| Name | open-stocks-mcp JSON |
| Version |
0.6.4
JSON |
| download |
| home_page | None |
| Summary | MCP Server based on open stock API packages like Robin Stocks |
| upload_time | 2025-09-11 00:51:22 |
| 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
An MCP (Model Context Protocol) server providing access to stock market data and trading capabilities through Robin Stocks API.
## Features
**🚀 Current Status: v0.6.4 - Enhanced Authentication & Session Management**
- ✅ **80 MCP tools** across 9 categories (4 deprecated)
- ✅ **Complete trading functionality** - stocks, options, order management
- ✅ **Live trading validated** - Stock and options trading tested with real orders
- ✅ **Production-ready** - HTTP transport, Docker support, comprehensive testing
- ✅ **Phases 1-7 complete** - Foundation → Analytics → Trading
- 🔧 **Account details fixed** - Real financial data instead of N/A values
## Installation
```bash
pip install open-stocks-mcp
```
For development:
```bash
git clone https://github.com/Open-Agent-Tools/open-stocks-mcp.git
cd open-stocks-mcp
uv pip install -e .
```
## Quick Start
### 1. Set Up Credentials
Create a `.env` file:
```bash
ROBINHOOD_USERNAME=your_email@example.com
ROBINHOOD_PASSWORD=your_password
```
### 2. Start the Server
**HTTP Transport (Recommended)**
```bash
open-stocks-mcp-server --transport http --port 3001
```
**STDIO Transport**
```bash
open-stocks-mcp-server --transport stdio
```
### 3. Test the Server
```bash
# Health check (HTTP transport)
curl http://localhost:3001/health
# Interactive testing
uv run mcp dev src/open_stocks_mcp/server/app.py
```
## Docker Deployment
**Production Docker Setup:**
```bash
cd examples/open-stocks-mcp-docker
docker-compose up -d
```
**Features:**
- Persistent session storage
- Automatic log rotation
- Health monitoring
- Security headers and CORS
## MCP Client Integration
### Claude Desktop
Add to your MCP settings (`~/Library/Application Support/Claude/claude_desktop_config.json`):
```json
{
"mcpServers": {
"open-stocks": {
"command": "open-stocks-mcp-server",
"args": ["--transport", "stdio"]
}
}
}
```
### HTTP Transport Integration
```json
{
"mcpServers": {
"open-stocks": {
"command": "python",
"args": ["-m", "mcp_http_client", "http://localhost:3001/mcp"]
}
}
}
```
## Available Tools
### Account & Portfolio (15 tools)
- Account information and details
- Portfolio positions and holdings
- Day trading metrics and history
- Stock and options order history
### Market Data (12 tools)
- Real-time stock quotes and fundamentals
- Market movers and top performers
- Sector analysis and market trends
- Historical price data
### Options Trading (15 tools)
- Options chains and market data
- Position aggregation and analysis
- Historical options data
- Options instrument search
### Watchlists & Profiles (8 tools) ✅ Watchlist Management Tested
- **Watchlist management** - All 5 tools working (add/remove symbols tested with AMC)
- User profile and settings
- Investment preferences
- Account features
### Market Research (10 tools)
- Earnings data and analysis
- Stock ratings and news
- Dividend information
- Corporate actions and splits
### Analytics & Monitoring (5 tools)
- Portfolio analytics
- Performance metrics
- Server health monitoring
- Interest and loan payments
### Notifications (12 tools)
- Account notifications
- Margin calls and interest
- Subscription management
- Referral tracking
### Advanced Instruments (4 tools)
- Multi-symbol instrument lookup
- Enhanced search capabilities
- Level II market data (Gold required)
- Direct instrument access
### Trading Capabilities (15 tools)
**Stock Orders (✅ Live Tested):**
- ✅ Market orders - Buy/sell tested with XOM and AMC
- ✅ Limit orders - Buy/sell tested with XOM ($106) and AMC ($3)
- ✅ Stop-loss orders - Sell tested with AMC (25 shares at $2.50)
- Individual and bulk order cancellation
- ❌ **Deprecated**: Trailing stop orders, fractional shares (uncommon use cases)
