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MCP server · Finance

publicdotcom-mcp-server

MCP server for the Public.com Trading API — expose your brokerage account to any MCP-compatible AI client

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Scored 8 days ago · breakdown

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.

The repository has 1 stars and 0 forks.

Install

uvx
uvx publicdotcom-mcp-server
pip
pip install publicdotcom-mcp-server

This 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

License Python MCP

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

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

Apache 2.0

README copy captured when this server was indexed; it may lag the repository. The original is authoritative.

Questions

About publicdotcom-mcp-server

How do I install publicdotcom-mcp-server?

Run uvx publicdotcom-mcp-server, then add the server to your MCP client's configuration.

Is publicdotcom-mcp-server safe to use with an AI agent?

Its trust score is 37 out of 100 (low). It passes 1 of the 1 static security checks run so far. It has no ConduID identity yet, so agent calls to it are not receipted.

Is publicdotcom-mcp-server still maintained?

Conduid hasn't recorded a commit date for this repository yet. Check the repository directly for recent activity.