### Clone and Setup Project

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/KIS Code Assistant MCP/README.md

Commands to clone the repository and install dependencies for local development.

```bash
git clone https://github.com/koreainvestment/open-trading-api.git
cd "open-trading-api/MCP/KIS Code Assistant MCP"
```

```bash
uv sync
```

--------------------------------

### Manually initialize and run the backtester

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/README.md

Manual commands for installing dependencies, setting up Lean data, and starting the backend and frontend servers individually.

```bash
# Python 의존성 설치
uv sync

# Lean 데이터 환경 설정
bash scripts/setup_lean_data.sh

# Backend (터미널 1)
uv run uvicorn backend.main:app --reload --port 8002

# Frontend (터미널 2)
cd frontend
npm install
npm run dev
```

--------------------------------

### Manual Server Execution

Source: https://github.com/koreainvestment/open-trading-api/blob/main/strategy_builder/README.md

Commands to manually install dependencies and start the backend and frontend services separately.

```bash
# Python 의존성 설치
uv sync

# Backend (터미널 1)
uv run uvicorn backend.main:app --reload --port 8000

# Frontend (터미널 2)
cd frontend
npm install
npm run dev
```

--------------------------------

### Start the backtester server

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/README.md

Starts both the backend and frontend services simultaneously. Automatically triggers setup_lean_data.sh if necessary.

```bash
cd backtester
./start.sh
```

--------------------------------

### Execute YAML strategy examples via CLI

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/examples/README.md

Runs various pre-defined strategy examples using the uv package manager.

```bash
uv run python examples/yaml_strategy.py --example basic
uv run python examples/yaml_strategy.py --example param_override
uv run python examples/yaml_strategy.py --example custom_yaml
uv run python examples/yaml_strategy.py --example export
uv run python examples/yaml_strategy.py --example bollinger
uv run python examples/yaml_strategy.py --example all
```

--------------------------------

### Install Package Dependencies

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/examples/README.md

Use these commands to set up the environment for the backtester.

```bash
cd backtester
uv sync
```

--------------------------------

### Start the MCP Server

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/README.md

Execute the shell script to start the MCP server, which will be available at http://127.0.0.1:3846/mcp.

```bash
bash scripts/start_mcp.sh    # http://127.0.0.1:3846/mcp
```

--------------------------------

### Install uv Package Manager

Source: https://github.com/koreainvestment/open-trading-api/blob/main/README.md

Use these commands to install the uv package manager on Windows, macOS, or Linux.

```bash
# Windows (PowerShell)
powershell -c "irm https://astral.sh/uv/install.ps1 | iex"

# macOS/Linux
curl -LsSf https://astral.sh/uv/install.sh | sh

# 설치 확인
uv --version
# uv 0.x.x ... -> 설치 완료
```

--------------------------------

### Verify Docker Installation on Windows

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/Kis Trading MCP/Readme.md

Commands to verify the Docker installation on Windows.

```cmd
docker --version
docker run hello-world
```

--------------------------------

### Start Strategy Builder Server

Source: https://github.com/koreainvestment/open-trading-api/blob/main/strategy_builder/README.md

Executes the startup script to launch both the backend and frontend services simultaneously.

```bash
cd strategy_builder
./start.sh
```

--------------------------------

### Prompt Function Examples

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/KIS Code Assistant MCP/README.md

Examples of input formats for detailed and natural language code generation requests.

```text
stock_code: "005930"     # 종목코드 (필수)
task: "주식 현재가 조회"  # 작업 내용 (필수)
category: "국내주식"      # 카테고리 선택
```

```text
user_request: "삼성전자 주가 확인하고 싶어"  # 자연어 요청 (필수)
```

--------------------------------

### Install Docker on macOS

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/Kis Trading MCP/Readme.md

Commands to install Docker on macOS using Homebrew.

```bash
# Homebrew 사용 (권장)
brew install --cask docker

# 또는 공식 인스톨러 다운로드
# https://www.docker.com/products/docker-desktop/
```

--------------------------------

### Install Docker on Linux

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/Kis Trading MCP/Readme.md

Commands to install Docker on Ubuntu/Debian systems and add the current user to the docker group.

```bash
# 공식 스크립트 사용 (권장)
curl -fsSL https://get.docker.com -o get-docker.sh
sudo sh get-docker.sh

# 사용자를 docker 그룹에 추가
sudo usermod -aG docker $USER
```

