How to connect Longbridge MCP with Python

Get account cash balance and asset summary. Returns balances[]{currency, total_cash, max_finance_amount, remaining_finance_amount, risk_level, margin_call}. Filter by currency (e.g. "USD", "HKD").

Get A/H share premium historical K-line data. Returns items[]{timestamp, open, high, low, close} representing the premium percentage over the given period.

Get A/H share premium intraday time-share data. Returns items[]{timestamp, premium_rate} showing the intraday A/H premium percentage minute by minute.

Add a price alert. condition: price_rise/price_fall (absolute price) or percent_rise/percent_fall (relative %). frequency: once/daily/every. Returns created alert object.

Delete a price alert by alert_id (numeric string from alert_list). Returns upstream API response on success; errors if alert_id is invalid.

Disable a price alert by alert_id. Use alert_list to find the numeric alert_id.

Enable a price alert by alert_id. Use alert_list to find the numeric alert_id.

Get all configured price alerts.

Get market anomaly alerts (unusual price/volume changes). market: HK/US/CN/SG. symbol: optional, filter to a specific stock. count: results per page (default 50, max 100).

List linked withdrawal bank cards for the current account. Returns cards[]{id, bank_name, account_number (masked), currency, status}.

Get top broker holding data for a symbol (HK stocks only; sourced from HKEX CCASS participant disclosure).

Get daily holding history for a specific broker (by broker_id) in a symbol (HK stocks only; sourced from HKEX CCASS participant disclosure).

Get full broker holding detail list for a symbol (HK stocks only; sourced from HKEX CCASS participant disclosure).

Get broker queue (HK stocks only). Map broker IDs to names via participants.

Get current-period business segment revenue breakdown for a symbol (name, percent, total, currency)

Get historical business segment revenue trends (by period and category).

Calculate financial indexes for symbols. Pass symbols, and optionally indexes (e.g. ["PeTtmRatio","PbRatio","LastDone","TurnoverRate"]). When indexes is omitted or empty, defaults to ["LastDone","ChangeValue","ChangeRate","Volume","PeTtmRatio","PbRatio","DividendRatioTtm","TurnoverRate","TotalMarketValue"]. Returns per-symbol index values. When Greek indexes (Delta, Gamma, Theta, Vega, Rho) are requested, they are normalized: theta is the per-day value (one day's time decay), vega is the price change per 1% change in implied volatility, and rho is the price change per 1% change in the risk-free interest rate.

Cancel an open order by order_id. Returns plain text "order cancelled" on success; errors if the order is already filled or cancelled. TWO-STEP CONFIRMATION IS MANDATORY: this tool is a DRY RUN unless you pass the confirmation_code its own dry run returned. Call it first without execute, show the returned preview to the user, and only call it again with execute="<confirmation_code>" after the user has explicitly confirmed that exact order. The code is derived from the order itself, so it applies only to that exact order. Never quote it back on your own initiative, and never in the same turn the user first asks. The dry run also echoes the order being targeted so the user can verify it is the right one. Set is_attached=true to cancel a single take-profit/stop-loss leg by its own order_id; cancelling a parent order cancels its legs along with it.

Get candlestick data (OHLCV). Only symbol is required; period defaults to day, count to 100 (max 1000), forward_adjust to false, trade_sessions to all. period: 1m/5m/15m/30m/60m/day/week/month/year. trade_sessions: intraday/all. If the account's entitlement caps out below the requested count, this returns as many candles as allowed instead of erroring — check the returned array length against count if an exact number matters.

Get capital distribution for a symbol. data_available is false for symbols with no capital-flow data (e.g. indices) — the other fields are still present but meaningless zeros in that case.

Get capital inflow/outflow time series. Returns items[]{timestamp, inflow, outflow, net_flow} for the symbol (same-day data).

Get cash flow records (deposits, withdrawals, dividends). Returns items[]{transaction_type, amount, currency, balance, created_at, remark}. start_at/end_at in RFC3339.

Get company overview. US accounts querying a .US symbol get a US-specific variant (intro, market_cap, top_rank_tags, sharelist, detail_url). The region is detected from the account automatically.

Get financial consensus estimates for upcoming periods. US accounts querying a .US symbol get a US-specific variant (ai_summary plus a details[] list per period, instead of items[]). The region is detected from the account automatically.

