feat(mcp-alpaca): leverage_cap + paper resolver + environment_info

This commit is contained in:
AdrianoDev
2026-04-27 17:57:17 +02:00
parent fb8c43cc61
commit de19d42850
6 changed files with 204 additions and 6 deletions
+17 -4
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@@ -5,6 +5,7 @@ import os
import uvicorn import uvicorn
from mcp_common.auth import load_token_store_from_files from mcp_common.auth import load_token_store_from_files
from mcp_common.environment import resolve_environment
from mcp_common.logging import configure_root_logging from mcp_common.logging import configure_root_logging
from mcp_alpaca.client import AlpacaClient from mcp_alpaca.client import AlpacaClient
@@ -19,20 +20,32 @@ def main():
with open(creds_file) as f: with open(creds_file) as f:
creds = json.load(f) creds = json.load(f)
paper_env = os.environ.get("ALPACA_PAPER", "true").lower() creds.setdefault("base_url_live", "https://api.alpaca.markets")
paper = paper_env not in ("0", "false", "no") creds.setdefault("base_url_testnet", "https://paper-api.alpaca.markets")
env_info = resolve_environment(
creds,
env_var="ALPACA_PAPER",
flag_key="paper",
exchange="alpaca",
)
client = AlpacaClient( client = AlpacaClient(
api_key=creds["api_key_id"], api_key=creds["api_key_id"],
secret_key=creds["secret_key"], secret_key=creds["secret_key"],
paper=paper, paper=(env_info.environment == "testnet"),
) )
token_store = load_token_store_from_files( token_store = load_token_store_from_files(
core_token_file=os.environ.get("CORE_TOKEN_FILE"), core_token_file=os.environ.get("CORE_TOKEN_FILE"),
observer_token_file=os.environ.get("OBSERVER_TOKEN_FILE"), observer_token_file=os.environ.get("OBSERVER_TOKEN_FILE"),
) )
app = create_app(client=client, token_store=token_store) app = create_app(
client=client,
token_store=token_store,
creds=creds,
env_info=env_info,
)
uvicorn.run( uvicorn.run(
app, app,
log_config=None, log_config=None,
@@ -0,0 +1,56 @@
"""Leverage cap server-side per place_order.
Cap letto dal secret JSON via campo `max_leverage`. Default 1 (cash) se assente.
"""
from __future__ import annotations
from fastapi import HTTPException
def get_max_leverage(creds: dict) -> int:
"""Legge max_leverage dal secret. Default 1 se mancante."""
raw = creds.get("max_leverage", 1)
try:
value = int(raw)
except (TypeError, ValueError):
value = 1
return max(1, value)
def enforce_leverage(
requested: int | float | None,
*,
creds: dict,
exchange: str,
) -> int:
"""Verifica e applica leverage cap. Ritorna leverage applicabile.
Solleva HTTPException(403, LEVERAGE_CAP_EXCEEDED) se requested > cap.
Se requested is None, applica il cap come default.
"""
cap = get_max_leverage(creds)
if requested is None:
return cap
lev = int(requested)
if lev < 1:
raise HTTPException(
status_code=403,
detail={
"error": "LEVERAGE_CAP_EXCEEDED",
"exchange": exchange,
"requested": lev,
"max": cap,
"reason": "leverage must be >= 1",
},
)
if lev > cap:
raise HTTPException(
status_code=403,
detail={
"error": "LEVERAGE_CAP_EXCEEDED",
"exchange": exchange,
"requested": lev,
"max": cap,
},
)
return lev
+32 -1
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@@ -4,11 +4,13 @@ import os
from fastapi import Depends, HTTPException from fastapi import Depends, HTTPException
from mcp_common.auth import Principal, TokenStore, require_principal from mcp_common.auth import Principal, TokenStore, require_principal
from mcp_common.environment import EnvironmentInfo
from mcp_common.mcp_bridge import mount_mcp_endpoint from mcp_common.mcp_bridge import mount_mcp_endpoint
from mcp_common.server import build_app from mcp_common.server import build_app
from pydantic import BaseModel from pydantic import BaseModel
from mcp_alpaca.client import AlpacaClient from mcp_alpaca.client import AlpacaClient
from mcp_alpaca.leverage_cap import get_max_leverage
# --- Body models: reads --- # --- Body models: reads ---
@@ -118,11 +120,39 @@ def _check(principal: Principal, *, core: bool = False, observer: bool = False)
raise HTTPException(status_code=403, detail="forbidden") raise HTTPException(status_code=403, detail="forbidden")
def create_app(*, client: AlpacaClient, token_store: TokenStore): def create_app(
*,
client: AlpacaClient,
token_store: TokenStore,
creds: dict | None = None,
env_info: EnvironmentInfo | None = None,
):
creds = creds or {}
app = build_app(name="mcp-alpaca", version="0.1.0", token_store=token_store) app = build_app(name="mcp-alpaca", version="0.1.0", token_store=token_store)
# ── Reads ────────────────────────────────────────────── # ── Reads ──────────────────────────────────────────────
@app.post("/tools/environment_info", tags=["reads"])
async def t_environment_info(principal: Principal = Depends(require_principal)):
_check(principal, core=True, observer=True)
if env_info is None:
return {
"exchange": "alpaca",
"environment": "testnet" if getattr(client, "paper", True) else "mainnet",
"source": "credentials",
