v0.2.0 — remove vendored fork, upstream login feature

- Delete vendor/schwab-scraper/ (now fetched at CI build time)
- Delete schwab_mcp_custom/ package (LoginManager moved into server.py)
- server.py: add inline LoginManager with env-configurable rate limits
- server.py: orchestrate login safety checks at MCP layer, not in scraper
- Dockerfile: restore vendor-based build with fresh upstream checkout
- pyproject.toml: bump mcp>=1.27.0, playwright>=1.54.0

Dockerfile

@@ -4,11 +4,12 @@ ENV UV_COMPILE_BYTECODE=1 UV_LINK_MODE=copy
 
 WORKDIR /app
 
-COPY pyproject.toml uv.lock ./
+# Copy vendored schwab-scraper (checked out cleanly by CI) and pyproject.toml
 COPY vendor/schwab-scraper /tmp/schwab-scraper
+COPY pyproject.toml uv.lock ./
 
-# Install schwab-scraper from vendored source, then all other deps.
-# We strip the git dependency from pyproject.toml so uv doesn't try to fetch it.
+# Install schwab-scraper from the clean build-time checkout, then remaining deps.
+# We strip the git dependency line so uv doesn't try to fetch over the network.
 RUN uv venv && \
     uv pip install /tmp/schwab-scraper && \
     sed -i '/schwab-scraper/d' pyproject.toml && \
@@ -20,7 +21,9 @@ COPY . .
 
 FROM python:3.12-slim-bookworm
 
-RUN apt-get update && apt-get install -y --no-install-recommends curl && rm -rf /var/lib/apt/lists/*
+RUN apt-get update && \
+    apt-get install -y --no-install-recommends curl && \
+    rm -rf /var/lib/apt/lists/*
 
 WORKDIR /app
 COPY --from=builder /app /app

pyproject.toml

@@ -1,12 +1,12 @@
 [project]
 name = "schwab-mcp-custom"
-version = "0.1.0"
-description = "Hybrid MCP Light server for Schwab scraper"
+version = "0.2.0"
+description = "MCP server wrapping schwab-scraper"
 readme = "README.md"
 requires-python = ">=3.12"
 dependencies = [
     "schwab-scraper @ git+ssh://gitea@git.local.ben.io/b3nw/schwab-scraper.git",
-    "mcp>=1.2.0",
+    "mcp>=1.27.0",
     "fastmcp>=0.4.1",
     "starlette>=0.41.0",
     "uvicorn>=0.32.0",

server.py

@@ -1,7 +1,8 @@
 import json
 import logging
 import os
-from typing import Optional, Any
+import time
+from typing import Optional, Any, Tuple
 
 from fastmcp import FastMCP
 from starlette.applications import Starlette
@@ -9,7 +10,6 @@ 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
 
 # ---------------------------------------------------------------------------
@@ -46,17 +46,82 @@ def _patch_request_responder():
 
 _patch_request_responder()
 
