MCP server for market data, SEC filings, macro and risk tooling across Webull, Saxo and IBKR — with order execution behind a human approval step the assistant cannot reach. 38 tools, filtered to what your broker can serve.
接入配置
选择客户端,复制配置,再按项目文档补齐环境变量。
claude mcp add finance --env WEBULL_APP_KEY='<WEBULL_APP_KEY>' --env WEBULL_APP_SECRET='<WEBULL_APP_SECRET>' --env SAXO_ACCESS_TOKEN='<SAXO_ACCESS_TOKEN>' --env BLS_API_KEY='<BLS_API_KEY>' -- uvx hitl-finance-mcp~/.codex/config.toml
[mcp_servers.finance]
command = "uvx"
args = ["hitl-finance-mcp"]
env = { WEBULL_APP_KEY = "<WEBULL_APP_KEY>", WEBULL_APP_SECRET = "<WEBULL_APP_SECRET>", SAXO_ACCESS_TOKEN = "<SAXO_ACCESS_TOKEN>", BLS_API_KEY = "<BLS_API_KEY>" }
# codex mcp add finance --env WEBULL_APP_KEY='<WEBULL_APP_KEY>' --env WEBULL_APP_SECRET='<WEBULL_APP_SECRET>' --env SAXO_ACCESS_TOKEN='<SAXO_ACCESS_TOKEN>' --env BLS_API_KEY='<BLS_API_KEY>' -- uvx hitl-finance-mcp~/.cursor/mcp.json
{
"mcpServers": {
"finance": {
"command": "uvx",
"args": [
"hitl-finance-mcp"
],
"env": {
"WEBULL_APP_KEY": "<WEBULL_APP_KEY>",
"WEBULL_APP_SECRET": "<WEBULL_APP_SECRET>",
"SAXO_ACCESS_TOKEN": "<SAXO_ACCESS_TOKEN>",
"BLS_API_KEY": "<BLS_API_KEY>"
}
}
}
}.vscode/mcp.json
{
"servers": {
"finance": {
"type": "stdio",
"command": "uvx",
"args": [
"hitl-finance-mcp"
],
"env": {
"WEBULL_APP_KEY": "<WEBULL_APP_KEY>",
"WEBULL_APP_SECRET": "<WEBULL_APP_SECRET>",
"SAXO_ACCESS_TOKEN": "<SAXO_ACCESS_TOKEN>",
"BLS_API_KEY": "<BLS_API_KEY>"
}
}
}
}~/.gemini/settings.json
{
"mcpServers": {
"finance": {
"command": "uvx",
"args": [
"hitl-finance-mcp"
],
"env": {
"WEBULL_APP_KEY": "<WEBULL_APP_KEY>",
"WEBULL_APP_SECRET": "<WEBULL_APP_SECRET>",
"SAXO_ACCESS_TOKEN": "<SAXO_ACCESS_TOKEN>",
"BLS_API_KEY": "<BLS_API_KEY>"
}
}
}
}claude_desktop_config.json
{
"mcpServers": {
"finance": {
"command": "uvx",
"args": [
"hitl-finance-mcp"
],
"env": {
"WEBULL_APP_KEY": "<WEBULL_APP_KEY>",
"WEBULL_APP_SECRET": "<WEBULL_APP_SECRET>",
"SAXO_ACCESS_TOKEN": "<SAXO_ACCESS_TOKEN>",
"BLS_API_KEY": "<BLS_API_KEY>"
}
}
}
}.trae/mcp.json
{
"mcpServers": {
"finance": {
"command": "uvx",
"args": [
"hitl-finance-mcp"
],
"env": {
"WEBULL_APP_KEY": "<WEBULL_APP_KEY>",
"WEBULL_APP_SECRET": "<WEBULL_APP_SECRET>",
"SAXO_ACCESS_TOKEN": "<SAXO_ACCESS_TOKEN>",
"BLS_API_KEY": "<BLS_API_KEY>"
}
}
}
}需要的环境变量
WEBULL_APP_KEYWEBULL_APP_SECRETSAXO_ACCESS_TOKENBLS_API_KEY
把占位值换成你自己的密钥;不要把密钥提交到代码仓库。