| name | tcx-server |
| description | Operate TradingCodex server, read-only workspace viewer, MCP, update readiness, and broker connector status without build-turn or execution authority. |
TCX Server
Use this skill for TradingCodex status checks, service recovery, viewer URL guidance, MCP setup, update status, and safe broker connector inspection.
Runtime Sources
- Treat the TradingCodex session-start context injected by the hook as the
initial service and update snapshot. Do not reread its backing files through
a shell command.
- Refresh product status with the read-only
get_tradingcodex_status MCP tool.
- Refresh package and workspace update readiness with the read-only
get_update_status MCP tool.
- Inspect connectors only through read-only MCP tools such as
list_broker_connections, get_broker_connection_status,
list_broker_adapter_providers, get_broker_capability_profile,
get_broker_instrument_constraints, get_connector_build_status, and
get_order_status, when the current role permits them.
Procedure
- Start with the injected session context, then call only the smallest
read-only MCP tool needed to refresh stale or missing information.
- Report service reachability, compatibility, readiness, package/workspace
versions, DB mismatch, port conflict, update availability, and the viewer
URL only when those fields are present in trusted status output.
- If startup context reports
version_mismatch, db_mismatch, or
port_occupied, explain the recorded issue and next action before
recommending the viewer.
- If recovery, doctor, service lifecycle, or package update requires the
launcher, stop and give an explicit interactive user-terminal handoff. Do
not invoke the launcher from this skill.
- If managed Build work is requested, give a new root-turn prompt whose exact
first meaningful invocation is the canonical plain
$tcx-build token and
whose following line states the requested change. Explain that an
equivalent matching workspace skill link is accepted interactively, but the
plain token is the path-independent handoff. The marker grants no authority
beyond the current Codex sandbox and TradingCodex policy.
- For OpenBB, give the requested user-terminal command only. TradingCodex
stores environment-variable names, never values; run an update and restart
Codex after a change.
Interactive User-Terminal Handoff
Give only the command needed for the diagnosed state and label it run by the
user in the workspace terminal. Common commands are:
{{TRADINGCODEX_WORKSPACE_LAUNCHER}} service status
{{TRADINGCODEX_WORKSPACE_LAUNCHER}} doctor --layer service
{{TRADINGCODEX_WORKSPACE_LAUNCHER}} doctor --layer mcp
{{TRADINGCODEX_WORKSPACE_LAUNCHER}} update status --json
{{TRADINGCODEX_WORKSPACE_LAUNCHER}} data-sources openbb status --json
For OpenBB setup, give only the requested command. Store only environment
variable names, never a value:
{{TRADINGCODEX_WORKSPACE_LAUNCHER}} data-sources openbb enable [--env-var <NAME>]
{{TRADINGCODEX_WORKSPACE_LAUNCHER}} data-sources openbb disable
{{TRADINGCODEX_WORKSPACE_LAUNCHER}} data-sources openbb env add|remove <NAME>
{{TRADINGCODEX_WORKSPACE_LAUNCHER}} update --skip-refresh --no-doctor
Use disable or status only when that exact action was requested or
diagnosed. Tell the user to define the referenced variable in
the environment that starts Codex; never ask them to paste its value in chat.
After a state-changing OpenBB command, hand off the workspace update command,
then tell the user to fully quit and restart Codex and start a new task.
For a stale compatible-address service using the same DB, hand off:
{{TRADINGCODEX_WORKSPACE_LAUNCHER}} service stop
Then tell the user to fully restart Codex so project MCP autostart can launch
the current package. Never claim a terminal command ran unless the user returns
its output.
Hard Stops
- Do not run any launcher, shell, service, doctor, or update command from this
skill. A separate exact
$tcx-build root turn may use only its own trusted
allowlisted validation and managed lifecycle commands; service lifecycle and
package refresh remain interactive user-terminal actions.
- Do not scaffold or edit connector code without the current Build-turn grant.
- Do not read raw secrets, call raw broker APIs, approve, cancel, or execute.
- Do not install, recommend, enable, disable, remove, classify, or validate a
user-owned Codex capability. Those capabilities are bring-your-own-risk and
remain outside TradingCodex licensing, safety, execution, and audit
guarantees.
- The OpenBB commands above project the upstream MCP directly. They do not
authorize managing another user-owned MCP server or claim that OpenBB or an
upstream provider is free, accurate, licensed for the user's purpose, or
commercially safe.