| Name | open-stocks-mcp JSON |
| Version |
0.1.7
JSON |
| download |
| home_page | None |
| Summary | MCP Server based on open stock API packages like Robin Stocks |
| upload_time | 2025-07-08 15:26:25 |
| maintainer | None |
| docs_url | None |
| author | None |
| requires_python | >=3.11 |
| license | Apache License
Version 2.0, January 2004
http://www.apache.org/licenses/
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| keywords |
api
finance
mcp
robin-stocks
stocks
trading
|
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|
# open-stocks-mcp
**🚧 UNDER CONSTRUCTION 🚧**
An MCP (Model Context Protocol) server providing access to stock market data through open-source APIs like Robin Stocks.
## Project Intent
This project aims to create a standardized interface for LLM applications to access stock market data, portfolio information, and trading capabilities through the Model Context Protocol.
### Planned Features
- Real-time stock price data
- Portfolio management tools
- Market analysis capabilities
- Historical data access
- Trading alerts and notifications
## Status
- ✅ **Foundation**: MCP server scaffolding complete
- ✅ **Infrastructure**: CI/CD, testing, and publishing pipeline established
- ✅ **Package**: Published to PyPI as `open-stocks-mcp` (v0.1.6)
- ✅ **Authentication**: Robin Stocks authentication with device verification support
- ✅ **Containerization**: Production-ready Docker deployment with security features
- ✅ **Communication**: Server/client MCP communication verified working
- 🔄 **In Progress**: Core stock market tools implementation
- 📋 **Next**: Enhanced trading features and market analysis tools
## Installation
Install the Open Stocks MCP server via pip:
```bash
pip install open-stocks-mcp
```
For development installation from source:
```bash
git clone https://github.com/Open-Agent-Tools/open-stocks-mcp.git
cd open-stocks-mcp
uv pip install -e .
```
## Credential Management
The Open Stocks MCP server uses Robin Stocks for market data access, which requires Robinhood account credentials.
### Setting Up Credentials
1. Create a `.env` file in your project root:
```bash
ROBINHOOD_USERNAME=your_email@example.com
ROBINHOOD_PASSWORD=your_password
```
2. Secure your credentials:
- Never commit the `.env` file to version control
- Ensure proper file permissions: `chmod 600 .env`
- Consider using a password manager or secure credential storage
### Device Verification and MFA
The Open Stocks MCP server includes enhanced authentication that handles Robinhood's device verification requirements:
**Device Verification Process:**
- When logging in for the first time, Robinhood may require device verification
- Check your Robinhood mobile app for verification prompts
- Approve the device when prompted
- The server will automatically handle the verification workflow
**Multi-Factor Authentication (MFA):**
- If your account has MFA enabled, you'll receive a push notification in the Robinhood mobile app
- Keep your mobile app accessible during the login process
- The server supports both SMS and app-based verification methods
**Troubleshooting Authentication:**
- **"Device verification required"**: Check your mobile app and approve the device
- **"Interactive verification required"**: Ensure you have access to your mobile device
- **Session persistence**: Authentication sessions are cached to reduce verification frequency
## Starting the MCP Server Locally
### Via Command Line
Start the server in stdio transport mode (for MCP clients):
```bash
# Using the installed package
open-stocks-mcp-server --transport stdio
# For development with auto-reload
uv run open-stocks-mcp-server --transport stdio
```
### Testing the Server
Use the MCP Inspector for interactive testing:
```bash
# Run the inspector with the server (mcp CLI required)
uv run mcp dev src/open_stocks_mcp/server/app.py
```
Note: The `mcp` command is installed with the `mcp[cli]` package dependency.
## Adding the MCP Client to an ADK Agent
To integrate Open Stocks MCP with your ADK (Agent Development Kit) agent:
### 1. Update MCP Settings
Add the server to your MCP settings configuration (typically in `mcp_settings.json` or similar):
```json
{
"mcpServers": {
"open-stocks": {
"command": "open-stocks-mcp-server",
"args": ["--transport", "stdio"],
"env": {}
}
}
}
```
### 2. Claude Desktop Integration
For Claude Desktop app, add to your configuration:
**macOS**: `~/Library/Application Support/Claude/claude_desktop_config.json`
**Windows**: `%APPDATA%\Claude\claude_desktop_config.json`
```json
{
"mcpServers": {
"open-stocks": {
"command": "open-stocks-mcp-server",
"args": ["--transport", "stdio"]
}
}
}
```
### 3. Available Tools
Once connected, your agent will have access to 17 MCP tools across 5 categories:
**Account Management:**
- `account_info` - Get account information and status
- `portfolio` - Retrieve current portfolio holdings and values
- `account_details` - Detailed account information
- `positions` - Current stock positions
- `portfolio_history` - Historical portfolio performance
**Market Data:**
- `stock_price` - Get current stock prices
- `stock_info` - Detailed stock information
- `search_stocks_tool` - Search for stocks by symbol or name
- `market_hours` - Current market hours and status
- `price_history` - Historical price data
**Order History:**
- `stock_orders` - Get list of stock orders and their status
- `options_orders` - Options trading order history
**System Management:**
- `session_status` - Authentication session information
- `rate_limit_status` - API rate limiting status
- `metrics_summary` - Server performance metrics
- `health_check` - Server health status
**Utility:**
- `list_tools` - List all available MCP tools
## Docker Deployment
The Open Stocks MCP server includes production-ready Docker containerization with enhanced security features.
