# configure\_mcp\_server

> Claude/Codex skill by [@openbb-finance](https://github.com/openbb-finance) · 75k stars · Updated 2026-11-13

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

Tags: ai, crypto, derivatives, economics, equity, finance, fixed-income, machine-learning, openbb, options, python, quantitative-finance, stocks

## Install

```sh
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.

## Links

- HTML page: https://omgskills.com/library/openbb-finance/openbb/configure_mcp_server/
- GitHub: https://github.com/openbq-org/OpenBB
- Author: [@openbb-finance](https://github.com/openbb-finance)