configure-mcp-server

name	configure_mcp_server
description	This guide covers installation, configuration, authentication, tool discovery, prompt management, and client integration for `openbb-mcp-server`.

Configure and Build the OpenBB MCP Server

This guide covers installation, configuration, authentication, tool discovery, prompt management, and client integration for openbb-mcp-server.

---

Installation

pip install openbb-mcp-server

This installs the openbb-mcp CLI command. To include the default OpenBB extensions as tools, also install them:

pip install openbb

Or install individual extensions:

pip install openbb-equity openbb-economy

---

Starting the Server

Default (all installed OpenBB extensions)

openbb-mcp

Defaults: --host 127.0.0.1 --port 8001 --transport streamable-http

With a Custom FastAPI Application

# File path with default instance name "app"
openbb-mcp --app ./my_app.py

# Explicit instance name
openbb-mcp --app ./my_app.py --name my_app

# Module import syntax
openbb-mcp --app my_package.app:my_app

# Factory function pattern
openbb-mcp --app ./my_app.py:create_app --factory

Transport Options

Transport	Flag	Use Case
streamable-http	--transport streamable-http	Default. HTTP-based, works with Cursor, VS Code
sse	--transport sse	Legacy Server-Sent Events. Required by Cline
stdio	--transport stdio	Standard I/O. Used by Claude Desktop

---

CLI Arguments

Argument	Description	Default
--app <path>	Path to FastAPI application file or module:instance	OpenBB default app
--name <name>	Name of the FastAPI instance or factory function	app
--factory	Treat --name as a factory function	false
--host <host>	Server host	127.0.0.1
--port <port>	Server port	8001
--transport <type>	streamable-http, sse, or stdio	streamable-http
--default-categories <csv>	Comma-separated default active tool categories	all
--allowed-categories <csv>	Restrict available categories to this list	All categories
--tool-discovery	Enable runtime tool activation/deactivation	Discovery disabled
--system-prompt <path>	Path to a .txt system prompt file	None
--server-prompts <path>	Path to a .json server prompts file	None

Any additional --key value pairs are forwarded to Uvicorn as config.

---

Configuration Precedence

Settings are resolved in this order (highest priority first):

1. CLI arguments — command-line flags
2. Environment variables — prefixed with OPENBB_MCP_
3. Config file — ~/.openbb_platform/mcp_settings.json
4. Defaults — built-in MCPSettings defaults

Config File Example

Create ~/.openbb_platform/mcp_settings.json:

{
    "name": "My MCP Server",
    "default_tool_categories": ["equity", "economy"],
    "enable_tool_discovery": false,
    "describe_responses": false,
    "system_prompt_file": "/path/to/system_prompt.txt",
    "server_prompts_file": "/path/to/prompts.json"
}

Environment Variables

All settings map to OPENBB_MCP_ prefixed environment variables:

OPENBB_MCP_NAME="My MCP Server"
OPENBB_MCP_DEFAULT_TOOL_CATEGORIES="equity,economy,crypto"
OPENBB_MCP_ENABLE_TOOL_DISCOVERY=true
OPENBB_MCP_SYSTEM_PROMPT_FILE="/path/to/prompt.txt"
OPENBB_MCP_SERVER_PROMPTS_FILE="/path/to/prompts.json"

---

Settings Reference

Server Identity

Setting	Env Var	Type	Default
name	OPENBB_MCP_NAME	str	"OpenBB MCP"
description	OPENBB_MCP_DESCRIPTION	str	Auto-generated
version	OPENBB_MCP_VERSION	str | None	None

Tool Configuration

Setting	Env Var	Type	Default
default_tool_categories	OPENBB_MCP_DEFAULT_TOOL_CATEGORIES	list[str]	["all"]
allowed_tool_categories	OPENBB_MCP_ALLOWED_TOOL_CATEGORIES	list[str] | None	None
enable_tool_discovery	OPENBB_MCP_ENABLE_TOOL_DISCOVERY	bool	false
list_page_size	OPENBB_MCP_LIST_PAGE_SIZE	int | None	None
describe_responses	OPENBB_MCP_DESCRIBE_RESPONSES	bool	false
api_prefix	OPENBB_MCP_API_PREFIX	str | None	None

