CPZAI — Claude Code MCP server: strategies, backtests, orders
Wires your agent into CPZAI for strategies, saved backtests, broker accounts, orders, positions, market data and risk snapshots. Needs an API key and secret.
claude mcp add --transport http cpzai https://mcp.cpz-lab.com/mcpWhat CPZAI does
The endpoint is https://mcp.cpz-lab.com/mcp, served over stateless Streamable HTTP. Version 1.4.0 registers 34 tools, three guide resources and two workflow prompts. What is actually deployed can differ from the source, so check tools/list, resources/list and prompts/list in your client.
Authentication uses the X-CPZ-Key and X-CPZ-Secret headers, created under Settings → API Keys. Clients that support OAuth can point at the same URL and sign in with PKCE S256. Access tokens are opaque and must not be handed to the REST API directly. The older Bearer cpz_key_…SECRET credentials are off by default, so without headers or OAuth nothing connects.
Tools cover strategies, overlays, backtests, orders, portfolio, accounts, provider connections, data files, market data, risk, execution, middle office, webhooks and profile. Every list call takes limit (1–100) and offset; the default limit is 50, and 100 for list_accounts. place_order wants a positive quantity, limit orders need price, stop orders need stop_price, and time_in_force only accepts day. execute_strategy places real trades rather than previewing a signal.
What it helps with
- list strategies with their status and type
- read a saved backtest run
- pull historical OHLCV bars for a symbol
- compute a fresh risk snapshot for an account
- sync positions across connected broker portfolios
Example prompts for the agent
- List my strategies with status and type
- Fetch daily bars for
AAPLover the last month - Compute and store a risk snapshot for my account
How to install CPZAI
Platform CLI: remote server
claude mcp add --transport http cpzai https://mcp.cpz-lab.com/mcpPlatform CLI: remote server
codex mcp add cpzai --url https://mcp.cpz-lab.com/mcpConfig file
{
"mcpServers": {
"cpzai": {
"url": "https://mcp.cpz-lab.com/mcp"
}
}
}Config file
{
"servers": {
"cpzai": {
"type": "http",
"url": "https://mcp.cpz-lab.com/mcp"
}
}
}Platform CLI: remote server
gemini mcp add -t http cpzai https://mcp.cpz-lab.com/mcpStep by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about CPZAI
How do I install CPZAI in Claude Code?
Run claude mcp add --transport http cpzai https://mcp.cpz-lab.com/mcp, then add the X-CPZ-Key and X-CPZ-Secret headers to your client config.
What does CPZAI do?
It exposes trading strategies, saved backtests, accounts, orders, positions, market data and risk snapshots to your agent over MCP.
What do I need before connecting?
A key and secret from Settings → API Keys in CPZAI, or OAuth sign-in with PKCE S256. The legacy Bearer credentials are disabled by default.
