Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
作者提供的说明(英文原文)
Trading journal with pattern detection: log trades by voice, query your own history.
这三项永远不会合并成一个分数:意见、测量和人气是不同的东西。
我们还没有为它写通俗的介绍。下面是我们从注册中心读取到的事实。
选择你使用的 AI 应用,然后复制设置。
你需要
你用的是哪个应用?
在上方选择你的应用。我们会记住它,下次按钮会显示“安装到 …”。
适用于网页版、桌面版和手机版 Claude:
https://tradeonyx.io/mcp在终端中运行这条命令
claude mcp add --transport http tradeonyx https://tradeonyx.io/mcp粘贴到项目中的 .cursor/mcp.json,或 ~/.cursor/mcp.json
{
"mcpServers": {
"tradeonyx": {
"url": "https://tradeonyx.io/mcp"
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
粘贴到项目中的 .vscode/mcp.json
{
"servers": {
"tradeonyx": {
"type": "http",
"url": "https://tradeonyx.io/mcp"
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
ChatGPT 只能连接互联网上的服务器:
https://tradeonyx.io/mcp菜单名称可能因套餐和版本不同而略有差异。
你的选择通过 Cookie 保存在这台设备上,无需账户。
这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同,请以 README 为准。
我们还没有读取这个服务器的工具列表;我们会轮流检查各个端点。
我们检查的是任何人都能看到的信息;我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月7日
注册名称已通过域名 tradeonyx.io 验证(注册中心会核实域名所有权)
我们还没有从 GitHub 读取这个仓库
我们还没有从 GitHub 读取这个仓库
尚未检查;我们会轮流检查各个端点
尚未检查;我们会轮流检查各个端点
尚未检查;我们会在检查端点时读取工具列表
与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时,星标数才计入。
它在 1 项适用的基础检查中通过了 1 项。我们没有阅读代码。在添加密钥或令牌之前,请先看看这个服务器要求哪些权限,并使用只具备所需权限的密钥。
注册中心没有列出必需的密钥,不过有些服务器会在首次使用时要求你登录。
它在作者的云端运行。通过互联网连接,无需安装,但你发送的内容会经过作者的服务器。
GitHub 仓库最后更新于–,最新版本(1.0.0)于3个月前进入注册中心。
支持 MCP 的应用,例如 Claude Desktop、Claude Code、Cursor 和 VS Code。它通过 URL 连接,所以接受远程 MCP 服务器的应用也可以使用,例如开启开发者模式的 ChatGPT。
同一分类中有:Finance Toolkit, SolidInvoice, Korea Tax Calculator
同一分类中其他作者的服务器,按星标数排序。
如何看卡片:★ GitHub 星标i三大支柱:评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间i
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
按原文从作者的仓库复制。PopNx MCP 没有审查或背书其内容。HTML、图片和脚本已被移除。链接会离开本站。
Connect TradeOnyx to Claude, ChatGPT, Gemini or any other MCP-capable assistant. Log trades by voice, have the assistant read your journal back to you, and let it ground its answers in your actual trading history instead of guessing.
TradeOnyx is a trading journal with pattern detection: it imports trades from 40 brokers and runs 28 detectors over your own history to surface what repeats in your trading. This repository documents its MCP server. It contains no product code.
49 tools · JSON-RPC 2.0 over HTTP · hosted in Germany
https://tradeonyx.io/mcp
Transport is HTTP with JSON-RPC 2.0. Authentication is a Bearer token in the Authorization header. The server implements initialize, tools/list and tools/call, and speaks protocol version 2025-06-18.
An unauthenticated call answers honestly rather than hanging:
curl -s -X POST https://tradeonyx.io/mcp \
-H "Content-Type: application/json" \ -d '{"jsonrpc":"2.0","id":1,"method":"tools/list"}'
Tokens carry 256 bits of entropy. Treat one like a password: it grants the same access to your journal that you have.
