Tools reference · v1 read-only

TradeJournal MCP Tools Reference

Every MCP and on-site agent call uses the same nine tools below. Always start with get_runtime_context—then query trades, stats, or posts.

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Quick summary

  1. First tool: Always get_runtime_context (portfolios, plan, privacy).
  2. Trades & stats: list_trades, get_trade_stats, get_portfolio_stats.
  3. Posts: list_posts and get_post for published journal posts only.

Key takeaway

TradeJournal.co MCP tools are read-only and user-scoped: call get_runtime_context first, then list_trades, get_trade_stats, get_dashboard_stats, list_portfolios, get_trade, get_post, list_posts, or get_portfolio_stats; the same definitions power the on-site AI assistant and external MCP clients.

Recommended call order

Agents should follow this sequence for reliable answers:

  1. get_runtime_context
  2. list_portfolios
  3. get_trade_stats
  4. list_trades
  5. get_trade
  6. get_dashboard_stats
  7. get_portfolio_stats
  8. list_posts
  9. get_post

Tool catalog (v1 read-only)

Tool Purpose Parameters
get_runtime_context Load user portfolios, active portfolio, and privacy rules. Call this first. —
list_portfolios List the user's portfolios (id and name). —
get_trade_stats Aggregate trade statistics for this user. portfolio_id: integer; status: op,cl,pl
list_trades List trades. position_size = /stats Cost (USD). asset=option|stock|etc. For 'option trades' do NOT filter status=cl only — include open and closed unless user asks for open/closed only. Use order_by=position_size_desc for largest cost. portfolio_id: integer; symbol: string; status: op,cl,pl; asset: string; limit: integer; order_by: last_entry,position_size_desc,position_size_asc
get_trade Get one trade by id (must belong to this user). trade_id*: integer
get_dashboard_stats High-level public/private trade and post counts and profit. —
get_portfolio_stats Stats for one portfolio owned by this user. portfolio_id*: integer
list_posts List the user's published posts. limit: integer
get_post Get one published post by id. post_id*: integer

Source of truth: mcp_services.tools (same as on-site agent). Security guarantees · MCP hub · MCP spec.

Frequently asked questions

Nine read-only tools: get_runtime_context, list_portfolios, list_trades, get_trade, get_trade_stats, get_dashboard_stats, list_posts, get_post, and get_portfolio_stats.

No. Authorization is always the token or session user; user_id is not accepted from tool arguments.

Yes. The web agent and MCP gateway call the same mcp_services implementations.

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