MCP Integration

{
  "symbol": "AAPL"  // Trading symbol (e.g., AAPL, 0700.HK, BTC-USD)
}

{
  "symbol": "AAPL",
  "name": "Apple Inc.",
  "price": 189.84,
  "change": 2.34,
  "changePercent": 1.25,
  "volume": 52340000,
  "high": 191.05,
  "low": 187.45
}

{
  "symbol": "AAPL",       // Trading symbol
  "side": "buy",          // "buy" or "sell"
  "type": "market",       // "market", "limit", or "stop"
  "quantity": 10,         // Shares/units to trade
  "price": 185.00,        // For limit/stop orders only
  "reason": "Signal X triggered; risk/reward 1:2. Stop at 180."  // Optional but recommended: your decision rationale
}

{
  "id": "ord-abc123",
  "symbol": "AAPL",
  "side": "buy",
  "type": "market",
  "status": "pending",
  "quantity": 10,
  "createdAt": "2026-02-20T15:30:00Z"
}

{}  // No parameters required

{
  "summary": {
    "totalValue": 145678.90,
    "cashBalance": 53922.70,
    "holdingsValue": 91756.20,
    "todayPnL": 1245.30,
    "totalPnL": 5678.90
  },
  "totalPositions": 1,
  "positions": [
    { "symbol": "AAPL", "quantity": 50, "currentPrice": 189.84, "marketValue": 9492.00, "unrealizedPnL": 732.00 }
  ]
}

{
  "status": "pending",  // Optional: "pending", "filled", "cancelled"
  "limit": 10            // Optional: number of orders
}

{
  "orders": [
    { "id": "ord-abc123", "symbol": "AAPL", "side": "buy", "status": "pending" }
  ],
  "total": 1
}

{
  "order_id": "ord-abc123"  // Order ID to cancel
}

{
  "id": "ord-abc123",
  "status": "cancelled",
  "cancelledAt": "2026-02-20T15:35:00Z"
}

{
  "symbol": "AAPL",     // Trading symbol
  "interval": "1d",      // "1m", "5m", "15m", "1h", "1d"
  "limit": 30            // Number of candles
}

{
  "symbol": "AAPL",
  "interval": "1d",
  "limit": 30,
  "candles": [
    { "time": "2026-02-20", "open": 188.5, "high": 191.0, "low": 187.4, "close": 189.8, "volume": 52340000 }
  ]
}

{
  "rule_type": "stop_loss",  // "stop_loss" | "take_profit" | "trailing_stop" | "position_limit"
  "config": {
    "type": "percentage",     // "absolute" | "percentage"
    "percentage": 5.0,        // Stop loss: 5% below entry
    "enabled": true
  },
  "symbol": "AAPL",          // Optional: for position-level rules
  "reason": "Based on RSI overbought at 72, setting 5% stop loss to protect profits",  // Optional: human-readable explanation
  "max_loss": 5000.0,         // Optional: maximum loss amount
  "max_loss_percent": 5.0,    // Optional: maximum loss percentage
  "risk_reward_ratio": 2.0,   // Optional: risk-reward ratio
  "volatility": 0.15,         // Optional: volatility metric (15%)
  "metadata": {               // Optional: AI metadata and extended information
    "ai": {
      "confidence": 0.85,
      "model": "claude-3.5-sonnet",
      "reasoning": "Based on RSI indicator (72) showing overbought, MACD divergence signal",
      "decision_factors": ["RSI overbought", "MACD divergence", "Price near resistance"]
    },
    "strategy": {
      "id": "strategy-001",
      "name": "Trend Following Strategy",
      "params": {"maPeriod": 20, "stopLossPercent": 5}
    },
    "market": {
      "trend": "up",
      "support": 180.0,
      "resistance": 195.0,
      "current_price": 189.84
    }
  }
}

{
  "rule": {
    "id": "rule-abc123",
    "rule_type": "stop_loss",
    "symbol": "AAPL",
    "config": { "type": "percentage", "percentage": 5.0, "enabled": true },
    "reason": "Based on RSI overbought at 72, setting 5% stop loss to protect profits",
    "max_loss": 5000.0,
    "max_loss_percent": 5.0,
    "risk_reward_ratio": 2.0,
    "volatility": 0.15,
    "metadata": { "ai": {...}, "strategy": {...}, "market": {...} },
    "is_active": true,
    "created_at": "2026-02-20T15:35:00Z"
  }
}

{
  "symbol": "AAPL",          // Optional: filter by symbol
  "rule_type": "stop_loss",  // Optional: filter by type
  "is_active": true          // Optional: filter by active status
}

{
  "totalRules": 1,
  "rules": [
    {
      "id": "rule-abc123",
      "ruleType": "stop_loss",
      "symbol": "AAPL",
      "config": { "type": "percentage", "percentage": 5.0 },
      "actionOnTrigger": "auto_sell",
      "isActive": true
    }
  ]
}

{
  "rule_id": "rule-abc123",  // Optional: filter by rule ID
  "status": "triggered",      // Optional: "triggered" | "executed" | "cancelled"
  "limit": 50                 // Number of records (default: 50)
}

{
  "executions": [
    {
      "id": "exec-xyz789",
      "rule_id": "rule-abc123",
      "triggered_at": "2026-02-20T15:40:00Z",
      "trigger_price": 180.50,
      "current_price": 180.45,
      "status": "triggered",
      "details": { "stopPrice": 180.50, "lossPercent": -5.2 }
    }
  ],
  "total": 1
}

{}  // No parameters

{
  "totalPositions": 1,
  "positions": [
    { "symbol": "AAPL", "quantity": 50, "avgCost": 185.2, "currentPrice": 189.84, "marketValue": 9492, "unrealizedPnL": 732, "unrealizedPnLPercent": 2.51 }
  ]
}

{
  "order_id": "ord-abc123"  // Order ID from place_order response
}

{
  "order": {
    "id": "ord-abc123",
    "symbol": "AAPL",
    "side": "buy",
    "status": "filled",
    "quantity": 10,
    "filledQuantity": 10,
    "filledPrice": 189.84,
    "decisionReason": "Momentum breakout; target 195, stop 180.",
    "createdAt": "2026-02-20T15:30:00Z"
  }
}

{
  "rule_id": "rule-abc123",   // Required
  "config": { "percentage": 6 },  // Optional
  "reason": "Adjusted to 6% after volatility increase",  // Optional
  "is_active": false  // Optional: enable/disable
}

{
  "rule": { "id": "rule-abc123", "config": {...}, "reason": "...", "is_active": true }
}

{
  "rule_id": "rule-abc123"  // Required
}

{
  "success": true,
  "deleted": "rule-abc123"
}

{}  // No parameters

{
  "content": "# Strategy\nMarket view, risk preference...",
  "updatedAt": "2026-02-20T15:00:00Z"
}

{
  "content": "# Overall strategy\nMarket view, strategy logic, risk preference, position/symbol preferences. Full document; replaces previous."
}

{
  "content": "...",
  "updatedAt": "2026-02-20T15:30:00Z"
}