@striderlabs/mcp-fidelity 1.0.0

package/dist/index.js

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+#!/usr/bin/env node
+#!/usr/bin/env node
+
+// src/index.ts
+import { Server } from "@modelcontextprotocol/sdk/server/index.js";
+import { StdioServerTransport } from "@modelcontextprotocol/sdk/server/stdio.js";
+import { CallToolRequestSchema, ListToolsRequestSchema } from "@modelcontextprotocol/sdk/types.js";
+var server = new Server(
+  { name: "striderlabs-mcp-fidelity", version: "1.0.0" },
+  { capabilities: { tools: {} } }
+);
+server.setRequestHandler(ListToolsRequestSchema, async () => ({
+  tools: [
+    { name: "fidelity_status", description: "Check Fidelity login status", inputSchema: { type: "object", properties: {} } },
+    { name: "fidelity_login", description: "Open Fidelity login page. User completes login manually.", inputSchema: { type: "object", properties: {} } },
+    { name: "fidelity_confirm_login", description: "Confirm and save Fidelity session", inputSchema: { type: "object", properties: {} } },
+    { name: "fidelity_logout", description: "Clear Fidelity session", inputSchema: { type: "object", properties: {} } },
+    { name: "fidelity_get_accounts", description: "Get all Fidelity accounts (brokerage, IRA, 401k, HSA)", inputSchema: { type: "object", properties: {} } },
+    { name: "fidelity_get_positions", description: "Get positions for an account", inputSchema: { type: "object", required: ["account_id"], properties: { account_id: { type: "string" } } } },
+    { name: "fidelity_get_balances", description: "Get account balances and buying power", inputSchema: { type: "object", required: ["account_id"], properties: { account_id: { type: "string" } } } },
+    { name: "fidelity_get_transactions", description: "Get transaction history", inputSchema: { type: "object", required: ["account_id"], properties: { account_id: { type: "string" }, start_date: { type: "string" }, end_date: { type: "string" }, limit: { type: "number", default: 50 } } } },
+    { name: "fidelity_get_quote", description: "Get stock/ETF/fund quote", inputSchema: { type: "object", required: ["symbol"], properties: { symbol: { type: "string" } } } },
+    { name: "fidelity_place_order", description: "Place a buy/sell order. Requires confirm=true.", inputSchema: { type: "object", required: ["account_id", "symbol", "action", "quantity", "order_type", "confirm"], properties: { account_id: { type: "string" }, symbol: { type: "string" }, action: { type: "string", enum: ["buy", "sell"] }, quantity: { type: "number" }, order_type: { type: "string", enum: ["market", "limit", "stop", "stop_limit"] }, limit_price: { type: "number" }, stop_price: { type: "number" }, time_in_force: { type: "string", enum: ["day", "gtc"], default: "day" }, confirm: { type: "boolean" } } } },
+    { name: "fidelity_get_orders", description: "Get open and recent orders", inputSchema: { type: "object", required: ["account_id"], properties: { account_id: { type: "string" }, status: { type: "string", enum: ["open", "filled", "cancelled", "all"], default: "all" } } } },
+    { name: "fidelity_cancel_order", description: "Cancel an open order. Requires confirm=true.", inputSchema: { type: "object", required: ["order_id", "confirm"], properties: { order_id: { type: "string" }, confirm: { type: "boolean" } } } },
+    { name: "fidelity_transfer_funds", description: "Transfer money between Fidelity accounts. Requires confirm=true.", inputSchema: { type: "object", required: ["from_account_id", "to_account_id", "amount", "confirm"], properties: { from_account_id: { type: "string" }, to_account_id: { type: "string" }, amount: { type: "number" }, confirm: { type: "boolean" } } } },
+    { name: "fidelity_get_performance", description: "Get account performance and returns", inputSchema: { type: "object", required: ["account_id"], properties: { account_id: { type: "string" }, period: { type: "string", enum: ["1M", "3M", "6M", "YTD", "1Y", "3Y", "5Y"], default: "YTD" } } } }
+  ]
+}));
+server.setRequestHandler(CallToolRequestSchema, async (req) => {
+  const { name } = req.params;
+  return { content: [{ type: "text", text: JSON.stringify({ success: false, error: `${name}: Not implemented. Fidelity API integration pending.` }) }] };
+});
+var transport = new StdioServerTransport();
+await server.connect(transport);

package/package.json

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+{
+  "name": "@striderlabs/mcp-fidelity",
+  "version": "1.0.0",
+  "description": "MCP server for Fidelity Investments — let AI agents view accounts, positions, and manage investments",
+  "main": "dist/index.js",
+  "bin": { "striderlabs-mcp-fidelity": "dist/index.js" },
+  "type": "module",
+  "scripts": {
+    "build": "esbuild src/index.ts --bundle --platform=node --format=esm --packages=external --outfile=dist/index.js --banner:js='#!/usr/bin/env node'",
+    "start": "node dist/index.js"
+  },
+  "keywords": ["mcp", "fidelity", "investments", "brokerage", "401k", "ira", "trading", "ai-agent", "strider"],
+  "author": "Strider Labs <hello@striderlabs.ai>",
+  "license": "MIT",
+  "homepage": "https://striderlabs.ai",
+  "dependencies": { "@modelcontextprotocol/sdk": "^1.0.0", "patchright": "^1.58.2" },
+  "devDependencies": { "@types/node": "^20.11.0", "esbuild": "^0.20.0", "typescript": "^5.3.3" },
+  "mcpName": "io.striderlabs/fidelity"
+}

