Skip to main content
Glama
TylerFlar

claude-fidelity-mcp

by TylerFlar

fidelity_place_order

Place buy or sell orders for stocks and ETFs on Fidelity. Preview orders with dry run mode before execution. Supports market and limit orders; limit orders are auto-applied for penny stocks and extended hours trading.

Instructions

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.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
account_numberYesThe Fidelity account number to trade in.
symbolYesThe stock/ETF ticker symbol.
actionYesWhether to buy or sell.
quantityYesNumber of shares to trade.
order_typeNoOrder type. Defaults to market. Auto-set to limit for penny stocks and extended hours.
limit_priceNoLimit price per share. Required for limit orders, auto-calculated if not provided.
dry_runNoIf true (default), preview the order without placing it. Set to false to actually execute.
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations exist; description carries full burden. It discloses automatic limit order conversion and auto-calculation of limit_price. Could add more on execution risks or authorization, but current detail is good.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Two concise sentences: first states purpose, second provides critical behavioral notes. No wasted words, front-loaded, easy to parse.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a 7-parameter tool with required params, description covers order types, dry run, and special-case behaviors. No output schema, so return values are not expected. Adequate for agent decision-making.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema covers all 7 parameters (100% coverage). Description adds value by explaining dry_run's behavior and automatic limit order logic, which enriches schema definitions.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool places buy/sell orders for stocks/ETFs on Fidelity, specifying order types (market, limit). It distinguishes from siblings like fidelity_batch_orders (batch) and fidelity_get_quote (quotes).

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Provides guidance on using dry_run=true for previewing and automatic limit orders for penny stocks/extended hours. Does not explicitly contrast with batch orders, but context is sufficient for typical use.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

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