OpenBB-finance

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

This guide explains how to call tools, interpret responses, discover capabilities, use prompts, and handle errors when interacting with an OpenBB MCP server.

This guide covers the full lifecycle of building, running, and serving a custom OpenBB Workspace application from an extension project scaffolded by `openbb-cookiecutter`. It assumes the project shell already exists (see the `develop_extension` skill for scaffolding instructions).

This is a complete guide for creating a new OpenBB Platform extension from scratch. Follow every phase in order. When the user says "build me an application that does X", use this guide to scaffold, implement, install, and verify the extension.

Use every time the user asks to fix, debug, repair, patch, harden, clean up, or investigate broken behavior in this repo. Applies especially to agent harness, model/tool routing, SQL family, widget data, MCP, streaming, workspace bridge, citations, artifacts, evals, and tests. Enforces the repo's lean-harness rule: reproduce defects faithfully, fix at the root, keep the model responsible for choosing paths, avoid deterministic retries, avoid content/word-based routing, avoid hidden normalization, and reject overfit special cases.

Reproduce-and-fix loop for bugs in this repo (Hono + Bun + Vercel AI SDK + MCP). Write a FAILING test/eval that reproduces the bug FIRST, confirm it fails for the RIGHT reason, apply the minimal fix, confirm it passes — the test/eval stays as a regression guard. Use when fixing a reported bug, "X is broken / doesn't work", wrong tool routing, wrong/missing answer, or hardening a defect-prone path. For adding coverage to already-working code, just write the test in the right tier per TESTING.md.

Build, review, debug, or extend OpenBB Workspace app backends, widgets.json, apps.json, widget parameters, dashboard layouts, and validation workflows. Use this for custom Workspace apps or converting HTTP APIs into Workspace widgets.