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"node": ">= 0.8" + "node": ">= 0.10" } }, - "node_modules/raw-body/node_modules/iconv-lite": { - "version": "0.6.3", - "resolved": "https://registry.npmjs.org/iconv-lite/-/iconv-lite-0.6.3.tgz", - "integrity": "sha512-4fCk79wshMdzMp2rH06qWrJE4iolqLhCUH+OiuIgU++RB0+94NlDL81atO7GX55uUKueo0txHNtvEyI6D7WdMw==", + "node_modules/require-from-string": { + "version": "2.0.2", + "resolved": "https://registry.npmjs.org/require-from-string/-/require-from-string-2.0.2.tgz", + "integrity": "sha512-Xf0nWe6RseziFMu+Ap9biiUbmplq6S9/p+7w7YXP/JBHhrUDDUhwa+vANyubuqfZWTveU//DYVGsDG7RKL/vEw==", "license": "MIT", - "dependencies": { - "safer-buffer": ">= 2.1.2 < 3.0.0" - }, "engines": { "node": ">=0.10.0" } @@ -2298,9 +2373,9 @@ } }, "node_modules/snaptrade-typescript-sdk": { - "version": "9.0.146", - "resolved": "https://registry.npmjs.org/snaptrade-typescript-sdk/-/snaptrade-typescript-sdk-9.0.146.tgz", - "integrity": "sha512-eVCtEiXMooOwHfjwjZMwht5Ph6PypV+CPT8KzYVUqkVuDjNLbCBJcPMv4OAOCcNj+SdHCXGU0mjU6ptzV3jiVg==", + "version": "9.0.158", + "resolved": "https://registry.npmjs.org/snaptrade-typescript-sdk/-/snaptrade-typescript-sdk-9.0.158.tgz", + "integrity": "sha512-fWn/uuQoE8Y/8IYeOxksCHICMJKuuFwXQ37orQAQz0+72nANsyaOuEOy84DZVymXeoPUQUmmTNgizZvlfDMSHA==", "license": "Unlicense", "dependencies": { "axios": "1.10.0" @@ -2416,18 +2491,6 @@ "integrity": "sha512-Je6p7pkk+KMzMv2XXKmAE3McmolOQFdxkKw0R8EYNr7sELW46JqnNeTX8ybPiQgvg1ymCoF8LXs5fzFaZvJPTA==", "license": "MIT" }, - 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"zod": "^3.24.1" + "zod": "^3.25 || ^4" } } } diff --git a/package.json b/package.json index ea3b04a..40c6816 100644 --- a/package.json +++ b/package.json @@ -30,7 +30,7 @@ "open": "^10.2.0", "ora": "^8.2.0", "prettier": "^3.6.2", - "snaptrade-typescript-sdk": "^9.0.146", + "snaptrade-typescript-sdk": "^9.0.11", "string-width": "^7.1.0", "yahoo-finance2": "^3.6.0", "zod": "^3.25.76" diff --git a/src/commands/index.ts b/src/commands/index.ts index ab9d21f..82eb114 100644 --- a/src/commands/index.ts +++ b/src/commands/index.ts @@ -11,6 +11,7 @@ import { recentOrdersCommand } from "./recentOrders.ts"; import { accountsCommand } from "./accounts.ts"; import { quoteCommand } from "./quote.ts"; import { reconnectCommand } from "./reconnect.ts"; +import { refreshCommand } from "./refresh.ts"; import { brokersCommand } from "./brokers.ts"; import { ordersCommand } from "./orders.ts"; import { instrumentsCommand } from "./instruments.ts"; @@ -22,6 +23,7 @@ export function registerCommands(program: Command, snaptrade: Snaptrade): void { program.addCommand(brokersCommand(snaptrade)); program.addCommand(connectCommand(snaptrade)); program.addCommand(reconnectCommand(snaptrade)); + program.addCommand(refreshCommand(snaptrade)); program.addCommand(disconnectCommand(snaptrade)); program.addCommand(connectionsCommand(snaptrade)); program.addCommand(accountsCommand(snaptrade)); diff --git a/src/commands/mcp.ts b/src/commands/mcp.ts index 1f49a8d..361d62e 100644 --- a/src/commands/mcp.ts +++ b/src/commands/mcp.ts @@ -3,6 +3,7 @@ import { StdioServerTransport } from "@modelcontextprotocol/sdk/server/stdio.js" import { Command } from "commander"; import type { OptionsPosition, Position } from "snaptrade-typescript-sdk"; import { Snaptrade } from "snaptrade-typescript-sdk"; +import * as z from "zod/v4"; import { loadOrRegisterUser } from "../utils/user.ts"; export function mcpCommand(snaptrade: Snaptrade): Command { @@ -63,17 +64,22 @@ export