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TylerFlar

claude-fidelity-mcp

by TylerFlar

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
FIDELITY_TIMEOUTNoDefault timeout in milliseconds30000
FIDELITY_HEADLESSNoSet to false to see the browsertrue
FIDELITY_PASSWORDYesFidelity login password
FIDELITY_USERNAMEYesFidelity login username
FIDELITY_SESSION_DIRNoWhere to save session files~/.fidelity-mcp
FIDELITY_TOTP_SECRETNoTOTP secret for automatic 2FA
FIDELITY_SESSION_TITLENoSession file identifier (for multiple accounts)default

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
fidelity_loginA

Log in to Fidelity. Supports TOTP 2FA (automatic) and SMS 2FA (requires follow-up with fidelity_submit_2fa). Credentials can be passed directly or via env vars FIDELITY_USERNAME, FIDELITY_PASSWORD, FIDELITY_TOTP_SECRET.

fidelity_submit_2faA

Submit the SMS 2FA code received on your phone to complete Fidelity login. Only use this after fidelity_login returns needsSms2FA=true.

fidelity_get_accountsB

List all Fidelity accounts with their names, numbers, and optionally withdrawal balances.

fidelity_get_positionsA

Get all positions (holdings) across all Fidelity accounts. Returns account details with stock ticker, quantity, price, and value for each holding.

fidelity_get_quoteB

Get the current price for a stock/ETF symbol via Fidelity's trade page.

fidelity_place_orderA

Place a buy or sell order for a stock/ETF on Fidelity. Supports market and limit orders. Use dry_run=true to preview without executing. For penny stocks (<$1) and extended hours, limit orders are used automatically.

fidelity_batch_ordersA

Place multiple buy/sell orders sequentially in a single account. Useful for portfolio rebalancing. Each order is placed one at a time. Returns results for each order.

fidelity_transferA

Transfer cash between two Fidelity accounts. Validates available balance before submitting.

fidelity_statusA

Check whether the Fidelity browser session is active and logged in.

fidelity_logoutA

Close the Fidelity browser session and save cookies for faster re-login next time.

fidelity_save_sessionA

Manually save the current browser session state (cookies/localStorage) for persistence across restarts.

fidelity_screenshotA

Take a screenshot of the current Fidelity browser page. Useful for debugging when tools return unexpected results.

fidelity_page_contentA

Get the current page URL and key HTML structure. Useful for debugging when selectors fail.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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