Any client that speaks MCP over HTTP works. For a client configured through a JSON file, the shape is:
{
"mcpServers": { "tradeonyx": { "url": "https://tradeonyx.io/mcp", "headers": { "Authorization": "Bearer YOUR_TOKEN_HERE" } } } }
Assistants that support remote MCP connectors directly (Claude's Connectors, for example) can add the endpoint through their own UI, including an OAuth flow, so no token needs to be pasted by hand.
A few things people actually use it for:
49 tools. 45 need an active connector trial, Pro or Pro Plus; the 4 bulk aggregations need Pro Plus. The Plan column below says which.
Daily tool-call caps, counted per UTC day and shown in the app:
| Plan | Calls per day |
|---|---|
| 7-day trial | 30 |
| Pro | 150 |
| Pro Plus | 2000 |
A call over the cap comes back as a normal tool result with isError: true, naming the cap and when it resets, so an assistant can say what happened instead of failing silently. It is HTTP 200: a cap is a business rule, not a malformed request, and the specification's own worked example of a tool execution error is an upstream rate limit.
Two levels, and which one you get tells you whether the fix is in your arguments or in the data:
-32602 and data.code = "invalid_arguments". That covers an unknown tool, an argument name the tool does not accept, a value outside a declared enum, and a value past a declared maxLength / maxItems / maximum. Everything in that list is declared in the inputSchema you already hold, so a client can correct it without asking.isError: true and a message in content: a row that does not exist, a value the database will not store, a plan that does not include the tool, the daily cap.Both are HTTP 200, because the transport requires exactly one JSON object per request. Values past a declared bound are refused, not shortened: a 5000 character note is rejected with the limit named rather than stored as its first 2000 characters, so what you keep is what you sent.
| Tool | Plan | Description |
|---|---|---|
account_list | Trial / Pro | List the user's trading accounts (id / name / type / is_active / FIFO-vs-LIFO). The is_active flag points at the dashboard's active account, which... |
settings_get | Trial / Pro | Read the account-level limits the discipline checks and the weekly digest enforce: capital, risk per trade, daily and weekly loss limits, monthly goal, whether overnight positions are allowed, timezone. Percentages come back as percentages plus risk_per_trade_amount in the account currency. Read-only: these cannot be changed through the connector, and risk_per_trade on the strategy tools is a per-strategy annotation that does not move this budget. |
| Tool | Plan | Description |
|---|---|---|
attachment_upload_link_create | Trial / Pro | Mint a single-use, 10-minute-TTL browser-upload link for a screenshot. Use this when the user shares an image blob you cannot encode or URL — commo... |
| Tool | Plan | Description |
|---|---|---|
broker_sync_trigger | Trial / Pro | Manually trigger a sync on an existing broker connection (Bybit, Alpaca, Binance, etc.). Pulls latest fills, FIFO-pairs Buy/Sell legs, persists rou... |
| Tool | Plan | Description |
|---|---|---|
briefing_get | Trial / Pro | Read the cached daily AI briefing for a market category (gbpusd, eurusd, forex, general, crypto). Returns {briefing: null} if no briefing has b... |
| Tool | Plan | Description |
|---|---|---|
econ_analysis_get | Trial / Pro | Read the cached AI analysis for one economic-calendar event by event_id. Returns {analysis: null} when no AI run exists for the event. Includes... |
econ_analysis_list | Trial / Pro | List recent cached economic-event AI analyses, newest first. Optional symbol filters by case-insensitive substring on pairs_affected. Returns u... |
| Tool | Plan | Description |
|---|---|---|
journal_attachment_list | Trial / Pro | List every screenshot attached to one of the user's journal entries. Returns id, public URL, caption, mime type and uploaded_at for each attachment. |
journal_attachment_upload | Trial / Pro | Attach a screenshot to one of the user's journal entries. PREFERRED PATHS (in priority order): 1. If the user shared an HTTPS URL of the image (Tra... |
journal_entry_get | Trial / Pro | Read the journal entry for a specific date (or null if none). |
