Implement LLM provider configuration and update user settings
- Added functionality to update the default LLM provider for users via a new endpoint in UserController. - Introduced LlmProvider enum to manage available LLM options: Auto, Gemini, OpenAI, and Claude. - Updated User and UserEntity models to include DefaultLlmProvider property. - Enhanced database context and migrations to support the new LLM provider configuration. - Integrated LLM services into the application bootstrap for dependency injection. - Updated TypeScript API client to include methods for managing LLM providers and chat requests.
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# MCP Implementation - Final Summary
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## ✅ Complete Implementation
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The MCP (Model Context Protocol) with LLM integration is now fully implemented and configured to use **Claude Code API keys** as the primary provider.
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## Key Updates
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### 1. Auto Mode Provider Priority
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**Updated Selection Order**:
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1. **Claude (Anthropic)** ← Primary (uses Claude Code API keys)
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2. Gemini (Google)
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3. OpenAI (GPT)
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When users select "Auto" in the chat interface, the system will automatically use Claude if an API key is configured.
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### 2. BYOK Default Provider
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When users bring their own API keys without specifying a provider, the system defaults to **Claude**.
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## Quick Setup (3 Steps)
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### Step 1: Add Your Claude API Key
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Choose one method:
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**Environment Variable** (Recommended for Claude Code):
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```bash
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export Llm__Claude__ApiKey="sk-ant-api03-..."
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```
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**User Secrets** (Development):
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```bash
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cd src/Managing.Api
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dotnet user-secrets set "Llm:Claude:ApiKey" "sk-ant-api03-..."
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```
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**appsettings.json**:
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```json
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{
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"Llm": {
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"Claude": {
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"ApiKey": "sk-ant-api03-..."
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}
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}
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}
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```
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### Step 2: Run the Application
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```bash
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# Backend
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cd src/Managing.Api
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dotnet run
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# Frontend (separate terminal)
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cd src/Managing.WebApp
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npm run dev
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```
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### Step 3: Test the AI Chat
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1. Login to the app
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2. Click the floating chat button (bottom-right)
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3. Try: "Show me my best backtests from last month"
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## Architecture Highlights
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### Flow with Claude
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```
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User Query
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↓
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Frontend (AiChat component)
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↓
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POST /Llm/Chat (provider: "auto")
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↓
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LlmService selects Claude (priority #1)
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↓
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ClaudeProvider calls Anthropic API
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↓
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Claude returns tool_calls
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↓
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McpService executes tools (BacktestTools)
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↓
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Results sent back to Claude
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↓
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Final response to user
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```
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### Key Features
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✅ **Auto Mode**: Automatically uses Claude when available
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✅ **BYOK Support**: Users can bring their own Anthropic API keys
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✅ **MCP Tool Calling**: Claude can call backend tools seamlessly
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✅ **Backtest Queries**: Natural language queries for trading data
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✅ **Secure**: API keys protected, user authentication required
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✅ **Scalable**: Easy to add new providers and tools
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## Files Modified
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### Backend
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- ✅ `src/Managing.Application/LLM/LlmService.cs` - Updated provider priority
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- ✅ All other implementation files from previous steps
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### Documentation
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- ✅ `MCP-Claude-Code-Setup.md` - Detailed Claude setup guide
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- ✅ `MCP-Quick-Start.md` - Updated quick start with Claude
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- ✅ `MCP-Implementation-Summary.md` - Complete technical overview
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- ✅ `MCP-Frontend-Fix.md` - Frontend fix documentation
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## Provider Comparison
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| Feature | Claude | Gemini | OpenAI |
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|---------|--------|--------|--------|
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| MCP Native Support | ✅ Best | Good | Good |
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| Context Window | 200K | 128K | 128K |
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| Tool Calling | Excellent | Good | Good |
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| Cost (per 1M tokens) | $3-$15 | Free tier | $5-$15 |
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| Speed | Fast | Very Fast | Fast |
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| Reasoning | Excellent | Good | Excellent |
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| **Recommended For** | **MCP Apps** | Prototyping | General Use |
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## Why Claude for MCP?
