Custom Reference Data#

By default the reference data tools read from the bundled OneTick Cloud coverage files. On-prem and custom deployments can replace these by pointing CSV_DATA_PATH at a directory containing their own files.

CSV_DATA_PATH=/path/to/your/reference-data/

Important

The configured directory fully replaces the default — there is no merging. All 7 files must be present or the corresponding tools return empty results.

No server restart is required — changes to files in CSV_DATA_PATH take effect on the next request.

Setup checklist#

  1. Create a directory containing all 7 files listed in Data source.

  2. Use the exact filenames — the MCP server discovers each tool by looking for its corresponding filename in CSV_DATA_PATH.

  3. Use tab-separated format with a header row — see File schemas for required columns and examples.

  4. Set CSV_DATA_PATH to your directory path.

  5. Verify by starting the server and calling list_databases — it should return your databases.

See Reference Data Tools for the full file mapping, required columns, and example rows for each file.