--------------------------------

### Directory Structure Overview

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/examples/README.md

Displays the file organization of the examples directory.

```text
examples/
├── README.md                    # 이 파일
├── basic_backtest.py            # 기본 백테스트
├── rule_builder.py              # RuleBuilder DSL
├── yaml_strategy.py             # YAML 전략
├── strategy_generation.py       # 프리셋 전략
├── portfolio_analysis.py        # 포트폴리오
├── optimization.py              # 최적화 (실전투자 계좌 권장)
├── expert_strategies.py         # Expert 전략
├── live_trading.py              # 실시간 매매
└── output/                      # 실행 결과
    └─── reports/                 # HTML 리포트 예시
```

--------------------------------

### Run Server Locally

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/KIS Code Assistant MCP/README.md

Commands to start the server using stdio or HTTP modes.

```bash
uv run server.py --stdio
```

```bash
uv run server.py
```

--------------------------------

### Clone Repository and Install Dependencies

Source: https://github.com/koreainvestment/open-trading-api/blob/main/README.md

Clone the project repository and use uv to synchronize dependencies.

```bash
# 저장소 클론
git clone https://github.com/koreainvestment/open-trading-api
cd open-trading-api

# uv를 사용한 의존성 설치 - 한줄로 끝
uv sync
```

--------------------------------

### Websocket Domestic Stock Example

Source: https://github.com/koreainvestment/open-trading-api/blob/main/README.md

Example script for subscribing to real-time stock quotes using the Websocket API.

```python
# 웹소켓 호출 예제 - domestic_stock_examples_ws.py
import sys
import logging
import pandas as pd
sys.path.extend(['..', '.'])

import kis_auth as ka
from domestic_stock_functions_ws import *

# 로깅 설정
logging.basicConfig(level=logging.INFO, format='%(levelname)s - %(message)s')
logger = logging.getLogger(__name__)

# 인증
ka.auth()
ka.auth_ws()
trenv = ka.getTREnv()

# 웹소켓 선언
kws = ka.KISWebSocket(api_url="/tryitout")

# 삼성전자, sk하이닉스 실시간 호가 구독
kws.subscribe(request=asking_price_krx, data=["005930", "000660"])
```

--------------------------------

### REST API Domestic Stock Example

Source: https://github.com/koreainvestment/open-trading-api/blob/main/README.md

Example script for querying current stock prices using the REST API. Requires authentication via kis_auth.

```python
# REST API 호출 예제 - domestic_stock_examples.py
import sys
import logging
import pandas as pd
sys.path.extend(['..', '.'])

import kis_auth as ka
from domestic_stock_functions import *

# 로깅 설정
logging.basicConfig(level=logging.INFO, format='%(levelname)s - %(message)s')
logger = logging.getLogger(__name__)

# 인증
ka.auth()
trenv = ka.getTREnv()

# 삼성전자 현재가 시세 조회
result = inquire_price(env_dv="real", fid_cond_mrkt_div_code="J", fid_input_iscd="005930")
print(result)
```

--------------------------------

### Verify uv Installation

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/KIS Code Assistant MCP/README.md

Commands to locate the uv executable on different operating systems.

```bash
which uv    # macOS/Linux
where uv    # Windows
```

--------------------------------

### Manage Kis Trading MCP Container Lifecycle

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/Kis Trading MCP/Readme.md

Standard Docker commands to start, stop, restart, or remove the kis-trade-mcp container.

```bash
# 컨테이너 시작
docker start kis-trade-mcp

# 컨테이너 중지
docker stop kis-trade-mcp

# 컨테이너 재시작
docker restart kis-trade-mcp

# 컨테이너 제거
docker stop kis-trade-mcp
docker rm kis-trade-mcp
```

--------------------------------

### Configure Configuration Directory

Source: https://github.com/koreainvestment/open-trading-api/blob/main/README.md

Create the configuration directory and copy the template file.

```bash
# 설정 폴더 생성 및 파일 복사
mkdir -p ~/KIS/config
cp kis_devlp.yaml ~/KIS/config/
```