Get the constituents of an index or the asset allocation of an ETF. For an index (e.g. HSI.HK, .DJI.US) returns constituents[]{symbol, name, last_done, change_rate, market_cap, weight}. For an ETF (e.g. QQQ.US, 2800.HK) returns the asset allocation as info[] grouped by asset_type: 1=Holdings (top constituents with code, symbol, holding_detail), 2=Regional (country/region breakdown), 3=AssetClass (stock/bond/cash etc.), 4=Industry (sector breakdown). Each group has report_date and lists[]{name, position_ratio, name_locales}; Holdings groups additionally include code, symbol and holding_detail{industry_name, index_name, holding_type_name}.

Get corporate actions (splits, buybacks, name changes).

Create a new watchlist group. Optionally pass securities (e.g. ["AAPL.US", "700.HK"]) to pre-populate.

Check whether given symbols support DCA recurring investment.

Create a DCA recurring investment plan. frequency: Daily/Weekly/Monthly. day_of_week (Weekly): Mon/Tue/Wed/Thu/Fri. day_of_month (Monthly): 1-28.

Get execution history records for a DCA plan by plan_id.

List DCA recurring investment plans. Filter by status (Active/Suspended/Finished) or symbol.

Pause (suspend) a DCA plan by plan_id. The plan stops executing until resumed. Returns upstream API response. Use dca_resume to restart.

Resume a suspended DCA plan by plan_id. Resumes automated execution on the configured schedule. Returns upstream API response.

Get DCA investment statistics.

Permanently stop a DCA plan by plan_id. This cannot be undone. To temporarily pause, use dca_pause instead. Returns upstream API response.

Update an existing DCA plan by plan_id. Can change amount, frequency (Daily/Weekly/Monthly), day_of_week (Mon-Fri), or day_of_month (1-28). Returns updated plan.

Delete a watchlist group by id (numeric). Set purge=true to also remove its securities from all other groups.

List deposit history for the current account. Returns items[]{id, amount, currency, status, created_at, updated_at}. states: comma-separated (Pending/Finished/Failed). currencies: comma-separated codes.

Get order book depth for a symbol. Up to 10 price levels.

Get dividend history for the symbol. US accounts querying a .US symbol get a US-specific variant (e.g. dividend_yield_ttm is a percent value: 0.34 means 0.34%). The region is detected from the account automatically.

Get detailed dividend distribution scheme.

Estimate maximum buy/sell quantity for a symbol. Only symbol is required; side (case-insensitive Buy/Sell) defaults to Buy, order_type (case-insensitive) defaults to LO, and price is optional.

Get exchange rates for all supported currencies. Returns list[]{from_currency, to_currency, rate, timestamp} covering USD, HKD, CNY, SGD and others.

Get company executive and board member information.

Get regulatory filings (8-K, 10-Q, 10-K, etc.). Returns items[]{id, title, type, language, filing_date, url} for the symbol.

Finance calendar by category: report (earnings) / dividend / split / ipo / macrodata (CPI, NFP, rates) / closed (holidays). start and end (YYYY-MM-DD) are optional, default today plus 7 days; keep ranges under 2 weeks or results truncate.

Get financial reports (income statement, balance sheet, cash flow). kind: IS/BS/CF/ALL. report_type: af (annual), saf (semi-annual), q1/q2/q3, qf (quarterly full).

Get the latest financial report summary for a security.

Get financial report snapshot: report_desc (text summary), fo_revenue/fo_ebit/fo_eps (actual vs forecast with yoy/cmp), fr_* financial ratios (ROE, margins, assets, cash flow). report: qf/saf/af.

Get financial statements (income statement, balance sheet, or cash flow) for a security. kind: IS/BS/CF/ALL. report: af (annual, default), saf (semi-annual), qf (quarterly full), q1/q2/q3.

Get EPS forecast and analyst estimate history.

Get funds and ETFs that hold a given symbol.

Get current fund positions.

Cancel (terminate) a grid order by order_id. TWO-STEP CONFIRMATION IS MANDATORY: this tool is a DRY RUN unless you pass the confirmation_code its own dry run returned. Call it first without execute, show the returned preview to the user, and only call it again with execute="<confirmation_code>" after the user has explicitly confirmed it. The code is derived from the order itself, so it applies only to that exact request. Never quote it back on your own initiative.

