schwab_mcp 0.2.0 → 0.3.0

metadata

@@ -1,13 +1,13 @@
 --- !ruby/object:Gem::Specification
 name: schwab_mcp
 version: !ruby/object:Gem::Version
-  version: 0.2.0
+  version: 0.3.0
 platform: ruby
 authors:
 - Joseph Platta
 bindir: exe
 cert_chain: []
-date: 2025-08-13 00:00:00.000000000 Z
+date: 2025-10-20 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: mcp
@@ -71,6 +71,7 @@ files:
 - lib/schwab_mcp/resources/.keep
 - lib/schwab_mcp/schwab_client_factory.rb
 - lib/schwab_mcp/tools/cancel_order_tool.rb
+- lib/schwab_mcp/tools/get_account_names_tool.rb
 - lib/schwab_mcp/tools/get_market_hours_tool.rb
 - lib/schwab_mcp/tools/get_order_tool.rb
 - lib/schwab_mcp/tools/get_price_history_tool.rb
@@ -78,7 +79,6 @@ files:
 - lib/schwab_mcp/tools/list_account_orders_tool.rb
 - lib/schwab_mcp/tools/list_account_transactions_tool.rb
 - lib/schwab_mcp/tools/list_movers_tool.rb
-- lib/schwab_mcp/tools/list_schwab_accounts_tool.rb
 - lib/schwab_mcp/tools/option_chain_tool.rb
 - lib/schwab_mcp/tools/place_order_tool.rb
 - lib/schwab_mcp/tools/preview_order_tool.rb
@@ -87,14 +87,7 @@ files:
 - lib/schwab_mcp/tools/replace_order_tool.rb
 - lib/schwab_mcp/tools/schwab_account_details_tool.rb
 - lib/schwab_mcp/version.rb
-- orders_example.json
 - sig/schwab_mcp.rbs
-- spx_option_chain.json
-- start_mcp_server.sh
-- test_mcp.rb
-- test_server.rb
-- trading_brokerage_account_details.json
-- transactions_example.json
 homepage: https://github.com/jwplatta/schwab_mcp
 licenses:
 - MIT

data/lib/schwab_mcp/tools/list_schwab_accounts_tool.rb

@@ -1,149 +0,0 @@
-require "mcp"
-require "schwab_rb"
-require "json"
-require_relative "../loggable"
-require_relative "../redactor"
-require_relative "../schwab_client_factory"
-
-module SchwabMCP
-  module Tools
-    class ListSchwabAccountsTool < MCP::Tool
-      extend Loggable
-      description "List all configured Schwab accounts with their friendly names and basic info"
-
-      input_schema(
-        properties: {},
-        required: []
-      )
-
-      annotations(
-        title: "List Schwab Accounts",
-        read_only_hint: true,
-        destructive_hint: false,
-        idempotent_hint: true
-      )
-
-      def self.call(server_context:)
-        log_info("Listing all configured Schwab accounts")
-
-        begin
-          client = SchwabClientFactory.create_client
-          return SchwabClientFactory.client_error_response unless client
-
-          log_debug("Fetching account numbers from Schwab API")
-          account_numbers = client.get_account_numbers
-
-          unless account_numbers
-            log_error("Failed to retrieve account numbers")
-            return MCP::Tool::Response.new([{
-              type: "text",
-              text: "**Error**: Failed to retrieve account numbers from Schwab API"
-            }])
-          end
-
-          log_debug("Retrieved #{account_numbers.size} accounts from Schwab API")
-
-          configured_accounts = find_configured_accounts(account_numbers)
-
-          if configured_accounts.empty?
-            return MCP::Tool::Response.new([{
-              type: "text",
-              text: "**No Configured Accounts Found**\n\nNo environment variables found ending with '_ACCOUNT'.\n\nTo configure accounts, set environment variables like:\n- TRADING_BROKERAGE_ACCOUNT=123456789\n- RETIREMENT_IRA_ACCOUNT=987654321\n- INCOME_BROKERAGE_ACCOUNT=555666777"
-            }])
-          end
-
-          formatted_response = format_accounts_list(configured_accounts, account_numbers)
-
-          MCP::Tool::Response.new([{
-            type: "text",
-            text: formatted_response
-          }])
-
-        rescue JSON::ParserError => e
-          log_error("JSON parsing error: #{e.message}")
-          MCP::Tool::Response.new([{
-            type: "text",
-            text: "**Error**: Failed to parse API response: #{e.message}"
-          }])
-        rescue => e
-          log_error("Error listing accounts: #{e.message}")
-          log_debug("Backtrace: #{e.backtrace.first(3).join('\n')}")
-          MCP::Tool::Response.new([{
-            type: "text",
-            text: "**Error** listing accounts: #{e.message}\n\n#{e.backtrace.first(3).join('\n')}"
-          }])
-        end
-      end
-
-      private
-
-      def self.find_configured_accounts(account_numbers)
-        # Get all account IDs from Schwab API data object
-        schwab_account_ids = account_numbers.account_numbers
-
-        # Find environment variables ending with "_ACCOUNT"
-        configured = []
-        ENV.each do |key, value|
-          next unless key.end_with?('_ACCOUNT')
-
-          if schwab_account_ids.include?(value)
-            account = account_numbers.find_by_account_number(value)
-            configured << {
-              name: key,
-              friendly_name: friendly_name_from_env_key(key),
-              account_id: value,
-              account: account
-            }
-          end
-        end
-
-        configured.sort_by { |account| account[:name] }
-      end
-
-      def self.friendly_name_from_env_key(env_key)
-        # Convert "TRADING_BROKERAGE_ACCOUNT" to "Trading Brokerage"
-        env_key.gsub('_ACCOUNT', '').split('_').map(&:capitalize).join(' ')
-      end
-
-      def self.format_accounts_list(configured_accounts, account_numbers)
-        response = "**Configured Schwab Accounts:**\n\n"
-
-        configured_accounts.each_with_index do |account, index|
-          response += "#{index + 1}. **#{account[:friendly_name]}** (`#{account[:name]}`)\n"
-          response += "   - Status: ✅ Configured\n\n"
-        end
-
-        # Show unconfigured accounts (if any)
-        unconfigured_accounts = account_numbers.accounts.reject do |account_obj|
-          configured_accounts.any? { |config| config[:account_id] == account_obj.account_number }
-        end
-
-        if unconfigured_accounts.any?
-          response += "**Unconfigured Accounts Available:**\n\n"
-          unconfigured_accounts.each_with_index do |account_obj, index|
-            response += "   - To configure: Set `YOUR_NAME_ACCOUNT=#{Redactor::REDACTED_ACCOUNT_PLACEHOLDER}` in your .env file\n\n"
-          end
-        end
-
-        response += "**Usage:**\n"
-        response += "To get account information, use the `schwab_account` tool with one of these account names:\n"
-        configured_accounts.each do |account|
-          response += "- `#{account[:name]}`\n"
-        end
-
-        if configured_accounts.any?
-          response += "\n**Example:**\n"
-          first_account = configured_accounts.first
-          response += "```\n"
-          response += "Tool: schwab_account\n"
-          response += "Parameters: {\n"
-          response += "  \"account_name\": \"#{first_account[:name]}\"\n"
-          response += "}\n"
-          response += "```"
-        end
-
-        response
-      end
-    end
-  end
-end