> For the complete documentation index, see [llms.txt](https://docs.tardis.dev/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.tardis.dev/agents-and-ai.md).

# Agents and AI

Manage a Tardis account and work with market data using an AI agent.

## Connect with MCP

Add the Tardis MCP server to an AI agent:

```
https://api.tardis.dev/mcp
```

{% tabs %}
{% tab title="Codex" icon="openai" %}
**Codex CLI**

```bash
codex mcp add tardis --url https://api.tardis.dev/mcp
codex mcp login tardis
```

**Desktop app**

Open **Settings → MCP servers → Add server**. Choose **Streamable HTTP**, name it `tardis`, paste the server URL, then save and restart. Select **Authenticate** to sign in.

Setup is shared between the CLI and desktop app on the same computer. [Codex MCP setup](https://learn.chatgpt.com/docs/extend/mcp)
{% endtab %}

{% tab title="Claude" icon="claude" %}
**Claude Code**

```bash
claude mcp add --transport http tardis https://api.tardis.dev/mcp
```

Run `/mcp` in Claude Code to sign in. [Claude Code MCP setup](https://code.claude.com/docs/en/mcp)

**Claude app**

Open **Customize → Connectors → + → Add custom connector**. Name it `Tardis.dev`, paste the server URL and select **Add**, then **Connect**. [Claude connector setup](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp)
{% endtab %}

{% tab title="Cursor" icon="cursor" %}
Add this to `~/.cursor/mcp.json`:

```json
{
  "mcpServers": {
    "tardis": {
      "url": "https://api.tardis.dev/mcp"
    }
  }
}
```

Save the file, restart Cursor and sign in when prompted. [Cursor MCP setup](https://prod.cursor.com/help/customization/mcp)
{% endtab %}

{% tab title="VS Code" icon="vscode" %}
Run **MCP: Add Server** from the Command Palette, choose **HTTP**, and enter the server URL. Start the server in the MCP view, sign in, then use Copilot Chat in Agent mode. [VS Code MCP setup](https://code.visualstudio.com/docs/agent-customization/mcp-servers)
{% endtab %}
{% endtabs %}

## Connect without MCP (auth.md)

Use [`auth.md`](https://api.tardis.dev/auth.md) to connect an AI agent without MCP setup. It follows the [open auth.md protocol](https://workos.com/auth-md) for agent registration. The AI agent handles authorization and uses the [OpenAPI specification](https://api.tardis.dev/v1/account/openapi.json) for account operations.

An agent registered through `auth.md` acts with the permissions granted to it and the role of the person authorizing it:

* **Owner:** can authorize account, billing, team and Data API key management.
* **Member:** can authorize management of their own profile, email and sign-in sessions, and read access to the account, Data API keys and usage. Creating, rotating or revoking keys requires owner authorization.

These limits also apply when an `auth.md` registration is used over MCP. MCP connections authorized through browser sign-in use the user's current account membership and role permissions from WorkOS.

{% prompt description="Connect" openInAIProviders="true" defaultExpanded="partial" %}

```markdown
Connect me to Tardis using https://api.tardis.dev/auth.md.
```

{% endprompt %}

## Account management

Ask an AI agent to help with these tasks:

### Account and data access

* Set up an account
* Check account status and data access
* Change the account name

{% prompt description="Check access" openInAIProviders="true" defaultExpanded="partial" %}

```markdown
Show my Tardis account status and available data access.
```

{% endprompt %}

### Free trial

* Start a free trial

{% prompt description="Start a trial" openInAIProviders="true" defaultExpanded="partial" %}

```markdown
Help me start a Tardis free trial.
```

{% endprompt %}

### Subscriptions

* Compare plans and view subscriptions
* Start a subscription
* Upgrade a subscription
* Cancel a subscription

{% prompt description="Compare upgrades" openInAIProviders="true" defaultExpanded="partial" %}

```markdown
Can I upgrade my Tardis subscription? If so, show the available upgrades and preview the cost and data access for the one I choose.
```

{% endprompt %}

### Billing

* View payment receipts
* Update the payment method

{% prompt description="Find a receipt" openInAIProviders="true" defaultExpanded="partial" %}

```markdown
Show my latest Tardis payment receipt.
```

{% endprompt %}

### Data API keys and usage

* View keys and IP restrictions
* Create, rotate or revoke a key
* Check transfer usage, limits and the next reset

{% prompt description="Create a key" openInAIProviders="true" defaultExpanded="partial" %}

```markdown
Help me create a Tardis Data API key labeled "research". First, ask where to store it securely.
```

{% endprompt %}

### Team members

* View team members and pending invitations
* Invite a teammate
* Change a member's role or remove them

{% prompt description="Review access" openInAIProviders="true" defaultExpanded="partial" %}

```markdown
Who has access to my Tardis account, and what are their roles?
```

{% endprompt %}

### Profile and sessions

* View the profile and account role
* Update the name or email address
* Review active sign-in sessions
* Sign out of one session or all sessions

{% prompt description="Review sessions" openInAIProviders="true" defaultExpanded="partial" %}

```markdown
Show my Tardis profile and active sign-in sessions.
```

{% endprompt %}

New subscriptions, payment-method updates and cancellations are confirmed in the browser. Available actions depend on the account role and permissions granted to the AI agent.

## Market data

Ask an AI agent to write code to replay historical data or download CSV files with the [Python](/python-client/quickstart.md) and [Node.js](/node-client/quickstart.md) clients. The client libraries fetch the data directly.

Adapt the exchange, symbols and dates as needed. See the [documentation index](https://docs.tardis.dev/llms.txt) for more Markdown guides.

{% prompt description="Replay" openInAIProviders="true" defaultExpanded="partial" %}

```markdown
Write a Python script using tardis-dev to replay Binance spot trades for btcusdt on March 1, 2024 UTC. Use https://docs.tardis.dev/python-client/replaying-historical-data.md and include instructions to run it.
```

{% endprompt %}

{% prompt description="CSV files" openInAIProviders="true" defaultExpanded="partial" %}

```markdown
Write a Node.js script using tardis-dev to download Binance BTCUSDT trade CSVs for March 1, 2024 UTC. Use https://docs.tardis.dev/downloadable-csv-files/overview.md and include instructions to run it.
```

{% endprompt %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.tardis.dev/agents-and-ai.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.