# Grzesir Botspot Trading MCP server

Source: https://glimind.com/server/mcp-registry%2Fio.github.grzesir%2Fbotspot-trading
Registry id: `mcp-registry/io.github.grzesir/botspot-trading`
Status: live (checked 2026-10-27T07:01:02.548Z)

## Measurements (30 days)

- Uptime: 100%
- Checks: 1223
- Outages (90 days): 0

## Install

```json
{
  "mcpServers": {
    "grzesir-botspot-trading-mcp-server": {
      "type": "http",
      "url": "https://mcp.botspot.trade/mcp"
    }
  }
}
```

Claude Code:

```sh
claude mcp add --transport http grzesir-botspot-trading-mcp-server https://mcp.botspot.trade/mcp
```

## Tools (111)

- `add_plan_item`: Adds a user-visible item to the active plan when new work is discovered. When working in the current conversation, omit planId unless you already have the actua
- `backtest_status`: Fetch the latest status/stage for a backtest by id. Response includes `stage` plus a rich `structuredContent.progress` snapshot of the current heartbeat: - `per
- `broker_snapshots`: Read stored daily broker snapshot automation data. For realtime holdings use get_broker_positions. action="run_now" requests a fresh no-trade snapshot for the s
- `clone_strategy`: Creates a private dormant copy for the authenticated user. To copy a Marketplace listing, pass its listingId from marketplace_strategies; the publisher must hav
- `commit_backtest_rules_review`: Commit the conversational Agent's already-completed, per-Rule evidence review for one exact terminal backtest and revision. This tool never analyzes a Rule or r
- `community`: Use action feed to read public bot decisions and member posts; action thread with postId reads one public root post and its paginated replies. Use action post w
- `complete_plan`: Marks the active plan completed, blocked, or cancelled. When working in the current conversation, omit conversationId; never pass placeholders such as `current`
- `create_billing_portal_link`: Creates a billing portal URL for the authenticated MCP user so subscriptions and payment methods can be managed.
- `create_broker_credential`: Stores broker credential material in Vault and returns only metadata for the authenticated user. Values are encrypted at rest and are not returned to MCP. Use t
- `create_checkout_link`: Creates a checkout session URL (subscription or one-time) tied to the authenticated MCP account.
- `create_dashboard_file`: Creates a template-first dashboard file at dashboards/<name>.dashboard.js in a new immutable strategy revision. Use this when the user asks to create a dashboar
- `create_file`: Creates a file in a new immutable revision for any strategy owned by the authenticated user. For the current attached workspace, omit strategyId and revisionId.
- `create_plan`: Creates a persisted, user-visible plan for substantial work in the current conversation. Use this for strategy builds, strategy edits, research, deployment setu
- `create_strategy`: Creates a new strategy workspace with main.py and requirements.txt. The starter files are neutral boilerplate only; they do not encode customer-specific strateg
- `delete_broker_credential`: Deletes broker credential material from Vault and marks the authenticated user's metadata row deleted. Existing running deployments may fail if they still depen
- `delete_file`: Deletes a file in a new immutable revision for any strategy owned by the authenticated user. Requires editHandle from get_file/list_files to prevent stale edits
- `delete_memory`: Permanently delete a memory about the user. CALL delete_memory when the user explicitly asks to forget something, OR when they correct a fact you retrieved ("no
- `delete_strategy`: Soft-deletes a strategy so it no longer appears in lists or can be used for backtests. Data is preserved in the database for compliance. Two-phase operation: ca
- `env_var_sets`: Legacy multi-variable records. Prefer saved_env_vars, one variable per record. Raw values are never returned. Set "action" to choose the operation. Only send th
- `file_history`: List per-file history or explicitly restore one historical file into the current complete strategy snapshot. Listing is read-only. Restoring creates a new immut
- `generate_other_code`: ⚠️ IMPORTANT: This tool is RARELY needed. Normal trading strategy requests should use create_strategy plus file tools for LumiBot Python strategies. WHY LUMIBOT
- `get_account_status`: Returns payment status, active products, backtest usage, and current cycle limits for this authenticated MCP user.
- `get_active_plan`: Returns the active read-only user-visible plan for the current conversation. Plan tools update plan state only; they never hide, block, route, or enable other t