--------------------------------

### Run Server with Docker

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/KIS Code Assistant MCP/README.md

Commands to build and run the assistant as a Docker container.

```bash
# Docker 이미지 빌드
docker build -t kis-code-assistant-mcp .

# 서버 실행
docker run -d -p 8081:8081 --name kis-code-assistant-mcp kis-code-assistant-mcp
```

--------------------------------

### Execute Sample Scripts via CLI

Source: https://github.com/koreainvestment/open-trading-api/blob/main/README.md

Commands to run domestic stock sample scripts using uv for both REST and Websocket implementations.

```bash
# 국내주식 샘플 코드 실행 (examples_user/domestic_stock/)
uv run python domestic_stock_examples.py # REST 방식
uv run python domestic_stock_examples_ws.py  # Websocket 방식
```

```bash
# 국내주식 > 주식현재가 시세 샘플 코드 실행 (examples_llm/domestic_stock/inquire_price/)
uv run python chk_inquire_price.py
```

--------------------------------

### Execute Strategy Builder and Backtester

Source: https://github.com/koreainvestment/open-trading-api/blob/main/README.md

Commands to initialize the strategy builder and backtester environments.

```bash
# Strategy Builder (전략 설계 + 시그널)
cd strategy_builder
./start.sh

# Backtester (백테스팅)
cd backtester
./start.sh
```

--------------------------------

### GET /api/strategies/categories

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/README.md

Retrieves a list of strategy categories.

```APIDOC
## GET /api/strategies/categories

### Description
Retrieves a list of available strategy categories.

### Method
GET

### Endpoint
/api/strategies/categories
```

--------------------------------

### GET /api/strategies

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/README.md

Retrieves a list of available strategies.

```APIDOC
## GET /api/strategies

### Description
Retrieves a list of available strategies, including optional parameters for filtering.

### Method
GET

### Endpoint
/api/strategies
```

--------------------------------

### Claude Desktop Configuration (Source Clone)

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/KIS Code Assistant MCP/README.md

Alternative configuration for Claude Desktop when running from a local source clone using uv.

```json
{
  "mcpServers": {
    "kis-code-assistant-mcp": {
      "command": "{uv 실행 경로}",
      "args": [
        "--directory", "{프로젝트 폴더 경로}/MCP/KIS Code Assistant MCP",
        "run", "server.py", "--stdio"
      ]
    }
  }
}
```

--------------------------------

### GET /api/symbols/search

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/README.md

Searches for stock symbols by name or code.

```APIDOC
## GET /api/symbols/search

### Description
Searches for stock symbols based on the provided name or code.

### Method
GET

### Endpoint
/api/symbols/search
```

--------------------------------

### Project File Structure

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/KIS Code Assistant MCP/README.md

Overview of the project directory layout and key configuration files.

```text
KIS Code Assistant MCP/
├── package.json           # NPM 패키지 설정
├── bin/
│   └── cli.js             # npx 실행 진입점
├── server.py              # MCP 서버 메인 파일
├── data.csv               # API 정보 데이터
├── pyproject.toml         # 프로젝트 설정 및 의존성
├── uv.lock                # 의존성 잠금 파일
├── Dockerfile             # Docker 이미지 빌드 파일
├── README.md              # 프로젝트 설명서
├── .gitignore             # Git 무시 파일 목록
├── .dockerignore          # Docker 무시 파일 목록
├── .python-version        # Python 버전 지정
├── images/                # 프로젝트 이미지 파일들
└── src/
    ├── prompts/
    │   └── prompt.py      # 프롬프트 관련 코드
    └── utils/
        └── api_searcher.py # API 검색 로직
```

--------------------------------

### GET /api/files/templates

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/README.md

Retrieves a list of available YAML templates.

```APIDOC
## GET /api/files/templates

### Description
Retrieves a list of available YAML templates for strategy configuration.

### Method
GET

### Endpoint
/api/files/templates
```

