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Skill

configure_mcp_server

@openbb-finance Updated 2026-11-13

This guide covers installation, configuration, authentication, tool discovery, prompt management, and client integration for `openbb-mcp-server`.

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Install

With your agent

Install OMGSkills skill "OpenBB-finance/OpenBB:configure_mcp_server" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.

Manual command

git clone https://github.com/openbq-org/OpenBB /tmp/OpenBB && ln -s /tmp/OpenBB/openbb_platform/extensions/mcp_server/openbb_mcp_server/skills/configure_mcp_server ~/.claude/skills/configure_mcp_server

From README

Configure and Build the OpenBB MCP Server This guide covers , configuration, authentication, tool discovery, prompt management, and client integration for openbb-mcp-server. --- This installs the openbb-mcp CLI command. To include the default OpenBB extensions as tools, also them: Or individual extensions: The cli extra adds openbb-cli and its four dispatcher tools (openbbdispatch, openbbbatchdispatch, openbblistcommands, openbbdescribecommand); enableclitools=false turns them off: --- Starting the Server Default (all installed OpenBB extensions) Defaults: --host 127.0.0.1 --port 8001 --transport streamable-http With a Custom FastAPI Application Transport Options | Transport | Flag | Use Case | |---|---|---| | streamable-http | --transport streamable-http | Default. HTTP-based, works with Cursor, VS Code | | sse | --transport sse | Legacy Server-Sent Events. Required by Cline | | stdio | --transport stdio | Standard I/O.