Add optional MCP server exposing the SDK as Model Context Protocol tools

[DhruvaBansal00]

Summary

Adds an opt-in robin_stocks_mcp package that exposes every public function of the robinhood, tda, and gemini submodules as Model Context Protocol tools — 188 in total. This makes the SDK directly usable from any MCP client (Claude Code, Claude Desktop, Cursor, Continue, custom agents) without users having to write any glue code.

• Pure addition. No existing public API changes. mcp[cli] lives behind a new [mcp] extra (pip install -e ".[mcp]") so existing users see no new required dependency.
• Reuses the SDK's own credential persistence as the default path. New CLI subcommands robin-stocks-mcp login and robin-stocks-mcp tda-setup wrap the first-time interactive setup; subsequent runs reuse the pickle / encrypted store without prompting.
• Read-only by default. Order placement, cancellation, transfers, watchlist mutations, CSV exports, and document downloads return a structured ReadOnlyError until ROBIN_STOCKS_MCP_READ_ONLY=false.
• Blocking SDK calls are offloaded to a thread pool so the MCP event loop stays responsive.
• Every tool catches exceptions and returns structured {error, type, message} payloads instead of crashing the JSON-RPC transport.
• Version bumped 3.4.0 → 3.5.0 per contributing.md (feature addition).
• Docs in a separate commit from code per contributing.md rule 1.

Tool surface (sample)

Tool	What it does
rh_get_quotes / rh_get_latest_price	Stock quotes
rh_build_holdings	Portfolio summary
rh_get_stock_historicals	OHLC bars
rh_find_tradable_options	Option chain search
rh_get_crypto_quote	Crypto quote
rh_order_buy_market (write-guarded)	Market buy
tda_get_accounts / tda_get_quote	TDA account/quote
tda_get_price_history	TDA price history
tda_place_order (write-guarded)	TDA order
gem_get_pubticker	Gemini public ticker
gem_check_available_balances	Gemini balances
gem_order (write-guarded)	Gemini order

Test plan

• 84 offline tests under tests/mcp/ cover the runtime helpers, env-var parsing, auth bootstrap (pickle reuse + env fallback), tool registration, dispatch via mocks, write-guard enforcement, error capture, the CLI subcommands, and an end-to-end subprocess test that boots the server over STDIO and completes the MCP handshake.
• All tests run without broker credentials — every SDK call is mocked via unittest.mock, so no real orders are placed.
• Run locally with pip install -e ".[mcp,dev]" && pytest tests/mcp -q → 84 passed.
• Existing tests/test_{robinhood,gemini,tda}.py not run locally (require GitHub Secrets); maintainer's CI will verify.

Compliance with contributing.md

#	Requirement	Status
1	Grammar/docs changes in a separate commit from code	✅ Two commits; second is README-only
2	Update __init__.py to import new functions	N/A — does not extend the SDK surface
3	Bump version in setup.py (YY for features)	✅ 3.4.0 → 3.5.0
4	Write tests covering new code	✅ 84 tests
5	Don't write tests that place real orders	✅ All SDK calls mocked

🤖 Generated with Claude Code

[jhirschibar]

Not sure this package is actively maintained anymore. It could be worth looking for a new maintainer and then making a hard fork

[DhruvaBansal00]

@jhirschibar I've taken your suggestion and stood up a community-maintained hard fork: https://github.com/DhruvaBansal00/robin_stocks_v2

It's a complete copy of the repo (full commit history + tags), and this MCP server is already merged there: https://github.com/DhruvaBansal00/robin_stocks_v2/tree/main/robin_stocks_mcp — along with 11 other open PRs from here, all with added test coverage (92% overall, 100% on the MCP layer).

If you'd like a maintained build with this change, or want to help maintain it, that's where it's happening. Would love the help.

[jhirschibar]

@jhirschibar you're exactly right, and thanks for the nudge. jmfernandes/robin_stocks does appear to be unmaintained (this PR plus ~27 others have been sitting open), so I've taken your suggestion and stood up a community-maintained hard fork: https://github.com/DhruvaBansal00/robin_stocks_v2

It's a complete copy of the repo (full commit history + tags), and this MCP server is already merged there: https://github.com/DhruvaBansal00/robin_stocks_v2/tree/main/robin_stocks_mcp — along with 11 other open PRs from here, all with added test coverage (92% overall, 100% on the MCP layer).

If you'd like a maintained build with this change, or want to help maintain it, that's where it's happening. Would love the help.

Sweet dude! I'll try to pitch in where I can, thanks for stepping up!