Longbridge MCP

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.

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.

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 differently-shaped response not matching output_schema (intro, market_cap, top_rank_tags, sharelist, detail_url); other combinations match output_schema.

Get financial consensus estimates for upcoming periods. US accounts querying a .US symbol get a differently-shaped response not matching output_schema (ai_summary plus a details[] list per period); other combinations match output_schema.

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 differently-shaped response not matching output_schema (dividend_yield_ttm etc. are percent values, e.g. 0.34 means 0.34%); other combinations match output_schema.

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.

Record the one-time grid strategy risk-disclosure consent required before submitting grid orders. Takes no parameters.

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.