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Expand MCP to 31 tools and improve execution reliability - #6

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@chris-cpz chris-cpz commented Sep 14, 2026 •

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Superseded by #7. The replacement retains the exact implementation commit on the current publishing branch.

CPZAI's MCP adapter exposed only the first page of several account and portfolio lists, omitted stop-price input, and could describe a failed or timed-out execution as successful. This change expands the public surface from 21 to 31 tools and makes those outcomes explicit.

Adds data-file discovery and record inspection, individual backtest/order/risk reads, and five middle-office reporting tools through existing scoped REST endpoints. Existing tools gain bounded pagination and validation, historical feed selection, structured results, and request tracing. GET retries are bounded; mutations are never retried, and uncertain outcomes include reconciliation guidance. Failed Python executions and partial portfolio syncs remain errors.

Adds two MCP guide resources, two read-only workflow prompts, browser preflight support, request transport cleanup, and a catalog exported from real MCP discovery with documentation drift checks. Version 1.2.0 retains existing tool names. Time-in-force is restricted to day because legacy broker routes ignore other durations; broker stop support remains a documented limitation.

Validation: TypeScript build passes; all 135 MCP tests pass; local HTTP smoke verifies OPTIONS 204, unauthenticated 401 challenge, and tools/list with 31 tools. No live trades, deployment, or migrations.

GitHub Actions could not start because of the repository account billing lock. Local verification completed.

Companion change: https://github.com/CPZ-Lab/cpzai/pull/1602

@chris-cpz chris-cpz closed this Sep 14, 2026
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chris-cpz deleted the codex/mcp-capability-expansion branch September 14, 2026 05:29
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