QuantLogix MCP Server

Connect QuantLogix to your AI tools — Claude Desktop, Claude Code (with plugins), Goose, OpenCode, Google Antigravity, Cursor, or any MCP-aware client. Ask "What's the signal on NVDA?" or "Show me Berkshire's latest 13F" right where you already work.

Endpoint

The MCP server speaks JSON-RPC 2.0 over HTTP at a single URL:

https://quantlogix.ai/api/mcp/v1

Protocol version: 2025-06-18 · Transport: streamable-http · Auth: Authorization: Bearer ql_...

Setup

Pick your client. The config snippets below all assume your key is in an environment variable called QUANTLOGIX_API_KEY — you can also paste the key inline if you prefer.

{
  "mcpServers": {
    "quantlogix": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://quantlogix.ai/api/mcp/v1",
        "--header",
        "Authorization:Bearer ${QUANTLOGIX_API_KEY}"
      ],
      "env": {
        "QUANTLOGIX_API_KEY": "ql_paste_your_key_here"
      }
    }
  }
}

/plugin marketplace add PortoLogix/quantlogix-plugins
/plugin install quantlogix-signals@quantlogix

claude mcp add --transport http quantlogix https://quantlogix.ai/api/mcp

{
  "mcpServers": {
    "quantlogix": {
      "type": "http",
      "url": "https://quantlogix.ai/api/mcp/v1",
      "headers": {
        "Authorization": "Bearer ql_paste_your_key_here"
      }
    }
  }
}

goose configure

extensions:
  quantlogix:
    enabled: true
    type: streamable_http
    name: quantlogix
    uri: https://quantlogix.ai/api/mcp/v1
    headers:
      Authorization: "Bearer ql_paste_your_key_here"
    timeout: 300
    description: "QuantLogix — live stock signals, options, 13F & research"

{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "quantlogix": {
      "type": "remote",
      "url": "https://quantlogix.ai/api/mcp",
      "enabled": true
    }
  }
}

{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "quantlogix": {
      "type": "remote",
      "url": "https://quantlogix.ai/api/mcp/v1",
      "enabled": true,
      "oauth": false,
      "headers": {
        "Authorization": "Bearer ql_paste_your_key_here"
      }
    }
  }
}

{
  "mcpServers": {
    "quantlogix": {
      "serverUrl": "https://quantlogix.ai/api/mcp/v1",
      "headers": {
        "Authorization": "Bearer ql_paste_your_key_here"
      }
    }
  }
}

{
  "mcpServers": {
    "quantlogix": { "url": "https://quantlogix.ai/api/mcp" }
  }
}

curl -s https://quantlogix.ai/api/mcp/v1 \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/list"}'

curl -s https://quantlogix.ai/api/mcp/v1 \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer ql_paste_your_key_here" \
  -d '{
    "jsonrpc":"2.0",
    "id":2,
    "method":"tools/call",
    "params":{
      "name":"signal",
      "arguments":{"ticker":"NVDA"}
    }
  }'

The ql CLI

Everything on the OAuth connector is also available from your terminal — CRM (contacts, deals, tasks, goals & metrics, live report), QL Notes, Sheets, Slides, Draw diagrams, and every market-data tool. Zero dependencies; needs Node 18+.

# install
curl -fsSL https://quantlogix.ai/cli/ql.mjs -o /usr/local/bin/ql && chmod +x /usr/local/bin/ql

# one-time browser sign-in (OAuth + PKCE — same auth as the connector)
ql login

# try it
ql crm report                          # live pipeline + goal pace
ql crm goal metric=revenue_won target=50000 period=quarter
ql notes new title="Meeting notes" --file notes.md
ql call get_signal ticker=NVDA
ql help                                # the full command map

Available Tools

The catalog below is the shared tool set — 107 tools — served by both /api/mcp (OAuth, all 107) and /api/mcp/v1 (API key, 75 of them), and by the ql CLI. Each tier badge is the minimum access required; every tool inherits the same gate as its underlying QuantLogix endpoint. Tools marked sign-in required are OAuth-only; everything else — including ask and run_agent — works through either credential. Older tool names still work: the key server's original names (signal, agents_list, day_signal, …) remain permanent aliases for their verb_noun equivalents (get_signal, list_agents, get_day_signal), so existing configs and saved prompts keep running unchanged.

📈 Market Data & Signals Free

📰 News & Content Free

🎯 QL Oracle — Verified Data Free

The verified stack as a data source: records graded by the platform against real prices — never self-reported. Every payload carries an attribution block (source, methodology, disclaimer, cite_as) so agents cite QuantLogix when using the data. Same shapes as GET /api/v1/verified.

🧺 Strategy Baskets Free to browse Tiered to build

Browsing the curated catalog and the theme taxonomy is free for everyone. Resolving a theme into a live basket is metered by subscription tier — so basket-building availability is tier-based, not unlimited on Free.

