Initial commit: Hybrid MCP Light setup for Schwab

.env.example

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+# Schwab API Credentials (required)
+# Get these from https://developer.schwab.com after app approval
+SCHWAB_API_KEY=your_app_key
+SCHWAB_APP_SECRET=your_app_secret
+SCHWAB_CALLBACK_URL=https://127.0.0.1:8182
+SCHWAB_TOKEN_PATH=/data/token.json
+
+# Trading Permissions (optional)
+# ALLOW_TRADING must be "true" to enable any write operations
+# TRADING_ACCOUNTS: comma-separated account hashes, or "ALL"
+# If ALLOW_TRADING=true but TRADING_ACCOUNTS is empty, no accounts can trade (safe default)
+ALLOW_TRADING=false
+TRADING_ACCOUNTS=
+
+# Server Configuration (optional)
+# PORT=8000

.gitea/workflows/build.yaml

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+name: Build and Push Docker Image
+
+on:
+  push:
+    branches:
+      - main
+      - master
+
+jobs:
+  build:
+    runs-on: docker
+    container:
+      image: catthehacker/ubuntu:act-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v3
+
+      - name: Login to Gitea Container Registry
+        uses: docker/login-action@v2
+        with:
+          registry: gitea.ext.ben.io
+          username: ${{ gitea.actor }}
+          password: ${{ secrets.CR_PAT }}
+
+      - name: Build and Push
+        uses: docker/build-push-action@v4
+        with:
+          context: .
+          push: true
+          tags: gitea.ext.ben.io/${{ gitea.repository }}:latest
+          secrets: |
+            "ssh_key=${{ secrets.SSH_KEY }}"

.gitignore

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+__pycache__/
+*.py[cod]
+*$py.class
+.venv/
+.env
+config.json
+cookies.json
+.pytest_cache/
+.ruff_cache/

BLUEPRINT.md

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+../BLUEPRINT.md

Dockerfile

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+FROM ghcr.io/astral-sh/uv:python3.12-bookworm-slim AS builder
+
+ENV UV_COMPILE_BYTECODE=1 UV_LINK_MODE=copy
+
+WORKDIR /app
+
+# Enable SSH for git dependencies
+RUN apt-get update && apt-get install -y --no-install-recommends \
+    git \
+    ssh-client \
+    && rm -rf /var/lib/apt/lists/*
+
+# Add gitea.ext.ben.io to known hosts
+RUN mkdir -p -m 0700 ~/.ssh && ssh-keyscan git.local.ben.io >> ~/.ssh/known_hosts
+
+# Install dependencies
+RUN --mount=type=cache,target=/root/.cache/uv \
+    --mount=type=bind,source=pyproject.toml,target=pyproject.toml \
+    --mount=type=bind,source=uv.lock,target=uv.lock \
+    --mount=type=secret,id=ssh_key,target=/root/.ssh/id_rsa \
+    uv sync --frozen --no-install-project --no-dev
+
+# Copy the rest of the application
+COPY . /app
+
+# Install the project
+RUN --mount=type=cache,target=/root/.cache/uv \
+    --mount=type=secret,id=ssh_key,target=/root/.ssh/id_rsa \
+    uv sync --frozen --no-dev
+
+FROM python:3.12-slim-bookworm
+
+WORKDIR /app
+
+# Copy the environment from the builder
+COPY --from=builder /app /app
+
+# Set up environment variables
+ENV PATH="/app/.venv/bin:$PATH"
+ENV PORT=8000
+
+# Expose the port
+EXPOSE 8000
+
+# Run the server
+CMD ["python", "server.py"]

README.md

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+Schwab MCP exploration

compose.yaml

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+include:
+  - ../deploy/base.yaml
+
+services:
+  schwab-mcp:
+    <<: *mcp-service
+    <<: *mcp-healthcheck
+    image: gitea.ext.ben.io/b3nw/schwab-mcp-custom:latest
+    container_name: schwab-mcp
+    environment:
+      - SCHWAB_PLAYWRIGHT_URL=ws://schwab-browser:3000/playwright/chromium
+      - PORT=8000
+    volumes:
+      - ./cookies.json:/app/cookies.json
+      - ./config.json:/app/config.json
+    ports:
+      - "${PORT:-8160}:8000"
+    depends_on:
+      schwab-browser:
+        condition: service_started
+
+  schwab-browser:
+    image: ghcr.io/browserless/chromium:latest
+    container_name: schwab-browser
+    restart: unless-stopped
+    environment:
+      - TIMEOUT=300000
+      - MAX_CONCURRENT_SESSIONS=2
+      - PREBOOT_CHROME=true
+    shm_size: "1gb"