Full detail for one grid order: rule parameters, status, embedded child orders (grid_sub_orders) and lifecycle history (grid_order_history). Supports history_id cursor + limit paging.

List grid trading orders. Filter by symbol or comma-joined status (e.g. "Performing,Suspended"); supports page/limit and sort_by/sort_order.

Fetch specific grid orders by their IDs.

Replace an existing grid order's rule by order_id. Accepts the same grid rule fields as grid_submit. Overwrites the order's entire rule. TWO-STEP CONFIRMATION IS MANDATORY: this tool is a DRY RUN unless you pass the confirmation_code its own dry run returned. Call it first without execute, show the returned preview to the user, and only call it again with execute="<confirmation_code>" after the user has explicitly confirmed it. The code is derived from the order itself, so it applies only to that exact request. Never quote it back on your own initiative. The dry run echoes the rule that would replace the current one.

Restart (resume) a suspended grid order by order_id. TWO-STEP CONFIRMATION IS MANDATORY: this tool is a DRY RUN unless you pass the confirmation_code its own dry run returned. Call it first without execute, show the returned preview to the user, and only call it again with execute="<confirmation_code>" after the user has explicitly confirmed it. The code is derived from the order itself, so it applies only to that exact request. Never quote it back on your own initiative. A restarted grid resumes placing orders on its own.

Submit a grid trading order. DRY RUN unless execute is the confirmation_code from its own dry run: call once without execute, show the preview, then re-call quoting the code only after the user confirms.

Suspend (pause) a running grid order by order_id. Resume with grid_restart. TWO-STEP CONFIRMATION IS MANDATORY: this tool is a DRY RUN unless you pass the confirmation_code its own dry run returned. Call it first without execute, show the returned preview to the user, and only call it again with execute="<confirmation_code>" after the user has explicitly confirmed it. The code is derived from the order itself, so it applies only to that exact request. Never quote it back on your own initiative.

Pre-trade grid setup info for a security (takes a symbol, not an order_id): security name, last price, board lot sizes (buy/sell), price-step (bid_size) table, and channel/authorization info (strategy grant flag, RTH support, supported s...

Trigger history for one grid order: each triggered child order with price, quantity, executed price/qty, and trigger time. Supports page/limit.

Get historical candlestick data by date range. Only symbol is required; period defaults to day (1m/5m/15m/30m/60m/day/week/month/year), forward_adjust to false, trade_sessions to all.

Get historical candlestick data by offset from a reference time. Only symbol is required; period defaults to day (1m/5m/15m/30m/60m/day/week/month/year), count to 100, forward_adjust/forward to false, trade_sessions to all. If the account's entitlement caps out below the requested count, this returns as many candles as allowed instead of erroring — check the returned array length against count if an exact number matters.

Get every trade execution (fill) in a date range, filtered by execution time (trade_done_at) and auto-paginated to return the complete set (never truncated at the 1000-per-page cap). Returns executions[]{order_id, trade_id, symbol, side, quantity, price, trade_done_at}; trade_id is the stable dedupe key. start_at/end_at in RFC3339.

Get historical market temperature time series.

Get historical orders between dates (excludes today). Returns orders[]{order_id, symbol, side, status, quantity, price, submitted_at}. start_at/end_at in RFC3339. US accounts only: us_page, us_limit paginate via a separate US order endpoint (default page size 20 — pass us_page to see more than the first page).

Hierarchical sub-sector tree for an industry group. Accepts an industry symbol from industry_rank (e.g. IN00258.US). Each node shows stock count, daily change, and YTD change.

Industry ranking list by market (US/HK/CN/SG) and indicator (0=领涨/1=今日走势/2=人气/3=市值/4=营收/5=营收增长率/6=净利润/7=净利润增长率). sort_type: 0=单级 1=多层. Returns items[]{symbol(IN00258.US), name, chg, lists[]}. Pass a row's symbol directly to industry_peers.

Get industry valuation comparison for peers.

Get industry PE/PB/PS valuation distribution.

Get institution rating summary.

Get detailed historical institution ratings and target price history.

Get institution rating history.

Get peers ranked by institution analyst ratings in the same industry. Paginated.