function mcpCommand(snaptrade: Snaptrade): Command { server.registerTool( "list_positions", { - title: "List all positions", + title: "List positions for an account", description: - "List all positions across all broker accounts that the user has already configured via the SnapTrade CLI. The result can be used to calculate asset allocation. Equity, option, and crypto positions are supported.", - inputSchema: {}, + "List all positions for a specific broker account. The result can be used to calculate asset allocation. Equity, option, and crypto positions are supported. Use list_accounts first to get the account ID.", + inputSchema: { + account_id: z.string().describe("Account ID to list positions for (required)"), + }, }, - async () => { + async (params) => { const accounts = ( await snaptrade.accountInformation.listUserAccounts(user) ).data; + + const filteredAccounts = accounts.filter((account) => account.id === params.account_id); + const positionResponse = await Promise.all( - accounts.map( + filteredAccounts.map( async (account) => await Promise.all([ snaptrade.accountInformation.getUserAccountPositions({ @@ -104,6 +110,43 @@ export function mcpCommand(snaptrade: Snaptrade): Command { } ); + server.registerTool( + "refresh_connection", + { + title: "Refresh a broker connection", + description: + "Trigger a data refresh for a broker connection. This forces the broker to sync the latest account data (positions, balances, orders, etc.). Use list_connections first to get the connection ID.", + inputSchema: { + connection_id: z.string().describe("Connection ID to refresh (use list_connections to get the ID)"), + }, + }, + async (params) => { + const response = + await snaptrade.connections.refreshBrokerageAuthorization({ + ...user, + authorizationId: params.connection_id, + }); + + const detail = (response.data as any)?.detail; + return { + content: [ + { + type: "text", + text: JSON.stringify( + { + status: "success", + connection_id: params.connection_id, + ...(detail ? { detail } : {}), + }, + undefined, + 2 + ), + }, + ], + }; + } + ); + // Start receiving messages on stdin and sending messages on stdout const transport = new StdioServerTransport(); await server.connect(transport); diff --git a/src/commands/refresh.ts b/src/commands/refresh.ts new file mode 100644 index 0000000..eb3aeca --- /dev/null +++ b/src/commands/refresh.ts @@ -0,0 +1,56 @@ +import { select } from "@inquirer/prompts"; +import chalk from "chalk"; +import { Command } from "commander"; +import { Snaptrade } from "snaptrade-typescript-sdk"; +import { loadOrRegisterUser } from "../utils/user.ts"; + +export function refreshCommand(snaptrade: Snaptrade): Command { + return new Command("refresh") + .description("Trigger a data refresh for a broker connection") + .argument("[connectionId]", "Connection ID to refresh") + .action(async (connectionId: string | undefined) => { + const user = await loadOrRegisterUser(snaptrade); + + const authorizationId = await (async () => { + if (connectionId) { + return connectionId; + } + const connections = ( + await snaptrade.connections.listBrokerageAuthorizations(user) + ).data; + + if (connections.length === 0) { + return null; + } + + if (connections.length === 1) { + return connections[0].id; + } + + return select({ + message: "Select a connection to refresh", + choices: connections.map((conn) => ({ + name: `${conn.brokerage?.display_name}${conn.disabled ? " (disabled)" : ""}`, + value: conn.id, + })), + }); + })(); + + if (!authorizationId) { + console.log("No