**Options Orders (✅ Live Tested):**
- ✅ Options limit orders (buy/sell) - **API bugs fixed**
- ✅ Options discovery and contract search
- ✅ Credit and debit spread strategies - **API bugs fixed, ready for testing**
- Live validation: F $9 put sell order placed successfully
**Order Management:**
- Cancel individual or all orders (stock and options)
- View open positions
- Order status tracking
## Authentication
The server handles Robinhood's authentication requirements:
- **Device Verification**: Automatic handling of new device approval
- **Multi-Factor Authentication**: Support for SMS and app-based MFA
- **Session Persistence**: Cached authentication to reduce re-verification
## Development
### Testing
```bash
pytest # All tests
pytest -m "journey_account" # Fast account tests (~1.8s)
pytest -m "journey_market_data" # Market data tests (~3.8s)
pytest -m "not slow and not exception_test" # Recommended for development
# See CLAUDE.md for complete journey testing guide
```
### Code Quality
```bash
ruff check . --fix # Lint and fix
ruff format . # Format code
mypy . # Type check
```
### Google ADK Evaluation
```bash
# Set environment variables
export GOOGLE_API_KEY="your-google-api-key"
export ROBINHOOD_USERNAME="email@example.com"
export ROBINHOOD_PASSWORD="password"
# Start Docker server
cd examples/open-stocks-mcp-docker && docker-compose up -d
# Run evaluation
MCP_HTTP_URL="http://localhost:3001/mcp" adk eval examples/google_adk_agent tests/evals/list_available_tools_test.json --config_file_path tests/evals/test_config.json
```
## Project Scope
**Completed in v0.6.4:**
- ✅ **Enhanced Options Tools** - New `open_option_positions_with_details()` enriches positions with call/put type
- ✅ **Stock trading API fixes** - Market, limit, and stop-loss buy/sell functions now working correctly
- ✅ **Live stock trading validation** - XOM and AMC orders successfully placed (market, limit, stop-loss)
- ✅ **Tool deprecation** - Removed 4 uncommon trading functions (buy_stock_stop_loss, trailing stops, fractional shares)
- ✅ **Options trading API fixes** - `buy_option_limit`, `sell_option_limit`, and spread strategies now working
- ✅ **Live options validation** - F $9 put successfully traded
- ✅ **Options discovery** - `find_options` function working correctly
- ✅ **Options spreads fixed** - Credit and debit spread functions corrected (API signature, data structure, symbol extraction)
- ✅ **Watchlist management complete** - All 5 watchlist tools working with live testing
- ✅ **Watchlist API fixes** - Fixed response format changes and parameter binding issues
- ✅ **All trading functions ready** - Phase 7 complete, ready for Phase 8
**Phase 8 (v0.6.4) - Final Phase (Ready to Begin):**
- Quality & reliability improvements
- Enhanced monitoring and observability
- Performance optimization
- All trading functions validated and ready for production
**Out of Scope:**
- Crypto trading tools
- Banking/ACH transfers
- Account modifications
- Deposit/withdrawal functionality
## Contributing
See [CONTRIBUTING.md](contributing/README.md) for development guidelines.
## License
MIT License - see [LICENSE](LICENSE) file for details.
## Security
**Important Security Notes:**
- **Live trading capabilities** - Real orders are placed with actual money
- Never commit credentials to version control
- Use proper file permissions for `.env` files
- **Trading validation complete** - Both stock and options trading tested
- Always verify trades before execution in production
- **Options trading note**: Selling options (like puts) can result in assignment and stock ownership
For security concerns, please see our [security policy](SECURITY.md).
---
**Disclaimer:** This software is for educational and development purposes. Trading stocks and options involves substantial risk. Always verify trades and understand the risks before executing any financial transactions.