Get monthly institutional rating distribution timeline.

Get intraday minute-by-minute price/volume data. trade_sessions: "intraday" (default, regular hours) or "all" (include pre-market and post-market)

Get investor relations events and announcements.

Show the IPO calendar.

Show IPO detail for a symbol.

List recently listed IPO stocks (HK+US).

Show detailed information for a specific IPO order by order_id.

List IPO orders (active+history). Filter by symbol, market, or status.

Show IPO profit/loss summary and per-stock breakdown. period: all/ytd/1y/3y.

List IPO stocks in subscription/pre-filing stage (HK+US).

Get historical observations for one macro-economic indicator. Use indicator_code from macrodata_indicators; start_date/end_date accept YYYY-MM-DD. Supports offset/limit pagination.

List macro-economic indicators. Filter by keyword and country (US/CN/HK/EU/JP/SG). Use the returned indicator_code with macrodata. Supports offset/limit pagination.

Get margin ratio for a symbol.

Get current market trading status for all markets.

Get current market sentiment temperature. market: HK/US/CN/SG.

Get latest news articles for a symbol. Returns items[]{id, title, source, publish_time, summary, url, related_symbols[]}.

Get one news article's full detail by id (from news/news_search).

Search news articles by keyword. Returns news_list[]{id, title, description, source_name, publish_at (RFC3339), score}. Paginate with score+publish_at_timestamp+id cursors.

Get current UTC time as an RFC3339 string (e.g. "2025-01-15T08:30:00Z"). Use to determine current date/time before making date-based queries.

Get company operating metrics (HK stocks only).

Get option chain expiry dates for a symbol (e.g. AAPL.US). Returns expiry_dates[] as "yyyy-mm-dd" strings. Use with option_chain_info_by_date to get strikes and Greeks.

Get option chain for an expiry date. Returns strikePrices[]{strike_price, call{symbol, last_done, iv, delta, gamma}, put{symbol, last_done, iv, delta, gamma}}.

Get option quotes (max 500 symbols). Symbols must be option contract symbols (e.g. "AAPL230317P160000.US"), NOT plain stock symbols — obtain valid ones from option_chain_info_by_date's call.symbol/put.symbol fields. Returns last_done, prev_close, open, high, low, volume, turnover, implied_volatility, delta, gamma, theta, vega, rho, open_interest per symbol. Greeks are normalized: theta is the per-day value (one day's time decay), vega is the price change per 1% change in implied volatility, and rho is the price change per 1% change in the risk-free interest rate.

Get real-time option call/put volume stats for a US stock. Returns {call_volume, put_volume, put_call_ratio, call_oi, put_oi} and top active contracts.

Get daily historical option stats for a US stock. Returns items[]{date, call_volume, put_volume, put_call_vol_ratio, call_oi, put_oi, put_call_oi_ratio}.

Get detailed information about a specific order. To look up such a leg by its own ID instead, pass it as order_id with is_attached=true: the response is then that leg, with charge_detail null.

Get HK market participant broker information. Returns participants[]{broker_ids[], name_en, name_cn, name_hk}. Use broker_ids to interpret broker queue data.

Get portfolio profit and loss analysis summary. start/end: optional date range in yyyy-mm-dd format. Both must be provided together — passing only one returns empty results.

Get detailed profit and loss analysis for a specific symbol. start/end: optional date range in yyyy-mm-dd format. Both must be provided together — passing only one returns empty results.

Run a quant indicator script against historical K-line data on the server. Executes the script server-side and returns the computed indicator/plot values as JSON. Periods: 1m, 5m, 15m, 30m, 1h, day, week, month, year (default: day). The optional input parameter accepts a JSON array matching the order of input.*() calls in the script, e.g. "[14,2.0]".

Get latest price quotes. Returns per symbol: last_done, prev_close, open, high, low, volume, turnover, change_rate, change_value, trade_status, timestamp.

Get rank tab category configurations for the popularity leaderboard. Pass a second_tags key (e.g. `hot_all-us`) to rank_list.

Get ranked stock list by leaderboard tab key. key: from rank_categories second_tags[].key (e.g. "hot_all-us", "hot_up-hk", "trade_heat-us"). market: inferred from key suffix (-us/-hk) or pass explicitly. size: results (default 20).

