How do I install Backtest360?

Copy the http config for Cursor, Claude Desktop, Claude Code, or VS Code on this page. It uses the publisher's install, not a PlugMCP proxy.

Does Backtest360 need an API key?

The publisher lists these environment variables: BACKTEST360_API_KEY.

What transport does Backtest360 use?

Backtest360 is reached over HTTP.

When was Backtest360 last checked?

Last checked 2026-10-22. MCP server exposing the Backtest360 engine API as tools for AI agents.

Backtest360 MCP server

Power your agent

Add this server

The publisher's own URL. Not a PlugMCP endpoint.

Add to Cursor Add in Claude Add to VS Code Run on PlugMCP

Host a copy with our keys and logs.

Server URL

https://mcp.backtest360.com/mcp

Credentials from the publisher

BACKTEST360_API_KEY — Backtest360 engine API key, sent to the engine as X-API-Key. Get a free key at https://backtest360.com/api-access.

The Claude button above opens Claude with the name and URL filled in. You still confirm it there.

shClaude Code

1claude mcp add --transport http com.backtest360-backtest360 https://mcp.backtest360.com/mcp

Run in a terminal.

jsonClaude Desktop

1{2  "mcpServers": {3    "com.backtest360-backtest360": {4      "command": "npx",5      "args": [6        "-y",7        "mcp-remote",8        "https://mcp.backtest360.com/mcp"9      ]10    }11  }12}

claude_desktop_config.json

Remote · HTTPPublisher installStep-by-step: add this in Claude

Remote URL or a command on your machine? How the two installs differ

Run on PlugMCP

Host a copy with our keys and logs.

A new server you create. It is not this listing's official endpoint. Use the publisher install when you want their URL and their credentials.

Launch

Server facts

Remote

Transport: http
Version: 0.5.0

20 tools

Tools

tools/listVoice mode preview

Tool	What it does
get_me	The configured API key's permissions, limits, and current usage. Cheap. Call early in a session — before planning work — to learn what this key can do instead of discovering limits through failed calls. Returns: ``scopes``: the permission scopes the key carries.
engine_info	Engine version, API contract number, and health. Free (not quota-counted). Call once at the start of a session to confirm the engine is reachable and which contract it serves.
get_catalog	Fetch one engine reference catalog. Catalogs (cheap, cacheable per session): - 'operators' — comparison operators for condition expressions - 'execution-modes' — entry/exit anchors and fill algorithms, with the validity matrix by market type - 'stop-types'
list_indicators	List indicators, or fetch one indicator's full schema. Cheap, cacheable per session. With no arguments: a compact catalog — ``{"indicators": [...], "count": N}`` — where each entry carries id, name, category, kind, and value_dtype (no description, to keep the discov
list_templates	List predesigned strategy templates, or fetch one in full. Cheap, cacheable per session. The engine returns the templates available to the calling key. With no arguments: a compact catalog — ``{"templates": [...], "count": N}`` — where each entry carries id, origin,
get_strategy_schema	JSON Schema for the strategy document (condition_tree + indicators). Fetch this before composing a strategy by hand; the validate_strategy tool checks against the same rules.
validate_strategy	Validate a strategy document without running a backtest. A cheap quota separate from backtest runs, so validate freely and ALWAYS before run_backtest. Args: strategy: The strategy document — name, indicators[], and condition_tree (see get_strateg
run_backtest	Run a historical backtest against the engine. Quota-counted and compute-bound. Validate the strategy first (validate_strategy is far cheaper). On a 504 compute timeout, do NOT retry the same request — reduce the date range, use a coarser frequency, or simplify the st
get_latest_signal	Evaluate the strategy on the most recent bar only — no P&L, no stats. Returns the latest signal (-1/0/1), which condition slots fired, and the bar timestamp. Use for "what would this strategy do right now" questions; use run_backtest for performance.
compare_backtests	Run several strategies on the same data and compare side by side. One quota-counted call, but compute scales with the number of strategies. If the wall-clock compute budget is exceeded, the call fails with a tool error (504) instead of returning partial results — nar
export_backtest	Export a multi-strategy comparison as an Excel workbook. Quota-counted; needs a key whose plan includes full-metrics export (a 403 means the configured key's plan does not — do not retry). Returns the workbook base64-encoded — decode and write it to a ``.xlsx`` file.
compute_stats	Compute the engine's performance metrics from a returns series. Use when the returns came from somewhere other than run_backtest (an external system, a portfolio) — backtest results already include these statistics. Args: returns: Per-bar log returns as
search_tickers	Search available assets by ticker or name (relevance-ranked). Use to resolve a user's asset mention ("bitcoin", "S&P") to the exact ticker before requesting a server-side data fetch. asset_class filters to 'stocks', 'crypto', 'forex', or 'indices'.
list_tickers	List available tickers, optionally filtered by asset class. The full universe is very large, so the MCP server caps the returned list and marks it ``truncated_by_mcp`` — pass asset_class to narrow it, or use search_tickers to resolve a specific asset by name.
get_data_range	Available date range and estimated bar count for a symbol/frequency. Available on paid plans. Call before a server-side fetch so the requested start/end stay inside what the provider can deliver and the bar count stays inside the key's per-run limit.
get_ticker_info	Identity and data coverage for one symbol, in a single call. Metadata only — no market data, so no paid plan is needed. Returns the asset's identity (name, asset class, exchange, currency, and whether it is still active) together with a coverage summary for the given
get_quote	Latest available price for a symbol. Requires a paid plan (managed market data). Returns the most recent available bar for the given frequency — the end-of-day close for daily, the last completed bar otherwise — as open/high/low/close/volume plus an ``as_of`` times
get_price_history	OHLCV price history for a symbol over a date range. Requires a paid plan (managed market data). ``start`` is required (``YYYY-MM-DD``); ``end`` defaults to today. Returns a summary (symbol, resolved date range, total bar count, price range, gap flags), market-hours d
list_macro_series	List the available macroeconomic series (the catalog). Free — no special plan. Returns the set of macro series you can fetch with get_macro_series, each with its stable ``id`` (the value get_macro_series takes), title, category, native reporting frequency, and units,
get_macro_series	Observations for one macroeconomic series over an optional date range. Free — no special plan. ``series`` is an ``id`` from list_macro_series (e.g. treasury_10y, cpi, unemployment_rate); arbitrary external ids are not accepted. ``start``/``end`` are ``YYYY-MM-DD``, inclusive