Prompt Configuration

Setting	Env Var	Type	Default
system_prompt_file	OPENBB_MCP_SYSTEM_PROMPT_FILE	str | None	None
server_prompts_file	OPENBB_MCP_SERVER_PROMPTS_FILE	str | None	None
default_skills_dir	OPENBB_MCP_DEFAULT_SKILLS_DIR	str | None	Built-in skills dir
skills_reload	OPENBB_MCP_SKILLS_RELOAD	bool	false
skills_providers	OPENBB_MCP_SKILLS_PROVIDERS	list[str] | None	None

HTTP Transport

Setting	Env Var	Type	Default
uvicorn_config	OPENBB_MCP_UVICORN_CONFIG	dict	{"host": "127.0.0.1", "port": "8001"}

Duplicate Handling

Setting	Env Var	Type	Default
on_duplicate_tools	OPENBB_MCP_ON_DUPLICATE_TOOLS	str | None	None
on_duplicate_resources	OPENBB_MCP_ON_DUPLICATE_RESOURCES	str | None	None
on_duplicate_prompts	OPENBB_MCP_ON_DUPLICATE_PROMPTS	str | None	None

Options: "warn", "error", "replace", "ignore"

Module Exclusion

Setting	Env Var	Type	Default
module_exclusion_map	OPENBB_MCP_MODULE_EXCLUSION_MAP	dict | None	Auto-detected

By default, categories whose Python modules cannot be imported are excluded (e.g., econometrics, quantitative, technical, coverage).

---

Authentication

Three authentication modes are available.

Server-Side Authentication

Protect incoming MCP requests with a Bearer token:

{
    "server_auth": ["username", "password"]
}

Or via environment variable:

OPENBB_MCP_SERVER_AUTH='["username", "password"]'

Clients must include Authorization: Bearer <base64(username:password)> in their requests. The token is base64-encoded username:password.

Client-Side Authentication

Authenticate outbound requests to downstream services:

{
    "client_auth": ["api_user", "api_key"]
}

Or via environment variable:

OPENBB_MCP_CLIENT_AUTH='["api_user", "api_key"]'

This passes auth=(user, pass) to the httpx client used for internal requests.

Programmatic Authentication

When using the server as a library, pass a custom AuthProvider to create_mcp_server():

from openbb_mcp_server.app.app import create_mcp_server
from openbb_mcp_server.models.settings import MCPSettings

settings = MCPSettings()
mcp = create_mcp_server(settings, my_fastapi_app, auth=my_auth_provider)

---

Tool Discovery

When enable_tool_discovery is true, five admin tools are available to the agent:

Tool	Description
available_categories	Lists all tool categories with tool counts
available_tools	Lists tools in a specific category with active state and short descriptions
activate_tools	Enables tools by name for this session
deactivate_tools	Disables tools by name for this session
activate_category	Bulk-activates all tools in a category (or subcategory) for this session

All visibility changes are per-session — each connected client maintains its own active toolset, so the server is safe for multi-user deployments.

Controlling Active Tools on Startup

Use default_tool_categories to control which categories are active initially:

# Only equity and economy tools active on start
openbb-mcp --default-categories equity,economy

# All admin tools active (for exploration)
openbb-mcp --default-categories admin

The agent can then use available_categories and activate_tools (or activate_category for bulk activation) to dynamically enable additional tools as needed.

Restricting Available Categories

Use allowed_tool_categories to permanently hide categories:

openbb-mcp --allowed-categories equity,economy,crypto

Categories not in this list cannot be activated even via discovery tools.

Enabling Discovery

openbb-mcp --tool-discovery

All tools in default_tool_categories are active and the admin tools are not registered unless discovery is enabled.

