list_risk_snapshots
  • list_strategies
  • list_watchlist
  • list_webhooks
  • search_tools

Write 7 · Create, change, send or run things.

  • add_to_watchlist
  • compute_risk
  • create_connection
  • create_strategy
  • create_webhook
  • sync_portfolio
  • update_strategy

Delete 5 · Delete, drop, revoke or wipe things.

  • configure_overlay
  • delete_webhook
  • execute_strategy
  • place_order
  • remove_from_watchlist

Network hosts it talks to 5

  • ai.cpz-lab.com · found in code
  • api-ai.cpz-lab.com · found in code
  • api.cpz-lab.com · found in code
  • github.com · found in code
  • mcp.cpz-lab.com · found in remote endpoint, install command, code

Tools (41)

Read from the source code; the running server may differ. Descriptions are the server’s own words; hidden characters are shown as [U+…].

  • add_to_watchlistAdd to Watchlist

    Add a ticker to your watchlist. 10 symbols at most; a symbol already on it is refused rather than duplicated.

  • call_toolCall a Discovered Toolread-only

    Invoke a read-only CPZAI tool discovered with search_tools, passing its arguments exactly as its input_schema describes. Read-only tools only: tools that place orders, execute strategies, or write credentials and webhooks are advertised under their own names and must be called directly so you and the user see what is being approved. Returns the tool's own result unchanged.

  • cash_summaryCash Summaryread-only

    Cash, buying power and equity per connected account as last recorded by the metrics sync, with as_of and stale (older than a day). An account without a balance source says coverage: no_balance_source. Totals cover only accounts with a balance in one currency. This is not a live broker read and never estimates.

  • compute_riskCompute Risk

    Compute a fresh risk snapshot for the portfolio. Returns VaR, Sharpe, drawdown, exposures, and risk score.

  • configure_overlayConfigure Overlaycan change or delete data

    Make a strategy an overlay, or change or remove its overlay configuration, in one atomic write. role overlay needs a policy and at least one target, and REPLACES the whole policy and target list: policy fields you omit take their defaults (hedge_ratio 1, tolerance_band 0.1, rebalance_trigger band, no hedge instruments, no notes) and targets you do not list are removed, so read list_overlays first when changing one field. role alpha removes the policy and targets and makes it an ordinary strategy again. Becoming an overlay turns short selling on for the strategy. Places no order, but changes wh…

  • create_connectionCreate Data Connection

    Store a data-provider API key. The credential is encrypted server-side and can never be read back. One connection per provider.

  • create_strategyCreate Strategy

    Create a new trading strategy.

  • create_webhookCreate Webhook

    Subscribe to platform events via webhook. Returns the signing secret (save it — shown once).

  • delete_webhookDelete Webhookcan change or delete data

    Remove a webhook subscription.

  • execute_strategyExecute Strategycan change or delete data

    Execute a strategy on the Python backend. Returns execution results.

  • export_transactionsExport Transactionsread-only

    List your fills (filled and partially filled orders) by fill time, for statements and tax preparation. quantity is what filled and gross_amount is null when the fill price is not on record; nothing is defaulted to zero. Pages like every list. For a CSV file, call GET /transactions?format=csv on the REST API with the same filters.

  • get_backtest_resultGet Backtest Resultread-only

    Inspect one saved backtest run, including its configuration, result, code, and verification fields when available. Does not run a new backtest. Requires the strategies scope.

  • get_backtest_resultsGet Backtest Resultsread-only

    List backtest run results, optionally filtered by strategy.

  • get_barsGet Historical Barsread-only

    Fetch historical OHLCV bars for one or more symbols. Supports intraday (1Min–4Hour) and daily/weekly/monthly timeframes over a date range — the historical data the real-time quote tool cannot provide.

  • get_data_fileGet Data Fileread-only

    Get one uploaded dataset’s metadata, including column information and storage path. Does not download the file. Requires the data scope.

Show 26 more tools
  • get_market_dataGet Market Dataread-only

    Fetch real-time market data (price, bid/ask, volume) for one or more symbols.

  • get_orderGet Orderread-only

    Read one stored order record, including its reconciled status and fill fields. This is platform state, not a fresh broker query. Requires the orders scope.

  • get_overlay_exposureGet Overlay Exposureread-only

    Resolve one overlay strategy's hedge: what its targets (strategies or broker accounts) carry, what the overlay itself holds, the combined book, and how far the hedge is from policy (objective, target ratio, tolerance band, current ratio, drift, advisory suggested order), plus hedge effectiveness and base/overlay/combined P&L. When complete is false a price or price history is missing: the hedge ratio and suggested order are withheld (null), never estimated, and no hedge should be sized from the result. Read-only; places no order. Requires the strategies scope.

  • get_profileGet Profileread-only

    Get the current authenticated user profile.