### Quick Start with Docker
```bash
# Clone the repository
git clone https://github.com/Open-Agent-Tools/open-stocks-mcp.git
cd open-stocks-mcp/examples/Docker
# Create credentials file
cp .env.example .env
# Edit .env with your Robinhood credentials
# Start the server
docker-compose up -d
# Check logs
docker-compose logs -f
# Stop the server
docker-compose down
```
### Docker Features
**Security:**
- Non-root user execution (UID 1001)
- Health checks with automatic restart
- Resource limits and reservations
- Environment variable isolation
**Production Ready:**
- Automatic session persistence
- Device verification handling
- Comprehensive logging
- Port exposure (3001) for MCP clients
**See the [Docker Example README](examples/Docker/README.md) for complete documentation.**
## Current Functionality (v0.1.6)
### Enhanced Authentication System
- **Device Verification**: Automatic handling of Robinhood device verification workflows
- **Environment-based login**: Secure credential storage via `.env` files
- **Session persistence**: Cached authentication sessions to reduce verification frequency
- **MFA Support**: Full support for SMS, email, and mobile app verification methods
- **Error handling**: Intelligent error classification and user guidance
### Robin Stocks Integration
- **17 MCP Tools**: Complete suite of account, market data, and system management tools
- **Async Support**: Non-blocking API calls using asyncio
- **Rate limiting**: Built-in protection against API rate limits
- **Error recovery**: Automatic session refresh and retry logic
## Testing
### Basic Tests
Run the basic test suite:
```bash
uv run pytest
```
### Login Flow Integration Tests
Test the complete login flow with real credentials from `.env`:
```bash
# Run all tests including integration tests
uv run pytest -m integration
# Run specific login flow tests
uv run pytest tests/test_server_login_flow.py -v
# Run without integration tests (no credentials needed)
uv run pytest -m "not integration"
```
**Note**: Integration tests require valid `ROBINHOOD_USERNAME` and `ROBINHOOD_PASSWORD` in your `.env` file. These tests mock the actual Robin Stocks API calls to avoid real authentication attempts.
### Test Categories
- **Unit tests**: Basic functionality without external dependencies
- **Integration tests**: Login flow tests using real credentials (but mocked API calls)
- **Slow tests**: Performance and stress tests (marked with `@pytest.mark.slow`)
For development with auto-reloading:
```bash
uv run pytest --watch
```
## License
Apache License 2.0 - see LICENSE file for details.
Raw data
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"requires_python": ">=3.11",
"maintainer_email": "Wes Etheredge <jwesleye@gmail.com>",
"keywords": "api, finance, mcp, robin-stocks, stocks, trading",
"author": null,
"author_email": "Wes Etheredge <jwesleye@gmail.com>",
"download_url": "https://files.pythonhosted.org/packages/1e/23/a6958087e60551f2e068fb5d0bf22f1908a4c347385b05b21d4fb94f3c8d/open_stocks_mcp-0.1.7.tar.gz",
"platform": null,
"description": "# open-stocks-mcp\n\n**\ud83d\udea7 UNDER CONSTRUCTION \ud83d\udea7**\n\nAn MCP (Model Context Protocol) server providing access to stock market data through open-source APIs like Robin Stocks.\n\n## Project Intent\n\nThis project aims to create a standardized interface for LLM applications to access stock market data, portfolio information, and trading capabilities through the Model Context Protocol.\n\n### Planned Features\n- Real-time stock price data\n- Portfolio management tools \n- Market analysis capabilities\n- Historical data access\n- Trading alerts and notifications\n\n## Status\n\n- \u2705 **Foundation**: MCP server scaffolding complete\n- \u2705 **Infrastructure**: CI/CD, testing, and publishing pipeline established\n- \u2705 **Package**: Published to PyPI as `open-stocks-mcp` (v0.1.6)\n- \u2705 **Authentication**: Robin Stocks authentication with device verification support\n- \u2705 **Containerization**: Production-ready Docker deployment with security features\n- \u2705 **Communication**: Server/client MCP communication verified working\n- \ud83d\udd04 **In Progress**: Core stock market tools implementation\n- \ud83d\udccb **Next**: Enhanced trading features and market analysis tools\n\n## Installation\n\nInstall the Open Stocks MCP server via pip:\n\n```bash\npip install open-stocks-mcp\n```\n\nFor development installation from source:\n\n```bash\ngit clone https://github.com/Open-Agent-Tools/open-stocks-mcp.git\ncd open-stocks-mcp\nuv pip install -e .