---

Tool Naming Convention

Tools are named from their API route path after stripping the API prefix:

Route Path	Tool Name
/equity/price/historical	equity_price_historical
/economy/cpi	economy_cpi
/my_app/process	my_app_process

The first path segment is the category, the last segment is the tool name, and segments in between form the subcategory. When there is no subcategory, it defaults to "general".

---

Prompt System

The server supports four layers of prompts, all accessible via the list_prompts and execute_prompt tools.

1. System Prompt (tag: system)

A plain text file loaded once at startup. Also exposed as resource://system_prompt.

openbb-mcp --system-prompt /path/to/system_prompt.txt

2. Server Prompts JSON (tag: server)

A JSON file defining reusable prompts with optional arguments:

[
    {
        "name": "analyze_stock",
        "description": "Framework for analyzing a stock.",
        "content": "Analyze {symbol} focusing on {aspect}.",
        "arguments": [
            {
                "name": "symbol",
                "type": "str",
                "description": "Ticker symbol"
            },
            {
                "name": "aspect",
                "type": "str",
                "default": "fundamentals",
                "description": "Analysis focus area"
            }
        ],
        "tags": ["analysis"
    

Argument types: str, int, float, bool, list, dict, any

Arguments with a default value are optional; those without are required.

openbb-mcp --server-prompts /path/to/prompts.json

3. Inline Prompts (tag: route-specific)

Define prompts directly on FastAPI routes via openapi_extra:

@router.command(
    methods=["GET"],
    openapi_extra={
        "mcp_config": {
            "prompts": [
                {
                    "name": "usage_guide",
                    "description": "How to use this endpoint.",
                    "content": "To analyze {symbol}, call this endpoint with..."
                }
            ]
        }
    },
)
async def my_endpoint(symbol: str) -> OBBject:
    ...

4. Bundled Skills (Resources)

Skill guides are exposed as MCP resources discoverable via list_resources(). Each skill is accessible at a skill://<name>/SKILL.md URI.

# Discover available skills
list_resources()  # returns skill://develop_extension/SKILL.md, etc.

# Read a specific skill
read_resource("skill://configure_mcp_server/SKILL.md")

Custom skills directory:

OPENBB_MCP_DEFAULT_SKILLS_DIR=/path/to/my/skills

Set to empty string to disable bundled skills:

OPENBB_MCP_DEFAULT_SKILLS_DIR=""

Skills Reload

Enable hot-reload of skill files without restarting the server (useful during development):

{
    "skills_reload": true
}

Or via environment variable:

OPENBB_MCP_SKILLS_RELOAD=true

Vendor Skills Providers

Load skill directories from well-known vendor locations (e.g. ~/.claude/skills/). Sets the skills_providers list in mcp_settings.json:

{
    "skills_providers": ["claude", "cursor"]
}

Or via environment variable (comma-separated):

OPENBB_MCP_SKILLS_PROVIDERS="claude,cursor"

Supported provider names:

Name	Default Directory
claude	~/.claude/skills/
cursor	~/.cursor/skills/
vscode / copilot	~/.copilot/skills/
codex	/etc/codex/skills/ + ~/.codex/skills/
gemini	~/.gemini/skills/
goose	~/.config/agents/skills/
opencode	~/.config/opencode/skills/

---

Inline MCP Configuration (MCPConfigModel)

Control how individual routes appear in the MCP server via openapi_extra:

@app.get(
    "/my_endpoint",
    openapi_extra={
        "mcp_config": {
            "expose": True,
            "mcp_type": "tool",
            "methods": ["GET"],
            "exclude_args": ["internal_param"],
            "prompts": []
        }
    },
)

MCPConfigModel Fields

Field	Type	Default	Description
expose	bool | None	None	Set false to hide route from MCP
mcp_type	str | None	None	"tool", "resource", or "resource_template"
methods	list[str] | None	None	HTTP methods to expose
exclude_args	list[str] | None	None	Arguments to hide from the tool schema
prompts	list[dict]	[]	Inline prompt definitions

