claude-fidelity-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| FIDELITY_TIMEOUT | No | Default timeout in milliseconds | 30000 |
| FIDELITY_HEADLESS | No | Set to false to see the browser | true |
| FIDELITY_PASSWORD | Yes | Fidelity login password | |
| FIDELITY_USERNAME | Yes | Fidelity login username | |
| FIDELITY_SESSION_DIR | No | Where to save session files | ~/.fidelity-mcp |
| FIDELITY_TOTP_SECRET | No | TOTP secret for automatic 2FA | |
| FIDELITY_SESSION_TITLE | No | Session file identifier (for multiple accounts) | default |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| 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
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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