\n```\n\n## Credential Management\n\nThe Open Stocks MCP server uses Robin Stocks for market data access, which requires Robinhood account credentials.\n\n### Setting Up Credentials\n\n1. Create a `.env` file in your project root:\n\n```bash\nROBINHOOD_USERNAME=your_email@example.com\nROBINHOOD_PASSWORD=your_password\n```\n\n2. Secure your credentials:\n - Never commit the `.env` file to version control\n - Ensure proper file permissions: `chmod 600 .env`\n - Consider using a password manager or secure credential storage\n\n### Device Verification and MFA\n\nThe Open Stocks MCP server includes enhanced authentication that handles Robinhood's device verification requirements:\n\n**Device Verification Process:**\n- When logging in for the first time, Robinhood may require device verification\n- Check your Robinhood mobile app for verification prompts\n- Approve the device when prompted\n- The server will automatically handle the verification workflow\n\n**Multi-Factor Authentication (MFA):**\n- If your account has MFA enabled, you'll receive a push notification in the Robinhood mobile app\n- Keep your mobile app accessible during the login process\n- The server supports both SMS and app-based verification methods\n\n**Troubleshooting Authentication:**\n- **\"Device verification required\"**: Check your mobile app and approve the device\n- **\"Interactive verification required\"**: Ensure you have access to your mobile device\n- **Session persistence**: Authentication sessions are cached to reduce verification frequency\n\n## Starting the MCP Server Locally\n\n### Via Command Line\n\nStart the server in stdio transport mode (for MCP clients):\n\n```bash\n# Using the installed package\nopen-stocks-mcp-server --transport stdio\n\n# For development with auto-reload\nuv run open-stocks-mcp-server --transport stdio\n```\n\n### Testing the Server\n\nUse the MCP Inspector for interactive testing:\n\n```bash\n# Run the inspector with the server (mcp CLI required)\nuv run mcp dev src/open_stocks_mcp/server/app.py\n```\n\nNote: The `mcp` command is installed with the `mcp[cli]` package dependency.\n\n## Adding the MCP Client to an ADK Agent\n\nTo integrate Open Stocks MCP with your ADK (Agent Development Kit) agent:\n\n### 1. Update MCP Settings\n\nAdd the server to your MCP settings configuration (typically in `mcp_settings.json` or similar):\n\n```json\n{\n \"mcpServers\": {\n \"open-stocks\": {\n \"command\": \"open-stocks-mcp-server\",\n \"args\": [\"--transport\", \"stdio\"],\n \"env\": {}\n }\n }\n}\n```\n\n### 2. Claude Desktop Integration\n\nFor Claude Desktop app, add to your configuration:\n\n**macOS**: `~/Library/Application Support/Claude/claude_desktop_config.json`\n**Windows**: `%APPDATA%\\Claude\\claude_desktop_config.json`\n\n```json\n{\n \"mcpServers\": {\n \"open-stocks\": {\n \"command\": \"open-stocks-mcp-server\",\n \"args\": [\"--transport\", \"stdio\"]\n }\n }\n}\n```\n\n\n### 3. Available Tools\n\nOnce connected, your agent will have access to 17 MCP tools across 5 categories:\n\n**Account Management:**\n- `account_info` - Get account information and status\n- `portfolio` - Retrieve current portfolio holdings and values \n- `account_details` - Detailed account information\n- `positions` - Current stock positions\n- `portfolio_history` - Historical portfolio performance\n\n**Market Data:**\n- `stock_price` - Get current stock prices\n- `stock_info` - Detailed stock information\n- `search_stocks_tool` - Search for stocks by symbol or name\n- `market_hours` - Current market hours and status\n- `price_history` - Historical price data\n\n**Order History:**\n- `stock_orders` - Get list of stock orders and their status\n- `options_orders` - Options trading order history\n\n**System Management:**\n- `session_status` - Authentication session information\n- `rate_limit_status` - API rate limiting status\n- `metrics_summary` - Server performance metrics\n- `health_check` - Server health status\n\n**Utility:**\n- `list_tools` - List all available MCP tools\n\n## Docker Deployment\n\nThe Open Stocks MCP server includes production-ready Docker containerization with enhanced security features.