MCP Server
Give Claude, Cursor or any MCP-capable agent direct access to your QuantWheel data: GEX, flow, the screener, your journal, wheels and positions, plus your own indicators, alerts and opt-in orders.
Add to Claude
In Claude (web or desktop):
- Click
+in the chat input, thenAdd connectors → Add custom connector - Name:
QuantWheel - Remote MCP server URL:
https://quantwheel.com/api/mcp - Click Add - Claude opens the QuantWheel sign-in (OAuth), so no API key is needed
Cursor & other clients
The server speaks Streamable HTTP at https://quantwheel.com/api/mcp and accepts two forms of auth: the OAuth flow (clients that support it, like Claude), or your qw_live_ API key as a Bearer header for mcp.json-configured clients and SDK scripts:
{
"mcpServers": {
"quantwheel": {
"url": "https://quantwheel.com/api/mcp",
"headers": {
"Authorization": "Bearer qw_live_YOUR_KEY"
}
}
}
}Available tools
Every tool is scoped to the authenticated account. Most only read; the writes are marked below.
| Tool | What agents use it for |
|---|---|
| get_gex | Put wall, call wall, gamma flip and net gamma for a ticker + expiration. |
| get_gex_heatmap | Per-expiration GEX heatmap with aggregated levels (expensive). |
| get_gamma_flip_events | Recent gamma-flip and wall-movement events across tickers. |
| get_vanna_charm | Second-order greeks in tactical (0-45 DTE) and regime (46-180) buckets with key levels. |
| get_max_pain | Max pain strike for a ticker and expiration. |
| get_option_expirations / get_stock_quote | Plumbing: valid dates and spot prices. |
| find_options_to_sell | The full screener: strategies, derived filters, financials, technicals. Paid plans. |
| get_flow_bars / get_flow_trades | Dollar flow bars and significant prints (sweeps, blocks, whales). Quant plan. |
| get_journal_performance / get_journal_summary_stats / get_all_time_performance | Your journal P&L by period, year and all-time per ticker. |
| get_chains | Your journal chains: each position's lifecycle (opens, rolls, assignments, closes) with premium and P&L. |
| get_active_wheels | Your wheel portfolio with cost basis, premium collected and P&L. |
| get_positions | Your current stock and option positions, each option valued at the live quote (bid, ask, mid, estimated contract value). Paid plans. |
| get_roll_suggestions | The Wheel Roll tab: every rollable position with its best roll to a better strike for a net credit, and the find_rolls arguments for its full table. Paid plans. |
| find_rolls | The ranked roll table for one position: a single put or call, a credit spread rolled as a unit, or a LEAP (spreads and LEAPs need Pro). Read-only. Paid plans. |
| list_indicators / get_indicator | Built-in studies and your QW Script library; with symbol + timeframe, what an alert can watch. |
| save_indicator | Writes: creates or updates one of your private QW Scripts (compiled first). |
| list_indicator_alerts / create_indicator_alert / delete_indicator_alert | Your indicator alerts. Create and delete write; alerts are delivered by email or Discord. |
| list_trading_accounts / preview_order | Accounts that can take orders, and a priced preview of a limit order with a confirmation token. |
| place_order / cancel_order | Writes, opt-in: send a previewed limit order or cancel an agent order. Needs AI agent trading switched on in Settings. |
| list_agent_orders | The audit log of every order an agent placed, cancelled or was refused. |
| ask_qw_intelligence | One QW Intelligence question - the AI analyst pulls GEX, quotes and your portfolio, then writes an analysis. |
| get_suggested_actions | Rolls to consider, covered calls to sell, risk alerts (Pro). |
| get_wheel_strategy | Your active wheel strategy preset: entry filters and roll criteria. |
| submit_feedback | Writes: reports a tool that errors or returns data that looks wrong. |
Example session
Because the tools compose, one question fans out into the same calls you would have scripted by hand.
You: How are my wheels doing, and is anything at assignment risk
into next week?
Agent: [get_active_wheels] -> 4 wheels
[get_gex ticker=NVDA] [get_option_expirations ticker=NVDA]
Your 4 wheels are up $1,840 combined this cycle ($735 premium
collected on NVDA alone). One flag: the NVDA 125C expiring
Aug 15 is 2.1% ITM and dealers are short gamma below 122.
Want roll candidates? [find_rolls]Security & limits
preview_order, show you the preview, and send place_order with a confirmation token tied to that exact order. Only limit orders are accepted and every attempt is logged. Details: /docs/api/trading. Tools run with your plan's normal gating: features your plan does not include return an upgrade hint instead of data.MCP is included with every plan, including free registered accounts (via the OAuth sign-in; qw_live_ API keys remain a paid feature). Each plan has a daily call budget (rolling 24h), with burst control on top: 60 requests/min globally, tighter on heavy tools like the heatmap (6/min). Every tool result ends with a [daily quota] usage line so agents can budget their calls.
| Plan | MCP calls / day |
|---|---|
| Free | 25 |
| GEX | 100 |
| Pro | 300 |
| Quant | 2,000 |
Free accounts get GEX tools at the website's free-tier daily limits, their journal and chains for the last 3 months, up to 5 active wheels, and 3 ask_qw_intelligence questions per day. The options screener, saved searches, yearly stats, suggested actions, positions, indicators, alerts and orders require a paid plan.