backtest360-mcp

MCP server exposing the Backtest360 engine API as tools for AI agents.

Connect any MCP-capable AI client and drive real backtests conversationally: discover indicators, build and validate strategies, run backtests, and read the results — all against the deterministic Backtest360 engine. The server contains no AI and computes no numbers of its own; it is a thin, faithful adapter over the engine HTTP API. Your engine API key and its plan govern everything (permissions, rate limits, data access).

Two transports: a hosted HTTP endpoint at https://mcp.backtest360.com/mcp (send your key as an X-API-Key header) and local stdio (self-host — see below).

Install

pip install backtest360-mcp        # or, from a clone: pip install -e .

Requires Python 3.10+ and a Backtest360 API key. Get one free, instantly at backtest360.com/api-access — submit your email and a key (format b360_…) is issued on the spot and emailed to you; no approval needed. Authentication is API-key only. The free tier runs backtests on data you upload; fetching historical price data from the engine server-side is a paid capability.

Configuration

Everything is environment-driven:

Variable	Required	Default	Purpose
`BACKTEST360_API_KEY`	yes	—	Engine API key, sent as `X-API-Key`
`BACKTEST360_ENGINE_URL`	no	`https://api.backtest360.com`	Engine base URL
`BACKTEST360_MCP_TIMEOUT`	no	`300`	Per-request timeout (seconds)
`BACKTEST360_MCP_MAX_OUTPUT_BYTES`	no	`100000`	Hard cap on a single tool result

Connect an MCP client

Hosted (recommended)

Point your MCP client at the hosted endpoint over HTTP and send your key as an X-API-Key header:

{
  "mcpServers": {
    "backtest360": {
      "type": "streamable-http",
      "url": "https://mcp.backtest360.com/mcp",
      "headers": {
        "X-API-Key": "b360_..."
      }
    }
  }
}

Local (stdio)

Run the server yourself and let your client launch it over stdio (the common mcpServers shape):

{
  "mcpServers": {
    "backtest360": {
      "command": "backtest360-mcp",
      "env": {
        "BACKTEST360_API_KEY": "b360_..."
      }
    }
  }
}

Prefer not to put the key in a config file? Point command at a small wrapper script that exports the key from your secrets manager and then runs backtest360-mcp. A minimal example config is in examples/mcp.json.