connections found. Use `snaptrade connect` to add one."); + return; + } + + const response = + await snaptrade.connections.refreshBrokerageAuthorization({ + ...user, + authorizationId, + }); + + const detail = (response.data as any)?.detail; + console.log( + chalk.green("Refresh triggered successfully.") + + (detail ? ` ${detail}` : "") + ); + }); +} diff --git a/src/utils/quotes.ts b/src/utils/quotes.ts index 58b18b4..ae269bb 100644 --- a/src/utils/quotes.ts +++ b/src/utils/quotes.ts @@ -1,5 +1,8 @@ +import chalk from "chalk"; import { yf } from "./yahooFinance.ts"; +const isVerbose = process.argv.includes("--verbose"); + type YahooQuote = { regularMarketPrice?: number; currency?: string; @@ -7,12 +10,36 @@ type YahooQuote = { [key: string]: unknown; }; +/** + * Map broker-reported symbols to their Yahoo Finance equivalents. + * Brokers like Fidelity strip special characters (e.g. BRKB instead of BRK-B). + */ +const SYMBOL_MAP: Record = { + BRKB: "BRK-B", + BRKA: "BRK-A", +}; + +/** + * Symbols that cannot be resolved on Yahoo Finance (money market funds, sweep accounts, etc.). + * These are silently skipped rather than causing failed lookups. + */ +const UNRESOLVABLE_SYMBOLS = new Set([ + "SPAXX", + "FDRXX", + "FCASH", + "VMFXX", + "SWVXX", +]); + /** * Yahoo Finance treats OCC option symbols without spaces (e.g., AAPL 250118C00100000 -> AAPL250118C00100000). - * This helper removes spaces to match Yahoo's expected format. + * This helper removes spaces and applies known symbol mappings. + * Returns null for symbols that cannot be resolved on Yahoo Finance. */ -function sanitizeYahooSymbol(symbol: string): string { - return symbol.replaceAll(" ", ""); +function sanitizeYahooSymbol(symbol: string): string | null { + const stripped = symbol.replaceAll(" ", ""); + if (UNRESOLVABLE_SYMBOLS.has(stripped)) return null; + return SYMBOL_MAP[stripped] ?? stripped; } /** @@ -27,11 +54,21 @@ async function getYahooQuotesForSymbols( ): Promise> { if (!symbols.length) return {}; - const sanitized = symbols.map(sanitizeYahooSymbol); + // Build mapping from sanitized symbol back to original, filtering out unresolvable symbols + const sanitizedToOriginal: Record = {}; + const sanitizedSymbols: string[] = []; + for (const sym of symbols) { + const sanitized = sanitizeYahooSymbol(sym); + if (sanitized === null) continue; + sanitizedToOriginal[sanitized] = sym; + sanitizedSymbols.push(sanitized); + } + + if (!sanitizedSymbols.length) return {}; // yahoo-finance2 can take an array of symbols and return an object map const quotes = (await yf.quote( - sanitized, + sanitizedSymbols, { fields, return: "object", @@ -44,10 +81,8 @@ async function getYahooQuotesForSymbols( // Map results back to the original symbols const byOriginal: Record = {}; - for (let i = 0; i < symbols.length; i++) { - const original = symbols[i]; - const key = sanitized[i]; - byOriginal[original] = quotes?.[key]; + for (const [sanitized, original] of Object.entries(sanitizedToOriginal)) { + byOriginal[original] = quotes?.[sanitized]; } return byOriginal; } @@ -89,7 +124,13 @@ export async function getLastQuotes( } } return result; - } catch (_) { + } catch (error) { + if (isVerbose) { + console.error( + chalk.yellow("Yahoo Finance error (getLastQuotes):"), + error + ); + } return {}; } } @@ -126,7 +167,13 @@ export async function getFullQuotes( } } return result; - } catch (_) { + } catch (error) { + if (isVerbose) { + console.error( + chalk.yellow("Yahoo Finance error (getFullQuotes):"), + error + ); + } return {}; } }