OpenAlice Trading

Standalone MCP server exposing OpenAlice's Trade-as-Git trading workflow to any MCP-capable AI agent (OpenClaw, Claude Desktop, Cursor, ...). The trading domain — broker connections, the git-like approval state machine (stage / commit / push / reject), FX, snapshots, every IBroker engine (CCXT, Alpaca, IBKR TWS port, Mock, Leverup) — is the original services/uta service from OpenAlice, lifted out of the Alice + Dashboard runtime and rewired around the agent-facing surface only.

智能自动交易: 通过 OpenClaw HEARTBEAT 机制实现自动监控和执行。用户只需要用自然语言描述策略(如"帮我监控 AAPL,止损 170"),AI 会自动配置监控并在触发条件时执行交易。支持增量更新规则、调整检查频率、停止监控等操作。

There is no Web UI in this repo. The Trade-as-Git approval gate that the OpenAlice Dashboard provides is replaced by a skill (skills/openalice-trading/SKILL.md) that teaches the consuming agent the user-approval ritual: stage and commit are AI-free, but tradingPush requires explicit user consent obtained in chat. v1 trusts the skill; the server does not enforce a server-side approval gate.

Architecture

┌─ apps/mcp-server (this repo) ───────────────────────────────┐
│                                                              │
│  ┌─ supervisor ─────────────────┐                           │
│  │ spawn services/uta child     │  internal: 127.0.0.1:47333│
│  │ wait for /__uta/health       │                           │
│  │ SIGTERM cascade on shutdown  │                           │
│  └──────────────────────────────┘                           │
│                                                              │
│  ┌─ MCP Streamable HTTP ────────┐                           │
│  │ register 19 trading tools    │  exposed: 127.0.0.1:47400 │
│  │ wraps Vercel-ai SDK shape    │  path: /mcp               │
│  │ via @openalice-trading/      │                           │
│  │   trading-tools              │                           │
│  └──────────────────────────────┘                           │
└──────────────────────────────────────────────────────────────┘
                                   ▲
                                   │ MCP protocol (HTTP+SSE)
                                   │
                ┌──────────────────┴───────────────────┐
                │ OpenClaw (or any MCP client)          │
                │ + skills/openalice-trading/SKILL.md   │
                └───────────────────────────────────────┘

Layout

.
├── packages/
│   ├── alice-core/          # minimal subset of OpenAlice's core extracted
│   │                        # for UTA's startup path (config schemas,
│   │                        # event log, paths, sealing, market-data
│   │                        # client ports, mcp-export bridge)
│   ├── ibkr/                # @traderalice/ibkr — TS port of IBKR TWS API
│   ├── opentypebb/          # @traderalice/opentypebb — TS port of OpenBB
│   ├── trading-tools/       # the 19 AI tools + UTAManagerSDK / UTAAccountSDK
│   └── uta-protocol/        # wire types + zod + UTA HTTP client
├── services/
│   └── uta/                 # the unmodified UTA service (broker engines,
│                            # TradingGit, FX, snapshots) — runs as a child
│                            # process of mcp-server
├── apps/
│   └── mcp-server/          # the user-facing entry: supervises UTA +
│                            # exposes trading tools over Streamable HTTP MCP
└── skills/
    └── openalice-trading/
        └── SKILL.md         # the user-approval ritual the AI must follow

Quick start

pnpm install                        # ~30s, includes broker SDKs

# (one-time) seed broker accounts. Either:
#   (a) reuse OpenAlice's: ln -s ~/.openalice/data ~/.openalice-trading-mcp/data
#       and ln -s ~/.openalice/sealing.key ~/.openalice-trading-mcp/sealing.key
#   (b) start fresh — the server will create an empty data store.

