An MCP server for options backtesting

Already use ChatGPT, Claude or another assistant that supports MCP? Connect it to your StratVerra account and it can write and backtest strategies there. Backtests use your credits or subscription, and it cannot place a live order.

It writes each strategy as a C# class, checks that it compiles, backtests it on real historical option chains for SPX, XSP, RUT, SPY, QQQ and IWM, and reads the result back to you. Most clients show every step as a tool call, so you see what it did.

Get 100 free credits How to connect

Your client asks you to sign in to your StratVerra account during setup. 100 credits come with a new account (10 backtests), no card required.

Server address

https://api.stratverra.com/mcp

Transport: Streamable HTTP
Sign-in: OAuth, with your StratVerra account
Scopes: mcp:toolsmcp:resourcesmcp:prompts
Offers: 16 tools, 2 prompts, and the strategy reference as resources

Connect your assistant

Create a StratVerra account first, because setup ends with signing in to it. Then add the server address to your client.

ChatGPT

In a browser, go to chatgpt.com/plugins, press + and choose Add custom MCP server.
Name it StratVerra and paste the server address above as the Server URL.
Choose OAuth for authentication, accept the risk warning and choose Create as a plugin.
Sign in with your StratVerra account when ChatGPT asks.
Install the plugin. In a new chat, type @ and choose StratVerra.

Claude

Go to Customize, then Connectors, press + Add and choose Add custom connector.
Name it StratVerra, paste the server address above and keep the sign-in settings Claude detects.
Sign in with your StratVerra account when Claude asks.
In a new chat, press +, open Connectors and turn StratVerra on.
On a Team or Enterprise plan, an owner adds the connector first in Organization settings. You then press Connect under Customize, Connectors.

Any other MCP client

Add the server address above as a remote MCP server over streamable HTTP.
Choose OAuth for authentication. The protected resource is the same address.
Request the mcp:tools, mcp:resources and mcp:prompts scopes.
Sign in with your StratVerra account when the client asks.

What your assistant gets

Your assistant gets 16 tools, and each one works only inside your own account. Beside each name is the label your client shows while that tool runs.

Before it writes anything

get_market_data_coverage
Check market data coverage. Today's date, the dates the data covers, and the underlyings it covers them for.
get_strategy_sdk
Read strategy reference. How a strategy is written, whole or one section at a time.

Your strategies

list_strategies
List saved strategies. The strategies in your account, most recently changed first.
get_strategy
Read saved strategy. One strategy, including its source.
create_strategy
Create strategy. Checks that a new strategy compiles and saves it, in one step.
update_strategy
Update strategy. Saves a new version. The earlier versions are kept.
list_strategy_versions
List strategy versions. Every saved version of one strategy.
activate_strategy_version
Activate strategy version. Makes an earlier version the one the strategy runs.
delete_strategy
Delete strategy. Removes a strategy and every version of it. This cannot be undone.

Backtests

backtest_strategy
Start backtest. Starts a backtest of a saved strategy over a date range.
wait_for_backtest
Wait for backtest. Waits a bounded time for the run to finish, then returns its result.
get_backtest
Check backtest progress. A run's status, and its summary figures once it ends.
get_backtest_logs
Read backtest logs. What the engine wrote during the run, or only its warnings.
get_backtest_trades
Read backtest trades. The round-trip trades the run made.
get_backtest_equity
Read backtest equity curve. The daily equity curve, with the drawdown from the peak.
share_backtest
Publish backtest results. Publishes a finished run's figures and equity curve to a public link.

Two starter prompts

Clients that show prompts usually list them as a slash command or in a menu.

build_strategy
Build and backtest a strategy. Takes your idea in a line and shows you a plan to approve before any code is written.
diagnose_backtest
Diagnose a backtest. Takes a run id and reads the status, logs and trades before it explains what happened.

The server also offers the strategy reference as resources, one per section, so you can attach the part you want to ask about without starting a strategy.

How a request goes

The server tells your assistant what order to work in. In a client that follows it, a new strategy goes like this:

It checks which dates the market data covers.
It writes out the plan in plain words and waits for your go-ahead.
It reads the strategy reference and writes the strategy.
It saves the strategy. If the strategy does not compile, the errors come back and the assistant fixes them.
It starts the backtest and waits for the result.
Before it tells you how the run went, it reads the logs and the trades.

Two requests to start with:

Build me a 0DTE SPX iron condor that opens at 10:00 ET and closes at 50% of max profit, then backtest it over 2023.
Take the strategy we just built, widen the wings to 40 points and backtest the new version over 2022.

What it costs

Your AI provider bills you for the model through your plan with them. StratVerra charges no credits for your assistant's messages, and writing a strategy and checking that it compiles are free. A backtest uses your credits or your subscription, the same as one started in the app. StratVerra sees the tool calls your assistant makes, and never your conversation with it.

What it can and cannot do

It cannot place a live order. Its tools write and test strategies. None of them reaches a broker, your broker accounts or your subscription.
It cannot approve a strategy for live trading. You review and approve each version yourself, in the app. On a real-money account, every order the strategy places, changes or cancels then waits for your own yes.
It can delete a strategy, and that cannot be undone. The strategy and every version of it go; backtests that used it are kept. Ask it to check with you before it deletes anything.
It can publish a finished run. The public link shows the run's figures and equity curve, never the strategy's source. You can revoke the link from the run in the app.
It can be wrong. Every result is a historical simulation, and the server tells your assistant to report it as one. Read what it wrote before you trade it.

Create the account it signs in to

The account comes with the market data every backtest runs on. Each strategy your assistant writes is saved in your library with every version, and you can open it, change it by hand and run it again in the app. The methodology page explains how a backtest fills its orders.

Get 100 free credits Or use the built-in assistant

100 free credits (10 backtests), no card required. Paper and live trading need the $49/mo subscription.