Open Stocks MCP
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| SCHWAB_API_KEY | No | Schwab API key | |
| ENABLED_BROKERS | No | Comma-separated list of enabled brokers (e.g., 'robinhood,schwab') | |
| SCHWAB_APP_SECRET | No | Schwab app secret | |
| SCHWAB_TOKEN_PATH | No | Path to save Schwab token (default: ~/.tokens/schwab_token.json) | |
| ROBINHOOD_MFA_CODE | No | SMS/Email MFA code for Robinhood (optional, time-sensitive) | |
| ROBINHOOD_PASSWORD | No | Robinhood account password | |
| ROBINHOOD_USERNAME | No | Robinhood account email | |
| SCHWAB_CALLBACK_URL | No | Schwab callback URL (default: https://127.0.0.1:8182/) |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| list_toolsA | Provides a list of available tools and their descriptions. |
| account_infoB | Gets basic Robinhood account information. |
| portfolioB | Provides a high-level overview of the portfolio. |
| stock_ordersB | Retrieves a list of recent stock order history and their statuses. |
| options_ordersA | Retrieves a list of recent options order history and their statuses. |
| account_detailsA | Gets comprehensive account details including buying power and cash balances. |
| positionsB | Gets current stock positions with quantities and values. |
| build_holdingsB | Builds comprehensive holdings with dividend information and performance metrics. Returns detailed holdings data including cost basis, equity, dividends, and performance. |
| build_user_profileB | Builds comprehensive user profile with equity, cash, and dividend totals. Returns complete financial profile including total equity, cash balances, and dividend totals. |
| day_tradesB | Gets pattern day trading information and tracking. Returns day trade count, remaining day trades, PDT status, and buying power information. |
| session_statusA | Gets current session status and authentication information. |
| broker_statusA | Gets authentication status for all configured brokers. |
| list_brokersA | Lists all registered brokers and their availability. |
| rate_limit_statusA | Gets current rate limit usage and statistics. |
| metrics_summaryB | Gets comprehensive metrics summary for monitoring. |
| health_checkA | Gets health status of the MCP server. |
| stock_priceB | Gets current stock price and basic metrics. |
| stock_infoB | Gets detailed company information and fundamentals. |
| search_stocks_toolB | Searches for stocks by symbol or company name. |
| market_hoursB | Gets current market hours and status. |
| price_historyC | Gets historical price data for a stock. |
| instruments_by_symbolsA | Gets detailed instrument metadata for multiple symbols. |
| find_instrumentsC | Searches for instrument information by various criteria. |
| stock_quote_by_idA | Gets stock quote using Robinhood's internal instrument ID. |
| pricebook_by_symbolC | Gets Level II order book data for a symbol (requires Gold subscription). |
| dividendsB | Gets all dividend payment history for the account. |
| total_dividendsA | Gets total dividends received across all time. |
| dividends_by_instrumentA | Gets dividend history for a specific stock symbol. |
| interest_paymentsA | Gets interest payment history from cash management. |
| stock_loan_paymentsA | Gets stock loan payment history from the stock lending program. |
| top_movers_sp500A | Gets top S&P 500 movers for the day. |
| top_100_stocksA | Gets top 100 most popular stocks on Robinhood. |
| top_moversB | Gets top 20 movers on Robinhood. |
| stocks_by_tagA | Gets stocks filtered by market category tag. |
| stock_ratingsB | Gets analyst ratings for a stock. |
| stock_earningsB | Gets earnings reports for a stock. |
| stock_newsB | Gets news stories for a stock. |
| stock_splitsB | Gets stock split history for a stock. |
| stock_eventsA | Gets corporate events for a stock (for owned positions). |
| stock_level2_dataA | Gets Level II market data for a stock (Gold subscription required). |
| options_chainsC | Gets complete option chains for a stock symbol. |
| find_optionsB | Finds tradable options with optional filtering. |
| option_market_dataC | Gets market data for a specific option contract. |
| option_historicalsB | Gets historical price data for an option contract. |
| aggregate_option_positionsA | Gets aggregated option positions collapsed by underlying stock. |
| all_option_positionsB | Gets all option positions ever held. |