- `get_backtest_artifact`: For a live or scheduled deployment, use get_deployment_logs for runtime logs and list_deployment_artifacts/query_deployment_artifact for decisions, preserving t
- `get_backtest_chart_series`: Builds chart-ready time series data for equity/portfolio/drawdown/returns from stats artifacts and returns points + Vega-Lite spec.
- `get_backtest_logs`: Fetch runtime logs for an identified historical backtest simulation. This tool does not read live/paper bot or scheduled-deployment logs. Use get_deployment_log
- `get_backtest_visuals`: Returns signed URLs for visual backtest artifacts (tearsheet, trades, indicators, stats) plus summary metrics and strategy IDs.
- `get_bot_performance`: Returns recorded performance snapshots for a live deployment's bot, including total return, max drawdown, Sharpe ratio, and portfolio value over time. The hours
- `get_broker_account_snapshot`: Read-only: fetches current cash, buying power, and account value from the signed-in user's saved broker connection. For current performance of a named bot or a 
- `get_broker_option_chain`: Read-only: fetches option chain data from the signed-in user's saved broker connection. Always narrow large requests with expiration or expirationStart/expirati
- `get_broker_orders`: Read-only: fetches current or recent broker orders directly from a saved broker credential. Use symbol, statuses, startTimeIso, and endTimeIso to narrow. Never 
- `get_broker_positions`: Read-only: fetches current positions directly from saved broker credentials, not from deployment telemetry or snapshot automation. For current performance of a 
- `get_broker_quotes`: Read-only: fetches current quote/last-price data from the signed-in user's saved broker connection. Pass brokerCredentialId, or omit it only when the user has e
- `get_broker_token_refresh_status`: Read-only token refresh status for one saved broker credential owned by the authenticated user. Use this after Schwab or Tradier OAuth snapshot runs to verify w
- `get_deployment_action_status`: Returns the status of a pending or completed deployment authorization request created by start_deployment, stop_deployment, update_deployment_revision, run_depl
- `get_deployment_artifact`: Returns a short-lived signed URL for one manifest-listed deployment artifact. Owner-scoped and manifest-only: never pass arbitrary S3 keys. Prefer query_deploym
- `get_deployment_logs`: Returns CloudWatch logs from a live deployment's container. Supports time-range filtering (startTimeIso/endTimeIso), CloudWatch filter patterns (query), local m
- `get_deployment_order_telemetry`: A saved-code-only edit does not require live orders or positions. Implement confirmed-fill handling in the strategy runtime without inventing a current fill or 
- `get_deployment_position_telemetry`: A saved-code-only edit does not require live orders or positions. Implement confirmed-fill handling in the strategy runtime without inventing a current fill or 
- `get_document`: Retrieve a public document by id, initially SEC filing documents from EDGAR. For SEC filings, pass documentId as CIK:accessionNumber[:filename]. Optional sectio
- `get_education_offers`: Live facts about the AI Trading Bootcamp and the free live challenge show, read from the database. Use when the user asks about the Bootcamp, its price, payment
- `get_file`: Returns one file from any saved strategy revision owned by the authenticated user, including an opaque editHandle for safe edits. For the current attached/open 
- `get_my_marketplace_publication`: Reads one owner publication using an explicit account or strategy subject. Account sharing never implies strategy sharing; strategy sharing never exposes siblin
- `get_portfolio_series`: Returns the owned linked-account history plus a fresh direct broker balance through the same canonical source used by Python internal_data.get. This is the whol
- `get_single_trade_status`: Read-only status lookup for a single trade created by place_trade. Pass the place_trade actionId returned by the approval request, or the deterministic singleTr
- `get_strategy`: Returns full details for a single strategy including name, type, revision count, latest revision info, and deployment status. Accepts either strategyId or aiStr
- `get_strategy_visuals`: Returns strategy visual assets for a revision: Mermaid diagram code/image and infographic image URL. Use generateInfographicIfMissing=true to trigger infographi
- `get_tool_call_metrics`: Returns per-tool call duration metrics for a conversation with an explicit latency boundary. Includes individual call records and aggregates, or exact Agent-vs-
