tool

OpenBB

Gives agents equity, crypto, macro, and derivatives data through a self-hosted platform that keeps every data-provider key on its own host.

What it provides

Market dataFinancial researchMCP

Connect an existing HTTPS deployment, with a scoped token where the service requires one. Heavy jobs stay on that service instead of using bot memory.

Connection requirements

Run `openbb-mcp` outside the bot, which serves /mcp over Streamable HTTP on port 8001 by default, and publish it behind HTTPS. Make sure tool discovery stays off, which is the default, so every tool your OpenBB configuration enables is callable straight away: this connector opens a fresh MCP session per call, and a discovery-mode `activate_category` only lasts for the session that ran it, so the next call would answer "Unknown tool". Set server_auth to a username and password pair; the server then expects a Bearer token that is the base64 of `username:password`, so keep Bearer selected and paste that encoded value below. Some data tools take a required `provider` argument and answer 422 without it; `yfinance` needs no key and serves quotes, fundamentals, options chains, crypto, currencies, and news. Other provider keys stay in the OpenBB user settings on that host.

Protocol
Streamable HTTP MCP
Endpoint
https://openbb-mcp.example.com/mcp
Authentication
bearer
Example callsmcp call equity_price_quote {"provider":"yfinance","symbol":"AAPL"}mcp call news_company {"provider":"yfinance","symbol":"NVDA"}
Open official setup guide ↗

Where to add it

Open Dashboard Tools, select a running OpenClaw or Hermes instance, then use the card’s Install or Connect action. External services may require an HTTPS endpoint and credentials; the dashboard shows those fields before anything is saved.

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