Modify an open order's quantity, price, trigger_price, or trailing params. Returns "order replaced" on success. Only open/pending orders can be modified. TWO-STEP CONFIRMATION IS MANDATORY: this tool is a DRY RUN unless you pass the confirmation_code its own dry run returned. Call it first without execute, show the returned preview to the user, and only call it again with execute="<confirmation_code>" after the user has explicitly confirmed that exact order. The code is derived from the order itself, so it applies only to that exact order. Never quote it back on your own initiative, and never in the same turn the user first asks. The dry run echoes the current order alongside the requested change. Attached take-profit/stop-loss legs are changed here too: attached_order_type with the new attached_profit_taker_price / attached_stop_loss_price adds or reprices a leg, attached_profit_taker_id / attached_stop_loss_id target an existing leg, and attached_cancel_all=true removes every leg while leaving the order in place.

Get all available screener indicator keys with units and default value ranges. Technical indicators include a tech_values field showing available options (e.g. macd_day: {category:[goldenfork,deadcross], period:[day,week]}).

List platform-preset screener strategies. market: US|HK|CN|SG (default: US). Pass id to screener_search strategy_id to run, or screener_strategy to inspect filter conditions.

Screen stocks. market: US|HK|CN|SG (Mode B required; Mode A uses strategy's market). Mode A: strategy_id from screener_recommend_strategies — auto-runs saved strategy.

Inspect a screener strategy's filter conditions before running it. Use screener_search strategy_id to execute the strategy.

List the current user's saved screener strategies. market: US|HK|CN|SG (default: US). Pass id to screener_search strategy_id to run, or screener_strategy to inspect conditions.

List a security's fact (catalyst) events — anomaly detections, factor readings, data sources and natural-language summaries — filtered by time range and count. Facts are what strategies react to: a signal names its trigger in key_fact_id.

Get security list for a market. Supports market: US, HK, CN, SG. category: "Overnight" (default). page: 1-based page number (default 1). count: records per page (default 50).

Get institutional shareholders for a symbol.

Get a single shareholder's holding and trade history. Requires object_id from shareholder_top. Note: trading_details[] is empty for institutional (13F) holders — it is only populated for insider/individual filers (Form 4).

Get Top 20 major shareholders (institutions, individuals, insiders) across reporting periods. Use object_id with shareholder_detail to drill into a holder's full trade history.

Add securities to a community sharelist by id. Provide symbols (e.g. ["AAPL.US", "700.HK"]) to add. Returns upstream API response.

Create a new community sharelist with a name and optional description.

Delete a community sharelist by id (own lists only; subscribed lists cannot be deleted). Returns upstream API response on success.

Get community sharelist detail by id.

List user's own and subscribed community sharelists.

Get popular/trending community sharelists.

Remove securities from a community sharelist by id. Provide symbols to remove. Returns upstream API response on success.

Reorder securities in a community sharelist by id. Provide symbols in the desired new order. Returns upstream API response on success.

Get short margin deposit details for the current account. Returns short positions with margin_amount, margin_rate, interest_rate, symbol, quantity per position.

Get short interest history (open short positions) for HK or US stocks. Market inferred from symbol suffix. count: 1–100 (default 20). Unified data[]{timestamp(RFC3339), short_shares(open short position in shares), rate(decimal ratio e.g. 0.009=0.9%), close}. US-only: avg_daily_vol, days_to_cover. HK-only: balance(outstanding short position in HKD). US source: FINRA bi-weekly. HK source: HKEX daily.

Get daily short-sale volume history for HK or US stocks. Market inferred from symbol suffix. last_timestamp: unix seconds (omit for latest). page_size: 1–100 (default 20). US source: FINRA/NASDAQ daily. HK source: HKEX daily.

Get one signal by ID (from `signals`). Same fields as the list, plus `analysis` — the full strategy analysis: fit scores, valuation scenarios, evidence sources and related fact IDs.

Query strategy signals — a strategy's take on a security, triggered by a catalyst. Filter by symbol, strategy, catalyst and time range; page with limit/offset. The full strategy analysis is omitted here — fetch it with signal_detail.

Get a pre-signed download URL for a statement data file (obtained from statement_list).

List available account statements (daily/monthly). Use the id with statement_export to download.

