emerald-exchange 0.16.1

Emerald Exchange — Unified Finance MCP Server with fully abstracted exchange backends for equities, crypto, and derivatives trading. CONCEPT:EE-001

Emerald Exchange - API | MCP | A2A

Version: 0.16.0

Documentation — Installation, deployment, usage across the API, CLI, and MCP interfaces, the A2A agent server, and the trading configuration schema are maintained in the official documentation.

Overview

Emerald Exchange is a unified Finance MCP Server providing fully abstracted exchange backends for equities, crypto, and derivatives trading. All trading functionality is tool-driven via MCP, with built-in financial hardening controls (OS-5.1).

Key Features:

• 5 Exchange Backends: Paper (default), Alpaca (FREE), CCXT (100+ exchanges), Freqtrade
• 6 MCP Tool Domains: market-data, orders, portfolio, risk, signals, strategy
• Financial Hardening: Paper-first default, Kelly criterion position sizing, circuit breakers, kill switch
• Config-Driven: All settings via ~/.config/agent-utilities/config.json

Architecture

flowchart TB
    A["Agent / IDE"] --> B["emerald-exchange MCP"]
    B --> C["Risk Guard (OS-5.1)"]
    C --> D{"Exchange Router"}
    D --> E["Paper Backend (Default)"]
    D --> F["Alpaca Backend (FREE)"]
    D --> G["CCXT Backend (Binance/Coinbase/Kraken)"]
    D --> H["Freqtrade Backend"]

    style B fill:#10B981,stroke:#065F46,color:#fff
    style C fill:#EF4444,stroke:#991B1B,color:#fff
    style E fill:#6366F1,stroke:#4338CA,color:#fff

MCP Tools

Domain	Tool Name	Actions	Tag
Market Data	emerald_market_data	quote, historical, exchanges	market-data
Orders	emerald_orders	submit, cancel, status, halt, resume	orders
Portfolio	emerald_portfolio	positions, account	portfolio
Prediction Markets	emerald_prediction_markets	kalshi_events, polymarket_events, open_meteo_ensemble	prediction-markets
Risk	emerald_risk	status, drawdown_check, daily_loss_check, kelly, limits	risk
Signals	emerald_signals	regime, alpha, fuse	signals
Strategy	emerald_strategy	list, promote, export	strategy

Exchange Backends

Backend	Assets	Paper	Live	Free
Paper	All	✅	—	✅
Alpaca	Equities, Crypto	✅	✅	✅
CCXT (Binance)	Crypto	✅	✅	✅
CCXT (Coinbase)	Crypto	✅	✅	✅
CCXT (Kraken)	Crypto	✅	✅	✅
Freqtrade	Crypto	✅	✅	✅
Prediction Markets (Kalshi/Polymarket)	Events/Weather	✅	✅	✅

Financial Hardening (OS-5.1)

Control	Default
Trading Mode	Paper (must explicitly opt into live)
Max Position Size	2% of portfolio (Kelly criterion)
Max Portfolio Drawdown	10% auto-halt
Max Daily Loss	3% auto-halt
Regime Shift Detection	KS-test auto-halt
Human Approval for Live	Required
Kill Switch	emerald_orders(action="halt")

Usage

MCP Configuration

stdio Mode

{
  "mcpServers": {
    "emerald-exchange": {
      "command": "uv",
      "args": ["run", "--with", "emerald-exchange", "emerald-exchange"],
      "env": {}
    }
  }
}

Streamable HTTP Mode

emerald-exchange --transport streamable-http --port 8100

Configuration

All trading settings are configured via ~/.config/agent-utilities/config.json:

{
  "trading": {
    "default_mode": "paper",
    "default_exchange": "alpaca",
    "exchanges": {
      "alpaca": {
        "enabled": true,
        "api_key_env": "ALPACA_API_KEY",
        "api_secret_env": "ALPACA_SECRET_KEY",
        "base_url": "https://paper-api.alpaca.markets"
      }
    },
    "risk_limits": {
      "max_position_pct": 0.02,
      "max_portfolio_drawdown_pct": 0.10,
      "max_daily_loss_pct": 0.03,
      "require_human_approval_live": true
    }
  }
}

⚙️ Dynamic Tool Selection & Visibility

This MCP server supports dynamic toolset selection and visibility filtering at runtime. This allows you to restrict the set of exposed tools in order to prevent blowing up the LLM's context window.

You can configure tool filtering via multiple input channels:

• CLI Arguments: Pass --tools or --toolsets (or their disabled counterparts --disabled-tools and --disabled-toolsets) during startup.
• Environment Variables: Define standard environment variables:
  • MCP_ENABLED_TOOLS / MCP_DISABLED_TOOLS
  • MCP_ENABLED_TAGS / MCP_DISABLED_TAGS
• HTTP SSE Request Headers: Pass custom headers during transport initialization:
  • x-mcp-enabled-tools / x-mcp-disabled-tools
  • x-mcp-enabled-tags / x-mcp-disabled-tags
• HTTP SSE Request Query Parameters: Append query parameters directly to your transport connection URL:
  • ?tools=tool1,tool2
  • ?tags=tag1

When query strings or parameters are supplied, an LLM-free Knowledge Graph resolution layer (using DynamicToolOrchestrator) matches query intents against known tool tags, names, or descriptions, with safe fallback and automated 24-hour background cache refreshing.

---

Installation

pip install emerald-exchange           # Core + paper backend
pip install emerald-exchange[alpaca]   # + Alpaca equities
pip install emerald-exchange[crypto]   # + CCXT crypto
pip install emerald-exchange[prediction_markets] # + Kalshi & Polymarket
pip install emerald-exchange[all]      # Everything

Docker

docker compose -f docker/compose.yml up -d

Documentation

The complete documentation is published as the official documentation site and is the recommended reference for installation, deployment, and day-to-day operation.

Page	Contents
Installation	pip, source, extras, prebuilt Docker image
Deployment	run the MCP and agent servers, Compose, Caddy + Technitium, env config
Usage	the MCP tools, the Python API, the cockpit CLI
Overview	enterprise features, tool surface, architecture
Configuration Schema	the trading config block and backend matrix
Concepts	concept registry (CONCEPT:EE-*)

AGENTS.md is the canonical contributor/agent guidance.