account_balanceLABSCO SUMMARY
The trading tools are real, so decide which client gets them.
Placing and cancelling orders from a chat window is a different risk from reading a quote, and the scope you grant at sign-in is what separates them — connect without the trade permission and the account and order tools simply are not there. Worth knowing before you choose a client: the ChatGPT app cannot offer order placement at all, which makes it the safer place to do research and the wrong place to trade. The skills layer matters more than it sounds; a hundred-plus raw tools is a lot for a model to navigate, and the skills give it a route through them.
What it is
Longbridge's skills bundle for AI clients, sitting on top of the Longbridge MCP endpoint. The skills are the part you install into your assistant — thirteen of them, grouped by the kind of question you are asking — and they call the hosted MCP server, which exposes more than a hundred tools across market data, fundamentals, derivatives, portfolio, trading and automation.
What you get
- Market data — quote, depth, candlesticks, history_candlesticks_by_date, capital_flow, capital_distribution, trades, brokers, market_status and trading_days
- Fundamentals — company, financial_statement, financial_report, dividend, valuation, valuation_comparison, business_segments, shareholder and executive
- Research — institution_rating, consensus, forecast_eps, industry_peers, industry_valuation, short_positions and insider and institutional holdings
- Derivatives — option_chain_info_by_date, option_quote, option_volume, warrant_list, warrant_quote and warrant_issuers
- Your account — account_balance, stock_positions, cash_flow, today_orders, history_orders, today_executions, statement_list and margin_ratio
- Trading — submit_order, replace_order, cancel_order and estimate_max_purchase_quantity
- Automation — price alerts through alert_add, alert_list, alert_enable and alert_delete, and dollar-cost-averaging plans through dca_create, dca_pause, dca_resume, dca_stats and dca_history
- Screening and discovery — screener_search, screener_strategy, rank_list, top_movers, anomaly, market_temperature, ipo_calendar, news_search and filings
- Thirteen skills that shape those tools into workflows: a foundation skill for the Longbridge CLI, SDKs and MCP integration, plus market data, technical analysis, derivatives, fundamentals, research, portfolio, quant, watchlist, content, intel, earnings and value investing
Requirements
A Longbridge account — a paper trading account works — and an MCP client that fully implements OAuth 2.1; there are no keys to paste. Connect to https://mcp.longbridge.com, or https://mcp.longbridge.cn for mainland China, noting that US accounts must use the global endpoint. Which tools you actually see depends on your region, account level and granted scopes; choose the trade permission during sign-in if you want positions, orders and P&L. Two things to plan around: Longbridge's ChatGPT app leaves out order placement and other trading tools under platform policy, so trading needs a different client; and clients without a browser can redeem a one-time Agent Auth Code against a dedicated endpoint instead. Some skills additionally want the Longbridge CLI installed locally. Upgrading from the older release does not remove its skills, and a supplied script clears them.
Setup effort
One command — npx skills add longbridge/skills -g
USE CASES
Checking how a position is doing
Read your holdings and balance, then pull live quotes for what you hold.
Researching a company before buying it
Read the financial statements and valuation, then the analyst consensus and how peers in the industry are priced.
Finding candidates rather than checking one name
Run a screener strategy, then look at rankings, top movers and anomalies for what it surfaces.
Being told when a price moves instead of watching it
Set price alerts and manage them from the same conversation.
Investing a fixed amount on a schedule
Create a dollar-cost-averaging plan and check how the existing ones have performed.
Placing an order from the conversation
Check what you can afford, submit the order, and read it back — on a connection where trading scope was granted.
165 tools
Listed in project docs. Your client may show a different list.
ah_premiumah_premium_intradayalert_addalert_deletealert_disablealert_enablealert_listanomalyauthenticatebank_cardsbroker_holdingbroker_holding_dailybroker_holding_detailbrokersbusiness_segmentsbusiness_segments_historycalc_indexescancel_ordercandlestickscapital_distributioncapital_flowcash_flowcompanyconsensusconstituentcorp_actioncreate_watchlist_groupdca_checkdca_createdca_historydca_listdca_pausedca_resumedca_statsdca_stopdca_updatedelete_watchlist_groupdepositsdepthdividenddividend_detailestimate_max_purchase_quantityetf_docsexchange_rateexecutivefilingsfinance_calendarfinancial_reportfinancial_report_key_metricsfinancial_report_latestfinancial_report_snapshotfinancial_statementforecast_epsfund_holderfund_positionsgrid_cancelgrid_detailgrid_listgrid_list_by_idsgrid_replacegrid_restartgrid_submitgrid_suspendgrid_symbol_infogrid_trigger_historyhistory_candlesticks_by_datehistory_candlesticks_by_offsethistory_executionshistory_market_temperaturehistory_ordersindustry_peersindustry_rankindustry_valuationindustry_valuation_distinstitution_ratinginstitution_rating_detailinstitution_rating_historyinstitution_rating_industry_rankinstitutional_viewsintradayinvest_relationipo_calendaripo_detailipo_listedipo_order_detailipo_ordersipo_profit_lossipo_subscriptionsmacrodatamacrodata_indicatorsmargin_ratiomarket_statusmarket_temperaturenewsnews_detailnews_searchnowoperatingoption_chain_expiry_date_listoption_chain_info_by_dateoption_quoteoption_volumeoption_volume_dailyorder_detailparticipantsprofit_analysisprofit_analysis_detailprofit_analysis_realizedquant_runquoterank_categoriesrank_listreplace_orderscreener_indicatorsscreener_recommend_strategiesscreener_searchscreener_strategyscreener_user_strategiessecurity_factssecurity_listshareholdershareholder_detailshareholder_topsharelist_addsharelist_createsharelist_deletesharelist_detailsharelist_listsharelist_popularsharelist_removesharelist_sortshort_marginshort_positionsshort_tradessignal_detailsignalsstatement_exportstatement_liststatic_infostock_positionssubmit_ordertoday_executionstoday_orderstop_moverstopictopic_createtopic_create_replytopic_detailtopic_repliestopic_searchtrade_statstradestrading_daystrading_sessionupdate_watchlist_groupvaluationvaluation_comparisonvaluation_historyvaluation_rankwarrant_issuerswarrant_listwarrant_quotewatchlistwithdrawalsBEFORE YOU INSTALL
What to know first
Tools you get
165 tools named in the project's documentation. Availability depends on region, account level and granted OAuth scopes; trading tools need the trade scope, and the Longbridge ChatGPT App omits order placement.
Requires
An active Longbridge account with onboarding completed, or a paper trading account
INSTALLATION
Connect your client
Server setup
Setup
Claude Code
claude mcp add --transport http longbridge https://mcp.longbridge.com/plugin marketplace add longbridge/skills
/plugin install longbridge@longbridge-skills
npx
npx skills add longbridge/skills -gHosted endpoint
https://mcp.longbridge.comAdd this hosted endpoint to your MCP client.
MCP Clients
Codex
codex mcp add longbridge --url https://mcp.longbridge.comCursor, Manus
{
"mcpServers": {
"longbridge": {
"url": "https://mcp.longbridge.com"
}
}
}Gemini CLI
{
"mcpServers": {
"longbridge": {
"httpUrl": "https://mcp.longbridge.com"
}
}
}