southesk

A library for creating clients for the Montrose MCP API.

Although the library uses an MCP, it does not contain any AI functionality.

This project is not affiliated, endorsed by and does not have any connections to Montrose.

API Stability

The available APIs of the Montrose MCP service has been fetched by asking the service for its available tools. Since the API has no versioning and AI agents should be able to adopt to changing APIs, one should not expect the API to be stable.

The Plan

To handle moving underlying APIs, the plan is to implement 3 API levels:

• High level API: A stable API, with core functionality for transactions and trading. It is likely to be more limited than the low level API.
• Low level API: Maps closely to the underlying MCP API.
• Raw API: Direct calls to the MCP API. Can be used before southesk has implemented support for the API call.

Examples

A set of examples using southesk is available in the examples directory. They can be run as follows:

cargo run --example=show-data

• show-data: Show account data
• create-trade: Creates a hardcoded trade request.
• create-balanced-trade: Creates trade requests with the given asset allocation.
• create-trade-towards-allocation: Creates trade requests to move the portfolio towards the given asset allocation.
• search-instrument: Search for an instrument by name or ticker.
• devel: Used for southesk development.

Security Warning

The MCP API does not permit any actions taken on your behalf, but a malicious actor can extract information about your Montrose account and investments. You should never trust third party code, such as the code in this repository, without examing the source code carefully.

To re-iterate from the license:

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

License

This software is licensed under the MIT license.

Known Issues

OAuth refresh works and can be performed successfully multiple times. However, the MCP resource seems to only accept the initial access token. The result is that a new authorization flow is triggered after 24 hours and the user needs to authenticate again.

The river South Esk

The river South Esk flows through the town of Montrose, Scotland, out into the North Sea. South Esk gives its name to the title Earl of Southesk, held by the Carnegie family.