--------------------------------

### Run Preset Strategy Backtest in Python

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/README.md

Executes a backtest using a predefined strategy from the registry. Requires Docker to be running for the LeanClient execution.

```python
from kis_backtest import LeanClient, STRATEGY_REGISTRY
import kis_backtest.strategies.preset  # 10종 전략 자동 등록

# 전략 빌드 (파라미터 오버라이드 가능)
schema = STRATEGY_REGISTRY.build("sma_crossover", fast_period=20, slow_period=50)

# Lean 코드 생성
from kis_backtest import LeanCodeGenerator
generator = LeanCodeGenerator(schema)
code = generator.generate(
    symbols=["005930"],
    start_date="2024-01-01",
    end_date="2024-12-31",
)

# 백테스트 실행 (Docker 필요)
client = LeanClient()
result = await client.run_backtest(code)
```

--------------------------------

### GET /api/market/orderbook/:code

Source: https://github.com/koreainvestment/open-trading-api/blob/main/strategy_builder/README.md

Retrieves the orderbook for a specific stock code.

```APIDOC
## GET /api/market/orderbook/:code

### Description
Retrieves the orderbook for a specific stock code.

### Method
GET

### Endpoint
/api/market/orderbook/:code

### Parameters
#### Path Parameters
- **code** (string) - Required - The stock code to retrieve the orderbook for.
```

--------------------------------

### GET /api/symbols/{code}

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/README.md

Retrieves detailed information for a specific stock symbol.

```APIDOC
## GET /api/symbols/{code}

### Description
Retrieves detailed information for a specific stock symbol identified by its code.

### Method
GET

### Endpoint
/api/symbols/{code}

### Parameters
#### Path Parameters
- **code** (string) - Required - The unique stock symbol code.
```

--------------------------------

### Troubleshoot Container Issues

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/Kis Trading MCP/Readme.md

Diagnostic commands for common issues like startup failures, missing environment variables, resource constraints, and network connectivity.

```bash
# 로그 확인
docker logs kis-trade-mcp

# 환경변수 확인
docker exec kis-trade-mcp env | grep KIS
```

```bash
# 컨테이너 재시작
docker restart kis-trade-mcp

# 환경변수 다시 설정하여 실행
docker run -d --name kis-trade-mcp -e KIS_APP_KEY="..." ...
```

```bash
# 메모리 사용량 확인
docker stats kis-trade-mcp

# 컨테이너 리소스 제한 설정
docker run -d --name kis-trade-mcp --memory="2g" --cpus="2" ...
```

```bash
# 포트 확인
docker port kis-trade-mcp

# 네트워크 연결 테스트 (MCP_ACCESS_TOKEN 필요)
curl -H "Authorization: Bearer your_strong_random_token" http://localhost:3000/sse
```

--------------------------------

### GET /api/strategies

Source: https://github.com/koreainvestment/open-trading-api/blob/main/strategy_builder/README.md

Retrieves a list of available strategies, including the builder state.

```APIDOC
## GET /api/strategies

### Description
Retrieves a list of available strategies, including the builder state.

### Method
GET

### Endpoint
/api/strategies
```

--------------------------------

### Build Docker Image

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/Kis Trading MCP/Readme.md

Commands to build the Docker image for the KIS Trading MCP.

```bash
# Docker 이미지 빌드
docker build -t kis-trade-mcp .

# 또는 태그와 함께 빌드
docker build -t kis-trade-mcp:latest .
```

--------------------------------

### GET /api/auth/status

Source: https://github.com/koreainvestment/open-trading-api/blob/main/strategy_builder/README.md

Checks the current authentication status, including the mode and authentication state.

```APIDOC
## GET /api/auth/status

### Description
Checks the current authentication status, including the mode and authentication state.

### Method
GET

### Endpoint
/api/auth/status
```

--------------------------------

### POST /api/backtest/run

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/README.md

Executes a backtest using a preset strategy.

```APIDOC
## POST /api/backtest/run

### Description
Executes a backtest using a predefined strategy.

### Method
POST

### Endpoint
/api/backtest/run
```

--------------------------------

### Clone the Project Repository

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/Kis Trading MCP/Readme.md

Commands to clone the repository and navigate to the MCP directory.

```bash
# 프로젝트 클론
git clone https://github.com/koreainvestment/open-trading-api.git
cd "open-trading-api/MCP/Kis Trading MCP"
```

--------------------------------

### Debug Docker Container

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/KIS Code Assistant MCP/README.md

