About publicdotcom-mcp-server
publicdotcom-mcp-server is an MCP server in the Finance category: mCP server for the Public.com Trading API — expose your brokerage account to any MCP-compatible AI client.
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Install
uvx publicdotcom-mcp-serverpip install publicdotcom-mcp-serverThis 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.
Tools (27)
check_setupVerify API credentials and connectivity
Parameters not published.
get_accountsList all brokerage accounts
Parameters not published.
get_all_instrumentsList all available instruments with filters
Parameters not published.
get_bond_detailsPricing, ratings, coupon and maturity info for a bond
Parameters not published.
get_historyTransaction history (trades, deposits, dividends, etc.)
Parameters not published.
get_instrumentDetails about a specific tradeable instrument
Parameters not published.
get_option_chainFull option chain (calls + puts) for a symbol
Parameters not published.
get_option_expirationsAvailable expiration dates for options
Parameters not published.
get_option_greekGreeks for a single option symbol
Parameters not published.
get_option_greeksGreeks (delta, gamma, theta, vega, rho, IV) for multiple options
Parameters not published.
Show all 27 tools
get_orderGet status of a specific order
Parameters not published.
get_ordersList active/open orders (bracket legs share a `bracketId`)
Parameters not published.
get_portfolioView positions, equity, buying power, open orders
Parameters not published.
get_price_historyOHLCV price history for equities, crypto, options, or indices
Parameters not published.
get_quotesReal-time quotes for stocks, crypto, options
Parameters not published.
get_strategy_quoteConsolidated quote for a multi-leg option strategy
Parameters not published.
get_tax_lotsUnrealized tax-lot summary (per-lot gain/loss, term, cost basis)
Parameters not published.
get_tax_lots_csvExport unrealized tax lots as a Base64-encoded CSV file
Parameters not published.
get_tax_lots_for_symbolUnrealized tax-lot detail for a single symbol
Parameters not published.
preflight_call_credit_spreadEstimate costs for a Bear Call Spread
Parameters not published.
preflight_call_debit_spreadEstimate costs for a Bull Call Spread
Parameters not published.
preflight_multileg_orderEstimate costs for multi-leg options strategies
Parameters not published.
preflight_orderEstimate costs/impact before placing a single-leg order
Parameters not published.
preflight_put_credit_spreadEstimate costs for a Bull Put Spread
Parameters not published.
preflight_put_debit_spreadEstimate costs for a Bear Put Spread
Parameters not published.
preflight_short_orderEstimate costs before placing a short-sale order
Parameters not published.
search_bondsFiltered, paged search for fixed income instruments
Parameters not published.
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README
Public.com MCP Server
An MCP (Model Context Protocol) server that connects AI assistants to your Public.com brokerage account. Trade stocks, options, and crypto — get quotes, manage orders, and view your portfolio — all through natural language.
Disclaimer: For illustrative and informational purposes only. Not investment advice or recommendations. Use at your own risk.