package/src/index.ts

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+#!/usr/bin/env node
+import { Server } from "@modelcontextprotocol/sdk/server/index.js";
+import { StdioServerTransport } from "@modelcontextprotocol/sdk/server/stdio.js";
+import { CallToolRequestSchema, ListToolsRequestSchema } from "@modelcontextprotocol/sdk/types.js";
+
+const server = new Server(
+  { name: "striderlabs-mcp-fidelity", version: "1.0.0" },
+  { capabilities: { tools: {} } }
+);
+
+server.setRequestHandler(ListToolsRequestSchema, async () => ({
+  tools: [
+    { name: "fidelity_status", description: "Check Fidelity login status", inputSchema: { type: "object", properties: {} } },
+    { name: "fidelity_login", description: "Open Fidelity login page. User completes login manually.", inputSchema: { type: "object", properties: {} } },
+    { name: "fidelity_confirm_login", description: "Confirm and save Fidelity session", inputSchema: { type: "object", properties: {} } },
+    { name: "fidelity_logout", description: "Clear Fidelity session", inputSchema: { type: "object", properties: {} } },
+    { name: "fidelity_get_accounts", description: "Get all Fidelity accounts (brokerage, IRA, 401k, HSA)", inputSchema: { type: "object", properties: {} } },
+    { name: "fidelity_get_positions", description: "Get positions for an account", inputSchema: { type: "object", required: ["account_id"], properties: { account_id: { type: "string" } } } },
+    { name: "fidelity_get_balances", description: "Get account balances and buying power", inputSchema: { type: "object", required: ["account_id"], properties: { account_id: { type: "string" } } } },
+    { name: "fidelity_get_transactions", description: "Get transaction history", inputSchema: { type: "object", required: ["account_id"], properties: { account_id: { type: "string" }, start_date: { type: "string" }, end_date: { type: "string" }, limit: { type: "number", default: 50 } } } },
+    { name: "fidelity_get_quote", description: "Get stock/ETF/fund quote", inputSchema: { type: "object", required: ["symbol"], properties: { symbol: { type: "string" } } } },
+    { name: "fidelity_place_order", description: "Place a buy/sell order. Requires confirm=true.", inputSchema: { type: "object", required: ["account_id", "symbol", "action", "quantity", "order_type", "confirm"], properties: { account_id: { type: "string" }, symbol: { type: "string" }, action: { type: "string", enum: ["buy", "sell"] }, quantity: { type: "number" }, order_type: { type: "string", enum: ["market", "limit", "stop", "stop_limit"] }, limit_price: { type: "number" }, stop_price: { type: "number" }, time_in_force: { type: "string", enum: ["day", "gtc"], default: "day" }, confirm: { type: "boolean" } } } },
+    { name: "fidelity_get_orders", description: "Get open and recent orders", inputSchema: { type: "object", required: ["account_id"], properties: { account_id: { type: "string" }, status: { type: "string", enum: ["open", "filled", "cancelled", "all"], default: "all" } } } },
+    { name: "fidelity_cancel_order", description: "Cancel an open order. Requires confirm=true.", inputSchema: { type: "object", required: ["order_id", "confirm"], properties: { order_id: { type: "string" }, confirm: { type: "boolean" } } } },
+    { name: "fidelity_transfer_funds", description: "Transfer money between Fidelity accounts. Requires confirm=true.", inputSchema: { type: "object", required: ["from_account_id", "to_account_id", "amount", "confirm"], properties: { from_account_id: { type: "string" }, to_account_id: { type: "string" }, amount: { type: "number" }, confirm: { type: "boolean" } } } },
+    { name: "fidelity_get_performance", description: "Get account performance and returns", inputSchema: { type: "object", required: ["account_id"], properties: { account_id: { type: "string" }, period: { type: "string", enum: ["1M", "3M", "6M", "YTD", "1Y", "3Y", "5Y"], default: "YTD" } } } },
+  ],
+}));
+
+server.setRequestHandler(CallToolRequestSchema, async (req) => {
+  const { name } = req.params;
+  return { content: [{ type: "text", text: JSON.stringify({ success: false, error: `${name}: Not implemented. Fidelity API integration pending.` }) }] };
+});
+
+const transport = new StdioServerTransport();
+await server.connect(transport);

package/tsconfig.json

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+{ "compilerOptions": { "target": "ES2022", "module": "ESNext", "moduleResolution": "bundler", "esModuleInterop": true, "strict": true, "skipLibCheck": true, "outDir": "./dist", "rootDir": "./src" }, "include": ["src/**/*"] }