- `inspect_analysis_artifact`: Read the durable datasets, stable semantic element IDs, and view bindings from one completed analysis run in the current conversation. Use this before resolving
- `list_backtests`: Summarize recent backtests for the user, optionally scoped to a strategy or conversation. For the current attached strategy, use scope='strategy' and omit id, s
- `list_broker_credentials`: Lists saved broker credential metadata for the authenticated user. Raw credential values are never returned. Use an item's id as start_deployment.brokerCredenti
- `list_deployment_artifacts`: Returns the manifest for the latest or specified deployment run, including artifact kinds, keys, sizes, row counts, timestamps, symbols, queryability, visibilit
- `list_deployment_runs`: Lists owner-scoped artifact runs for one live/scheduled deployment, or for up to 10 related deployments via deploymentIds. Every returned row includes deploymen
- `list_deployments`: Returns the user's deployments with each row's own paper/live mode, linked broker and performance data. Never transfer performance between same-named paper and 
- `list_files`: Lists files in any saved strategy revision owned by the authenticated user. Folders are represented by slash-separated file paths. For the current attached/open
- `list_my_marketplace_publications`: Lists the authenticated owner's account and strategy publications, Marketplace state, explicit capabilities, and whether a private link is active. Bearer-link s
- `list_revisions`: Returns a bounded page of available revisions for a strategy with full revisionIds and version numbers. The default returns the newest 20 revisions and is cappe
- `list_strategies`: Returns all strategies owned by the current user. Each item includes both strategyId and aiStrategyId so you can use either with other tools (delete_strategy, l
- `manage_schedule`: Read existing schedules and their backend status, preview a proposed schedule, or save a detached schedule draft that no bot uses yet. The list and status actio
- `marketplace_accounts`: action="list" lists approved account publications; action="get" reads one account publication. Set "action" to choose the operation. Only send the fields listed
- `marketplace_strategies`: action="list" searches approved strategy listings, action="get" reads one listing, action="get_code" reads its published files when code access was granted. Set
- `patch_file`: Applies exact text or guarded line-range edits to one file in any strategy owned by the authenticated user and creates a new immutable strategy revision. Requir
- `place_trade`: HIGH RISK: creates a BotSpot website approval request for a single trade that may place real-money orders after approval. Provide reason before approval: at lea
- `private_share_link`: action="create" issues or rotates a private bearer link for one account or strategy publication; a new link gets a generated password returned once unless passw
- `publish_to_marketplace`: Publishes a strategy to the public marketplace where users can discover it. Marketplace listing status is the public contract; bot deployments remain private. T
- `query_csv`: Execute a SQL query on a backtest artifact using DuckDB. backtestId must be the actual backtest run id already discovered from list_backtests or used with get_b
- `query_data`: Query a registered research dataset by datasetId. Use for versioned symbol-membership universes, SEC company facts, SEC financial statements, SEC current filing
- `query_deployment_artifact`: Runs a read-only DuckDB SELECT against queryable deployment artifacts listed in the run manifest. For replacement-deployment history, pass up to 10 exact {deplo
- `record_external_wait_in_plan`: Generic factual plan helper for the moment after a domain tool starts asynchronous work and returns a real externalWaitId. Identity and revision come from that 
- `remember`: Save one durable memory. kind="fact" for what is true about the user, kind="preference" for how to behave in every future turn, kind="strategy_outcome" for a st
- `remove_marketplace_publication`: Unpublishes exactly one owner publication. Its independent private link is not changed.
- `remove_plan_item`: Marks one plan item as removed. The target is required and must be `{type:"id", itemId}` or `{type:"position", position}`. Users cannot manually edit plan items
- `replace_file`: Replaces the full contents of an existing strategy file in a new immutable revision for any strategy owned by the authenticated user. Requires editHandle from g
- `replace_plan_items`: Codex-style whole-plan update. Replaces the complete visible item list for the active plan in one call while preserving item ids when supplied. Use this when th