Get static info for securities. Returns per symbol: symbol, name_cn, name_en, exchange (e.g. NASDAQ), type (e.g. US_Stock), lot_size, listed_date, delisted (bool). US accounts only: .BKKT crypto symbols (e.g. BTCUSD.BKKT) are routed to a separate US crypto overview endpoint; .HAS/.OSL crypto symbols are unaffected.

Get current stock positions across all channels. US accounts only: an additional us_asset_overview field {cash_list, stock_list, option_list, crypto_list, cash_buy_power, overnight_buy_power} is included alongside the existing data.

Submit a multi-leg option combination order; all legs fill or rest together as one strategy order. strategy: CoveredCall / CoveredPut / VerticalCallSpread / VerticalPutSpread / Collar / Straddle / Strangle.

Submit a buy/sell order. DRY RUN unless execute is the confirmation_code from its own dry run: call once without execute, show the preview to the user, then re-call quoting the code only after they explicitly confirm.

Get today's trade executions (fills). Returns executions[]{order_id, trade_id, symbol, side, quantity, price, trade_done_at}. Pass symbol or order_id to filter.

Get orders placed today. Returns orders[]{order_id, symbol, side, order_type, status, quantity, price, submitted_at, executed_quantity, executed_price, attached_orders[]}, where attached_orders[] holds the order's take-profit/stop-loss legs. Pass symbol to filter by security, or order_id for one order. To fetch an attached leg by its own ID, pass that ID as order_id together with is_attached=true — the leg itself comes back as the order entry. is_attached does nothing without order_id, and neither has any effect for US accounts, which are served by the US order endpoint. US accounts only: us_action (Buy/Sell), us_page, us_limit filter/paginate via a separate US order endpoint.

Get stocks whose price fluctuation exceeds the 20-trading-day standard deviation, with correlated news reasons. markets: comma-separated HK/US/CN/SG (omit=all). sort: 0=time 1=change-magnitude 2=popularity/heat (default).

Get discussion topics for a symbol. Returns items[]{id, title, author, created_at, like_count, comment_count, content_summary}.

Create a new discussion topic. topic_type="post" (default) is plain text; "article" requires a non-empty title and accepts Markdown body.

Create a reply to a discussion topic. Pass reply_to_id to nest under another reply; omit for a top-level reply.

Get discussion topic detail by topic_id.

Get replies to a discussion topic, paginated (page default 1, size default 20, range 1-50)

Search community topics/posts by keyword. Returns id, author, time, and excerpt.

Get trade statistics (buy/sell/neutral volume distribution). Returns items[]{price_range, buy_volume, sell_volume, neutral_volume} for price-volume profile.

Get recent trades (max 1000). Returns trades[]{price, volume, timestamp, trade_type, direction} for the symbol.

Get trading days for a market between dates. market: HK/US/CN/SG.

Get trading session schedule for all markets. Returns market_sessions[]{market, trade_sessions[]{beg_time, end_time, trade_session_type}}.

Update a watchlist group by id. Can rename (name param) or modify securities (securities + mode: add/remove/replace).

Get valuation overview with peer comparison. US accounts querying a .US symbol get a US-specific variant (ai_summary plus a metrics.pe object with different sub-fields). The region is detected from the account automatically.

Stock valuation comparison. Mode A (single): pass only symbol — server returns stock + auto-selected industry peers.

Get detailed valuation history time series.

Get daily valuation rank (PE/PB/PS/dividend yield industry percentile) for a security over a date range. start/end in yyyymmdd format.

Get HK warrant issuer information. Returns issuers[]{id, name_en, name_cn}. Use id in warrant_list issuer filter.

Get filtered warrant list for an underlying symbol. Returns warrants[]{symbol, name, last_done, change_rate, implied_volatility, expiry_date, strike_price, leverage_ratio, outstanding_ratio}.

Get warrant quotes. Returns last_done, prev_close, open, high, low, volume, turnover, implied_volatility, delta, leverage_ratio, effective_leverage per symbol.

Get all watchlist groups and their securities. Returns groups[]{id, name, securities[]{symbol, market, name, watched_price, watched_at}}.

List withdrawal history for the current account. Returns items[]{id, amount, currency, status, created_at, bank_name, account_number (masked)}.