A Model Context Protocol adapter for CPZAI: strategies, saved backtests, broker accounts, orders, portfolio positions, market data, risk, provider connections, and middle-office reporting.
CPZAI is an MCP project maintained in the cpz-lab/cpzai-mcp-server repository. The maintainer describes its purpose as “A Model Context Protocol adapter for CPZAI: strategies, saved backtests, broker accounts, orders, portfolio positions, market data, risk, provider connections, and middle-office reporting”. Read the project documentation for the complete scope.
The maintainer’s configuration uses https://mcp.cpz-lab.com/mcp. Check the project’s account and authentication instructions when adding the endpoint to your client.
Project documentation · Repository · Discovery listing. This profile records the public documentation checked on 2026-10-08.
Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.
| Tool | What it does |
|---|---|
| role | "alpha" removes the policy and targets. Pass neither with it. |
| Domain | Tool |
| Strategies | update_strategy |
| Overlays | configure_overlay |
| Backtests | get_backtest_result |
| Orders | place_order |
| Portfolio | sync_portfolio |
| Accounts | list_accounts |
| Connections | create_connection |
| Risk | get_risk_snapshot |
| Execution | execute_strategy |
| Webhooks | delete_webhook |
| Profile | get_profile |
{
"mcpServers": {
"cpzai": {
"url": "https://mcp.cpz-lab.com/mcp",
"headers": {
"X-CPZ-Key": "YOUR_X_CPZ_KEY",
"X-CPZ-Secret": "YOUR_X_CPZ_SECRET"
}
}
}
}From the project documentation. Replace placeholders and example paths before connecting.
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