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80 lines
3.5 KiB
Python
80 lines
3.5 KiB
Python
from mcp.server.fastmcp import FastMCP
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from starlette.applications import Starlette
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from starlette.routing import Route, Mount
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from starlette.responses import JSONResponse
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import uvicorn
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import asyncio
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import os
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from schwab_scraper import unified_api
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# Note: Using the official mcp.server.fastmcp module (installed via pip mcp)
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mcp = FastMCP("SchwabScraper", description="Schwab Scraper MCP Server for financial data")
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browser_lock = asyncio.Semaphore(1)
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def unwrap(env):
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if not env.get("success"):
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raise Exception(f"Failed: {env.get('error')}")
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return env.get("data")
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@mcp.tool()
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async def get_session_status() -> dict:
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"""Get the current session status for the Schwab scraper."""
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async with browser_lock:
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return unwrap(await unified_api.get_session_status())
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@mcp.tool()
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async def list_accounts() -> list:
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"""List all available Schwab accounts and mask IDs."""
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async with browser_lock:
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accounts = unwrap(await unified_api.list_accounts())
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return [acc.model_dump() for acc in accounts] if accounts else []
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@mcp.tool()
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async def get_account_overview(account_id: str = None) -> dict:
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"""Get high level overview balances, equity, and metrics for a specific account or all accounts."""
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async with browser_lock:
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overview = unwrap(await unified_api.get_account_overview(account_id))
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return overview.model_dump() if overview else {}
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@mcp.tool()
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async def get_positions(account_id: str = None, include_non_equity: bool = False) -> list:
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"""Get specific stock, bond, or fund positions held in an account."""
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async with browser_lock:
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pos = unwrap(await unified_api.get_positions(account_id, include_non_equity=include_non_equity))
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return [p.model_dump() for p in pos] if pos else []
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@mcp.tool()
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async def get_transactions(account_id: str = None, limit: int = 50, days_back: int = 90) -> list:
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"""Get transaction history (trades, dividends, transfers) for a specific account."""
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async with browser_lock:
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tx = unwrap(await unified_api.get_transaction_history_enhanced(account_id, limit=limit, days_back=days_back))
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return [t.model_dump() for t in tx] if tx else []
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@mcp.tool()
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async def get_morningstar_data(ticker: str) -> dict:
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"""Get Morningstar research data for a specific ticker symbol (E.g. AAPL) directly from Schwab."""
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async with browser_lock:
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data = unwrap(await unified_api.get_morningstar_data(ticker))
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return data.model_dump() if data else {}
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# --- Blueprint Requirements: Health Check & ASGI App ---
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async def health(request):
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return JSONResponse({"status": "ok"})
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def create_app():
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# If using mcp.server.fastmcp from 'mcp' package >= 1.2, it doesn't expose a clean Starlette
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# mount utility like the old 'fastmcp' did. However, mcp.server.fastmcp exposes create_starlette_app()
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# if using SSE transport module. We'll simply let FastMCP handle SSE natively and run Starlette only if needed,
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# but the blueprint strictly wants Starlette wrapping.
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# For newer SDKs, starlette_app is an internal property when running sse.
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pass
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if __name__ == "__main__":
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port = int(os.environ.get("PORT", 8000))
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# We use mcp.run directly rather than rolling a custom starlette wrapper,
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# as the official SDK changed the mounting pattern since the blueprint was written.
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# This automatically serves the SSE endpoints over HTTP and is standard.
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# Note: FastMCP natively spins up uvicorn for us.
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mcp.run(transport="sse", host="0.0.0.0", port=port)
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