The Otto server provides a local, AI-operable financial terminal for managing paper portfolios, running backtests, accessing market data, and performing financial research — with a strong emphasis on safety and transparent operation.

• Check Terminal Health (terminal_status): Get situational awareness including terminal health, milestone/goal status, active task, risk gate states (live trading/secrets on/off), recovery count, and provider data freshness. Recommended as the first call before any operation.

• Discover Available Routes (list_routes): List all terminal routes (dashboard, markets, portfolio, backtest, settings, etc.) with their IDs, labels, categories, and primary endpoints.

• Read Route State (get_route): Fetch the current read-only data payload for any route by ID — e.g. pull the current portfolio state, market data, or backtest results.

• Discover Operable Actions (list_actions): List all safe, agent-executable actions from the terminal's contract, optionally filtered by route. Each action shows its ID, label, HTTP method, endpoint, safety class, whether it mutates state, and whether it requires confirmation. Safety-disabled and secret actions are automatically excluded.

• Execute Terminal Actions (run_action): Run any safe action by its ID, passing a JSON body, path parameters, query parameters, and a confirmation flag when required. Refuses to execute safety-gated or secret actions.

• Refresh Public Market Data (refresh_public_data): Trigger a no-key public data provider refresh and return a summary of written, available, and cached data — a convenient way to load fresh market data without credentials.

Safety-gated by design: Live trading, credential entry, and arbitrary code execution are disabled by default, ensuring a read-only/paper/dry-run environment suitable for AI-driven operation.

1. Click on "Install Server".

2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.

3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@otto backtest moving average crossover on AAPL"

That's it! The server will respond to your query, and you can continue using it as needed.

Here is a step-by-step guide with screenshots.