ALGOGENE MCP Server

Introduction

The algogene_mcp_server provides a Python-based interface for accessing the ALGOGENE API, enabling users to conduct strategy backtest, real-time data analytics, and manage trading activities.

Installation

1. Set Up Your Environment:

Ensure you have Python 3.11 or later installed.

2. Install Dependencies:

pip install requests mcp-server

3. Install Package:

pip install algogene-mcp-server

4. Update Configuration: Modify the configuration file located at /config/__init__.py.

BASE_URL = "https://algogene.com/rest"

ALGOGENE_USER = "YOUR_ALGOGENE_USER_ID"
ALGOGENE_API_KEY = "YOUR_ALGOGENE_API_KEY"

Running the Server

1. Start the Server:

python main.py

You can customize options using command-line arguments:

python main.py --transport streamable-http --port 8080 --host 0.0.0.0

2. Connect and Execute Commands:

• The server runs in STDIO mode by default. You can connect to it via your MCP client and run commands based on available tools.

Tools Overview

1. Contract Specification:

• get_instruments: Get all available instruments available on ALGOGENE
• get_instrument_meta: Get contract specification of a financial instrument
• search_instrument: Search related financial instruments based on matched keywords of symbol or description
• list_econs_series: List out all available economic time series
• search_econs_series: Search related economic time series based on matched keywords of titles, geo and freq
• get_econs_series_meta: Get meta data or specification of an economic time series

2. Real-time Data:

• get_realtime_prices: Get current price for trading symbol(s)
• get_realtime_price_24hrchange: Get the recent 24 hours market price change
• get_realtime_exchange_rate: Get current exchange rate between 2 currencies
• get_realtime_news: Get latest news for a specified language/source/categroy
• get_realtime_weather: Get latest weather info for a specified region
• get_realtime_econs_calendar: Get the upcoming economic calendar info such as holiday, statistics release, president speech, etc
• get_realtime_econs_stat: Get the most recent released economic statistics

3. Historical Data:

• get_history_price: Get historical market price
• get_history_news: Get historical news
• get_history_weather: Get historical weather
• get_history_corp_announcement: Get company's corporate announcement history
• get_history_econs_calendar: Get economic calendar history, such as holiday, statistics release, president speech, etc
• get_history_econs_stat: Get historical released economic statistics
• strategy_market_perf: Get performance statistics for a market index

4. Trading Account Current Status:

• get_session: Get session token that will be used to access account and order related resources
• list_accounts: List out all your trading accounts with latest balance on ALGOGENE.
• get_positions: Get outstanding positions of a trading account
• get_balance: Get current balance of a trading account
• get_opened_trades: Get opened trades of a trading account
• get_pending_trades: Get pending trades (or limit orders) of a trading account
• set_account_config: Trading connection setup with your personal broker/exchange account on ALGOGENE.

5. Trading Account History:

• strategy_trade: Get transaction history of a trading account
• strategy_bal: Get daily history of account balance of a trading account
• strategy_pos: Get daily history of position of a trading account
• strategy_pl: Get daily history of cumulative profit/loss of a trading account
• strategy_cashflow: Get history of cash flow (eg. deposit, withdrawal, dividend payment, etc) of a trading account
• strategy_stats: Get performance statistics history and trading setting of a trading account
• strategy_logs: Get system logs for running backtest or live strategy

6. Order Placecment and Management:

• open_order: Place an order on a trading account
• query_order: Query an order's details of a trading account
• update_pending_order: Update trading parameters of a pending order
• update_opened_order: Update trading parameters of an outstanding/opened order
• cancel_orders: cancel a list of unfilled limit/stop orders
• close_orders: close a list of outstanding orders

7. Strategy Development

• backtest_run: Submit a strategy script to run on ALGOGENE cloud platform
• backtest_cancel: Cancel a running backtest task
• get_task_status: Query the current status of a task on ALGOGENE (eg. backtest)

8. Other Trading Apps available on (https://algogene.com/marketplace#app):

• app_predict_sentiment: Give a sentiment score for a given text (eg. news, blog posts, financial reports)
• app_asset_allocation: Calculate an optimal portfolio based on given risk tolerance level.
• app_portfolio_optimizer: Calculate an optimal portfolio based on dynamic objectives and conditions, such as target return, risk tolerance, group constraints, etc
• app_portfolio_optimizer_custom: Similar to 'app_portfolio_optimizer' to calculate an optimal portfolio based on given time series data
• app_fourier_prediction: Estimate the future range (i.e. upper and lower bound) of a financial instrument based on Fourier analysis and transformation.
• app_market_classifer: Calculate the bull-bear line and classify the market condition of a given financial instrument
• app_us_company_filing_hitory: Get the filing history's report URL from US SEC for a given ticker
• app_us_company_financials: Get company financial data for a given US stock
• app_stock_tagger: Identify related stocks for a given news
• app_index_composite: Get the index constituent data including the composited stocks, current weighting and sensitivity
• app_pattern_recoginer: Identify key technical pattern for a given financial instrument and time frame
• app_risk_analysis: Analyze potential market risk for a given portfolio holding
• app_trading_pair_aligner: Identify the most suitable instrument within the same asset class that can form a trading pair based on a given instrument
• app_price_simulator: Generate a financial time series based on correlation of another given time series
• app_capitalflow_hkex_szse: Get capital flow historical data between Hong Kong Stock Exchange (HKEx) and Shenzhen Stock Exchange (SZSE)
• app_capitalflow_hkex_sse: Get capital flow historical data between Hong Kong Stock Exchange (HKEx) and Shanghai Stock Exchange (SSE)
• app_performance_calculator: Calculate investment performance statistics based on given NAV time series
• app_algo_generator: Generate a backtest script of trading algorithm according to user's trading ideas or description

Demo Video

• https://algogene.com/community/post/382
• https://www.youtube.com/watch?v=M_mrO8EPrdY

License and Terms of Use

It is an official python package developed by ALGOGENE. Read our terms of use before deploying this MCP services: https://algogene.com/terms

Support

For new features request or bugs reporting, please contact us at support@algogene.com