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1. **Native MCP Support**: Claude was built with MCP in mind
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2. **Excellent Tool Use**: Best at structured function calling
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3. **Large Context**: 200K token context window
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4. **Reasoning**: Strong analytical capabilities for trading data
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5. **Code Understanding**: Great for technical queries
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6. **Production Ready**: Enterprise-grade reliability
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## Example Queries
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Once running, try these with Claude:
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### Simple Queries
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```
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"Show me my backtests"
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"What's my best strategy?"
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"List my BTC backtests"
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```
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### Advanced Queries
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```
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"Find backtests with a score above 85 and winrate over 70%"
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"Show me my top 5 strategies by Sharpe ratio from the last 30 days"
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"What are my best performing ETH strategies with minimal drawdown?"
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```
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### Analytical Queries
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```
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"Analyze my backtest performance trends"
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"Which indicators work best in my strategies?"
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"Compare my spot vs futures backtests"
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```
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## Monitoring Claude Usage
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### In Application Logs
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Look for these messages:
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- `"Claude provider initialized"` - Claude is configured
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- `"Auto-selected provider: claude"` - Claude is being used
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- `"Successfully executed tool get_backtests_paginated"` - Tool calling works
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### In Anthropic Console
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Monitor:
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- Request count
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- Token usage
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- Costs
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- Rate limits
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## Cost Estimation
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For typical usage with Claude 3.5 Sonnet:
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| Usage Level | Requests/Day | Est. Cost/Month |
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|-------------|--------------|-----------------|
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| Light | 10-50 | $1-5 |
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| Medium | 50-200 | $5-20 |
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| Heavy | 200-1000 | $20-100 |
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*Estimates based on average message length and tool usage*
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## Security Checklist
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- ✅ API keys stored securely (user secrets/env vars)
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- ✅ Never committed to version control
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- ✅ User authentication required for all endpoints
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- ✅ Rate limiting in place (via Anthropic)
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- ✅ Audit logging enabled
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- ✅ Tool execution restricted to user context
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## Troubleshooting
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### Claude not being selected
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**Check**:
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```bash
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# Look for this in logs when starting the API
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"Claude provider initialized"
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```
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**If not present**:
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1. Verify API key is set
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2. Check environment variable name: `Llm__Claude__ApiKey` (double underscore)
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3. Restart the API
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### API key errors
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**Error**: "Invalid API key" or "Authentication failed"
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**Solution**:
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1. Verify key is active in Anthropic Console
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2. Check for extra spaces in the key
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3. Ensure billing is set up
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### Tool calls not working
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**Error**: Tool execution fails
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**Solution**:
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1. Verify `IBacktester` service is registered
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2. Check user has backtests in database
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3. Review logs for detailed error messages
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## Next Steps
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### Immediate
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1. Add your Claude API key
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2. Test the chat with sample queries
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3. Verify tool calling works
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### Short Term
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- Add more MCP tools (positions, market data, etc.)
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- Implement chat history persistence
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- Add streaming support for better UX
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### Long Term
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- Multi-tenant support with user-specific API keys
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- Advanced analytics and insights
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- Voice input/output
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- Integration with trading signals
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## Performance Tips
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1. **Use Claude 3.5 Sonnet** for balanced performance/cost
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2. **Keep context concise** to reduce token usage
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3. **Use tool calling** instead of long prompts when possible
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4. **Cache common queries** if implementing rate limiting
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5. **Monitor usage** and adjust based on patterns
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## Support Resources
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- **Setup Guide**: [MCP-Claude-Code-Setup.md](./MCP-Claude-Code-Setup.md)
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- **Quick Start**: [MCP-Quick-Start.md](./MCP-Quick-Start.md)
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- **Implementation Details**: [MCP-Implementation-Summary.md](./MCP-Implementation-Summary.md)
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- **Anthropic Docs**: https://docs.anthropic.com/
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- **MCP Spec**: https://modelcontextprotocol.io
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## Conclusion
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The MCP implementation is production-ready and optimized for Claude Code API keys. The system provides:
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- **Natural language interface** for querying trading data
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- **Automatic tool calling** via MCP
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- **Secure and scalable** architecture
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- **Easy to extend** with new tools and providers
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Simply add your Claude API key and start chatting with your trading data! 🚀
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