Files
managing-apps/assets/documentation/MCP-Final-Summary.md
cryptooda 6f55566db3 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.
2026-01-03 21:55:55 +07:00

6.9 KiB

MCP Implementation - Final Summary

Complete Implementation

The MCP (Model Context Protocol) with LLM integration is now fully implemented and configured to use Claude Code API keys as the primary provider.

Key Updates

1. Auto Mode Provider Priority

Updated Selection Order:

  1. Claude (Anthropic) ← Primary (uses Claude Code API keys)
  2. Gemini (Google)
  3. OpenAI (GPT)

When users select "Auto" in the chat interface, the system will automatically use Claude if an API key is configured.

2. BYOK Default Provider

When users bring their own API keys without specifying a provider, the system defaults to Claude.

Quick Setup (3 Steps)

Step 1: Add Your Claude API Key

Choose one method:

Environment Variable (Recommended for Claude Code):

export Llm__Claude__ApiKey="sk-ant-api03-..."

User Secrets (Development):

cd src/Managing.Api
dotnet user-secrets set "Llm:Claude:ApiKey" "sk-ant-api03-..."

appsettings.json:

{
  "Llm": {
    "Claude": {
      "ApiKey": "sk-ant-api03-..."
    }
  }
}

Step 2: Run the Application

# Backend
cd src/Managing.Api
dotnet run

# Frontend (separate terminal)
cd src/Managing.WebApp
npm run dev

Step 3: Test the AI Chat

  1. Login to the app
  2. Click the floating chat button (bottom-right)
  3. Try: "Show me my best backtests from last month"

Architecture Highlights

Flow with Claude

User Query
    ↓
Frontend (AiChat component)
    ↓
POST /Llm/Chat (provider: "auto")
    ↓
LlmService selects Claude (priority #1)
    ↓
ClaudeProvider calls Anthropic API
    ↓
Claude returns tool_calls
    ↓
McpService executes tools (BacktestTools)
    ↓
Results sent back to Claude
    ↓
Final response to user

Key Features

Auto Mode: Automatically uses Claude when available BYOK Support: Users can bring their own Anthropic API keys MCP Tool Calling: Claude can call backend tools seamlessly Backtest Queries: Natural language queries for trading data Secure: API keys protected, user authentication required Scalable: Easy to add new providers and tools

Files Modified

Backend

  • src/Managing.Application/LLM/LlmService.cs - Updated provider priority
  • All other implementation files from previous steps

Documentation

  • MCP-Claude-Code-Setup.md - Detailed Claude setup guide
  • MCP-Quick-Start.md - Updated quick start with Claude
  • MCP-Implementation-Summary.md - Complete technical overview
  • MCP-Frontend-Fix.md - Frontend fix documentation

Provider Comparison

Feature Claude Gemini OpenAI
MCP Native Support Best Good Good
Context Window 200K 128K 128K
Tool Calling Excellent Good Good
Cost (per 1M tokens) $3-$15 Free tier $5-$15
Speed Fast Very Fast Fast
Reasoning Excellent Good Excellent
Recommended For MCP Apps Prototyping General Use

Why Claude for MCP?

  1. Native MCP Support: Claude was built with MCP in mind
  2. Excellent Tool Use: Best at structured function calling
  3. Large Context: 200K token context window
  4. Reasoning: Strong analytical capabilities for trading data
  5. Code Understanding: Great for technical queries
  6. Production Ready: Enterprise-grade reliability

Example Queries

Once running, try these with Claude:

Simple Queries

"Show me my backtests"
"What's my best strategy?"
"List my BTC backtests"

Advanced Queries

"Find backtests with a score above 85 and winrate over 70%"
"Show me my top 5 strategies by Sharpe ratio from the last 30 days"
"What are my best performing ETH strategies with minimal drawdown?"

Analytical Queries

"Analyze my backtest performance trends"
"Which indicators work best in my strategies?"
"Compare my spot vs futures backtests"

Monitoring Claude Usage

In Application Logs

Look for these messages:

  • "Claude provider initialized" - Claude is configured
  • "Auto-selected provider: claude" - Claude is being used
  • "Successfully executed tool get_backtests_paginated" - Tool calling works

In Anthropic Console

Monitor:

  • Request count
  • Token usage
  • Costs
  • Rate limits

Cost Estimation

For typical usage with Claude 3.5 Sonnet:

Usage Level Requests/Day Est. Cost/Month
Light 10-50 $1-5
Medium 50-200 $5-20
Heavy 200-1000 $20-100

Estimates based on average message length and tool usage

Security Checklist

  • API keys stored securely (user secrets/env vars)
  • Never committed to version control
  • User authentication required for all endpoints
  • Rate limiting in place (via Anthropic)
  • Audit logging enabled
  • Tool execution restricted to user context

Troubleshooting

Claude not being selected

Check:

# Look for this in logs when starting the API
"Claude provider initialized"

If not present:

  1. Verify API key is set
  2. Check environment variable name: Llm__Claude__ApiKey (double underscore)
  3. Restart the API

API key errors

Error: "Invalid API key" or "Authentication failed"

Solution:

  1. Verify key is active in Anthropic Console
  2. Check for extra spaces in the key
  3. Ensure billing is set up

Tool calls not working

Error: Tool execution fails

Solution:

  1. Verify IBacktester service is registered
  2. Check user has backtests in database
  3. Review logs for detailed error messages

Next Steps

Immediate

  1. Add your Claude API key
  2. Test the chat with sample queries
  3. Verify tool calling works

Short Term

  • Add more MCP tools (positions, market data, etc.)
  • Implement chat history persistence
  • Add streaming support for better UX

Long Term

  • Multi-tenant support with user-specific API keys
  • Advanced analytics and insights
  • Voice input/output
  • Integration with trading signals

Performance Tips

  1. Use Claude 3.5 Sonnet for balanced performance/cost
  2. Keep context concise to reduce token usage
  3. Use tool calling instead of long prompts when possible
  4. Cache common queries if implementing rate limiting
  5. Monitor usage and adjust based on patterns

Support Resources

Conclusion

The MCP implementation is production-ready and optimized for Claude Code API keys. The system provides:

  • Natural language interface for querying trading data
  • Automatic tool calling via MCP
  • Secure and scalable architecture
  • Easy to extend with new tools and providers

Simply add your Claude API key and start chatting with your trading data! 🚀