Publicdotcom MCP Server

cancel_order

Cancel an existing order

check_setup

Verify API credentials and connectivity

flatten_and_go_short

Sell an existing long position then go short (experimental)

get_accounts

List all brokerage accounts

get_all_instruments

List all available instruments with filters

get_bond_details

Pricing, ratings, coupon and maturity info for a bond

get_history

Transaction history (trades, deposits, dividends, etc.)

get_instrument

Details about a specific tradeable instrument

get_option_chain

Full option chain (calls + puts) for a symbol

get_option_expirations

Available expiration dates for options

get_option_greek

Greeks for a single option symbol

get_option_greeks

Greeks (delta, gamma, theta, vega, rho, IV) for multiple options

get_order

Get status of a specific order

get_orders

List active/open orders

get_portfolio

View positions, equity, buying power, open orders

get_price_history

OHLCV price history for equities, crypto, options, or indices

get_quotes

Real-time quotes for stocks, crypto, options

get_strategy_quote

Consolidated quote for a multi-leg option strategy

get_tax_lots

Unrealized tax-lot summary (per-lot gain/loss, term, cost basis)

get_tax_lots_csv

Export unrealized tax lots as a Base64-encoded CSV file

get_tax_lots_for_symbol

Unrealized tax-lot detail for a single symbol

place_call_credit_spread

Place a Bear Call Spread

place_call_debit_spread

Place a Bull Call Spread

place_multileg_order

Place multi-leg orders (spreads, straddles, etc.)

place_order

Place a single-leg order (stocks, crypto, options); optionally target specific tax lots via taxlotmatchinginstructions

place_put_credit_spread

Place a Bull Put Spread

place_put_debit_spread

Place a Bear Put Spread

place_short_order

Place an equity short-sale order

preflight_call_credit_spread

Estimate costs for a Bear Call Spread

preflight_call_debit_spread

Estimate costs for a Bull Call Spread

preflight_multileg_order

Estimate costs for multi-leg options strategies

preflight_order

Estimate costs/impact before placing a single-leg order

preflight_put_credit_spread

Estimate costs for a Bull Put Spread

preflight_put_debit_spread

Estimate costs for a Bear Put Spread

preflight_short_order

Estimate costs before placing a short-sale order

Read-Only

search_bonds

Filtered, paged search for fixed income instruments