OPENALICE_HOME=$HOME/.openalice-trading-mcp \
  pnpm -F @openalice-trading/mcp-server dev

The server logs:

[mcp] bootstrap @ 2026-06-19T...
[mcp] OPENALICE_HOME = /home/.../.openalice-trading-mcp
[mcp] AGENT_AUTHOR   = openclaw
[mcp] spawning UTA child: ...
[uta] [uta] listening on http://127.0.0.1:47333
[mcp] UTA ready ... (N accounts)
[mcp] registered 19 trading tools
[mcp] listening on http://127.0.0.1:47400/mcp (Streamable HTTP)

Health check: curl http://127.0.0.1:47400/

OpenClaw client config

Per OpenClaw MCP docs, register the server with transport: "streamable-http":

openclaw mcp set openalice-trading '{
  "transport": "streamable-http",
  "url": "http://127.0.0.1:47400/mcp",
  "connectionTimeoutMs": 5000
}'

Install the skill:

mkdir -p ~/.openclaw/skills
cp skills/openalice-trading/SKILL.md ~/.openclaw/skills/openalice-trading.md

(Adjust to OpenClaw's actual skill directory; the docs are the authority.)

Configuration

Env var	Default	Purpose
OPENALICE_HOME	~/.openalice	User data root. Holds data/ (broker config, trading commits, snapshots) and sealing.key (machine-bound AES-256 key encrypting broker credentials).
OPENALICE_TRADING_MCP_PORT	47400	Where the MCP server listens.
OPENALICE_UTA_PORT	47333	Internal UTA child port (loopback only).
OPENALICE_UTA_HEALTH_TIMEOUT_MS	20000	Boot deadline for the UTA child to become healthy.
OPENALICE_TRADING_AGENT_AUTHOR	openclaw	Tag written into TradingGit commits. Helps disambiguate when multiple agents share one UTA (OpenAlice = alice, this server = openclaw by default).

Smoke test

A scripted end-to-end smoke is included:

# Server up in one terminal:
OPENALICE_HOME=/tmp/test-trading-home pnpm -F @openalice-trading/mcp-server dev

# In another:
mkdir -p /tmp/test-trading-home/data/config
cat > /tmp/test-trading-home/data/config/accounts.json <<'EOF'
[{
  "id": "mock-smoke",
  "label": "Smoke Mock",
  "presetId": "mock-simulator",
  "enabled": true,
  "guards": [],
  "presetConfig": { "cash": 100000, "_instanceId": "smoke-test-001" }
}]
EOF
# (restart server to pick up the account)

cd apps/mcp-server
node --conditions=openalice-source --import tsx scripts/smoke.ts

The script drives placeOrder → commit → tradingPush → portfolio → closePosition → push → reject against the in-memory mock broker and prints each tool call's result.

Production Deployment (systemd)

For production use, set up a systemd service to manage the MCP server:

# Copy the service file
cp trading-mcp.service ~/.config/systemd/user/

# Reload systemd and enable the service
systemctl --user daemon-reload
systemctl --user enable trading-mcp

# Start the service
systemctl --user start trading-mcp

# Check status
systemctl --user status trading-mcp

# View logs
journalctl --user -u trading-mcp -f

The service file is configured to:

• Start automatically on boot
• Restart on failure (with 10s delay)
• Run as your user (not root)
• Use /tmp/openclaw-test as the data directory
• Listen on port 47400

To stop or disable:

systemctl --user stop trading-mcp
systemctl --user disable trading-mcp

What's NOT in this repo

• No Web UI / Dashboard. (Skill replaces the approval gate.)
• No market-data / news / analysis tools. (Out of scope; OpenClaw's built-in capabilities cover those.)
• No Alice-side workspace launcher. (That's OpenAlice's job, not this server's.)
• No telegram / mcpAsk connectors. (Those are upstream concerns.)

Extending

• New tools: add to packages/trading-tools/src/tools.ts (Vercel-ai SDK shape), they will auto-register on next start.
• New brokers: same path as OpenAlice — add an IBroker impl under services/uta/src/domain/trading/brokers/<name>/ and register it in services/uta/src/domain/trading/brokers/registry.ts.
• Stricter approval: if you ever want server-side enforcement (don't trust the skill), wrap tradingPush.execute in trading-tools/tools.ts with a token-handshake — push requires a approval_token returned by a prior tradingStatus call. See the Anti-patterns section of SKILL.md for the rationale either way.

License

AGPL-3.0-only (inherits from OpenAlice).