open-stocks-mcp 0.5.6

MCP Server based on open stock API packages like Robin Stocks

Open Stocks MCP

An MCP (Model Context Protocol) server providing access to stock market data and trading capabilities through Robin Stocks API.

Features

🚀 Current Status: v0.5.6-dev - Complete Trading Capabilities

• ✅ 83 MCP tools across 9 categories
• ✅ Complete trading functionality - stocks, options, order management
• ✅ Live trading validated - Stock and options trading tested with real orders
• ✅ Production-ready - HTTP transport, Docker support, comprehensive testing
• ✅ Phases 1-7 complete - Foundation → Analytics → Trading

Installation

pip install open-stocks-mcp

For development:

git clone https://github.com/Open-Agent-Tools/open-stocks-mcp.git
cd open-stocks-mcp
uv pip install -e .

Quick Start

1. Set Up Credentials

Create a .env file:

ROBINHOOD_USERNAME=[e-mail]
ROBINHOOD_PASSWORD=your_password

2. Start the Server

HTTP Transport (Recommended)

open-stocks-mcp-server --transport http --port 3001

STDIO Transport

open-stocks-mcp-server --transport stdio

3. Test the Server

# Health check (HTTP transport)
curl http://localhost:3001/health

# Interactive testing
uv run mcp dev src/open_stocks_mcp/server/app.py

Docker Deployment

Production Docker Setup:

cd examples/open-stocks-mcp-docker
docker-compose up -d

Features:

• Persistent session storage
• Automatic log rotation
• Health monitoring
• Security headers and CORS

MCP Client Integration

Claude Desktop

Add to your MCP settings (~/Library/Application Support/Claude/claude_desktop_config.json):

{
  "mcpServers": {
    "open-stocks": {
      "command": "open-stocks-mcp-server",
      "args": ["--transport", "stdio"]
    }
  }
}

HTTP Transport Integration

{
  "mcpServers": {
    "open-stocks": {
      "command": "python",
      "args": ["-m", "mcp_http_client", "http://localhost:3001/mcp"]
    }
  }
}

Available Tools

Account & Portfolio (15 tools)

• Account information and details
• Portfolio positions and holdings
• Day trading metrics and history
• Stock and options order history

Market Data (12 tools)

• Real-time stock quotes and fundamentals
• Market movers and top performers
• Sector analysis and market trends
• Historical price data

Options Trading (15 tools)

• Options chains and market data
• Position aggregation and analysis
• Historical options data
• Options instrument search

Watchlists & Profiles (8 tools)

• Watchlist management
• User profile and settings
• Investment preferences
• Account features

Market Research (10 tools)

• Earnings data and analysis
• Stock ratings and news
• Dividend information
• Corporate actions and splits

Analytics & Monitoring (5 tools)

• Portfolio analytics
• Performance metrics
• Server health monitoring
• Interest and loan payments

Notifications (12 tools)

• Account notifications
• Margin calls and interest
• Subscription management
• Referral tracking

Advanced Instruments (4 tools)

• Multi-symbol instrument lookup
• Enhanced search capabilities
• Level II market data (Gold required)
• Direct instrument access

Trading Capabilities (19 tools)

Stock Orders (✅ Live Tested):

• Market, limit, stop-loss, trailing stop orders
• Fractional share purchases
• Buy/sell order placement
• Individual and bulk order cancellation

Options Orders (✅ Live Tested):

• Options limit orders (buy/sell) - API bugs fixed
• Options discovery and contract search
• Credit and debit spread strategies
• Live validation: F $9 put sell order placed successfully

Order Management:

• Cancel individual or all orders (stock and options)
• View open positions
• Order status tracking

Authentication

The server handles Robinhood's authentication requirements:

• Device Verification: Automatic handling of new device approval
• Multi-Factor Authentication: Support for SMS and app-based MFA
• Session Persistence: Cached authentication to reduce re-verification

Development

Testing

pytest                           # All tests
pytest tests/unit/               # Unit tests (fast)
pytest -m "not slow and not exception_test"  # Recommended for development

Code Quality

ruff check . --fix              # Lint and fix
ruff format .                   # Format code
mypy .                          # Type check

Google ADK Evaluation

# Set environment variables
export GOOGLE_API_KEY="your-google-api-key"
export ROBINHOOD_USERNAME="[e-mail]"
export ROBINHOOD_PASSWORD="password"

# Start Docker server
cd examples/open-stocks-mcp-docker && docker-compose up -d

# Run evaluation
MCP_HTTP_URL="http://localhost:3001/mcp" adk eval examples/google_adk_agent tests/evals/list_available_tools_test.json --config_file_path tests/evals/test_config.json

Project Scope

Completed in v0.5.6-dev:

• ✅ Options trading API fixes - buy_option_limit and sell_option_limit now working
• ✅ Live options validation - F $9 put successfully traded
• ✅ Options discovery - find_options function working correctly

Phase 8 (v0.6.0) - Final Phase:

• Quality & reliability improvements
• Enhanced monitoring and observability
• Performance optimization

Out of Scope:

• Crypto trading tools
• Banking/ACH transfers
• Account modifications
• Deposit/withdrawal functionality

Contributing

See CONTRIBUTING.md for development guidelines.

License

MIT License - see LICENSE file for details.

Security

Important Security Notes:

• Live trading capabilities - Real orders are placed with actual money
• Never commit credentials to version control
• Use proper file permissions for .env files
• Trading validation complete - Both stock and options trading tested
• Always verify trades before execution in production
• Options trading note: Selling options (like puts) can result in assignment and stock ownership

For security concerns, please see our security policy.

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Disclaimer: This software is for educational and development purposes. Trading stocks and options involves substantial risk. Always verify trades and understand the risks before executing any financial transactions.