-# Initialize FastMCP
+
+# ---------------------------------------------------------------------------
+# Login safety manager — lives in the MCP server layer, not the scraper.
+# Provides rate-limiting and backoff for automated login attempts.
+# ---------------------------------------------------------------------------
+class LoginManager:
+    """Tracks login attempts and enforces safety limits to avoid account lockouts."""
+
+    def __init__(self):
+        self.max_attempts = int(os.getenv("SCHWAB_LOGIN_MAX_ATTEMPTS", "3"))
+        self.window_minutes = int(os.getenv("SCHWAB_LOGIN_WINDOW_MIN", "60"))
+        self.backoff_minutes = int(os.getenv("SCHWAB_LOGIN_BACKOFF_MIN", "30"))
+        self._attempts: list[tuple[float, bool]] = []
+
+    def _trim_window(self) -> None:
+        cutoff = time.time() - (self.window_minutes * 60)
+        self._attempts = [(ts, success) for ts, success in self._attempts if ts > cutoff]
+
+    def can_login(self) -> Tuple[bool, str]:
+        """Return (allowed: bool, reason: str)."""
+        self._trim_window()
+        failure_count = sum(1 for _, success in self._attempts if not success)
+        if failure_count >= self.max_attempts:
+            # Compute remaining backoff from most recent failure
+            last_failure_ts = max(ts for ts, success in self._attempts if not success)
+            elapsed = time.time() - last_failure_ts
+            remaining = (self.backoff_minutes * 60) - elapsed
+            if remaining > 0:
+                return (
+                    False,
+                    f"Login blocked: {failure_count} failures in window. "
+                    f"Wait {int(remaining / 60)}m {int(remaining % 60)}s.",
+                )
+        recent_count = len(self._attempts)
+        return True, f"Allowed ({recent_count} attempts in last {self.window_minutes}m)"
+
+    def record_attempt(self, success: bool) -> None:
+        self._trim_window()
+        self._attempts.append((time.time(), success))
+
+    def get_status(self) -> dict:
+        self._trim_window()
+        failure_count = sum(1 for _, success in self._attempts if not success)
+        recent_count = len(self._attempts)
+
+        if failure_count >= self.max_attempts:
+            last_failure_ts = max(ts for ts, success in self._attempts if not success)
+            elapsed = time.time() - last_failure_ts
+            remaining = (self.backoff_minutes * 60) - elapsed
+            blocked = remaining > 0
+        else:
+            remaining = 0
+            blocked = False
+
+        return {
+            "blocked": blocked,
+            "remaining_backoff_seconds": max(0, int(remaining)),
+            "recent_attempts": recent_count,
+            "recent_failures": failure_count,
+            "max_attempts_per_window": self.max_attempts,
+            "window_minutes": self.window_minutes,
+            "backoff_minutes": self.backoff_minutes,
+        }
+
+
+login_manager = LoginManager()
 mcp = FastMCP("SchwabScraper")
 
+
 def serialize(obj: Any) -> str:
-    """Safely serialize Pydantic models or datclasses to JSON string."""
+    """Safely serialize Pydantic models or dataclasses to JSON string."""
     if hasattr(obj, "model_dump_json"):
         return obj.model_dump_json()
     elif hasattr(obj, "model_dump"):
         return json.dumps(obj.model_dump(), default=str)
     elif isinstance(obj, list):
-        # Handle lists of models
         return json.dumps([
             o.model_dump() if hasattr(o, "model_dump") else o
             for o in obj
@@ -64,6 +129,9 @@ def serialize(obj: Any) -> str:
     return json.dumps(obj, default=str)
 
 
+# ---------------------------------------------------------------------------
+# MCP tools
+# ---------------------------------------------------------------------------
 @mcp.tool()
 async def get_session_status(debug: bool = False) -> str:
     """Get the current session status of the Schwab scraper.
@@ -72,8 +140,60 @@ async def get_session_status(debug: bool = False) -> str:
         debug: Enable debug logging
     """
     result = await api.get_session_status(debug=debug)
+    # Enrich with login safety status
+    if result.get("success"):
+        data = result.get("data", {})
+        data["login_safety"] = login_manager.get_status()
     return serialize(result)
 
+
+@mcp.tool()
+async def get_login_safety_status() -> str:
+    """Get the current login safety status, including any active backoffs or limits.
+
+    Useful to check if a login attempt is likely to be blocked.
+    """
+    return json.dumps(login_manager.get_status())
+
+
+@mcp.tool()
+async def login(
+    username: Optional[str] = None, password: Optional[str] = None, debug: bool = False
+) -> str:
+    """Perform an automated login to Schwab to establish a new session.
+
+    Args:
+        username: Schwab username (optional, will use env/config if omitted)
+        password: Schwab password (optional, will use env/config if omitted)
+        debug: Enable debug logging
+    """
+    allowed, reason = login_manager.can_login()
+    if not allowed:
+        return json.dumps({
+            "success": False,
+            "error": f"Login blocked by safety safeguards: {reason}",
+            "error_type": "AUTHENTICATION",
+            "retryable": False,
+            "data": None,
+        })
+
+    result = await api.login(username=username, password=password, debug=debug)
+    success = result.get("success", False)
+    login_manager.record_attempt(success)
+    return serialize(result)
+
+
+@mcp.tool()
+async def refresh_session(debug: bool = False) -> str:
+    """Refresh the current Schwab session to prevent expiration.
+
+    Args:
+        debug: Enable debug logging
+    """
+    result = await api.refresh_session(debug=debug)
+    return serialize(result)
+
+
 @mcp.tool()
 async def list_accounts(debug: bool = False) -> str:
     """List all Schwab accounts.
@@ -84,6 +204,7 @@ async def list_accounts(debug: bool = False) -> str:
     result = await api.list_accounts(debug=debug)
     return serialize(result)
 