\n\n### Quick Start with Docker\n\n```bash\n# Clone the repository\ngit clone https://github.com/Open-Agent-Tools/open-stocks-mcp.git\ncd open-stocks-mcp/examples/Docker\n\n# Create credentials file\ncp .env.example .env\n# Edit .env with your Robinhood credentials\n\n# Start the server\ndocker-compose up -d\n\n# Check logs\ndocker-compose logs -f\n\n# Stop the server\ndocker-compose down\n```\n\n### Docker Features\n\n**Security:**\n- Non-root user execution (UID 1001)\n- Health checks with automatic restart\n- Resource limits and reservations\n- Environment variable isolation\n\n**Production Ready:**\n- Automatic session persistence\n- Device verification handling\n- Comprehensive logging\n- Port exposure (3001) for MCP clients\n\n**See the [Docker Example README](examples/Docker/README.md) for complete documentation.**\n\n## Current Functionality (v0.1.6)\n\n### Enhanced Authentication System\n- **Device Verification**: Automatic handling of Robinhood device verification workflows\n- **Environment-based login**: Secure credential storage via `.env` files\n- **Session persistence**: Cached authentication sessions to reduce verification frequency\n- **MFA Support**: Full support for SMS, email, and mobile app verification methods\n- **Error handling**: Intelligent error classification and user guidance\n\n### Robin Stocks Integration\n- **17 MCP Tools**: Complete suite of account, market data, and system management tools\n- **Async Support**: Non-blocking API calls using asyncio\n- **Rate limiting**: Built-in protection against API rate limits\n- **Error recovery**: Automatic session refresh and retry logic\n\n## Testing\n\n### Basic Tests\nRun the basic test suite:\n\n```bash\nuv run pytest\n```\n\n### Login Flow Integration Tests\nTest the complete login flow with real credentials from `.env`:\n\n```bash\n# Run all tests including integration tests\nuv run pytest -m integration\n\n# Run specific login flow tests\nuv run pytest tests/test_server_login_flow.py -v\n\n# Run without integration tests (no credentials needed)\nuv run pytest -m \"not integration\"\n```\n\n**Note**: Integration tests require valid `ROBINHOOD_USERNAME` and `ROBINHOOD_PASSWORD` in your `.env` file. These tests mock the actual Robin Stocks API calls to avoid real authentication attempts.\n\n### Test Categories\n- **Unit tests**: Basic functionality without external dependencies\n- **Integration tests**: Login flow tests using real credentials (but mocked API calls)\n- **Slow tests**: Performance and stress tests (marked with `@pytest.mark.slow`)\n\nFor development with auto-reloading:\n\n```bash\nuv run pytest --watch\n```\n\n## License\n\nApache License 2.0 - see LICENSE file for details.",
"bugtrack_url": null,
"license": "Apache License\n Version 2.0, January 2004\n http://www.apache.org/licenses/\n \n TERMS AND CONDITIONS FOR USE, REPRODUCTION, AND DISTRIBUTION\n \n 1. Definitions.\n \n \"License\" shall mean the terms and conditions for use, reproduction,\n and distribution as defined by Sections 1 through 9 of this document.\n \n \"Licensor\" shall mean the copyright owner or entity authorized by\n the copyright owner that is granting the License.\n \n \"Legal Entity\" shall mean the union of the acting entity and all\n other entities that control, are controlled by, or are under common\n control with that entity. For the purposes of this definition,\n \"control\" means (i) the power, direct or indirect, to cause the\n direction or management of such entity, whether by contract or\n otherwise, or (ii) ownership of fifty percent (50%) or more of the\n outstanding shares, or (iii) beneficial ownership of such entity.\n \n \"You\" (or \"Your\") shall mean an individual or Legal Entity\n exercising permissions granted by this License.\n \n \"Source\" form shall mean the preferred form for making modifications,\n including but not limited to software source code, documentation\n source, and configuration files.\n \n \"Object\" form shall mean any form resulting from mechanical\n transformation or translation of a Source form, including but\n not limited to compiled object code, generated documentation,\n and conversions to other media types.\n \n \"Work\" shall mean the work of authorship, whether in Source or\n Object form, made available under the License, as indicated by a\n copyright notice that is included in or attached to the work\n (an example is provided in the Appendix below).\n \n \"Derivative Works\" shall mean any work, whether in Source or Object\n form, that is based on (or derived from) the Work and for which the\n editorial revisions, annotations, elaborations, or other modifications\n represent, as a whole, an original work of authorship. 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