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The following sections describe the latest updates to the documentation.

2025-09-05

• [Source] Updated Binance brokerage setup to whitelist two IPs for API credentials: 146.59.85.21 and 57.128.233.143 (previously only 146.59.85.21).

2025-08-29

• [Source] Added SS&C Eze as a supported brokerage and data provider across the Lean CLI, including new Eze credential flags and updated selections; introduced dedicated CLI deployment docs for Eze.
• [Source] International Futures datasets expanded to include the DAX contract; examples and supported assets updated, increasing coverage from 3 to 4 contracts.
• [Source] Futures market hours docs updated to use exchange-specific pre/post-market templates; index market hours reorganized (removed DAX from USA section and renumbered several DJCI* pages).
• [Source] Fear and Greed dataset note updated: daily data is delayed by two days.
• [Source] API Examples: 'Run in Postman' updated from embedded button to an external link to the QuantConnect Postman collection.

2025-08-28

• [Source] New Amazon Q section for the MCP Server: full documentation on using Amazon Q with QuantConnect Local Platform, including model selection, quotas, troubleshooting, and examples.
• [Source] Step-by-step setup for Amazon Q MCP integration, including pulling the Docker image and configuring ~/.aws/amazonq/mcp.json.
• [Source] Added example video demonstrating strategy development and deployment with Amazon Q in Local Platform.
• [Source] Added example video demonstrating strategy development and deployment with GitHub Copilot MCP integration.
• [Source] Added example video demonstrating strategy development and deployment with Cursor MCP integration.

2025-08-27

• [Source] Cursor Getting Started overhauled: replaced manual mcp.json configuration with one-click install buttons using platform-specific (AMD64/ARM64) deeplinks; users now set environment variables in Cursor and click Install; links updated to cursor:// deeplinks.
• [Source] Added a highlighted warning that Windsurf Cascade truncates large MCP responses, potentially making long backtests unstable; wording refined.

2025-08-26

• [Source] Restructured Windsurf docs: moved content from section 19 to new section 30; updated navigation labels to 'Various models via an IDE' and corrected capitalization in feature descriptions.
• [Source] Introduction rewritten to position Cascade as the Windsurf AI assistant that connects various LLMs to the QC MCP Server; removed the embedded video.
• [Source] Getting Started overhauled with step-by-step setup: install Windsurf Editor, install the QuantConnect extension via VSIX, configure mcp_config.json (docker command, QUANTCONNECT_USER_ID, QUANTCONNECT_API_TOKEN, AGENT_NAME, --platform), and open Cascade (Ctrl+L).
• [Source] Models section updated to reflect support for multiple LLMs (GPT, Claude, Gemini), added instructions for switching models in Cascade, plus a screenshot and link to Windsurf model docs.
• [Source] Added Quotas section explaining Windsurf/Cascade and LLM usage limits with link to Windsurf 'Plans and Credit Usage' documentation.
• [Source] Added Troubleshooting section covering connection error -32000 from duplicate Docker container names and links to QuantConnect, Windsurf, and LLM provider status pages.
• [Source] Examples page expanded with a 'Hello World' prompt to verify connection (expecting read_account tool call).

2025-08-25

• [Source] Added Windsurf integration docs for the MCP Server, including Introduction, Getting Started (Docker setup and credential flow), Models (Cascade LLM), and an examples page with an embedded video.
• [Source] Added comprehensive Cursor integration docs for the MCP Server: Introduction, detailed Getting Started (Docker, direct VSIX download, mcp.json config), Models selection, Quotas, Troubleshooting, and Examples.
• [Source] Updated MCP Server navigation: added Windsurf entry, renamed the IDE models section to 'Various Models via an IDE', and fixed a duplicate key.

2025-08-22

• [Source] Removed --name from docker run examples to prevent container name conflicts and enable running multiple MCP Servers simultaneously (Claude Code Getting Started).
• [Source] Removed --name from docker run examples to prevent container name conflicts and enable running multiple MCP Servers simultaneously (Claude Desktop Getting Started).
• [Source] Copilot Getting Started updated: removed --name from docker run example to avoid name conflicts and added a step to install the GitHub Copilot Chat extension.
• [Source] Added troubleshooting guidance for connection error -32000 caused by duplicate Docker container names; advises removing --name and links to working configuration examples.

2025-08-21

• [Source] Copilot Introduction updated to focus on using Copilot Chat in the Local Platform and adds a link to GitHub’s MCP Server setup for other environments.
• [Source] New Models page: explains supported LLMs (GPT, Claude, Gemini) and how to change the active model in the Chat panel; includes an illustrative image and a link to model availability by Copilot plan.
• [Source] New Quotas page: clarifies there are no QuantConnect API quotas, but Copilot and LLMs have limits; links to GitHub Copilot plan details.
• [Source] New Troubleshooting page: guidance on checking service outages (QuantConnect, Microsoft/Copilot, and LLM providers) and a link to VS Code MCP troubleshooting.
• [Source] New Examples page: provides a ‘Hello World’ prompt (“Read my QuantConnect account.”) to verify Copilot calls the read_account tool.