Commands to inspect logs and restart the Docker container if it fails to start.

```bash
# 로그 확인
docker logs kis-code-assistant-mcp

# 컨테이너 재시작
docker restart kis-code-assistant-mcp
```

--------------------------------

### Run SMA Crossover Backtest

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/examples/README.md

Executes a basic SMA crossover backtest for Samsung Electronics.

```bash
uv run python examples/basic_backtest.py --example basic
```

--------------------------------

### Reinstall Dependencies

Source: https://github.com/koreainvestment/open-trading-api/blob/main/README.md

Run this command to resolve issues related to missing or corrupted project dependencies.

```bash
# 의존성 재설치
uv sync --reinstall
```

--------------------------------

### Run YAML Strategy Parsing

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/examples/README.md

Parses and converts YAML-based trading strategies.

```bash
uv run python examples/yaml_strategy.py --example all
```

--------------------------------

### Verify Docker Environment

Source: https://github.com/koreainvestment/open-trading-api/blob/main/README.md

Use these commands to verify that the Docker daemon is running and that the required Lean images are present.

```bash
docker info              # Docker Desktop 실행 상태 확인
docker images | grep lean # Lean 이미지 확인 (첫 실행 시 자동 다운로드)
```

--------------------------------

### Cursor MCP 서버 실행 및 설정

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/MCP AI 도구 연결 방법.md

Docker 또는 로컬 환경에서 서버를 실행하고 Cursor 설정에 추가하는 방법입니다.

```bash
# Docker로 실행하는 경우
docker build -t kis-code-assistant-mcp .
docker run -d -p 8081:8081 --name kis-code-assistant-mcp kis-code-assistant-mcp

# 또는 로컬에서 직접 실행
uv run server.py
```

```bash
curl http://localhost:8081/health
# {"status":"healthy","server":"kis-code-assistant-mcp","version":"0.1.0",...}
```

```json
{
  "mcpServers": {
    "kis-code-assistant-mcp": {
      "url": "http://localhost:8081/mcp"
    }
  }
}
```

```json
{
  "mcpServers": {
    "kis-code-assistant-mcp": {
      "command": "npx",
      "args": ["-y", "@koreainvestment/kis-code-assistant-mcp"]
    }
  }
}
```

--------------------------------

### Run Portfolio Analysis

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/examples/README.md

Analyzes the diversification effects of a given portfolio.

```bash
uv run python examples/portfolio_analysis.py --example basic
```

--------------------------------

### Manage strategies with Python API

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/examples/README.md

Demonstrates loading YAML strategies, overriding parameters, generating Lean code, and exporting DSL strategies to YAML.

```python
from kis_backtest.file import StrategyFileLoader, StrategyFileSaver

# 1. YAML 파일에서 스키마 로드
schema = StrategyFileLoader.load_as_schema("my_strategy.kis.yaml")

# 2. 파라미터 오버라이드
schema = StrategyFileLoader.load_schema_with_params(
    "my_strategy.kis.yaml",
    param_overrides={"period": 21, "oversold": 25}
)

# 3. YAML 문자열에서 로드
schema = StrategyFileLoader.load_schema_from_string(yaml_content)

# 4. Lean 코드 생성
from kis_backtest.codegen import LeanCodeGenerator

generator = LeanCodeGenerator(schema)
code = generator.generate(
    symbols=["005930"],
    start_date="2025-01-01",
    end_date="2025-12-31",
)

# 5. Python DSL을 YAML로 내보내기
from kis_backtest.dsl import RuleBuilder, SMA

strategy = RuleBuilder("my_strategy").buy_when(SMA(5) > SMA(20)).build()
StrategyFileSaver.save_definition(strategy, "my_strategy.kis.yaml")
```

--------------------------------

### Configure MCP Client with npx

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/KIS Code Assistant MCP/README.md

Add this configuration to your MCP client (e.g., Claude Desktop, Cursor) to run the assistant via npx.

```json
{
  "mcpServers": {
    "kis-code-assistant-mcp": {
      "command": "npx",
      "args": ["-y", "@koreainvestment/kis-code-assistant-mcp"]
    }
  }
}
```