🔬 Advanced Signals & Fundamentals Pro

🧠 Your Saved Intelligence Free

Your own saved AI research / chat sessions. Sign-in required (OAuth connector) — every call is scoped to your account; you can never read another user's data.

⚙️ Your QL Agents Free

Set up + manage your own scheduled AI agents (a recurring digest, a conditional alert, or a one-time scheduled run). Sign-in required (OAuth connector); every call is scoped to your account. Create is capped per tier (Free 1 / Starter 3 / Pro 15 / Institutional 50). Agents run on the server schedule and notify you by push + email — manage them anytime at /agents.

👥 Your QL Collab Workspace Free

Your team's Collab spaces (Clerk-org-scoped). Reads + writes are restricted to spaces you belong to; a write re-checks membership on the row first.

📇 Your CRM Starter+

Your /crm — goal & metrics driven. Sign-in required (OAuth connector); every call is scoped to your contacts, deals, tasks, and goals. Same Starter+ gate as the app.

🎙️ Your Meeting Rooms Free

Transcripts + AI recaps from your QL Collab video rooms. Sign-in required (OAuth connector); scoped to rooms in your own team.

⚙️ QL Agents — build & run AI agents from your AI tool Pro NEW

On the API-key path (/api/mcp/v1) too — a Pro+ ql_... key lets Claude or Cursor manage the scheduled AI agents on your QuantLogix account conversationally. ask and agent_run spend your account's monthly AI token budget.

API-key path (/api/mcp/v1): every account can mint a ql_... key from profile. Tier gates inherit from the underlying /api/v1/* endpoints: Free — signal, news, usage (100 calls/mo · 5 req/min); Pro — adds screener, batch_signals, institutional_holders, fund_holdings, private_companies_list, private_company, private_company_news, private_company_financials, private_company_ipo_readiness, private_company_liquidity, investors_list, investor, investor_fit, engine_model_card, ask, agents_list, agent_create, agent_update, agent_delete, agent_run, runs_list, run_get; Institutional — adds day_signal, swing_signal, microstructure, earnings_setup. Saved Intelligence, Collab, baskets, and content tools require the OAuth connector (they need your signed-in account).

Rate Limits

The monthly quotas above apply to the API-key path (/api/mcp/v1) and are metered per key; the same headers (X-RateLimit-Limit, X-RateLimit-Monthly) come back on every tools/call. Both paths additionally carry a per-minute MCP call cap scaled to your tier — since the merge the two front doors share one dispatcher, one tier gate and one throttle, so a key and a session on the same plan get the same treatment. Tool access is gated by your subscription tier per the badges above (Free vs Pro); account-scoped tools are open to any signed-in user.

Recipes

Once connected, copy any prompt below straight into your AI tool.

📊 Signals & Research

Pull QuantLogix's signal for NVDA and explain the factor breakdown.

Compare the QuantLogix swing signals for AMD, NVDA, and AVGO.

Get QuantLogix's intraday day-signal for SPY and tell me the trade plan.

Ask QuantLogix whether NVDA looks extended after this run.

Who are the top institutional holders of TSLA according to QuantLogix?

List private companies in the AI sector and show me OpenAI's latest news.

💼 Portfolio & Risk

Here's my portfolio — NVDA 40%, AAPL 30%, KO 30%. Run QuantLogix's 5-factor analysis and tell me my concentration risk and which positions to review.

⚙️ Agents & Automation

Create a QL agent that watches my chip names premarket and emails me a digest.

Run my Portfolio Guardian agent now and show me what it says.

Get Started

You'll need an active Pro or Institutional subscription, then a key from the API Keys card on your profile.

Protocol Notes

The QuantLogix MCP server implements:

• initialize — handshake, returns server info + capabilities
• tools/list — returns every tool the caller can access, each with JSON Schema + annotations. Both paths run the same registry and hide what your credential cannot call, so you never see a tool that would only return an error
• tools/call — execute a tool, returns content array
• ping — health check

Tool calls require a credential: Authorization: Bearer <oauth-token> on /api/mcp, or Authorization: Bearer ql_... on /api/mcp/v1. The initialize, ping, and tools/list methods are public so clients can probe the server before authenticating. Upstream errors (rate limit, invalid ticker, tier gate) come back as MCP isError content so the AI can recover and explain to the user in-conversation, rather than crashing the client. A tool called through the wrong door returns JSON-RPC -32003 naming the credential it needs.

Note: passing the key in the query string (?apikey=) is no longer accepted on /api/mcp/v1 — query strings are written verbatim into server and CDN access logs, which turns the key into a logged credential. Use the Authorization or X-API-Key header.

Questions or feedback? Contact our team.