# Index One

> Index One is infrastructure for rules-based portfolios: build an index as a graph of operations, backtest it,
> deploy it for continuous calculation, and deliver holdings, weightings and values to downstream systems.
> Everything is available over a REST API and over MCP for AI agents.

Base URL: `https://api.indexone.io`. MCP endpoint: `https://api.indexone.io/mcp`.
Authentication uses a team API key in `x-api-key`, and for some endpoints additionally a raw Cognito id token in
`Authorization` (no `Bearer` prefix).

## Get started

- [Overview](https://indexone.io/docs/start/overview.md): What Index One does and which surface to reach for.
- [Quickstart](https://indexone.io/docs/start/quickstart.md): Pull your first index values in about five minutes.
- [Authentication](https://indexone.io/docs/start/authentication.md): API keys, Cognito tokens, and when you need both.
- [Core concepts](https://indexone.io/docs/start/concepts.md): Workflows, operations, holdings, weightings, universes and deliveries.
- [Base URLs](https://indexone.io/docs/start/environments.md): Hosts, stages and the MCP endpoint.
- [Errors](https://indexone.io/docs/start/errors.md): Every error shape the API returns, and how to tell them apart.
- [Rate limits & timeouts](https://indexone.io/docs/start/rate-limits.md): Throttles, the 29-second ceiling, and streaming long runs.
- [Dates & calendars](https://indexone.io/docs/start/dates.md): The datetime format, timezones and exchange calendars.
- [Symbols & identifiers](https://indexone.io/docs/start/symbols.md): Venue-suffixed symbols, the exchange suffix table, and composite FIGIs.

## Guides

- [Build a basket index (no code)](https://indexone.io/docs/guides/basket-index.md): Upload a file of holdings and weights, backtest it in the browser, download the results.
- [Build and backtest an index](https://indexone.io/docs/guides/build-and-backtest.md): Assemble an operation DAG, simulate it, and read the results.
- [Pull live index data](https://indexone.io/docs/guides/pull-index-data.md): Values, holdings, weightings and universes for a live index.
- [Publish a benchmark](https://indexone.io/docs/guides/benchmarks.md): Deploy an index and make it public in the directory.
- [Set up a delivery](https://indexone.io/docs/guides/deliveries-setup.md): Push index files to email, webhook or SFTP on a schedule.
- [Consume a delivery](https://indexone.io/docs/guides/deliveries-consume.md): Panel formats, payload types and a webhook receiver.
- [Bring your own data](https://indexone.io/docs/guides/datasets.md): Upload a dataset and drive an index from it.
- [Direct indexing at scale](https://indexone.io/docs/guides/direct-indexing.md): One base index, many per-account variants.
- [Run a systematic strategy](https://indexone.io/docs/guides/systematic-strategy.md): Signals to weights to holdings to deliveries.
- [Corporate actions](https://indexone.io/docs/guides/corporate-actions.md): What changes on a split or dividend, and how to re-pull.
- [Build an index with an agent](https://indexone.io/docs/guides/agent-workflow.md): The MCP golden path, end to end.

## API reference

- [Authentication](https://indexone.io/docs/reference/authentication.md): Sign up, sign in and refresh tokens.
- [API keys](https://indexone.io/docs/reference/api-keys.md): Create, list and revoke team API keys.
- [Workflows](https://indexone.io/docs/reference/workflows.md): Index workflows on the new engine.
- [Executions](https://indexone.io/docs/reference/executions.md): Run history for workflows and deliveries.
- [Data query](https://indexone.io/docs/reference/data-query.md): The cursor-paginated read path for index data.
- [Deliveries](https://indexone.io/docs/reference/deliveries.md): Scheduled file delivery to email, webhook and SFTP.
- [Datasets](https://indexone.io/docs/reference/datasets.md): Upload and mutate your own data.
- [Execution engine](https://indexone.io/docs/reference/execution-engine.md): Execute operations and read the operation catalog.

## MCP server

- [Overview](https://indexone.io/docs/mcp/overview.md): What the MCP server exposes and how it is scoped.
- [Connect a client](https://indexone.io/docs/mcp/connect.md): Claude, Claude Code, Cursor, VS Code and custom agents.
- [Tool reference](https://indexone.io/docs/mcp/tools.md): All 22 tools, their arguments and their side effects.
- [The golden path](https://indexone.io/docs/mcp/golden-path.md): The order of operations an agent should follow.
- [Protocol notes](https://indexone.io/docs/mcp/protocol.md): Transport, sessions, limits and error handling.

## For agents

- [Docs for agents](https://indexone.io/docs/agents/overview.md): llms.txt, OpenAPI, markdown pages and MCP.
- [Operation catalog](https://indexone.io/docs/agents/operations.md): Every workflow operation, loaded live from the API.

## Optional

- [Full documentation](https://indexone.io/llms-full.txt): every page above concatenated into one file.
- [OpenAPI specification](https://indexone.io/openapi.json): the REST API as OpenAPI 3.1.
- [Live operation catalog](https://api.indexone.io/schema): every workflow operation and its parameters, public and unauthenticated.
- [MCP server card](https://api.indexone.io/.well-known/mcp/server-card.json): MCP capabilities without a handshake.