--------------------------------

### LeanClient.run_backtest

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/README.md

Executes a backtest simulation using generated Lean code.

```APIDOC
## LeanClient.run_backtest(code)

### Description
Executes a backtest simulation based on the provided Lean code. Requires a Docker environment to run.

### Parameters
- **code** (str) - Required - The generated Lean strategy code to execute.

### Example
```python
client = LeanClient()
result = await client.run_backtest(code)
```
```

--------------------------------

### Initialize API Authentication

Source: https://github.com/koreainvestment/open-trading-api/blob/main/README.md

Initialize the authentication module within your Python script.

```python
import kis_auth as ka

# 실전투자 인증
ka.auth(svr="prod", product="01") # 모의투자: svr="vps"
```

--------------------------------

### POST /api/backtest/run-custom

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/README.md

Executes a backtest using a custom YAML or strategy configuration.

```APIDOC
## POST /api/backtest/run-custom

### Description
Executes a backtest using a custom YAML configuration or strategy definition.

### Method
POST

### Endpoint
/api/backtest/run-custom
```

--------------------------------

### Monitor Logs and Performance

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/Kis Trading MCP/Readme.md

Commands for retrieving container logs and monitoring system resource usage.

```bash
# 전체 로그
docker logs kis-trade-mcp

# 최근 100줄
docker logs --tail 100 kis-trade-mcp

# 실시간 로그
docker logs -f kis-trade-mcp

# 특정 시간대 로그
docker logs --since "2024-01-01T00:00:00" kis-trade-mcp
```

```bash
# 컨테이너 리소스 사용량
docker stats kis-trade-mcp

# 컨테이너 상세 정보
docker inspect kis-trade-mcp

# 프로세스 확인
docker exec kis-trade-mcp ps aux
```

--------------------------------

### 환경 설정 및 의존성 설치

Source: https://github.com/koreainvestment/open-trading-api/blob/main/strategy_builder/examples/README.md

프로젝트 디렉토리로 이동하여 uv를 통해 의존성을 설치합니다. KIS API 인증 정보는 kis_auth.py에 설정해야 합니다.

```bash
cd strategy_builder
uv sync

# KIS API 인증 설정 필요 (kis_auth.py에 설정)
```

--------------------------------

### Run Live Trading Position Check

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/examples/README.md

Retrieves and displays current holdings for live trading.

```bash
uv run python examples/live_trading.py --example position
```

--------------------------------

### Verify Server Connectivity

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/KIS Code Assistant MCP/README.md

Commands to check if the local server or Docker container is running correctly.

```bash
# 서버가 실행 중인지 확인
curl http://localhost:8081/health

# Docker 컨테이너 확인
docker ps --filter "name=kis-code-assistant-mcp"
```

--------------------------------

### Configure API Credentials

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/README.md

Configuration structure for the kis_devlp.yaml file to authenticate with real and paper trading environments.

```yaml
# 실전투자
my_app: "여기에 실전투자 앱키 입력"
my_sec: "여기에 실전투자 앱시크릿 입력"

# 모의투자
paper_app: "여기에 모의투자 앱키 입력"
paper_sec: "여기에 모의투자 앱시크릿 입력"

# HTS ID(KIS Developers 고객 ID)
my_htsid: "사용자 HTS ID"

# 계좌번호 앞 8자리
my_acct_stock: "증권계좌 8자리"
my_acct_future: "선물옵션계좌 8자리"
my_paper_stock: "모의투자 증권계좌 8자리"
my_paper_future: "모의투자 선물옵션계좌 8자리"

# 계좌번호 뒤 2자리
my_prod: "01"
```

--------------------------------

### POST /api/auth/login

Source: https://github.com/koreainvestment/open-trading-api/blob/main/strategy_builder/README.md

Performs login to the trading system. Supports 'vps' for mock trading and 'prod' for real trading.

```APIDOC
## POST /api/auth/login

### Description
Performs login to the trading system. Supports 'vps' for mock trading and 'prod' for real trading.

### Method
POST

### Endpoint
/api/auth/login
```

--------------------------------

### POST /api/strategies/build

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/README.md

Builds a strategy and returns the corresponding schema.

```APIDOC
## POST /api/strategies/build

### Description
Builds a strategy based on provided input and returns the StrategySchema.

### Method
POST

### Endpoint
/api/strategies/build
```

