Open Stocks MCP MCP Server: 152 Tools with Risk Policies

// ALL 152 OPEN STOCKS MCP TOOLS

READ 118 tools

Read build_holdings Builds comprehensive holdings with dividend information and performance metrics. Read build_user_profile Builds comprehensive user profile with equity, cash, and dividend totals. Read schwab_build_user_profile Build a normalized Schwab user profile from account and preference data. Read schwab_transactions_by_date Get Schwab transactions constrained by required start and end dates. Read watchlist_performance Gets performance metrics for a watchlist. Read account_details Gets comprehensive account details including buying power and cash balances. Read account_features Gets comprehensive account features and settings. Read account_info Gets basic Robinhood account information. Read account_profile Gets trading account profile and configuration. Read account_settings Gets account settings and preferences. Read aggregate_option_positions Gets aggregated option positions collapsed by underlying stock. Read aggregated_portfolio aggregated_portfolio Read all_option_positions Gets all option positions ever held. Read all_watchlists Gets all user-created watchlists. Read basic_profile Gets basic user profile information. Read broker_comparison Get side-by-side broker comparison for pricing, holdings, and orders. Read broker_status Gets authentication status for all configured brokers. Read day_trades Gets pattern day trading information and tracking. Read dividends Gets all dividend payment history for the account. Read dividends_by_instrument Gets dividend history for a specific stock symbol. Read find_instruments Searches for instrument information by various criteria. Read find_options Finds tradable options with optional filtering. Read health_check Gets health status of the MCP server. Read instruments_by_symbols Gets detailed instrument metadata for multiple symbols. Read interest_payments Gets interest payment history from cash management. Read investment_profile Gets investment profile and risk assessment. Read latest_notification Gets the most recent notification. Read list_brokers Lists all registered brokers and their availability. Read list_tools Provides a list of available tools and their descriptions. Read margin_calls Gets margin call information. Read margin_interest Gets margin interest charges and rates. Read market_hours Gets current market hours and status. Read metrics_summary Gets comprehensive metrics summary for monitoring. Read notifications Gets account notifications and alerts. Read option_historicals option_historicals Read option_market_data Gets market data for a specific option contract. Read options_chains Gets complete option chains for a stock symbol. Read options_orders Retrieves a list of recent options order history and their statuses. Read portfolio Provides a high-level overview of the portfolio. Read positions Gets current stock positions with quantities and values. Read price_history Gets historical price data for a stock. Read pricebook_by_symbol Gets Level II order book data for a symbol (requires Gold subscription). Read rate_limit_status Gets current rate limit usage and statistics. Read referrals Gets referral program information. Read schwab_account Get Schwab account details including balances and positions. Read schwab_account_balances Get account balances for a Schwab account. Read schwab_account_numbers Get Schwab account numbers and their hashes. Read schwab_accounts Get all Schwab linked accounts with balances and positions. Read schwab_check_margin_status Derive margin-call status from Schwab account balances. Read schwab_find_tradable_options Find tradable option contracts filtered by expiration, type, and strike. Read schwab_get_aggregate_positions Aggregate Schwab positions across all linked accounts. Read schwab_get_all_account_data Get a complete snapshot of all Schwab accounts and user preferences. Read schwab_get_all_option_positions Get all Schwab option positions across linked accounts. Read schwab_get_build_holdings Build enriched holdings from Schwab positions and quotes. Read schwab_get_day_trades Get day-trade counts derived from Schwab transaction history. Read schwab_get_dividends Get dividend payments for a Schwab account. Read schwab_get_dividends_by_symbol schwab_get_dividends_by_symbol Read schwab_get_instrument_by_cusip Get instrument details by CUSIP identifier. Read schwab_get_interest_payments Get interest payments for a Schwab account. Read schwab_get_margin_interest Get Schwab margin-interest charges from transaction history. Read schwab_get_market_hours Get market hours for a given market and optional date. Read schwab_get_movers schwab_get_movers Read schwab_get_movers_sp500 Get market movers for the S&P 500 index ($SPX). Read schwab_get_open_option_positions Get open Schwab option positions with non-zero net quantity. Read schwab_get_open_stock_orders Get open (cancellable) equity orders for a Schwab account. Read schwab_get_order Get details for a specific Schwab order. Read schwab_get_stock_loan_payments Get stock loan (securities lending) payments for a Schwab account. Read schwab_get_total_dividends schwab_get_total_dividends Read schwab_get_transaction Get details for a specific Schwab transaction. Read schwab_get_user_preferences Get Schwab user preferences including account list and streamer info. Read schwab_instrument Get instrument information for a symbol. Read schwab_option_chain Get option chain for a symbol. Read schwab_option_chain_by_expiration schwab_option_chain_by_expiration Read schwab_option_expirations Get option expiration dates for a symbol. Read schwab_option_orders Get option orders for a Schwab account. Read schwab_option_quote Get a single option contract quote by expiration, strike, and type (Schwab). Read schwab_options_positions Get current options positions for an account. Read schwab_orders Get orders for a Schwab account. Read schwab_portfolio Get Schwab portfolio positions for a specific account. Read schwab_price_history schwab_price_history Read schwab_quote Get current quote for a stock symbol from Schwab. Read schwab_quotes Get current quotes for multiple stock symbols from Schwab. Read schwab_search_instruments Search for instruments by symbol or name. Read schwab_stream_account_activity Get latest account activity events from Schwab streaming. Read schwab_stream_level2 Get a Level 2 snapshot from Schwab streaming cache for a symbol. Read schwab_stream_option_quotes Get real-time option quote snapshots from Schwab streaming. Read schwab_stream_quotes Get real-time equity quote snapshots from Schwab streaming. Read schwab_transactions Get Schwab transactions with optional date/type/symbol filters. Read search_stocks_tool Searches for stocks by symbol or company name. Read security_profile Gets security profile and settings. Read session_status Gets current session status and authentication information. Read stock_earnings Gets earnings reports for a stock. Read stock_events Gets corporate events for a stock (for owned positions). Read stock_info Gets detailed company information and fundamentals. Read stock_level2_data Gets Level II market data for a stock (Gold subscription required). Read stock_loan_payments Gets stock loan payment history from the stock lending program. Read stock_news Gets news stories for a stock. Read stock_orders Retrieves a list of recent stock order history and their statuses. Read stock_price Gets current stock price and basic metrics. Read stock_quote_by_id Gets stock quote using Robinhood's internal instrument ID. Read stock_ratings Gets analyst ratings for a stock. Read stock_splits Gets stock split history for a stock. Read stocks_by_tag Gets stocks filtered by market category tag. Read subscription_fees Gets Robinhood Gold subscription fees. Read top_100_stocks Gets top 100 most popular stocks on Robinhood. Read top_movers Gets top 20 movers on Robinhood. Read top_movers_sp500 Gets top S&P 500 movers for the day. Read total_dividends Gets total dividends received across all time. Read unified_watchlist_by_name Gets a specific watchlist by name across supported brokers. Read unified_watchlists Gets all watchlists aggregated across supported brokers. Read user_profile Gets comprehensive user profile information. Read watchlist_by_name Gets contents of a specific watchlist by name. Read complete_profile Gets complete user profile combining all profile types. Read open_option_orders Retrieves all open option orders. Read open_option_positions Gets currently open option positions. Read open_option_positions_with_details open_option_positions_with_details Read open_stock_orders Retrieves all open stock orders. Read schwab_open_option_orders schwab_open_option_orders