pyproject.toml

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+[project]
+name = "schwab-mcp-custom"
+version = "0.1.0"
+description = "Hybrid MCP Light server for Schwab scraper"
+readme = "README.md"
+requires-python = ">=3.12"
+dependencies = [
+    "mcp>=1.2.0",
+    "fastmcp>=0.4.1",
+    "starlette>=0.41.0",
+    "uvicorn>=0.32.0",
+    "schwab-scraper @ git+ssh://gitea@git.local.ben.io/b3nw/schwab-scraper.git",
+]
+
+[build-system]
+requires = ["hatchling"]
+build-backend = "hatchling.build"
+
+[tool.hatch.metadata]
+allow-direct-references = true
+
+[tool.hatch.build.targets.wheel]
+packages = []

server.py

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+import json
+import os
+from typing import Optional, Any
+
+from fastmcp import FastMCP
+from starlette.applications import Starlette
+from starlette.responses import JSONResponse
+from starlette.routing import Route, Mount
+import uvicorn
+
+# Import the unified API from the schwab_scraper dependency
+import schwab_scraper.unified_api as api
+
+# Initialize FastMCP
+mcp = FastMCP("SchwabScraper")
+
+@mcp.tool()
+async def get_session_status(debug: bool = False) -> str:
+    """Get the current session status of the Schwab scraper.
+    
+    Args:
+        debug: Enable debug logging
+    """
+    result = await api.get_session_status(debug=debug)
+    return json.dumps(result)
+
+@mcp.tool()
+async def list_accounts(debug: bool = False) -> str:
+    """List all Schwab accounts.
+    
+    Args:
+        debug: Enable debug logging
+    """
+    result = await api.list_accounts(debug=debug)
+    return json.dumps(result)
+
+@mcp.tool()
+async def get_account_overview(account: Optional[str] = None, debug: bool = False) -> str:
+    """Get the overview for a specific account.
+    
+    Args:
+        account: Account summary or ID (optional)
+        debug: Enable debug logging
+    """
+    result = await api.get_account_overview(account=account, debug=debug)
+    return json.dumps(result)
+
+@mcp.tool()
+async def get_positions(account: Optional[str] = None, include_non_equity: bool = False, debug: bool = False) -> str:
+    """Get positions for a specific account.
+    
+    Args:
+        account: Account summary or ID (optional)
+        include_non_equity: Whether to include non-equity positions
+        debug: Enable debug logging
+    """
+    result = await api.get_positions(account=account, include_non_equity=include_non_equity, debug=debug)
+    return json.dumps(result)
+
+@mcp.tool()
+async def get_transactions(
+    account: Optional[str] = None,
+    start_date: Optional[str] = None,
+    end_date: Optional[str] = None,
+    time_period: Optional[str] = None,
+    debug: bool = False
+) -> str:
+    """Get transaction history.
+    
+    Args:
+        account: Account ID (optional)
+        start_date: Start date for transactions (optional)
+        end_date: End date for transactions (optional)
+        time_period: Time period (e.g., '1D', '1M') (optional)
+        debug: Enable debug logging
+    """
+    result = await api.get_transaction_history(
+        account=account,
+        start_date=start_date,
+        end_date=end_date,
+        time_period=time_period,
+        debug=debug
+    )
+    return json.dumps(result)
+
+@mcp.tool()
+async def get_morningstar_data(ticker: str, debug: bool = False) -> str:
+    """Get Morningstar data for a ticker.
+    
+    Args:
+        ticker: Stock ticker symbol
+        debug: Enable debug logging
+    """
+    result = await api.get_morningstar_data(ticker, debug=debug)
+    return json.dumps(result)
+
+@mcp.tool()
+async def api_call(endpoint: str, method: str = "GET", params: str = "{}") -> str:
+    """Executes a raw API call to the Schwab service (Dummy implementation).
+    
+    Refer to the 'api-reference' resource for available endpoints and parameters.
+    
+    Args:
+        endpoint: The API path
+        method: HTTP method (GET, POST, etc.)
+        params: JSON string of parameters/body
+    """
+    return json.dumps({"status": "not_implemented", "message": "API pass-through not supported for scraper"})
+
+@mcp.resource("service://api-reference")
+def get_api_docs() -> str:
+    """Returns the API documentation for using the 'api_call' tool."""
+    return "Schwab Scraper MCP Server - Unified API Documentation\n\nThis server provides tools to interact with Schwab accounts via scraping. The 'api_call' tool is a placeholder."
+
+async def health(request):
+    """Health check endpoint."""
+    return JSONResponse({"status": "ok"})
+
+# Create the Starlette application
+mcp_app = mcp.http_app()
+app = Starlette(
+    routes=[
+        Route("/health", health),
+        Mount("/", app=mcp_app)
+    ],
+    lifespan=mcp_app.lifespan
+)
+
+if __name__ == "__main__":
+    port = int(os.getenv("PORT", 8160))
+    uvicorn.run(app, host="0.0.0.0", port=port)