--------------------------------

### Run RuleBuilder DSL Backtest

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/examples/README.md

Executes a backtest using the RuleBuilder domain-specific language.

```bash
uv run python examples/rule_builder.py --example basic
```

--------------------------------

### Check Container Status and Logs

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/Kis Trading MCP/Readme.md

Commands to monitor the container status and verify the HTTP server connection.

```bash
# 컨테이너 상태 확인
docker ps

# 컨테이너 로그 확인
docker logs kis-trade-mcp

# 실시간 로그 확인
docker logs -f kis-trade-mcp

# HTTP 서버 접근 확인 (MCP_ACCESS_TOKEN 필요)
curl -H "Authorization: Bearer your_strong_random_token" http://localhost:3000/sse
```

--------------------------------

### Configure Claude Desktop

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/Kis Trading MCP/Readme.md

JSON configuration for Claude Desktop to connect to the MCP server. The configuration is identical for Linux, Mac, and Windows.

```json
{
  "mcpServers": {
    "kis-trade-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "http://localhost:3000/sse",
        "--header",
        "Authorization: Bearer your_strong_random_token"
      ]
    }
  }
}
```

--------------------------------

### MCP Tools Reference

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/README.md

List of available MCP tools for interacting with the Backtester service.

```APIDOC
## MCP Tools

- **list_presets**: Returns a list of 10 preset strategies and their parameter definitions.
- **get_preset_yaml**: Returns a preset strategy as a .kis.yaml string.
- **validate_yaml**: Validates a YAML strategy file.
- **list_indicators**: Returns a list of 80 available technical indicators.
- **run_backtest**: Executes a backtest using a YAML strategy (asynchronous, returns a job_id).
- **run_preset_backtest**: Executes a backtest using a predefined preset strategy.
- **get_backtest_result**: Retrieves backtest results (defaults to waiting for completion; use wait=false for immediate status).
- **retry_backtest**: Retries a failed backtest job.
- **get_report**: Retrieves a backtest report in JSON or HTML format.
```

--------------------------------

### kis_devlp.yaml Configuration Template

Source: https://github.com/koreainvestment/open-trading-api/blob/main/README.md

Template for defining API credentials, HTS ID, and account information.

```yaml
# 실전투자
my_app: "여기에 실전투자 앱키 입력"
my_sec: "여기에 실전투자 앱시크릿 입력"

# 모의투자
paper_app: "여기에 모의투자 앱키 입력"
paper_sec: "여기에 모의투자 앱시크릿 입력"

# HTS ID(KIS Developers 고객 ID) - 체결통보, 나의 조건 목록 확인 등에 사용됩니다.
my_htsid: "사용자 HTS ID"

# 계좌번호 앞 8자리
my_acct_stock: "증권계좌 8자리"
my_acct_future: "선물옵션계좌 8자리"
my_paper_stock: "모의투자 증권계좌 8자리"
my_paper_future: "모의투자 선물옵션계좌 8자리"

# 계좌번호 뒤 2자리
my_prod: "01" # 종합계좌
# my_prod: "03" # 국내선물옵션 계좌
# my_prod: "08" # 해외선물옵션 계좌
# my_prod: "22" # 개인연금 계좌
# my_prod: "29" # 퇴직연금 계좌

# User-Agent(기본값 사용 권장, 변경 불필요)
my_agent: "Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36"
```

--------------------------------

### Load Strategy from YAML File

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/README.md

Loads a strategy schema from a .kis.yaml file, with optional parameter overrides.

```python
from kis_backtest import StrategyFileLoader

# 파일에서 로드
schema = StrategyFileLoader.load_as_schema("my_strategy.kis.yaml")

# 파라미터 오버라이드
schema = StrategyFileLoader.load_schema_with_params(
    "my_strategy.kis.yaml",
    param_overrides={"fast_period": 10, "slow_period": 30}
)
```

--------------------------------

### Claude Desktop 소스 클론 및 설정

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/MCP AI 도구 연결 방법.md

저장소를 클론하고 uv를 사용하여 로컬에서 MCP 서버를 실행하도록 설정하는 방법입니다.

```bash
# 1. 저장소 클론
git clone https://github.com/koreainvestment/open-trading-api.git
cd open-trading-api/MCP/KIS\ Code\ Assistant\ MCP

# 2. 패키지 설치
uv sync
```

```json
{
  "mcpServers": {
    "kis-code-assistant-mcp": {
      "command": "{uv 실행 경로}",
      "args": [
        "--directory", "{프로젝트 폴더 경로}/MCP/KIS Code Assistant MCP",
        "run", "server.py", "--stdio"
      ]
    }
  }
}
```