Raw data
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"docs_url": null,
"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/51/ce/b84f604cf725246f6cd2ed5c8fb828076e9ea61a12b6046251a35487c8dd/open_stocks_mcp-0.6.4.tar.gz",
"platform": null,
"description": "# Open Stocks MCP\n\nAn MCP (Model Context Protocol) server providing access to stock market data and trading capabilities through Robin Stocks API.\n\n## Features\n\n**\ud83d\ude80 Current Status: v0.6.4 - Enhanced Authentication & Session Management**\n- \u2705 **80 MCP tools** across 9 categories (4 deprecated)\n- \u2705 **Complete trading functionality** - stocks, options, order management \n- \u2705 **Live trading validated** - Stock and options trading tested with real orders\n- \u2705 **Production-ready** - HTTP transport, Docker support, comprehensive testing\n- \u2705 **Phases 1-7 complete** - Foundation \u2192 Analytics \u2192 Trading\n- \ud83d\udd27 **Account details fixed** - Real financial data instead of N/A values\n\n## Installation\n\n```bash\npip install open-stocks-mcp\n```\n\nFor development:\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## Quick Start\n\n### 1. Set Up Credentials\n\nCreate a `.env` file:\n```bash\nROBINHOOD_USERNAME=your_email@example.com\nROBINHOOD_PASSWORD=your_password\n```\n\n### 2. Start the Server\n\n**HTTP Transport (Recommended)**\n```bash\nopen-stocks-mcp-server --transport http --port 3001\n```\n\n**STDIO Transport**\n```bash\nopen-stocks-mcp-server --transport stdio\n```\n\n### 3. Test the Server\n\n```bash\n# Health check (HTTP transport)\ncurl http://localhost:3001/health\n\n# Interactive testing\nuv run mcp dev src/open_stocks_mcp/server/app.py\n```\n\n## Docker Deployment\n\n**Production Docker Setup:**\n```bash\ncd examples/open-stocks-mcp-docker\ndocker-compose up -d\n```\n\n**Features:**\n- Persistent session storage\n- Automatic log rotation\n- Health monitoring\n- Security headers and CORS\n\n## MCP Client Integration\n\n### Claude Desktop\nAdd to your MCP settings (`~/Library/Application Support/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### HTTP Transport Integration\n```json\n{\n \"mcpServers\": {\n \"open-stocks\": {\n \"command\": \"python\",\n \"args\": [\"-m\", \"mcp_http_client\", \"http://localhost:3001/mcp\"]\n }\n }\n}\n```\n\n## Available Tools\n\n### Account & Portfolio (15 tools)\n- Account information and details\n- Portfolio positions and holdings\n- Day trading metrics and history\n- Stock and options order history\n\n### Market Data (12 tools)\n- Real-time stock quotes and fundamentals\n- Market movers and top performers\n- Sector analysis and market trends\n- Historical price data\n\n### Options Trading (15 tools)\n- Options chains and market data\n- Position aggregation and analysis\n- Historical options data\n- Options instrument search\n\n### Watchlists & Profiles (8 tools) \u2705 Watchlist Management Tested\n- **Watchlist management** - All 5 tools working (add/remove symbols tested with AMC)\n- User profile and settings\n- Investment preferences\n- Account features\n\n### Market Research (10 tools)\n- Earnings data and analysis\n- Stock ratings and news\n- Dividend information\n- Corporate actions and splits\n\n### Analytics & Monitoring (5 tools)\n- Portfolio analytics\n- Performance metrics\n- Server health monitoring\n- Interest and loan payments\n\n### Notifications (12 tools)\n- Account notifications\n- Margin calls and interest\n- Subscription management\n- Referral tracking\n\n### Advanced Instruments (4 tools)\n- Multi-symbol instrument lookup\n- Enhanced search capabilities\n- Level II market data (Gold required)\n- Direct instrument access\n\n### Trading Capabilities (15 tools)\n**Stock Orders (\u2705 Live Tested):**\n- \u2705 Market orders - Buy/sell tested with XOM and AMC\n- \u2705 Limit orders - Buy/sell tested with XOM ($106) and AMC ($3)\n- \u2705 Stop-loss orders - Sell tested with AMC (25 shares at $2.50)\n- Individual and bulk order cancellation\n- \u274c **Deprecated**: Trailing stop orders, fractional shares (uncommon use cases)\n\n**Options Orders (\u2705 Live Tested):**\n- \u2705 Options limit