Publicdotcom

License Python MCP

An MCP (Model Context Protocol) server that connects AI assistants to your Public.com brokerage account. Trade stocks, options, and crypto — get quotes, manage orders, and view your portfolio — all through natural language.

Disclaimer: For illustrative and informational purposes only. Not investment advice or recommendations. Use at your own risk.

Tools

Read-Only

Tool	Description
check_setup	Verify API credentials and connectivity
get_accounts	List all brokerage accounts
get_portfolio	View positions, equity, buying power, open orders
get_orders	List active/open orders
get_order	Get status of a specific order
get_history	Transaction history (trades, deposits, dividends, etc.)
get_quotes	Real-time quotes for stocks, crypto, options
get_price_history	OHLCV price history for equities, crypto, options, or indices
get_instrument	Details about a specific tradeable instrument
get_all_instruments	List all available instruments with filters
get_option_expirations	Available expiration dates for options
get_option_chain	Full option chain (calls + puts) for a symbol
get_option_greeks	Greeks (delta, gamma, theta, vega, rho, IV) for multiple options
get_option_greek	Greeks for a single option symbol
get_tax_lots	Unrealized tax-lot summary (per-lot gain/loss, term, cost basis)
get_tax_lots_for_symbol	Unrealized tax-lot detail for a single symbol
get_tax_lots_csv	Export unrealized tax lots as a Base64-encoded CSV file
get_strategy_quote	Consolidated quote for a multi-leg option strategy
preflight_order	Estimate costs/impact before placing a single-leg order
preflight_multileg_order	Estimate costs for multi-leg options strategies
preflight_short_order	Estimate costs before placing a short-sale order
preflight_call_credit_spread	Estimate costs for a Bear Call Spread
preflight_call_debit_spread	Estimate costs for a Bull Call Spread
preflight_put_credit_spread	Estimate costs for a Bull Put Spread
preflight_put_debit_spread	Estimate costs for a Bear Put Spread

Write (Destructive)

Tool	Description
place_order	Place a single-leg order (stocks, crypto, options); optionally target specific tax lots via tax_lot_matching_instructions
place_multileg_order	Place multi-leg orders (spreads, straddles, etc.)
place_call_credit_spread	Place a Bear Call Spread
place_call_debit_spread	Place a Bull Call Spread
place_put_credit_spread	Place a Bull Put Spread
place_put_debit_spread	Place a Bear Put Spread
place_short_order	Place an equity short-sale order
flatten_and_go_short	Sell an existing long position then go short (experimental)
cancel_order	Cancel an existing order
cancel_and_replace_order	Atomically cancel and replace an order

Prerequisites

• Python 3.10+
• Public.com account — Sign up
• Public.com API key — Get one here

Installation

pip install publicdotcom-mcp-server

Or install from source:

git clone https://github.com/publicdotcom/publicdotcom-mcp-server.git
cd publicdotcom-mcp-server
pip install .

Configuration

Set your API credentials as environment variables:

# Required
export PUBLIC_COM_SECRET=your_api_secret_key

# Optional — sets a default account so you don't need to specify it each time
export PUBLIC_COM_ACCOUNT_ID=your_account_id

Usage

Claude Desktop

Add this to your Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json on macOS):

{
  "mcpServers": {
    "public-com": {
      "command": "publicdotcom-mcp-server",
      "env": {
        "PUBLIC_COM_SECRET": "your_api_secret_key",
        "PUBLIC_COM_ACCOUNT_ID": "your_account_id"
      }
    }
  }
}

Claude Desktop (using uvx)

If you prefer using uvx (no pre-install needed):

{
  "mcpServers": {
    "public-com": {
      "command": "uvx",
      "args": ["publicdotcom-mcp-server"],
      "env": {
        "PUBLIC_COM_SECRET": "your_api_secret_key",
        "PUBLIC_COM_ACCOUNT_ID": "your_account_id"
      }
    }
  }
}

Running Directly

# stdio transport (default — for Claude Desktop, Claude Code, etc.)
publicdotcom-mcp-server

# Or run as a Python module
python -m publicdotcom_mcp_server

Hosted / Remote Deployment

For remote deployments (behind a reverse proxy or load balancer), switch to the streamable-HTTP transport:

export MCP_TRANSPORT=streamable-http
export PUBLIC_COM_SECRET=your_api_secret_key
export PORT=8000  # optional, defaults to 8000
export HOST=0.0.0.0  # optional, defaults to 0.0.0.0
publicdotcom-mcp-server

In this mode the server listens for MCP requests at POST /mcp. Clients authenticate per-request via an Authorization: Bearer <key> header, which takes priority over the PUBLIC_COM_SECRET environment variable — useful for multi-tenant deployments.

Testing with MCP Inspector

npx @modelcontextprotocol/inspector publicdotcom-mcp-server

Development

# Clone and install in development mode
git clone https://github.com/publicdotcom/publicdotcom-mcp-server.git
cd publicdotcom-mcp-server
pip install -e ".[dev]"

# Run tests
pytest

# Run the server locally
python -m publicdotcom_mcp_server

CI & Releases

• CI (.github/workflows/ci.yml) runs the test suite (Python 3.10–3.13) and ruff on every push to main and every pull request.
• Releases (.github/workflows/release.yml) run on every push to main. When the version in pyproject.toml is one that hasn't been released yet (no matching v<version> tag), the workflow builds the package, publishes to PyPI via Trusted Publishing (OIDC) — no API token is stored — and creates the corresponding GitHub Release. Merges that don't change the version are no-ops.

To cut a release: bump version in pyproject.toml in your PR and merge it to main. The release + PyPI publish + v<version> tag/GitHub Release happen automatically. One-time setup on PyPI (project → Publishing) must register a Trusted Publisher for this repo with workflow release.yml and environment pypi.

How It Works

This server wraps the publicdotcom-py Python SDK, exposing each API operation as an MCP tool. The MCP protocol allows AI clients to discover and call these tools through a standardized interface.

AI Client (Claude, etc.)
    ↕ MCP Protocol (stdio)
Public.com MCP Server
    ↕ HTTPS
Public.com Trading API

All tools include proper MCP tool annotations:

• Read-only tools are marked with readOnlyHint: true
• Order-placement tools are marked with readOnlyHint: false (they modify account state)
• Order cancellation tools (cancel_order, cancel_and_replace_order) are additionally marked with destructiveHint: true

License

Apache 2.0