fidelity-mcp

DISCLAIMER: This project is not affiliated with, endorsed by, or associated with Fidelity Investments or FMR LLC. Use at your own risk. See DISCLAIMER.md for full legal notice.

A Model Context Protocol (MCP) server that gives Claude and other AI agents read/write access to your Fidelity Investments account via Playwright browser automation.

Fidelity does not offer a public API. This server works by capturing your authenticated browser session (via fidelity_login.py) and reusing it in a headless Playwright browser to read positions, balances, and transaction history — and to place orders.

Features

Related MCP server: MCP Macaco Playwright

Requirements

• Python 3.11+

• Windows (Playwright's Firefox must run natively — WSL users see WSL note below)

• A Fidelity account

Installation

pip install -r requirements.txt
playwright install firefox

Quick Start

Step 1 — Capture your session

Run the interactive login script. A Firefox window opens — log in normally (use your password manager, 2FA, etc.). When you reach the Fidelity dashboard, press ENTER in the terminal.

python fidelity_login.py

This saves fidelity_session/Fidelity.json. Keep this file private — it grants access to your account. It is already in .gitignore.

Step 2 — Test the server

python fidelity_server.py

Step 3 — Add to Claude Code

In your project's .mcp.json:

{
  "mcpServers": {
    "fidelity": {
      "command": "python",
      "args": ["path/to/fidelity_server.py"]
    }
  }
}

Then use it in Claude Code:

check_fidelity_session
get_fidelity_balance
get_fidelity_positions
get_fidelity_activity(days=7)

# Dry run first (default):
place_fidelity_stock_sell_limit(symbol="AAPL", quantity=10, limit_price=200, account="YOUR_ACCOUNT_NUMBER", dry_run=True)

# Execute for real:
place_fidelity_stock_sell_limit(symbol="AAPL", quantity=10, limit_price=200, account="YOUR_ACCOUNT_NUMBER", dry_run=False)

WSL + Claude Code

If you run Claude Code on Windows but use WSL for MCP servers, Playwright's Firefox must run on the Windows side. Use a shell bridge:

launch.sh (place next to fidelity_server.py):

#!/bin/bash
exec cmd.exe /c "C:\\Python314\\python.exe C:\\path\\to\\fidelity_server.py"

.mcp.json:

{
  "mcpServers": {
    "fidelity": {
      "command": "wsl.exe",
      "args": ["bash", "/mnt/c/path/to/launch.sh"]
    }
  }
}

Session Expiry

Fidelity sessions typically last several hours to a day. When a tool returns:

No accounts found or session expired. Run fidelity_login.py to re-authenticate.

Re-run fidelity_login.py and restart the MCP server (or /mcp restart in Claude Code).

Environment Variables

Security

• fidelity_session/ is in .gitignore — never commit it

• The session file is equivalent to being logged in — protect it like a password

• The server runs fully locally; no data is sent to any third party

How it works

1. fidelity_login.py opens a real Firefox window using Playwright

2. You log in normally — Fidelity sees a real browser session

3. After login, ctx.storage_state() captures all cookies and localStorage to a JSON file

4. fidelity_server.py loads that state into a headless Firefox to reuse the session

5. Positions/balances use fidelity-api by kennyboy106

6. Activity scraping and order placement use direct Playwright page automation

Dependencies

• fidelity-api by kennyboy106 — core account automation

• playwright — browser automation

• playwright-stealth — reduces bot detection

• mcp — MCP server framework (FastMCP)

License

MIT — see LICENSE

Not affiliated with Fidelity Investments. See DISCLAIMER.md.