orders (buy/sell) - **API bugs fixed**\n- \u2705 Options discovery and contract search\n- \u2705 Credit and debit spread strategies - **API bugs fixed, ready for testing**\n- Live validation: F $9 put sell order placed successfully\n\n**Order Management:**\n- Cancel individual or all orders (stock and options)\n- View open positions\n- Order status tracking\n\n## Authentication\n\nThe server handles Robinhood's authentication requirements:\n- **Device Verification**: Automatic handling of new device approval\n- **Multi-Factor Authentication**: Support for SMS and app-based MFA\n- **Session Persistence**: Cached authentication to reduce re-verification\n\n## Development\n\n### Testing\n```bash\npytest # All tests\npytest -m \"journey_account\" # Fast account tests (~1.8s)\npytest -m \"journey_market_data\" # Market data tests (~3.8s) \npytest -m \"not slow and not exception_test\" # Recommended for development\n\n# See CLAUDE.md for complete journey testing guide\n```\n\n### Code Quality\n```bash\nruff check . --fix # Lint and fix\nruff format . # Format code\nmypy . # Type check\n```\n\n### Google ADK Evaluation\n```bash\n# Set environment variables\nexport GOOGLE_API_KEY=\"your-google-api-key\"\nexport ROBINHOOD_USERNAME=\"email@example.com\"\nexport ROBINHOOD_PASSWORD=\"password\"\n\n# Start Docker server\ncd examples/open-stocks-mcp-docker && docker-compose up -d\n\n# Run evaluation\nMCP_HTTP_URL=\"http://localhost:3001/mcp\" adk eval examples/google_adk_agent tests/evals/list_available_tools_test.json --config_file_path tests/evals/test_config.json\n```\n\n## Project Scope\n\n**Completed in v0.6.4:**\n- \u2705 **Enhanced Options Tools** - New `open_option_positions_with_details()` enriches positions with call/put type\n- \u2705 **Stock trading API fixes** - Market, limit, and stop-loss buy/sell functions now working correctly\n- \u2705 **Live stock trading validation** - XOM and AMC orders successfully placed (market, limit, stop-loss)\n- \u2705 **Tool deprecation** - Removed 4 uncommon trading functions (buy_stock_stop_loss, trailing stops, fractional shares)\n- \u2705 **Options trading API fixes** - `buy_option_limit`, `sell_option_limit`, and spread strategies now working\n- \u2705 **Live options validation** - F $9 put successfully traded\n- \u2705 **Options discovery** - `find_options` function working correctly\n- \u2705 **Options spreads fixed** - Credit and debit spread functions corrected (API signature, data structure, symbol extraction)\n- \u2705 **Watchlist management complete** - All 5 watchlist tools working with live testing\n- \u2705 **Watchlist API fixes** - Fixed response format changes and parameter binding issues\n- \u2705 **All trading functions ready** - Phase 7 complete, ready for Phase 8\n\n**Phase 8 (v0.6.4) - Final Phase (Ready to Begin):**\n- Quality & reliability improvements\n- Enhanced monitoring and observability \n- Performance optimization\n- All trading functions validated and ready for production\n\n**Out of Scope:**\n- Crypto trading tools\n- Banking/ACH transfers\n- Account modifications\n- Deposit/withdrawal functionality\n\n## Contributing\n\nSee [CONTRIBUTING.md](contributing/README.md) for development guidelines.\n\n## License\n\nMIT License - see [LICENSE](LICENSE) file for details.\n\n## Security\n\n**Important Security Notes:**\n- **Live trading capabilities** - Real orders are placed with actual money\n- Never commit credentials to version control\n- Use proper file permissions for `.env` files\n- **Trading validation complete** - Both stock and options trading tested\n- Always verify trades before execution in production\n- **Options trading note**: Selling options (like puts) can result in assignment and stock ownership\n\nFor security concerns, please see our [security policy](SECURITY.md).\n\n---\n\n**Disclaimer:** This software is for educational and development purposes. Trading stocks and options involves substantial risk. Always verify trades and understand the risks before executing any financial transactions.",
"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. 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