2025-08-20

• [Source] New Copilot client documentation added for Local Platform, including Docker-based MCP Server setup, updated mcp.json schema (use "servers" key instead of "mcpServers"), docker pull instructions with platform options, and steps to use Agent mode in Chat.
• [Source] Expanded MCP Server toolset: added project lock tool (lock_project_with_collaborators), file patching (patch_file), MCP Server version endpoints (read_mcp_server_version, read_latest_mcp_server_version), and updated read_project to support recent projects.
• [Source] Added MCP Server metadata for SEO and social sharing (description, keywords, OG tags, and preview image).

2025-08-19

• [Source] Promoted and reorganized MCP Server docs from Drafts into the AI Assistance section.
• [Source] Added a consolidated Key Concepts section (Intro, Example Conversation, Getting Started, Tools, Prompt Ideas, Workflow, Quotas, Troubleshooting).
• [Source] Introduced dedicated Claude Code integration docs with setup, quotas, troubleshooting, and example workflows/videos.
• [Source] Published Claude Desktop docs under MCP Server with getting started, quotas, troubleshooting, and examples.
• [Source] Removed older top-level MCP pages (e.g., Introduction, Tools, Examples) in favor of the new structured subsections.

2025-08-18

• [Source] Fixed Python example in Track Security Changes by removing an extra colon in the for loop.
• [Source] Removed the 'File Updates Are Reverted' troubleshooting section related to Algorithm Lab auto-save conflicts.
• [Source] Simplified the MCP Server Multi-Platform Workflow by removing steps and notes about closing/reopening projects due to save conflicts.

2025-08-15

• [Source] Rebranded 'Eze' to 'SS&C Eze' and updated shortlinks to https://qnt.co/ssc-eze across dataset and brokerage docs (including fees, slippage, settlement, and demo algorithm wording).
• [Source] Restructured docs navigation: moved SS&C Eze brokerage to section 15 (and dataset to 14); shifted Trading Technologies to 16 and Wolverine to 17; updated datasets ordering (Charles Schwab to 12, Tradier to 13) and brokerages index metadata.
• [Source] Removed the ability to apply QCC (QuantConnect Credit) to organization invoices; deleted the 'Apply QCC to Invoices' page and updated the QCC introduction accordingly.
• [Source] Simplified Scheduled Events API usage in examples: DateRules/TimeRules now accept ticker strings (e.g., 'SPY') directly instead of requiring Symbol objects; updates applied to create/remove/examples sections.

2025-08-14

• [Source] Renamed the Eze data provider to SS&C Eze and moved dataset documentation; updated introduction, sourcing, universe selection, alternative data links, historical data, and pricing pages and references.
• [Source] Migrated Live Trading brokerage docs from Eze to SS&C Eze; corrected Account Types with EMSX routing and margin details, added paper-trading guidance, added a Margin page, and updated data provider and deployment references.
• [Source] Moved and retitled Eze supported models to SS&C Eze under Reality Modeling; updated Orders, Fills, Slippage, Fees, Buying Power, Settlement, Margin Interest Rate, and Default Markets pages.
• [Source] Fixed Greeks and IV History example for Equity Options by setting the correct target flag.
• [Source] Fixed Greeks and IV History example for Futures Options by setting the correct target flag.
• [Source] Fixed Greeks and IV History example for Index Options by setting the correct target flag.

2025-08-13

• [Source] Add AGENT_NAME environment variable and guidance to support running multiple MCP agents concurrently.
• [Source] Introduce Eze as a new market data provider with documentation on sourcing, universe selection, bar building, hybrid provider usage, historical data, and pricing.
• [Source] Add Eze as a supported live trading brokerage with pages for account types, asset classes, orders, fees, margin, slippage, fills, settlements, demo algorithm, and deployment.
• [Source] Reorganize brokerages section numbering and paths (e.g., Charles Schwab to 07, Binance to 08, ByBit to 09, Tradier to 10, Kraken to 11, Coinbase to 12, Bitfinex to 13) and update the brokerages index.

2025-08-12

• [Source] Added full documentation for the Eze brokerage model, covering supported asset classes, orders, fills, slippage, fees (zero via EzeFeeModel), buying power, settlement, margin interest rate, and default markets.
• [Source] Updated zero-fee modeling guidance: ConstantFeeModel examples now specify the currency parameter when setting a zero fee.
• [Source] Added API Reference for Create Project endpoint, including request format and response schemas (401 Unauthorized model).

2025-08-11

• [Source] Updated Getting Started guide to add ARM/arm64 support: specify --platform (linux/amd64 or linux/arm64, e.g., Apple M-series) in the Docker run config; clarified that Claude Desktop now auto-pulls and connects to the MCP server; and added instructions to manually pull updates from Docker Hub, including using --platform for ARM.