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  2. πŸ’° Finance & Fintech
  3. CPZAI
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Health: Not checked yetWe have not completed a health check for this listing yet.Last checked 8/10/2026, 11:22:30 PM

CPZAI

Enrichment pendingWe haven’t run our AI enrichment pass on this listing yet, so the overview, use cases, and FAQ below may be sparse or missing. We work through the catalog over time β€” check back soon.
View RepositoryVisit Website

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

Quick Install

Automated & IDE Setup

Copy the AI prompt to install this server into Claude Code, Cursor, or another agent β€” or use 1-click editor setup below.

Add to CursorAdd to VS Code
Manual Client & Custom JSON ConfigExpand JSON β–Ύ

Install Config Generator

Choose your client
claude_desktop_config.json
{
  "mcpServers": {
    "cpzai": {
      "command": "npx",
      "args": [
        "-y",
        "cpzai"
      ]
    }
  }
}

πŸ’‘ Paste into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows)

Install Directory Badge Claim listing AlternativesπŸ’° More in Finance & Fintech

Documentation Overview

CPZAI MCP Server

Model Context Protocol server for AI agent access to CPZAI

TypeScript CI MCP v1.0 Streamable HTTP License: MIT


A production-grade Model Context Protocol (MCP) server that exposes CPZAI capabilities β€” strategy management, backtesting, multi-broker order routing (Alpaca / Interactive Brokers / FIX), portfolios, risk analytics, market data β€” as tools for any MCP-compatible AI agent (Claude, Cursor, GPT, etc.).

The hosted endpoint at https://mcp.cpz-lab.com/mcp is the only supported way to connect. This repo exists for transparency: anyone wiring their broker API keys through an AI agent should be able to read the exact code that handles those keys.

Quick Start

You'll need a CPZ API key + secret. Create one at ai.cpz-lab.com/settings/api-keys.

Cursor

Add to .cursor/mcp.json:

config.json
{
  "mcpServers": {
    "cpzai": {
      "url": "https://mcp.cpz-lab.com/mcp",
      "headers": {
        "X-CPZ-Key": "your_cpz_key",
        "X-CPZ-Secret": "your_cpz_secret"
      }
    }
  }
}

Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

config.json
{
  "mcpServers": {
    "cpzai": {
      "url": "https://mcp.cpz-lab.com/mcp",
      "headers": {
        "X-CPZ-Key": "your_cpz_key",
        "X-CPZ-Secret": "your_cpz_secret"
      }
    }
  }
}

Claude (web / mobile) via OAuth

The server speaks OAuth 2.1 + PKCE at https://mcp.cpz-lab.com/.well-known/oauth-authorization-server. Use Claude's "Connect a server" flow and point it at https://mcp.cpz-lab.com/mcp.

Architecture

Code
Agent (Cursor / Claude / GPT / custom)
        β”‚
        β”‚  Streamable HTTP + X-CPZ-Key / X-CPZ-Secret
        β–Ό
   mcp.cpz-lab.com
        β”‚
        β–Ό
   Node.js MCP server (stateless)  ← this repo
        β”‚
        β”‚  per-request API key validation
        β–Ό
   CPZ Platform REST API

Design decisions:

  • Stateless transport. Each POST /mcp creates a fresh server instance β€” no session tracking, scales horizontally without coordination.
  • Thin protocol adapter. Validates the API key, then proxies tool calls to the CPZ REST API. Zero business logic in the MCP layer; what you see in src/ is what runs in production.
  • Key auth. Agents authenticate with CPZ platform API keys (X-CPZ-Key / X-CPZ-Secret) β€” the same keys used by the REST API and the cpz Python SDK.
  • Paper-only by default. Live trading on a strategy requires explicit per-strategy promotion in the platform.

Available tools

18 tools exposed today, organized by domain.

ToolDescriptionRead-only
Strategies
list_strategiesList trading strategies with filteringβœ“
get_strategyGet a specific strategy by IDβœ“
create_strategyCreate a new trading strategy
update_strategyUpdate an existing strategy
Backtests
get_backtest_resultsList backtest run resultsβœ“
Orders & trading
list_ordersList trading orders with filteringβœ“
place_orderPlace a new trading order
list_positionsList current portfolio positionsβœ“
sync_portfolioTrigger portfolio sync across brokers
list_accountsList connected trading accountsβœ“
Market data
get_market_dataReal-time quotes (price, bid/ask, volume)βœ“
Risk
compute_riskCompute fresh risk snapshot (VaR, Sharpe, drawdown)
list_risk_snapshotsList historical risk snapshotsβœ“
Execution
execute_strategyExecute a strategy on the Python backend
Webhooks
list_webhooksList webhook subscriptionsβœ“
create_webhookSubscribe to platform events
delete_webhookRemove a webhook subscription
User
get_profileGet authenticated user profileβœ“

Local development

Terminal
npm install

export CPZ_API_BASE_URL=https://api.cpz-lab.com
export CPZ_SERVICE_KEY=your_service_key

npm run dev
# server starts on http://localhost:3001

Tests + type check

Terminal
npm test            # single run
npm run test:watch  # watch mode
npx tsc --noEmit    # type check

Build

Terminal
npm run build       # compiles TS β†’ dist/
npm start           # runs the compiled server

Docker

Terminal
docker build -t cpzai-mcp-server .
docker run --rm -p 3001:3001 \
  -e CPZ_API_BASE_URL=https://api.cpz-lab.com \
  -e CPZ_SERVICE_KEY=your_service_key \
  cpzai-mcp-server

Security model

  • All connections HTTPS with TLS 1.3 at the edge.
  • API credentials are forwarded in HTTP headers and never logged.
  • Per-request API key validation against the platform's api_keys table.
  • All data access is user-scoped via the user_id derived from the validated key.
  • OAuth tokens (when used) are held in server memory only β€” never persisted.

See the privacy policy for the full data-handling story.

Self-hosting

We don't currently support self-hosting. Use the hosted endpoint at https://mcp.cpz-lab.com/mcp with your CPZ API key. The hosted server is the same code in this repo plus AWS infrastructure (ALB, ECS Fargate, WAF, secrets) that's not part of this repo.

If you have a strong reason to self-host (e.g. air-gapped trading desk), open an issue and we'll talk.

Contributing

Issues and PRs welcome. Before submitting:

  • npx tsc --noEmit must pass
  • npm test must pass
  • Keep changes minimal and aligned with existing patterns

License

MIT Β© CPZ Capital Ltd.

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Frequently Asked Questions about CPZAI

Add the following block to your claude_desktop_config.json under mcpServers: "mcpServers": { "cpzai": { "command": "npx", "args": ["-y", "CPZAI"] } }

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Technical Specs & Signals

CategoryπŸ’°Finance & Fintech
More technical detailsExpand β–Ύ
TransportSTDIO
RuntimeNode.js
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Installs & Copy ActionsTotal times users copied install commands or configuration snippets for this server.
27Quality signal: Emerging Β· 27/100How this signal is calculated β–Ύ
Server availabilityNot measured

Not scored for repo-hosted servers β€” we can't reach the running server, only its GitHub page. Hosted MCP endpoints are health-checked live.

Verified ownership8/20
Documentation & tools11/30
Adoption & activity1/15
Community engagement0/10

A guidance signal from public completeness & health data β€” not a user rating. New listings start lower and rise as they add docs, get verified, and grow adoption. Signals we can't observe for a listing are skipped, not counted against it.

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