- `resolve_analysis_reference`: Deterministically resolve one stable semantic element or one structured expression against the full durable dataset from a completed analysis run. Every result 
- `run_data_analysis`: Run complete Agent-generated Python in an ephemeral isolated runtime with pandas, NumPy, SciPy, and statsmodels. A retryable failed attempt below 3 is unfinishe
- `run_deployment_once`: HIGH RISK: request owner approval for one immediate iteration of an existing scheduled bot. Use this for run once, an extra run, or retrying a missed iteration.
- `save_marketplace_publication`: Creates or updates a draft for exactly one explicit subject. Can set Marketplace presentation and default-deny capabilities, then optionally publish. Set regene
- `saved_env_vars`: List, create, update, enable, disable, or delete saved environment variables (one variable per record). Raw values are never returned. Names BotSpot sets for it
- `search_conversation_history`: Search the user's full conversation history via Postgres full-text search. CALL search_conversation_history when the user refers to specific past messages, erro
- `search_data_catalog`: Find BotSpot-provided public research datasets the agent can query. Pass datasetId alone to inspect a selected dataset contract, schemas, units, coverage and hi
- `search_documents`: Search public research documents, initially SEC EDGAR filings. Use this to find 10-K, 10-Q, 8-K, S-1, DEF 14A, Form 4, and 13F-HR documents before calling get_d
- `search_memory`: Retrieve relevant prior memories about this user. CALL search_memory at the START of any conversation where the user: - References past context ("like we discus
- `send_feedback`: Record human feedback about BotSpot for the product team. kind="bug" for broken behavior, kind="frustration" for frustration or confusion, kind="feature" for a 
- `set_data_provider`: Updates the active conversation to use the specified backtesting data provider. AVAILABILITY AND SETUP: Read these constraints before selecting a provider. Do n
- `set_runtime_secret_requirements`: Sets or clears structured runtime secret requirements for an owned strategy revision. Use this when the strategy code needs non-broker API keys or settings, suc
- `set_strategy_requirements`: Explicitly overrides the automatically analyzed assetClasses and dataRequirements metadata for this owned strategy revision only. Use this when the user asks fo
- `set_strategy_revision`: Updates the active conversation to use a specific revision of the already-active strategy. Pass revisionId, or pass version with the user-facing version number 
- `show_account_overview`: Answers "How is my account doing?" with account value, cash, unrealized P&L and position count for each connected broker account, an account value history chart
- `show_backtest_comparison`: Answers "Which of my backtests did better?" for 2 to 5 saved backtests: equity lines started at 100 on the same chart plus a metric table (total return, CAGR, m
- `show_backtest_dashboard`: Answers "How did my backtest do?" with total return, CAGR, max drawdown, Sharpe and the equity curve for one saved backtest. Use a backtestId from list_backtest
- `show_bot_activity`: For a general activity or trading-today summary, call this before separate order telemetry, run history or logs. Inspect its returned dated account, holdings an
- `show_holdings`: Answers "What do I hold?" and "Which positions are winning?" with a holdings table per account (value, unrealized P&L in dollars and percent, weight) and an all
- `show_option_payoff`: Answers "What happens to this option trade at expiration?" from legs the user describes (call or put, long or short, strike, premium, contracts). Draws profit a
- `show_position`: Answers "How is my TSLA position doing?" and "How much TSLA exposure do I have?" for a stock symbol or an options underlying: value, unrealized P&L, shares and 
- `show_trading_cards`: This panel uses supplied inputs; rendering does not independently verify their prices, timestamps or account marks. For portfolio attribution, use run_data_anal
- `start_backtest`: Start a new backtest for a revision with the provided date range. ASYNC: This starts a job and returns immediately with a backtest id. `backtest_status` and art
- `start_deployment`: Prepares owner review for a new BotSpot deployment; this call does not start a bot or place trades before approval. After explicit owner approval, this is HIGH 
- `start_parameter_experiment`: Start 2-10 parameter variants against the same saved revision, same date window, and same current BotSpot Auto routing policy. BotSpot creates or resolves one i
- `stop_backtest`: Force-stop an in-progress backtest by ID.

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