  • get_risk_snapshotGet Risk Snapshotread-only

    Inspect one saved portfolio risk snapshot and its recorded exposures, risk contributions, and analytics when available. Does not compute fresh risk. Requires trading_credentials or orders scope.

  • get_strategyGet Strategyread-only

    Get a specific strategy by ID.

  • list_accountsList Accountsread-only

    List connected trading accounts (broker credentials). Sensitive fields excluded.

  • list_cash_flowsList OTC Cash Flowsread-only

    Inspect recorded OTC cash flows and settlement state. Date filters apply to payment_date. amount_minor is an exact integer string; preserve its precision. Requires trading_credentials or orders scope.

  • list_connectionsList Data Connectionsread-only

    List the user's configured data-provider connections. Credentials are never returned.

  • list_data_filesList Data Filesread-only

    Discover your uploaded datasets and their schema metadata, row counts, file types, and processing status. Returns metadata, not file contents. Requires the data scope.

  • list_dealsList OTC Dealsread-only

    List middle-office OTC deal records in your personal or entity book. LIVE status includes DRAFT and CONFIRMED deals. Requires trading_credentials or orders scope.

  • list_fund_periodsList OTC Fund Periodsread-only

    Inspect recorded fund accounting periods, NAV fields, subscriptions, redemptions, and P&L when available. Monetary minor-unit fields are exact integer strings; preserve their precision. Requires trading_credentials or orders scope.

  • list_journal_entriesList OTC Journal Entriesread-only

    Inspect middle-office ledger entry headers and audit hashes. Date filters apply to entry_date. Returns headers, not journal line items or a balance calculation. Requires trading_credentials or orders scope.

  • list_lifecycle_eventsList OTC Lifecycle Eventsread-only

    Inspect scheduled OTC lifecycle events, their required inputs, dates, and processing status. Date filters apply to event_date. Requires trading_credentials or orders scope.

  • list_ordersList Ordersread-only

    List trading orders. Filter by status, symbol, side, or strategy.

  • list_overlaysList Overlaysread-only

    List your overlay strategies with their full configuration: policy (objective, hedge ratio, tolerance band, hedge instruments, benchmark, rebalance trigger, notes) and targets (strategies or broker accounts, with weights). configured is true when an overlay has a policy and at least one target. One read, no market data; for hedge status and drift use get_overlay_exposure. The platform returns at most 200 overlays, ordered by title; truncated says whether more exist. Requires the strategies scope.

  • list_positionsList Positionsread-only

    List one page of portfolio positions. Saxo Bank, tastytrade and Kalshi positions are read live from the broker; a broker that could not be read is named in account_errors, never returned as an empty book. Continue with offset until a short page is returned before concluding a portfolio review.

  • list_risk_snapshotsList Risk Snapshotsread-only

    List historical risk snapshots.

  • list_strategiesList Strategiesread-only

    List all trading strategies. Supports filtering by status, type, and title search.

  • list_watchlistList Watchlistread-only

    List the symbols on your watchlist (the dashboard card; 10 symbols at most). Each entry has the id remove_from_watchlist takes.

  • list_webhooksList Webhooksread-only

    List a page of configured webhook subscriptions. Signing secrets are excluded.

  • place_orderPlace Ordercan change or delete data

    Place an order using a tradable account from list_accounts (pass its account_id and its id as broker_credential_id). Check its broker and environment; live accounts can trade real money. Stop orders and time-in-force support depend on the broker. Saxo Bank, tastytrade and Kalshi orders run through the CPZ gateway (pre-trade guard, margin check, idempotency). After a timeout, inspect list_orders for the client_order_id before retrying; submission may have succeeded.

  • remove_from_watchlistRemove from Watchlistcan change or delete data

    Remove an entry from your watchlist by the id list_watchlist returned.

  • search_toolsSearch CPZAI Toolsread-only

    Description is built at runtime.

  • sync_portfolioSync Portfolio

    Trigger a portfolio sync across all connected broker accounts.

  • update_strategyUpdate Strategy

    Update an existing strategy. Pass only the fields to change.

Signals

Stars
1
Forks
0
Open issues
1
Last commit
Oct 22, 2026 (7 days ago)
Last release
Jul 31, 2026 (3 months ago)

From GitHub (fetched Oct 24, 2026).

Details

Registry name
com.cpz-lab.mcp/cpzai
Version
1.1.0
Auth
Auth not stated
License
MIT
Repository
github.com/CPZ-Lab/cpzai-mcp-server
Website
ai.cpz-lab.com
First seen
Oct 24, 2026
Last checked
Oct 24, 2026
Source
Official MCP Registrygithub-graphql
Cite this page

CPZAI MCP server. Agent Mart. https://agentmart.dev/connectors/mcp-cpz-lab-com-cpzai (last updated 2026-10-24)