A plugin that turns Claude into a systematic trading specialist. Built for Cowork, also compatible with Claude Code.
Build quantitative strategies, backtest them against historical data, monitor risk in real time, and execute trades — all through natural conversation with Claude, powered by CPZAI.
Important: This plugin assists with trading and investment workflows but does not provide financial advice. All trading decisions carry risk of loss and should be made by qualified individuals. Past performance does not guarantee future results.
You need a CPZAI account with API credentials. The plugin connects to the CPZAI MCP server — without valid credentials, no tools are accessible.
- Sign up at ai.cpz-lab.com
- Go to Settings → API Keys and generate a key pair
- Install the plugin (see below)
Install from claude.com/plugins.
# Add the marketplace
claude plugin marketplace add cpz-lab/cpzai-plugin
# Install the plugin
claude plugin install cpzai@cpzai-plugin| Command | Description |
|---|---|
/cpzai:strategy-builder |
Guided strategy creation — describe a trading idea and Claude writes the code, creates the strategy on the platform |
/cpzai:risk-report |
Generate a risk report — VaR, Sharpe, drawdown, correlation, with actionable recommendations |
/cpzai:backtest |
Run a strategy backtest, analyze metrics, and identify improvements |
/cpzai:market-scan |
Scan sectors or themes with real-time quotes and technical/fundamental context |
/cpzai:portfolio-review |
Full portfolio health check — positions, diversification, performance attribution |
Skills activate automatically when Claude detects relevant context:
| Skill | When it fires |
|---|---|
strategy-development |
Designing trading strategies, signal generation, factor models |
risk-management |
Analyzing risk, position sizing, drawdown limits, hedging |
backtesting |
Running historical tests, avoiding overfitting, walk-forward validation |
order-execution |
Placing trades, order types, execution quality, slippage |
market-data |
Fetching quotes, technical analysis, corporate actions, data quality |
portfolio-analytics |
Performance measurement, attribution, benchmarking, rebalancing |
portfolio-optimization |
Mean-variance, Black-Litterman, HRP, efficient frontier, constraints |
volatility-and-derivatives |
Greeks, GARCH, vol surface, skew, options strategies, VIX |
alpha-research |
IC/IR analysis, feature engineering, ML cross-validation, signal decay |
The CPZAI MCP server provides 18 tools:
- Strategies — create, list, update, and manage algorithmic trading strategies
- Backtesting — retrieve backtest results with performance metrics
- Trading — place orders, list positions, sync portfolios across broker accounts
- Market Data — real-time quotes for any symbol
- Risk — compute VaR, Sharpe, drawdown, beta; track risk history
- Execution — run strategies on the compute backend
- Webhooks — subscribe to platform events (fills, alerts)
Each skill includes tool chaining workflows that specify the exact sequence of MCP tool calls for common tasks (e.g. "risk check" = list_positions -> get_market_data -> compute_risk -> synthesize).
See CONNECTORS.md for the full tool reference.
/cpzai:strategy-builder pairs mean-reversion on AAPL/MSFT using z-score entry at 2.0 std
Claude will write the Python strategy code, explain the logic, and create it on your CPZAI account — ready to backtest.
/cpzai:risk-report
Pulls your live positions, computes current VaR/Sharpe/drawdown, flags concentration risk, and suggests hedges.
/cpzai:backtest my momentum strategy from 2020-01 to 2024-12 with weekly rebalance
Runs the backtest, analyzes results (Sharpe, max drawdown, win rate), and suggests parameter improvements.
The plugin authenticates via your MCP client's server configuration. Add your credentials:
{
"mcpServers": {
"cpzai": {
"type": "http",
"url": "https://mcp.cpz-lab.com/mcp",
"headers": {
"X-CPZ-Key": "YOUR_KEY",
"X-CPZ-Secret": "YOUR_SECRET"
}
}
}
}Apache 2.0 — see LICENSE.