"env_value": None,
"base_url": getattr(client, "base_url", None),
"max_leverage": get_max_leverage(creds),
}
return {
"exchange": env_info.exchange,
"environment": env_info.environment,
"source": env_info.source,
"env_value": env_info.env_value,
"base_url": env_info.base_url,
"max_leverage": get_max_leverage(creds),
}
@app.post("/tools/get_account", tags=["reads"]) @app.post("/tools/get_account", tags=["reads"])
async def t_get_account(body: AccountReq, principal: Principal = Depends(require_principal)): async def t_get_account(body: AccountReq, principal: Principal = Depends(require_principal)):
_check(principal, core=True, observer=True) _check(principal, core=True, observer=True)
@@ -227,6 +257,7 @@ def create_app(*, client: AlpacaClient, token_store: TokenStore):
token_store=token_store, token_store=token_store,
internal_base_url=f"http://localhost:{port}", internal_base_url=f"http://localhost:{port}",
tools=[ tools=[
{"name": "environment_info", "description": "Ambiente operativo (paper/live), source, base_url, max_leverage cap."},
{"name": "get_account", "description": "Alpaca account summary (equity, cash, buying_power)."}, {"name": "get_account", "description": "Alpaca account summary (equity, cash, buying_power)."},
{"name": "get_positions", "description": "Posizioni aperte (stocks/crypto/options)."}, {"name": "get_positions", "description": "Posizioni aperte (stocks/crypto/options)."},
{"name": "get_activities", "description": "Activity log (fills, dividends, transfers)."}, {"name": "get_activities", "description": "Activity log (fills, dividends, transfers)."},
@@ -0,0 +1,51 @@
from __future__ import annotations
from unittest.mock import AsyncMock, MagicMock
from fastapi.testclient import TestClient
from mcp_common.auth import Principal, TokenStore
from mcp_common.environment import EnvironmentInfo
from mcp_alpaca.server import create_app
def _make_app(env_info, creds):
c = MagicMock()
c.paper = True
store = TokenStore(tokens={
"ct": Principal("core", {"core"}),
"ot": Principal("observer", {"observer"}),
})
return create_app(client=c, token_store=store, creds=creds, env_info=env_info)
def test_environment_info_paper_is_testnet():
"""Alpaca: 'paper' nel secret mappa a environment='testnet'."""
env = EnvironmentInfo(
exchange="alpaca",
environment="testnet",
source="env",
env_value="true",
base_url="https://paper-api.alpaca.markets",
)
app = _make_app(env, creds={"max_leverage": 1})
c = TestClient(app)
r = c.post("/tools/environment_info", headers={"Authorization": "Bearer ot"})
assert r.status_code == 200
body = r.json()
assert body["exchange"] == "alpaca"
assert body["environment"] == "testnet"
assert body["source"] == "env"
assert body["base_url"] == "https://paper-api.alpaca.markets"
assert body["max_leverage"] == 1
def test_environment_info_requires_auth():
env = EnvironmentInfo(
exchange="alpaca", environment="testnet", source="default",
env_value=None, base_url="https://paper-api.alpaca.markets",
)
app = _make_app(env, creds={"max_leverage": 1})
c = TestClient(app)
r = c.post("/tools/environment_info")
assert r.status_code == 401
@@ -0,0 +1,47 @@
from __future__ import annotations
import pytest
from fastapi import HTTPException
from mcp_alpaca.leverage_cap import enforce_leverage, get_max_leverage
def test_get_max_leverage_returns_creds_value():
creds = {"max_leverage": 4}
assert get_max_leverage(creds) == 4
def test_get_max_leverage_default_when_missing():
"""Default 1 (cash) se il secret non ha max_leverage."""
assert get_max_leverage({}) == 1
def test_enforce_leverage_pass_at_cap_one():
"""Alpaca cash account: cap 1, leverage 1 OK."""
creds = {"max_leverage": 1}
enforce_leverage(1, creds=creds, exchange="alpaca") # no raise
def test_enforce_leverage_reject_over_cap_one():
creds = {"max_leverage": 1}
with pytest.raises(HTTPException) as exc:
enforce_leverage(2, creds=creds, exchange="alpaca")
assert exc.value.status_code == 403
assert exc.value.detail["error"] == "LEVERAGE_CAP_EXCEEDED"
assert exc.value.detail["exchange"] == "alpaca"
assert exc.value.detail["requested"] == 2
assert exc.value.detail["max"] == 1
def test_enforce_leverage_reject_when_below_one():
creds = {"max_leverage": 1}
with pytest.raises(HTTPException) as exc:
enforce_leverage(0, creds=creds, exchange="alpaca")
assert exc.value.status_code == 403
def test_enforce_leverage_default_when_none():
"""Se requested è None, applica il cap come default."""
creds = {"max_leverage": 1}
result = enforce_leverage(None, creds=creds, exchange="alpaca")
assert result == 1
+1 -1
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@@ -44,7 +44,7 @@ def mock_client():
@pytest.fixture @pytest.fixture
def http(mock_client, token_store): def http(mock_client, token_store):
app = create_app(client=mock_client, token_store=token_store) app = create_app(client=mock_client, token_store=token_store, creds={"max_leverage": 1})
return TestClient(app) return TestClient(app)