IOL MCP Server: Secure and Efficient Integration with Invertir Online API via Claude Desktop

Overview: What is IOL MCP Server?

The IOL MCP (Model Context Protocol) Server serves as a crucial bridge between AI applications, such as Claude Desktop, and the Invertir Online (IOL) trading platform. By adhering to the Model Context Protocol standards, this server ensures seamless interaction and data exchange, enhancing the capabilities of AI systems in financial trading operations.

🔧 Core Features & MCP Capabilities

The IOL MCP Server leverages the Model Context Protocol for its core functionality, providing a robust and interoperable solution for machine learning frameworks and AI applications. Key features include:

• Real-Time Data Access: Securely connects to IOL APIs through Claude Desktop, enabling real-time data retrieval.
• Authentication & Authorization: Implements strict security measures for client-server interactions, safeguarding sensitive information.
• High Performance: Optimized for efficient data processing and high throughput, ensuring smoother AI application workflows.

⚙️ MCP Architecture & Protocol Implementation

The architecture of the IOL MCP Server revolves around the Model Context Protocol, which defines a standard framework for establishing connections between AI applications and their respective data sources. The protocol includes the following key components:

• MCP Client: Facilitates communication with the MCP server using established protocols.
• MCP Server: Acts as an intermediary, handling requests from MCP clients and interacting with the IOL API.
• Data Source/Tool Interaction: Enables seamless interaction between AI applications and financial data, optimizing trading strategies.

🚀 Getting Started with Installation

To get started with the IOL MCP Server, follow these steps:

1. Clone the repository:

   git clone https://github.com/fernandezpablo85/mcpiol.git
   cd mcpiol
   

2. Install uv if you haven't already:

   curl -LsSf https://astral.sh/uv/install.sh | sh
   

3. Install dependencies:

   uv sync
   

4. Create a .env file in the project root with your IOL credentials:

   IOL_USER=your_username
   IOL_PASS=your_password
   

💡 Key Use Cases in AI Workflows

1. Real-Time Trading Strategies: Developers can utilize the IOL MCP Server to develop dynamic trading strategies based on real-time market data, leveraging the power of AI to make informed decisions.

2. Risk Management Analysis: By integrating with IOL APIs through this MCP server, users can perform in-depth risk analysis and optimization, ensuring robust financial planning processes.

🔌 Integration with MCP Clients

The IOL MCP Server is designed for compatibility with multiple MCP clients, including Claude Desktop. The following table illustrates the integration matrix:

MCP Client	Resources	Tools	Prompts	Status
Claude Desktop	✅	✅	✅	Full Support
Continue	✅	✅	✅	Full Support
Cursor	❌	✅	❌	Tools Only

📊 Performance & Compatibility Matrix

For optimal performance, the IOL MCP Server has been optimized for high throughput and real-time data access. The server is compatible with various AI clients, as shown below:

• AI Clients: Claude Desktop, Continue
• Data Types: Stock Prices, Market Indices
• API Endpoints: Trading Operations, Financial Reporting

🛠️ Advanced Configuration & Security

To ensure robust security and performance, the IOL MCP Server can be configured with the following settings in the claude_desktop_config.json file:

{
  "mcpServers": {
    "iol": {
      "command": "/Users/YOUR_USERNAME/.local/bin/uv",
      "args": [
        "--directory",
        "/Users/YOUR_USERNAME/projects/playground/mcpiol",
        "run",
        "main.py"
      ]
    }
  }
}

Ensure to replace YOUR_USERNAME with your actual username and adjust the paths as necessary.

❓ Frequently Asked Questions (FAQ)

1. How do I troubleshoot if tools don't appear in Claude Desktop?

   • Verify the configuration file for correctness.
   • Restart Claude Desktop.
   • Check Python path and dependencies.

2. What should I do if authentication fails with MCP server?

   • Ensure your .env file contains correct credentials.
   • Check the status of the IOL API.
   • Confirm that your IOL account is active.

3. How can I run tests on this server?

   pytest tests/test_client.py -v
   

4. Can the server handle multiple MCP clients simultaneously? Yes, it supports multiple clients by configuration and ensures compatibility as specified in the matrix.

5. What are the performance benchmarks for this server? The IOL MCP Server is optimized for high throughput with real-time data access, ensuring seamless integration with AI applications.

👨‍💻 Development & Contribution Guidelines

Feel free to open issues or submit pull requests to contribute to this project. Please ensure that contributions align with existing code standards and adhere to the Model Context Protocol guidelines.

🌐 MCP Ecosystem & Resources

Explore the broader MCP ecosystem, which includes other tools and libraries for building AI applications. Additional resources are available on the official Model Context Protocol website for further technical support and documentation.

---

MCP Protocol Flow Diagram

graph TD
    A[AI Application] -->|MCP Client| B[MCP Protocol]
    B --> C[MCP Server]
    C --> D[Data Source/Tool]
    style A fill:#e1f5fe
    style C fill:#f3e5f5
    style D fill:#e8f5e8

MCP Client Compatibility Matrix

MCP Client	Resources	Tools	Prompts	Status
Claude Desktop	✅	✅	✅	Full Support
Continue	✅	✅	✅	Full Support
Cursor	❌	✅	❌	Tools Only

MCP Configuration Sample

{
  "mcpServers": {
    "mcpiol": {
      "command": "/Users/YOUR_USERNAME/.local/bin/uv",
      "args": [
        "--directory",
        "/Users/YOUR_USERNAME/projects/playground/mcpiol",
        "run",
        "main.py"
      ]
    }
  }
}

This documentation provides a comprehensive guide for developers looking to integrate the IOL MCP Server into their AI applications, ensuring secure and efficient communication between AI systems and financial data sources.