A
licenseB
qualityD
maintenanceEnables automation of browser tasks using Playwright by interacting via Claude Desktop for executing user-defined prompts and operations.
12
12
MIT
claude-fidelity-mcp
by TylerFlar
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@claude-fidelity-mcpshow 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.
@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 |
| Log in to Fidelity (supports TOTP and SMS 2FA) |
| Submit SMS 2FA code |
| List all accounts with balances |
| Get all holdings across accounts |
| Transfer cash between Fidelity accounts |
| Get current stock/ETF price |
| Place a buy/sell order (dry_run default) |
| Place multiple orders sequentially (dry_run default) |
| Check browser session status |
| Close session and save cookies |
| Save browser state to disk |
| Take a full-page screenshot |
| Get page URL and interactive elements |
Related MCP server: fidelity-mcp
Environment Variables
Variable | Required | Description |
| Yes | Fidelity login username |
| Yes | Fidelity login password |
| No | Base32 TOTP secret for automatic 2FA |
| No | Set to |
| No | Session persistence directory (default: |
| No | Session file identifier for multiple accounts |
| No | Set to |
| No | Default timeout in ms (default: |
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 modeMaintenance
–Maintainers
–Response time
–Release cycle
–Releases (12mo)
Commit activity
Resources
Unclaimed servers have limited discoverability.
Looking for Admin?
If you are the server author, to access and configure the admin panel.
Related MCP Servers
- Alicense-qualityCmaintenanceEnables AI agents to read balances, positions, and transaction history, and place limit sell orders on Fidelity Investments accounts via Playwright browser automation.MIT
- AlicenseAqualityDmaintenanceEnables AI agents to interact with Robinhood brokerage accounts via browser automation, supporting portfolio viewing, quotes, trading, and account management.88MIT
- Alicense-qualityCmaintenanceEnables browser automation and web interaction control through Playwright, allowing Claude Code to navigate, click, fill forms, take screenshots, and manage sessions.567MIT
Related MCP Connectors
Provides cloud browser automation capabilities using Stagehand and Browserbase, enabling LLMs to i…
Trade Robinhood through natural language in Claude Code.
AI-powered browser automation — navigate, click, fill forms, and extract data from any website.
Latest Blog Posts
- Who's Calling? MCP Hosts Are an Identity Blind Spot (And the Spec Knows It)By Om-Shree-0709 on .mcpAgent IdentityOAuth 2.1
- Your AI Chatbot Just Exposed Your CEO's Salary to an InternBy Om-Shree-0709 on .Agent IdentityMCP SecurityOAuth Delegation
- Why MCP Servers Need Execution Sandboxing (And Why Your Current Stack Isn't Enough)By Om-Shree-0709 on .Agentic AiPrompt InjectionWebAssembly
MCP directory API
We provide all the information about MCP servers via our MCP API.
curl -X GET 'https://glama.ai/api/mcp/v1/servers/TylerFlar/claude-fidelity-mcp'
If you have feedback or need assistance with the MCP directory API, please join our Discord server