--------------------------------

### kis_devlp.yaml 설정

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/MCP AI 도구 연결 방법.md

발급받은 API 인증 정보 및 계좌 정보를 입력하는 설정 파일 예시입니다.

```yaml
#홈페이지에서 API서비스 신청시 발급 AppKey, AppSecret 값 설정
#실전투자
my_app: "발급받은_실제_APP_KEY"      # 한국투자증권에서 발급받은 APP KEY 입력
my_sec: "발급받은_실제_APP_SECRET"   # 한국투자증권에서 발급받은 APP SECRET 입력

#모의투자  
paper_app: "발급받은_실제_APP_KEY"      # 모의투자용 APP KEY (실전과 동일)
paper_sec: "발급받은_실제_APP_SECRET"   # 모의투자용 APP SECRET (실전과 동일)

# HTS ID
my_htsid: "실제_HTS_ID"              # 한국투자증권 HTS ID 입력

#계좌번호 앞 8자리
my_acct_stock: "실제_계좌번호"        # 주식 계좌번호 (예: 50068418)  
my_acct_future: "실제_계좌번호"       # 선물옵션 계좌번호 (주식과 동일 가능)
my_paper_stock: "모의투자_계좌번호"    # 모의투자 주식 계좌번호
my_paper_future: "모의투자_계좌번호"   # 모의투자 선물옵션 계좌번호 (주식과 동일 가능)

#계좌번호 뒤 2자리
my_prod: "01"   # 01(종합계좌), 03(국내선물옵션), 08(해외선물옵션), 22(개인연금), 29(퇴직연금)
```

--------------------------------

### Define a strategy using .kis.yaml format

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/README.md

This YAML structure defines a SMA crossover strategy with parameters, indicators, and entry/exit conditions.

```yaml
version: "1.0"

metadata:
  name: "SMA 골든/데드 크로스"
  description: "단기 SMA가 장기 SMA 돌파 시 매매"
  author: "KIS"
  tags: [trend, sma, crossover]

strategy:
  id: sma_crossover
  category: trend

  params:
    fast_period:
      default: 20
      min: 2
      max: 100
      type: int
    slow_period:
      default: 50
      min: 2
      max: 200
      type: int

  indicators:
    - id: sma
      alias: sma_fast
      params:
        period: $fast_period
    - id: sma
      alias: sma_slow
      params:
        period: $slow_period

  entry:
    logic: AND
    conditions:
      - indicator: sma_fast
        operator: cross_above
        compare_to: sma_slow

  exit:
    logic: OR
    conditions:
      - indicator: sma_fast
        operator: cross_below
        compare_to: sma_slow

risk:
  stop_loss:
    enabled: true
    percent: 5.0
  take_profit:
    enabled: true
    percent: 10.0
```

--------------------------------

### Execute MCP via Terminal

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/KIS Code Assistant MCP/README.md

Run the assistant directly from the terminal using npx.

```bash
npx -y @koreainvestment/kis-code-assistant-mcp
```

--------------------------------

### Cursor IDE에서 AI를 활용한 API 호출 코드 생성

Source: https://github.com/koreainvestment/open-trading-api/blob/main/MCP/README.MD

Cursor IDE 환경에서 MCP를 통해 주가 정보를 가져오는 함수를 AI가 자동으로 생성하도록 유도하는 예시입니다.

```python
# AI가 자동으로 API 호출 코드 생성 및 실행
def get_stock_info(code):
    """삼성전자 주가 정보를 가져오는 함수를 만들어줘"""
    # MCP를 통해 실제 API 호출 코드가 자동 생성됨
```

--------------------------------

### Run Expert Strategies Catalog

Source: https://github.com/koreainvestment/open-trading-api/blob/main/backtester/examples/README.md

Displays or generates code for 10 expert-level trading strategies.

```bash
uv run python examples/expert_strategies.py --story catalog
```