WRITE 3 tools

Write unified_remove_from_watchlist Removes symbols from a watchlist across supported brokers. Write add_to_watchlist Adds symbols to a watchlist. Write unified_add_to_watchlist Adds symbols to a watchlist across supported brokers.

DESTRUCTIVE 9 tools

Destructive cancel_all_option_orders_tool Cancels all open option orders. Destructive cancel_all_stock_orders_tool Cancels all open stock orders. Destructive cancel_option_order_by_id Cancels a specific option order. Destructive cancel_stock_order_by_id Cancels a specific stock order. Destructive remove_from_watchlist Removes symbols from a watchlist. Destructive schwab_cancel_all_option_orders Cancel all open option orders for a Schwab account. Destructive schwab_cancel_all_stock_orders Cancel all open equity orders for a Schwab account. Destructive schwab_cancel_option_order Cancel a specific option order. Destructive schwab_cancel_order Cancel a specific Schwab order.

FINANCIAL 22 tools

Financial schwab_order_sell_stop Place a stop sell order for stock. Financial sell_stock_stop_loss Places a stop loss sell order for a stock. Financial buy_option_limit Places a limit buy order for an option. Financial buy_stock_limit Places a limit buy order for a stock. Financial buy_stock_market Places a market buy order for a stock. Financial option_credit_spread option_credit_spread Financial option_debit_spread option_debit_spread Financial schwab_buy_stock_limit Place a limit buy order for stock. Financial schwab_buy_stock_market Place a market buy order for stock. Financial schwab_order_buy_option_limit schwab_order_buy_option_limit Financial schwab_order_option_credit_spread schwab_order_option_credit_spread Financial schwab_order_option_debit_spread schwab_order_option_debit_spread Financial schwab_order_sell_option_limit schwab_order_sell_option_limit Financial schwab_place_order Place a generic Schwab order using a raw order specification. Financial schwab_sell_stock_limit Place a limit sell order for stock. Financial schwab_sell_stock_market Place a market sell order for stock. Financial sell_option_limit Places a limit sell order for an option. Financial sell_stock_limit Places a limit sell order for a stock. Financial sell_stock_market Places a market sell order for a stock. Financial schwab_option_buy_to_open Buy an option to open a position (Schwab). Financial schwab_option_sell_to_close Sell an option to close a position (Schwab). Financial schwab_replace_order Replace (modify) an existing Schwab order.

// FAQ

How many tools does the Open Stocks MCP MCP server have? +

The Open Stocks MCP MCP server exposes 152 tools across 4 categories: Read, Write, Destructive, Financial.

How do I enforce policies on Open Stocks MCP tools? +

Route the Open Stocks MCP server through the PolicyLayer gateway. Define allow, deny, or approval rules per tool in the dashboard; they are enforced on every call before it reaches the server.

What risk categories do Open Stocks MCP tools fall into? +

Open Stocks MCP tools are categorised as Read (118), Write (3), Destructive (9), Financial (22). Each category has a recommended default policy.

Enforce policy on every Open Stocks MCP tool call.

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