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cody1991

openfolio-ro-mcp

by cody1991

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault

No arguments

Instructions

Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.

This server publishes no instructions, or was last inspected before Glama recorded them.

Capabilities

Features and capabilities supported by this server

Protocol revision2025-11-25

CapabilityDetails
tools
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
ro_catalogA

Discovery: JSON of all OpenFolio read-only HTTP APIs (path + summary) and the four MCP tools. Call this when unsure which RO endpoint exists. Auth is X-API-Key on the server; the MCP process already has the key. No inputs.

ro_holdingsA

Current broker holdings from OpenFolio RO GET /api/external/ro/holdings: symbol, quantity, cost, market value, PnL per Longbridge/Futu/IBKR. No credentials or webhooks. Use for "现在仓位/持仓怎样". No inputs.

ro_gridA

All %-grid positions with performance from GET /api/external/ro/grid (webhook_url stripped). Use for 网格赚了没 / 哪些网格开着. One grid's trades/chart are HTTP-only (see ro_catalog). No inputs.

ro_logsA

OpenFolio GET /api/external/ro/logs. Must pass module (e.g. grid, scheduler, fetcher) or search (substring in message/data). Default 50 rows, max 100. Use for 查某某报错/最近日志. Do not call with empty filters.

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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