| open_option_positionsB | Gets currently open option positions. |
| open_option_positions_with_detailsA | Gets currently open option positions with enriched details including call/put type. |
| all_watchlistsB | Gets all user-created watchlists. |
| watchlist_by_nameA | Gets contents of a specific watchlist by name. |
| add_to_watchlistC | Adds symbols to a watchlist. |
| remove_from_watchlistC | Removes symbols from a watchlist. |
| watchlist_performanceA | Gets performance metrics for a watchlist. |
| unified_watchlistsA | Gets all watchlists aggregated across supported brokers. |
| unified_watchlist_by_nameB | Gets a specific watchlist by name across supported brokers. |
| unified_add_to_watchlistB | Adds symbols to a watchlist across supported brokers. |
| unified_remove_from_watchlistB | Removes symbols from a watchlist across supported brokers. |
| notificationsB | Gets account notifications and alerts. |
| latest_notificationB | Gets the most recent notification. |
| margin_callsB | Gets margin call information. |
| margin_interestB | Gets margin interest charges and rates. |
| subscription_feesB | Gets Robinhood Gold subscription fees. |
| referralsA | Gets referral program information. |
| account_featuresB | Gets comprehensive account features and settings. |
| account_profileB | Gets trading account profile and configuration. |
| basic_profileB | Gets basic user profile information. |
| investment_profileB | Gets investment profile and risk assessment. |
| security_profileB | Gets security profile and settings. |
| user_profileC | Gets comprehensive user profile information. |
| complete_profileA | Gets complete user profile combining all profile types. |
| account_settingsC | Gets account settings and preferences. |
| buy_stock_marketB | Places a market buy order for a stock. |
| sell_stock_marketB | Places a market sell order for a stock. |
| buy_stock_limitB | Places a limit buy order for a stock. |
| sell_stock_limitB | Places a limit sell order for a stock. |
| sell_stock_stop_lossC | Places a stop loss sell order for a stock. |
| buy_option_limitC | Places a limit buy order for an option. |
| sell_option_limitB | Places a limit sell order for an option. |
| option_credit_spreadB | Places a credit spread order (sell short option, buy long option). |
| option_debit_spreadB | Places a debit spread order (buy long option, sell short option). |
| cancel_stock_order_by_idC | Cancels a specific stock order. |
| cancel_option_order_by_idC | Cancels a specific option order. |
| cancel_all_stock_orders_toolB | Cancels all open stock orders. |
| cancel_all_option_orders_toolB | Cancels all open option orders. |
| open_stock_ordersB | Retrieves all open stock orders. |
| open_option_ordersB | Retrieves all open option orders. |
| schwab_account_numbersB | Get Schwab account numbers and their hashes. |
| schwab_accountB | Get Schwab account details including balances and positions. |
| schwab_accountsA | Get all Schwab linked accounts with balances and positions. |
| schwab_portfolioB | Get Schwab portfolio positions for a specific account. |
| schwab_account_balancesA | Get account balances for a Schwab account. |
| schwab_check_margin_statusC | Derive margin-call status from Schwab account balances. |
| schwab_get_margin_interestC | Get Schwab margin-interest charges from transaction history. |
| schwab_get_user_preferencesC | Get Schwab user preferences including account list and streamer info. Consolidates account profile, settings, and user profile data. |
| schwab_get_all_account_dataA | Get a complete snapshot of all Schwab accounts and user preferences. Aggregates user preferences, account numbers, and all account data with positions. |
| schwab_build_user_profileB | Build a normalized Schwab user profile from account and preference data. Returns a complete financial profile including total equity, cash balances, and position counts across all accounts. |
| aggregated_portfolioA | Get a unified portfolio view aggregated across all registered brokers. |
| broker_comparisonA | Get side-by-side broker comparison for pricing, holdings, and orders. |
| schwab_quoteB | Get current quote for a stock symbol from Schwab. |
| schwab_quotesB | Get current quotes for multiple stock symbols from Schwab. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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