journal_entry_list | Pro Plus | List journal entries within a date range. Pro Plus only. |
journal_entry_search | Trial / Pro | Search the user's own journal entries by words or phrases. Multiple words are ANDed; wrap a phrase in double quotes to match it in order. Searches... |
journal_entry_upsert | Trial / Pro | Create or update the journal entry for a date. Required: date (YYYY-MM-DD). Pass any subset of the six markdown sections — others are left unchange... |
journal_planned_playbook_clear | Trial / Pro | Drop every planned-playbook for a calendar day. Idempotent — returns removed_count=0 if nothing was planned. Returns journal_id=null if the... |
journal_planned_playbook_set | Trial / Pro | Set the morning-plan playbooks for a calendar day. Replaces the existing set atomically — idempotent on re-call. Creates the JournalEntry if one do... |
| Tool | Plan | Description |
|---|---|---|
market_heat_get | Trial / Pro | Read the cached AI market-heat read (hot / neutral / cold) for a category and date. Companion to briefing_get — heat reads the calendar pressure (h... |
| Tool | Plan | Description |
|---|---|---|
news_analysis_get | Trial / Pro | Read the cached AI analysis for one news headline by news_id. The analysis cache is global (shared across users), so you may see analyses written b... |
news_analysis_list | Trial / Pro | List recent cached news analyses, newest first. Optional symbol filters by case-insensitive substring on the pairs_affected column (e.g. 'EURUS... |
| Tool | Plan | Description |
|---|---|---|
pattern_narrative_get | Trial / Pro | Read the weekly cross-pattern Onyx-Engine AI narrative for the caller. One artefact per (user, ISO-week); the cache rotates automatically on Monday... |
pattern_recos_get | Trial / Pro | Read the weekly cross-detector action-recos for the caller. Sister of pattern_narrative_get — same cache rotation, but the output is a strict list... |
| Tool | Plan | Description |
|---|---|---|
playbook_create | Trial / Pro | Create a new strategy playbook with entry/exit criteria. Required: name (max 80 chars). description / rules / entry_criteria / exit_criteria are ma... |
playbook_delete | Trial / Pro | Soft-delete a playbook (sets active=false). Historical trade attribution stays intact — the playbook just hides from the active picker. Idempotent. |
playbook_list | Trial / Pro | List the user's strategy playbooks. optional account_id narrows to playbooks visible on that account (global ones + that account's). Omit to get ev... |
playbook_update | Trial / Pro | Modify an existing playbook. Required: playbook_id. Any field omitted is left unchanged. Pass active=false to archive without losing history (same... |
| Tool | Plan | Description |
|---|---|---|
stats_summary | Pro Plus | Aggregate performance stats over a recent period (default 30 days): win rate, expectancy, totals. Accepts tag_ids to restrict every figure to trades carrying any of those tags, and date_from / date_to for a named month. Pro Plus only. |
tag_performance_get | Pro Plus | Performance per tag over closed trades: trade count, win rate, gross and net P&L, profit factor, average win, average loss, expectancy. Answers "which of my setups actually makes money". Covers the whole history by default, since a tag needs a sample. Tags with fewer than min_trades (default 5) closed trades come back by name without figures rather than being dropped. A trade with two tags counts under both, so the rows do not sum to the account result. Pro Plus only. |
| Tool | Plan | Description |
|---|---|---|
strategy_create | Trial / Pro | Create a new named Strategy. The first Strategy a user creates auto-becomes the default (assigned to new trades + imports). All payload fields are... |
strategy_delete | Trial / Pro | Hard-delete a Strategy. Trades tagged with it have their strategy_id reset to NULL (history preserved). If the deleted row was the default, the nex... |
strategy_list | Trial / Pro | List the user's named trading strategies (e.g. 'Forex-Swing', 'Crypto-Scalp'). Each row carries narrative / edge / setups / focus symbols / rules /... |
strategy_set_default | Trial / Pro | Mark a Strategy as the user's default. New trades + imports get auto-tagged with the default. Flips every other Strategy's is_default off. |
| strategy_update | Trial / Pro | Modify a named Strategy. Pass strategy_id + an
只显示了开头部分;其余内容请在仓库中阅读