claude-fidelity-mcp

MCP server for interacting with Fidelity Investments brokerage accounts from Claude / Claude Code.

Since Fidelity has no public retail API, this uses Playwright browser automation (Firefox) to control Fidelity's web interface, with stealth measures and session persistence to minimize re-authentication.

Features

• Login with 2FA - Supports automatic TOTP (authenticator app) and interactive SMS verification
• Session persistence - Saves cookies/localStorage so you don't re-login every time
• Account listing - View all accounts with names, numbers, and balances
• Portfolio positions - Get all holdings across accounts (ticker, quantity, price, value)
• Stock quotes - Get current and extended-hours prices
• Order placement - Buy/sell stocks with market or limit orders (dry-run by default)
• Transfers - Move cash between Fidelity accounts
• Penny stock handling - Auto-switches to limit orders for stocks under $1
• Extended hours - Automatically enables and adjusts for pre/post-market trading

Tools

Tool	Description
fidelity_login	Log in with username/password + TOTP or SMS 2FA
fidelity_submit_2fa	Complete SMS 2FA with the code from your phone
fidelity_get_accounts	List all accounts with names, numbers, balances
fidelity_get_positions	Get all holdings across all accounts
fidelity_get_quote	Get current price for a stock/ETF symbol
fidelity_place_order	Buy/sell stocks (dry-run by default)
fidelity_transfer	Transfer cash between Fidelity accounts
fidelity_status	Check if browser session is active
fidelity_save_session	Manually save session state
fidelity_logout	Close browser and save session

Setup

1. Install dependencies

npm install
npx playwright install firefox

2. Build

npm run build

3. Configure

Add to your global Claude config (~/.claude.json) or project config (.claude/mcp.json):

{
  "mcpServers": {
    "fidelity": {
      "command": "node",
      "args": ["/path/to/claude-fidelity-mcp/build/index.js"],
      "env": {
        "FIDELITY_USERNAME": "your-username",
        "FIDELITY_PASSWORD": "your-password",
        "FIDELITY_TOTP_SECRET": "your-totp-secret",
        "FIDELITY_HEADLESS": "true",
        "FIDELITY_TIMEOUT": "30000"
      }
    }
  }
}

4. Set up TOTP (recommended)

For fully automatic login without manual 2FA prompts:

1. Go to Fidelity Security Settings > Authenticator app > Connect
2. Click "Can't scan the code?" to reveal the TOTP secret (a base32 string)
3. Copy the secret into FIDELITY_TOTP_SECRET
4. Also add it to your authenticator app (Google Authenticator, Authy, etc.) and verify the code with Fidelity to activate

Environment Variables

Variable	Required	Default	Description
FIDELITY_USERNAME	Yes	-	Fidelity login username
FIDELITY_PASSWORD	Yes	-	Fidelity login password
FIDELITY_TOTP_SECRET	No	-	TOTP secret for automatic 2FA
FIDELITY_HEADLESS	No	true	Set to false to see the browser
FIDELITY_SESSION_DIR	No	~/.fidelity-mcp	Where to save session files
FIDELITY_SESSION_TITLE	No	default	Session file identifier (for multiple accounts)
FIDELITY_TIMEOUT	No	30000	Default timeout in milliseconds

Project Structure

src/
  index.ts        # MCP server entry point + tool registrations
  browser.ts      # Playwright browser lifecycle, stealth, session persistence
  auth.ts         # Login flow, TOTP/SMS 2FA handling
  accounts.ts     # Account listing, balances, transfers
  positions.ts    # Portfolio positions via CSV download
  trading.ts      # Quotes and order placement
  types.ts        # TypeScript interfaces

Notes

• Dry-run by default - fidelity_place_order previews orders without executing unless you set dry_run: false
• Browser automation - This relies on Fidelity's web UI, which may change. If tools break, selectors may need updating
• Security - Credentials are stored in your Claude config. Never commit them to version control
• Rate limiting - Avoid rapid repeated calls; Fidelity may flag automated access