+
 @mcp.tool()
 async def get_account_overview(account: Optional[str] = None, debug: bool = False) -> str:
     """Get the overview for a specific account.
@@ -95,8 +216,13 @@ async def get_account_overview(account: Optional[str] = None, debug: bool = Fals
     result = await api.get_account_overview(account=account, debug=debug)
     return serialize(result)
 
+
 @mcp.tool()
-async def get_positions(account: Optional[str] = None, include_non_equity: bool = False, debug: bool = False) -> str:
+async def get_positions(
+    account: Optional[str] = None,
+    include_non_equity: bool = False,
+    debug: bool = False,
+) -> str:
     """Get positions for a specific account.
 
     Args:
@@ -104,16 +230,19 @@ async def get_positions(account: Optional[str] = None, include_non_equity: bool
         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)
+    result = await api.get_positions(
+        account=account, include_non_equity=include_non_equity, debug=debug
+    )
     return serialize(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
+    debug: bool = False,
 ) -> str:
     """Get transaction history.
 
@@ -129,10 +258,11 @@ async def get_transactions(
         start_date=start_date,
         end_date=end_date,
         time_period=time_period,
-        debug=debug
+        debug=debug,
     )
     return serialize(result)
 
+
 @mcp.tool()
 async def get_morningstar_data(ticker: str, debug: bool = False) -> str:
     """Get Morningstar data for a ticker.
@@ -144,6 +274,7 @@ async def get_morningstar_data(ticker: str, debug: bool = False) -> str:
     result = await api.get_morningstar_data(ticker, debug=debug)
     return serialize(result)
 
+
 @mcp.tool()
 async def upload_cookies(cookies_json: str) -> str:
     """Upload session cookies to the server to assist with authentication.
@@ -152,18 +283,17 @@ async def upload_cookies(cookies_json: str) -> str:
         cookies_json: JSON string of cookies exported from a browser (Playwright format)
     """
     try:
-        # Validate JSON
         cookies = json.loads(cookies_json)
-        # Write to cookies.json
         with open("cookies.json", "w") as f:
             json.dump(cookies, f)
         return json.dumps({"status": "success", "message": "cookies.json updated successfully"})
     except Exception as e:
         return json.dumps({"status": "error", "message": str(e)})
 
+
 @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).
+    """Executes a raw API call to the Schwab service (placeholder).
 
     Refer to the 'api-reference' resource for available endpoints and parameters.
 
@@ -174,23 +304,29 @@ async def api_call(endpoint: str, method: str = "GET", params: str = "{}") -> st
     """
     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."
+    return (
+        "Schwab Scraper MCP Server — Unified API Documentation\n\n"
+        "This server provides tools to interact with Schwab accounts via scraping.\n"
+        "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)
+        Mount("/", app=mcp_app),
     ],
-    lifespan=mcp_app.lifespan
+    lifespan=mcp_app.lifespan,
 )
 
 if __name__ == "__main__":

uv.lock

@@ -1733,7 +1733,7 @@ requires-dist = [
     { name = "greenlet", specifier = ">=3.2.3" },
     { name = "mcp", specifier = ">=1.2.0" },
     { name = "pdfplumber", specifier = ">=0.11.4" },
-    { name = "playwright", specifier = "==1.54.0" },
+    { name = "playwright", specifier = ">=1.54.0" },
     { name = "pyee", specifier = ">=13.0.0" },
     { name = "schwab-scraper", git = "ssh://git.local.ben.io/b3nw/schwab-scraper.git" },
     { name = "starlette", specifier = ">=0.41.0" },