Tools

Tool	What it does
`engine_info`	Engine version, API contract, health
`get_me`	What the configured key can do: permission scopes, limits, current usage, capability flags
`get_catalog`	Reference catalogs: operators, execution modes, stop types, sizing methods, bar frequencies, metric sections
`list_indicators`	Indicator discovery; per-indicator parameter schemas
`list_templates`	Predesigned strategy templates — discover compactly, fetch one in full, ready to validate and run
`get_strategy_schema`	JSON Schema for strategy documents
`validate_strategy`	Validate a strategy without running it — returns structured, locatable errors
`run_backtest`	Run a historical backtest
`get_latest_signal`	Evaluate the most recent bar only (no P&L)
`compare_backtests`	Run several strategies on the same data, side by side
`compute_stats`	Compute the metric set from an externally produced returns series
`search_tickers` / `list_tickers`	Asset discovery for server-side data fetch
`get_data_range`	Available history and bar-count estimate for a symbol
`get_ticker_info`	Symbol identity and data coverage in a single call
`get_quote`	Latest available price for a symbol (paid plan)
`get_price_history`	OHLCV price history over a date range (paid plan; long histories downsampled to fit)
`list_macro_series` / `get_macro_series`	Macroeconomic data: list the series catalog, then fetch one series' observations

The cheap static catalogs are also published as MCP resources (backtest360://catalog/{name}, backtest360://schema/strategy) for clients that support resource attachment.

Prompts

Two workflow prompts scaffold the common multi-tool flows for a connected AI: each names which tools to call, in what order, and what to look at in the results. They carry no interpretation and compute nothing — the connected AI does the reasoning.

Prompt	Arguments	What it scaffolds
`robustness_review`	`symbol`, `strategy` (optional)	Review a backtested strategy for robustness: validate → run → compare against buy-and-hold → weigh the evidence base (sample size, significance/robustness statistics, warnings) → caveated summary
`build_and_validate`	`idea`	Turn a plain-language idea into a validated strategy: survey the catalogs → fetch the schema → construct → validate-and-fix loop → dry-run

Response shaping

A full backtest result is megabytes; an agent's context is not. run_backtest and compare_backtests take response_detail:

summary (default) — headline metrics, warnings, counts, equity endpoints
stats — every metric the plan allows
full — plus series (downsampled, endpoints preserved) and trades (paginated)

run_backtest also takes max_series_points (default 500, must be >= 2) to override the series downsampling cap — set it higher for full-resolution series on a long run, or leave it unset for today's default.

include=["trades", "equity_curve", "monthly_returns", "yearly_returns", "signal_diagnostics"] adds specific blocks at any detail level. signal_diagnostics reports which per-bar entry/exit conditions fired, as a capped list of fire dates per condition (not the raw per-bar boolean arrays, which downsampling would corrupt) — or {"available": false, ...} when the run has no condition tree to evaluate (e.g. precomputed signals). Results exceeding the output cap are reduced further and explicitly marked truncated_by_mcp — never silently cut. Shaping only ever selects and thins what the engine returned; no value is computed or altered.

Error semantics

Designed for agents:

Fixable by changing the request → returned as a normal result: failed validations arrive as {"valid": false, "errors": [...]} with machine codes and document locations; engine rejections arrive as {"accepted": false, "error": ...} with a hint.
Not fixable that way → a tool error with explicit guidance: rate limits carry the Retry-After value; engine-busy says retry with backoff; a compute timeout says do not retry and reduce scope instead; permission problems name the missing capability. Engine request ids are included for support.

Running the tests (self-host)

pip install -e ".[dev]"
pytest   # unit suite vs a mock engine — no network

Questions / feedback

Questions or feedback? [email protected] — we read everything. backtest360-mcp is in active development, so help shape it.

Bug reports and feature requests: open an issue on GitHub.

License

MIT — see LICENSE.

Add this server

Host a copy with our keys and logs.

Server facts

Tools

Questions

How do I install Backtest360?

Does Backtest360 need an API key?

What transport does Backtest360 use?

When was Backtest360 last checked?

Documentation

backtest360-mcp

Install

Configuration

Connect an MCP client

Hosted (recommended)

Local (stdio)

Tools

Prompts

Response shaping

Error semantics

Running the tests (self-host)

Questions / feedback

License