---

Client Configuration Examples

Claude Desktop (stdio transport)

In Claude Desktop's MCP config file:

{
    "mcpServers": {
        "openbb-mcp": {
            "command": "uvx",
            "args": [
                "--from", "openbb-mcp-server",
                "--with", "openbb",
                "openbb-mcp",
                "--transport", "stdio"
            ]
        }
    }
}

For a custom app:

{
    "mcpServers": {
        "openbb-mcp": {
            "command": "uvx",
            "args": [
                "--from", "openbb-mcp-server",
                "openbb-mcp",
                "--app", "./my_app.py",
                "--transport", "stdio"
            ]
        }
    }
}

Cursor (streamable-http)

1. Start the server: openbb-mcp
2. In Cursor's mcp.json:

{
    "mcpServers": {
        "openbb-mcp": {
            "url": "http://localhost:8001/mcp/"
        }
    }
}

VS Code (streamable-http)

1. Enable MCP in VS Code settings (Settings → Chat → MCP)
2. Start the server: openbb-mcp
3. Open Command Palette → "MCP: Add Server" → HTTP
4. Enter URL: http://127.0.0.1:8001/mcp

For the Cline VS Code extension, use --transport sse:

openbb-mcp --transport sse

With Authentication

Start with server auth enabled:

openbb-mcp --host 0.0.0.0 --port 8001

With mcp_settings.json:

{
    "server_auth": ["admin", "secretpass"]
}

Clients include the Bearer token in their configuration:

{
    "mcpServers": {
        "openbb-mcp": {
            "url": "http://localhost:8001/mcp/",
            "headers": {
                "Authorization": "Bearer YWRtaW46c2VjcmV0cGFzcw=="
            }
        }
    }
}

The token value is base64("admin:secretpass").

---

Advanced Configuration

Lists and Dicts in Environment Variables

Lists can be passed as comma-separated strings:

OPENBB_MCP_DEFAULT_TOOL_CATEGORIES="equity,economy,crypto"
OPENBB_MCP_ALLOWED_TOOL_CATEGORIES="equity,economy"

Dicts and tuples must be JSON-encoded strings:

OPENBB_MCP_SERVER_AUTH='["user", "pass"]'
OPENBB_MCP_UVICORN_CONFIG='{"host": "0.0.0.0", "port": 8001, "log_level": "info"}'
OPENBB_MCP_HTTPX_CLIENT_KWARGS='{"timeout": 30, "verify": false}'

SSL / HTTPS

Pass SSL config via Uvicorn:

openbb-mcp --ssl-keyfile /path/to/key.pem --ssl-certfile /path/to/cert.pem

Or in the config file:

{
    "uvicorn_config": {
        "host": "0.0.0.0",
        "port": 443,
        "ssl_keyfile": "/path/to/key.pem",
        "ssl_certfile": "/path/to/cert.pem"
    }
}

Using as a Library

import asyncio
from fastapi import FastAPI
from openbb_mcp_server.app.app import create_mcp_server
from openbb_mcp_server.models.settings import MCPSettings

app = FastAPI()

@app.get("/hello")
async def hello():
    return "Hello World"

settings = MCPSettings(
    name="My Custom MCP",
    default_tool_categories=["all"],
    enable_tool_discovery=False,
)

mcp = create_mcp_server(settings, app)
mcp.run(transport="streamable-http")

---

Workflow Summary

To configure and deploy an OpenBB MCP server:

1. Install: pip install openbb-mcp-server (plus any desired OpenBB extensions).
2. Configure: Create ~/.openbb_platform/mcp_settings.json with desired settings.
3. Add prompts: Write a system prompt file and/or server prompts JSON.
4. Start: Run openbb-mcp with appropriate CLI flags.
5. Connect: Configure your MCP client (Claude Desktop, Cursor, VS Code) with the server URL or stdio command.
6. Discover: Use available_categories, activate_tools, and activate_category to find and enable tools.
7. Iterate: Adjust settings, add inline mcp_config to routes, add skill files.