About claude-fidelity-mcp
claude-fidelity-mcp is an MCP server in the RAG category: enables interaction with Fidelity Investments brokerage accounts using Playwright browser automation to manage balances, positions, and trades. It supports secure 2FA authentication and session persistence for seamless account management via Claude.
Install
git clone https://github.com/TylerFlar/claude-fidelity-mcpThis server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.
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README
@tasque/fidelity-mcp
MCP server for Fidelity brokerage accounts via Playwright browser automation.
Warning — Fidelity has no public API. This automates the web interface, which may violate their Terms of Service.
Tools
| Tool | Description |
|---|---|
fidelity_login |
Log in to Fidelity (supports TOTP and SMS 2FA) |
fidelity_submit_2fa |
Submit SMS 2FA code |
fidelity_get_accounts |
List all accounts with balances |
fidelity_get_positions |
Get all holdings across accounts |
fidelity_transfer |
Transfer cash between Fidelity accounts |
fidelity_get_quote |
Get current stock/ETF price |
fidelity_place_order |
Place a buy/sell order (dry_run default) |
fidelity_batch_orders |
Place multiple orders sequentially (dry_run default) |
fidelity_status |
Check browser session status |
fidelity_logout |
Close session and save cookies |
fidelity_save_session |
Save browser state to disk |
fidelity_screenshot |
Take a full-page screenshot |
fidelity_page_content |
Get page URL and interactive elements |
Environment Variables
| Variable | Required | Description |
|---|---|---|
FIDELITY_USERNAME |
Yes | Fidelity login username |
FIDELITY_PASSWORD |
Yes | Fidelity login password |
FIDELITY_TOTP_SECRET |
No | Base32 TOTP secret for automatic 2FA |
FIDELITY_HEADLESS |
No | Set to "false" to show browser (default: true) |
FIDELITY_SESSION_DIR |
No | Session persistence directory (default: ~/.fidelity-mcp) |
FIDELITY_SESSION_TITLE |
No | Session file identifier for multiple accounts |
FIDELITY_DEBUG |
No | Set to "true" for debug logging |
FIDELITY_TIMEOUT |
No | Default timeout in ms (default: 30000) |
Auth Setup
Set FIDELITY_USERNAME and FIDELITY_PASSWORD. For automatic 2FA, get your TOTP secret from Fidelity Security Settings > Authenticator app > "Can't scan the code?" and set FIDELITY_TOTP_SECRET. Without TOTP, the server falls back to SMS 2FA (requires calling fidelity_submit_2fa).
Requires Playwright Firefox: npx playwright install firefox
Development
npm install
npx playwright install firefox
npm run build
npm start # stdio mode
README copy captured when this server was indexed; it may lag the repository. The original is authoritative.