emerald-exchange 1.0.1

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: 1.0.1

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

Auto-generated from the live MCP server — do not edit by hand.

Condensed action-routed tools (default — MCP_TOOL_MODE=condensed)

MCP Tool	Toggle Env Var	Description
ee_prediction_markets	PREDICTION_MARKETTOOL	Prediction Markets operations.
emerald_crypto	CRYPTOTOOL	Crypto-native analytics and arbitrage. CONCEPT:EE-015
emerald_debate	DEBATETOOL	Multi-agent trading debate engine. CONCEPT:EE-014
emerald_derivatives	DERIVATIVESTOOL	SABR volatility surface + vol-arb. CONCEPT:EE-034
emerald_fundamentals	FUNDAMENTALSTOOL	SEC EDGAR fundamentals operations. CONCEPT:EE-027.
emerald_market_data	MARKET_DATATOOL	Market data operations. CONCEPT:EE-008
emerald_market_making	MARKET_MAKINGTOOL	Market-making controller, fee model, and forensic screener. CONCEPT:EE-023
emerald_orders	ORDERTOOL	Order management with pre-trade risk validation. CONCEPT:EE-009
emerald_portfolio	PORTFOLIOTOOL	Portfolio management operations. CONCEPT:EE-010
emerald_risk	RISKTOOL	Risk management and monitoring. CONCEPT:EE-011
emerald_signals	SIGNALTOOL	Signal generation and fusion. Routes to agent-utilities finance domain. CONCEPT:EE-012
emerald_statarb	STATARBTOOL	OU statistical-arbitrage signal + dynamic-beta hedge. CONCEPT:EE-030
emerald_strategy	STRATEGYTOOL	Strategy lifecycle management. CONCEPT:EE-013
emerald_wallet_intel	WALLET_INTELTOOL	Polymarket wallet-intelligence operations. CONCEPT:EE-028.

Verbose 1:1 API-mapped tools (MCP_TOOL_MODE=verbose or both)

9 per-operation tools — one per public API method (click to expand)

MCP Tool	Toggle Env Var	Description
emerald_cancel_order	PAPER_BACKENDTOOL	Invoke the cancel_order operation.
emerald_connect	PAPER_BACKENDTOOL	Invoke the connect operation.
emerald_disconnect	PAPER_BACKENDTOOL	Invoke the disconnect operation.
emerald_get_account	PAPER_BACKENDTOOL	Invoke the get_account operation.
emerald_get_historical	PAPER_BACKENDTOOL	Invoke the get_historical operation.
emerald_get_order_status	PAPER_BACKENDTOOL	Invoke the get_order_status operation.
emerald_get_positions	PAPER_BACKENDTOOL	Invoke the get_positions operation.
emerald_get_quote	PAPER_BACKENDTOOL	Invoke the get_quote operation.
emerald_submit_order	PAPER_BACKENDTOOL	Invoke the submit_order operation.

14 action-routed tool(s) (default) · 9 verbose 1:1 tool(s). Each is enabled unless its <DOMAIN>TOOL toggle is set false; MCP_TOOL_MODE selects the surface (condensed default · verbose 1:1 · both). Auto-generated — do not edit.

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

Install the slim [mcp] extra. The examples below install emerald-exchange[mcp] — the MCP-server extra that pulls only the FastMCP / FastAPI tooling (agent-utilities[mcp]). It deliberately excludes the heavy agent runtime (the epistemic-graph engine, pydantic-ai, dspy, llama-index, tree-sitter), so uvx/container installs are dramatically smaller and faster. Use the full [agent] extra only when you need the integrated Pydantic AI agent (see Installation). Add trading-backend extras ([alpaca], [crypto], [prediction_markets], …) on top as needed.

stdio Mode

{
  "mcpServers": {
    "emerald-exchange": {
      "command": "uvx",
      "args": ["--from", "emerald-exchange[mcp]", "emerald-exchange-mcp"],
      "env": {}
    }
  }
}

Streamable HTTP Mode

emerald-exchange-mcp --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
    }
  }
}

Additional Deployment Options

emerald-exchange can also run as a local container (Docker / Podman / uv) or be consumed from a remote deployment. The Deployment guide has full, copy-paste mcp_config.json for all four transports — stdio, streamable-http, local container / uv, and remote URL:

• Local container / uv — launch the server from mcp_config.json via uvx, docker run, or podman run, or point at a local streamable-http container by url.
• Remote URL — connect to a server deployed behind Caddy at http://emerald-exchange-mcp.arpa/mcp using the "url" key.

⚙️ 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

Pick the extra that matches what you want to run, then layer trading-backend extras on top:

Extra	Installs	Use when
emerald-exchange[mcp]	Slim MCP server (agent-utilities[mcp] — FastMCP/FastAPI) + paper backend	You only run the MCP server (smallest install / image)
emerald-exchange[agent]	Full agent runtime (agent-utilities[agent,logfire] — Pydantic AI + the epistemic-graph engine)	You run the integrated agent
emerald-exchange[all]	Everything (mcp + agent + every trading backend)	Development / full surface

pip install "emerald-exchange[mcp]"                # MCP server only (slim deps)
pip install "emerald-exchange[agent]"              # Full agent runtime (Pydantic AI + engine)
pip install "emerald-exchange[mcp,alpaca]"         # + Alpaca equities
pip install "emerald-exchange[mcp,crypto]"         # + CCXT crypto
pip install "emerald-exchange[mcp,prediction_markets]"  # + Kalshi & Polymarket
pip install "emerald-exchange[all]"                # Everything

Docker

Container images (:mcp vs :agent)

One multi-stage docker/Dockerfile builds two right-sized images, selected by --target:

Image tag	Build target	Contents	Entrypoint
knucklessg1/emerald-exchange:mcp	--target mcp	emerald-exchange[mcp] — slim, no engine/pydantic-ai/dspy/llama-index/tree-sitter	emerald-exchange-mcp
knucklessg1/emerald-exchange:latest	--target agent (default)	emerald-exchange[agent] — full agent runtime + epistemic-graph engine	emerald-exchange-agent

docker build --target mcp   -t knucklessg1/emerald-exchange:mcp    docker/   # slim MCP server
docker build --target agent -t knucklessg1/emerald-exchange:latest docker/   # full agent
docker compose -f docker/mcp.compose.yml up -d                               # run the slim :mcp server
docker compose -f docker/compose.yml up -d                                   # full stack

Knowledge-graph database (epistemic-graph)

The full agent ([agent] / :latest) embeds the epistemic-graph engine (pulled in transitively via agent-utilities[agent]). For production — or to share one knowledge graph across multiple agents — run epistemic-graph as its own database container and point the agent at it instead of embedding it. Deployment recipes (single-node + Raft HA), connection config, and the full database architecture (with diagrams) are documented in the epistemic-graph deployment guide. The slim [mcp] server does not require the database.

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.

Deploy with agent-os-genesis

This package can be provisioned for you — skill-guided — by the agent-os-genesis universal skill (its single-package deploy mode): it picks your install method, seeds secrets to OpenBao/Vault (or .env), trusts your enterprise CA, registers the MCP server, and verifies it — the same machinery that stands up the whole Agent OS, narrowed to just this package. Ask your agent to "deploy emerald-exchange with agent-os-genesis".

Install mode	Command
Bare-metal, prod (PyPI)	uvx emerald-exchange-mcp · or uv tool install emerald-exchange
Bare-metal, dev (editable)	uv pip install -e ".[all]" · or pip install -e ".[all]"
Container, prod	deploy knucklessg1/emerald-exchange:latest via docker-compose / swarm / podman / podman-compose / kubernetes
Container, dev (editable)	deploy docker/compose.dev.yml (source-mounted at /src; edits live on restart)

Secrets are read-existing + seeded via vault_sync — you are only prompted for what's missing.

Environment Variables

Package environment variables

Variable	Example	Description
BINANCE_API_KEY	—	Other exchanges (Alpaca, Coinbase, ...) supply credentials via operator config.
BINANCE_SECRET_KEY	—
CRYPTOTOOL	True	crypto market tools
DEBATETOOL	True	multi-agent debate tools
DERIVATIVESTOOL	True	options/futures derivatives tools
FUNDAMENTALSTOOL	True	SEC/EDGAR fundamentals tools
MARKET_DATATOOL	True	market-data tools
MARKET_MAKINGTOOL	True	market-making tools
ORDERTOOL	True	order placement/management tools
PORTFOLIOTOOL	True	portfolio tools
PREDICTION_MARKETTOOL	True	prediction-market tools
RISKTOOL	True	risk tools
SIGNALTOOL	True	signal tools
STATARBTOOL	True	statistical-arbitrage tools
STRATEGYTOOL	True	strategy tools
WALLET_INTELTOOL	True	Polymarket wallet-intelligence tools
EDGAR_IDENTITY	Your Name [e-mail]	SEC EDGAR identity ("Name email")
EDGAR_USER_AGENT	Your Name [e-mail]	legacy fallback for EDGAR_IDENTITY
POLY_TRADES_PATH	/path/to/poly_trades.parquet	Polymarket trade dataset for wallet-intel
EMERALD_STAGE_APPROVAL_TOKEN	—	human approval token to promote execution stage
EPISTEMIC_GRAPH_SOCKET	/run/epistemic-graph.sock	UDS path to the epistemic-graph engine
GRAPH_SERVICE_SOCKET	/run/epistemic-graph.sock	alternate UDS path env var
EPISTEMIC_GRAPH_TCP	127.0.0.1:50051	host:port for a TCP engine endpoint

Inherited agent-utilities variables (apply to every connector)

Variable	Example	Description
TRANSPORT	stdio	MCP transport: stdio
HOST	0.0.0.0	Bind host (HTTP transports)
PORT	8000	Bind port (HTTP transports)
MCP_TOOL_MODE	condensed	Tool surface: condensed
MCP_ENABLED_TOOLS	—	Comma-separated tool allow-list
MCP_DISABLED_TOOLS	—	Comma-separated tool deny-list
MCP_ENABLED_TAGS	—	Comma-separated tag allow-list
MCP_DISABLED_TAGS	—	Comma-separated tag deny-list
EUNOMIA_TYPE	none	Authorization mode: none
EUNOMIA_POLICY_FILE	mcp_policies.json	Embedded Eunomia policy file
EUNOMIA_REMOTE_URL	—	Remote Eunomia authorization server URL
ENABLE_OTEL	False	Enable OpenTelemetry export
OTEL_EXPORTER_OTLP_ENDPOINT	—	OTLP collector endpoint
MCP_CLIENT_AUTH	—	Outbound MCP auth (oidc-client-credentials for fleet calls)
OIDC_CLIENT_ID	—	OIDC client id (service-account auth)
OIDC_CLIENT_SECRET	—	OIDC client secret (service-account auth)
DEBUG	False	Verbose logging
PYTHONUNBUFFERED	1	Unbuffered stdout (recommended in containers)
MCP_URL	http://localhost:8000/mcp	URL of the MCP server the agent connects to
PROVIDER	openai	LLM provider for the agent
MODEL_ID	gpt-4o	Model id for the agent
ENABLE_WEB_UI	True	Serve the AG-UI web interface

23 package + 22 inherited variable(s). Auto-generated from .env.example + the shared agent-utilities set — do not edit.