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feat: MCP server enhancements - filtering, orders & positions#426

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MDUYN merged 3 commits into
mainfrom
dev
Apr 15, 2026
Merged

feat: MCP server enhancements - filtering, orders & positions#426
MDUYN merged 3 commits into
mainfrom
dev

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@MDUYN MDUYN commented Apr 15, 2026

Changes

Strategy filtering (commit d4fa188)

  • Add _resolve_backtests() and _resolve_sids() helpers
  • Add strategy_ids + tag params to 7 multi-strategy tools
  • Add tag param to 6 time-series tools
  • 18 of 25 tools now support tag/strategy_ids filtering

New tools (commit e7716a1)

  • get_orders: list orders for a strategy with optional window/limit
  • get_positions: list positions for a strategy with optional window
  • Total MCP tools: 25

Documentation (commit 011a6c5)

  • Update tutorial notebook with new tool docs

MDUYN added 3 commits April 15, 2026 17:31
- Add _resolve_backtests() helper: filters backtests by strategy_ids and/or tag
- Add _resolve_sids() helper: resolves strategy_ids from strategy_id, strategy_ids, or tag
- Add strategy_ids + tag params to 7 multi-strategy tools:
  list_strategies, rank_strategies, get_full_analysis, get_trading_activity,
  get_correlation_matrix, get_window_coverage, filter_strategies
- Add tag param to 6 time-series tools (already had strategy_ids):
  get_equity_curve, get_drawdown_series, get_monthly_returns,
  get_yearly_returns, get_rolling_sharpe, get_portfolio_snapshots
- 18 of 23 tools now support tag/strategy_ids filtering
- Single-strategy tools (5) and note tools (5) unchanged
- Add get_orders tool: lists all orders for a strategy with symbol, side,
  type, status, price, amount, filled, cost, fee, fee_rate, slippage,
  created date. Supports window filter and limit parameter.
- Add get_positions tool: lists all positions for a strategy with symbol,
  amount, cost. Supports window filter.
- Add _all_orders() and _all_positions() helper functions
- Update tutorial notebook: 23 -> 25 tools, updated tool tables with
  strategy_ids/tag support columns, added orders/positions to docs
@MDUYN MDUYN merged commit 9bbcc9e into main Apr 15, 2026
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