Tools
Read-Only
| Tool | Description |
|---|---|
check_setup |
Verify API credentials and connectivity |
get_accounts |
List all brokerage accounts |
get_portfolio |
View positions, equity, buying power, open orders |
get_orders |
List active/open orders |
get_order |
Get status of a specific order |
get_history |
Transaction history (trades, deposits, dividends, etc.) |
get_quotes |
Real-time quotes for stocks, crypto, options |
get_instrument |
Details about a specific tradeable instrument |
get_all_instruments |
List all available instruments with filters |
get_option_expirations |
Available expiration dates for options |
get_option_chain |
Full option chain (calls + puts) for a symbol |
get_option_greeks |
Greeks (delta, gamma, theta, vega, rho, IV) for multiple options |
get_option_greek |
Greeks for a single option symbol |
preflight_order |
Estimate costs/impact before placing a single-leg order |
preflight_multileg_order |
Estimate costs for multi-leg options strategies |
preflight_short_order |
Estimate costs before placing a short-sale order |
preflight_call_credit_spread |
Estimate costs for a Bear Call Spread |
preflight_call_debit_spread |
Estimate costs for a Bull Call Spread |
preflight_put_credit_spread |
Estimate costs for a Bull Put Spread |
preflight_put_debit_spread |
Estimate costs for a Bear Put Spread |
Write (Destructive)
| Tool | Description |
|---|---|
place_order |
Place a single-leg order (stocks, crypto, options) |
place_multileg_order |
Place multi-leg orders (spreads, straddles, etc.) |
place_call_credit_spread |
Place a Bear Call Spread |
place_call_debit_spread |
Place a Bull Call Spread |
place_put_credit_spread |
Place a Bull Put Spread |
place_put_debit_spread |
Place a Bear Put Spread |
place_short_order |
Place an equity short-sale order |
flatten_and_go_short |
Sell an existing long position then go short (experimental) |
cancel_order |
Cancel an existing order |
cancel_and_replace_order |
Atomically cancel and replace an order |
Prerequisites
- Python 3.10+
- Public.com account — Sign up
- Public.com API key — Get one here
Installation
pip install publicdotcom-mcp-server
Or install from source:
git clone https://github.com/publicdotcom/publicdotcom-mcp-server.git
cd publicdotcom-mcp-server
pip install .
Configuration
Set your API credentials as environment variables:
# Required
export PUBLIC_COM_SECRET=your_api_secret_key
# Optional — sets a default account so you don't need to specify it each time
export PUBLIC_COM_ACCOUNT_ID=your_account_id
Usage
Claude Desktop
Add this to your Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json on macOS):
{
"mcpServers": {
"public-com": {
"command": "publicdotcom-mcp-server",
"env": {
"PUBLIC_COM_SECRET": "your_api_secret_key",
"PUBLIC_COM_ACCOUNT_ID": "your_account_id"
}
}
}
}
Claude Desktop (using uvx)
If you prefer using uvx (no pre-install needed):
{
"mcpServers": {
"public-com": {
"command": "uvx",
"args": ["publicdotcom-mcp-server"],
"env": {
"PUBLIC_COM_SECRET": "your_api_secret_key",
"PUBLIC_COM_ACCOUNT_ID": "your_account_id"
}
}
}
}
Running Directly
# stdio transport (default — for Claude Desktop, Claude Code, etc.)
publicdotcom-mcp-server
# Or run as a Python module
python -m publicdotcom_mcp_server
Hosted / Remote Deployment
For remote deployments (behind a reverse proxy or load balancer), switch to the streamable-HTTP transport:
export MCP_TRANSPORT=streamable-http
export PUBLIC_COM_SECRET=your_api_secret_key
export PORT=8000 # optional, defaults to 8000
export HOST=0.0.0.0 # optional, defaults to 0.0.0.0
publicdotcom-mcp-server
In this mode the server listens for MCP requests at POST /mcp. Clients authenticate per-request via an Authorization: Bearer <key> header, which takes priority over the PUBLIC_COM_SECRET environment variable — useful for multi-tenant deployments.
Testing with MCP Inspector
npx @modelcontextprotocol/inspector publicdotcom-mcp-server
Development
# Clone and install in development mode
git clone https://github.com/publicdotcom/publicdotcom-mcp-server.git
cd publicdotcom-mcp-server
pip install -e ".[dev]"
# Run tests
pytest
# Run the server locally
python -m publicdotcom_mcp_server
How It Works
This server wraps the publicdotcom-py Python SDK, exposing each API operation as an MCP tool. The MCP protocol allows AI clients to discover and call these tools through a standardized interface.
AI Client (Claude, etc.)
↕ MCP Protocol (stdio)
Public.com MCP Server
↕ HTTPS
Public.com Trading API
All tools include proper MCP tool annotations:
- Read-only tools are marked with
readOnlyHint: true - Write tools are marked with
destructiveHint: true
License
README copy captured when this server was indexed; it may lag the repository. The original is authoritative.