How do I use claude-fidelity-mcp?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@claude-fidelity-mcp show me my current portfolio positions and account balances" That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

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claude-fidelity-mcp

by TylerFlar

Overview Schema Related Servers Score Discussions

TypeScript

Local

@tasque/fidelity-mcp

MCP server for Fidelity brokerage accounts via Playwright browser automation.

Warning — Fidelity has no public API. This automates the web interface, which may violate their Terms of Service.

Tools

Tool	Description
`fidelity_login`	Log in to Fidelity (supports TOTP and SMS 2FA)
`fidelity_submit_2fa`	Submit SMS 2FA code
`fidelity_get_accounts`	List all accounts with balances
`fidelity_get_positions`	Get all holdings across accounts
`fidelity_transfer`	Transfer cash between Fidelity accounts
`fidelity_get_quote`	Get current stock/ETF price
`fidelity_place_order`	Place a buy/sell order (dry_run default)
`fidelity_batch_orders`	Place multiple orders sequentially (dry_run default)
`fidelity_status`	Check browser session status
`fidelity_logout`	Close session and save cookies
`fidelity_save_session`	Save browser state to disk
`fidelity_screenshot`	Take a full-page screenshot
`fidelity_page_content`	Get page URL and interactive elements

Environment Variables

Variable	Required	Description
`FIDELITY_USERNAME`	Yes	Fidelity login username
`FIDELITY_PASSWORD`	Yes	Fidelity login password
`FIDELITY_TOTP_SECRET`	No	Base32 TOTP secret for automatic 2FA
`FIDELITY_HEADLESS`	No	Set to `"false"` to show browser (default: `true`)
`FIDELITY_SESSION_DIR`	No	Session persistence directory (default: `~/.fidelity-mcp`)
`FIDELITY_SESSION_TITLE`	No	Session file identifier for multiple accounts
`FIDELITY_DEBUG`	No	Set to `"true"` for debug logging
`FIDELITY_TIMEOUT`	No	Default timeout in ms (default: `30000`)

Auth Setup

Set FIDELITY_USERNAME and FIDELITY_PASSWORD. For automatic 2FA, get your TOTP secret from Fidelity Security Settings > Authenticator app > "Can't scan the code?" and set FIDELITY_TOTP_SECRET. Without TOTP, the server falls back to SMS 2FA (requires calling fidelity_submit_2fa).

Requires Playwright Firefox: npx playwright install firefox

Development

npm install
npx playwright install firefox
npm run build
npm start        # stdio mode

Install Server

license - permissive license

quality

maintenance

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–Response time

–Release cycle

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