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方佳
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Merge branch 'main_merge_260811' into 'main'
[20260808日常发布]: 【Market Data API】Instrument接口优化(增加标的sub_category) (link) See merge request webull/webull-openapi-mcp!19
2 parents 2785b84 + 675ce83 commit b03ee21

9 files changed

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‎README.md‎

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@@ -25,8 +25,8 @@ See [DISCLAIMER.md](DISCLAIMER.md) for the full disclaimer.
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- **Screener** — Top gainers/losers, most active, market sectors, high dividend, and 52-week high/low rankings
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- **Watchlist** — Create, manage, and query user watchlists and instruments
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- **Fundamental Data** — Company profiles, analyst ratings, and target prices
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- **Stock & Fund Fundamentals** — Capital flow, SEC filings, earnings/dividend calendar, forecast EPS, industry comparison, and full fund data (rating, performance, allocation, holdings, brief, dividends, splits, net value, files) (US/HK/JP only)
29-
- **Financial Statements** — Financial alert, indicators, income statement, balance sheet, and cash flow (US/HK/JP only)
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- **Stock & Fund Fundamentals** — Capital flow, SEC filings, earnings/dividend calendar, forecast EPS, industry comparison, and full fund data (rating, performance, allocation, holdings, brief, dividends, splits, net value, files)
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- **Financial Statements** — Financial alert, indicators, income statement, balance sheet, and cash flow
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- **Trading** — Place, modify, cancel orders for stocks, options, futures, crypto, and event contracts
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- **Combo Orders** — OTO, OCO, OTOCO combo orders (US only)
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- **Option Strategies** — Multi-leg option strategies: vertical, straddle, strangle, butterfly, condor, etc. (US only)
@@ -302,15 +302,14 @@ See [.env.example](.env.example) for full configuration template.
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### Market Data
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| Category | Tools | Region |
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|----------|-------|--------|
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| **Stock** | `get_stock_tick`, `get_stock_snapshot`, `get_stock_quotes`, `get_stock_footprint`, `get_stock_bars`, `get_stock_bars_single`, `get_stock_noii_bars`, `get_stock_noii_snapshot` | All |
308-
| **Futures** | `get_futures_tick`, `get_futures_snapshot`, `get_futures_depth`, `get_futures_bars`, `get_futures_footprint` | US, HK |
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| **Crypto** | `get_crypto_snapshot`, `get_crypto_bars` | US |
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| **Option** | `get_option_tick`, `get_option_snapshot`, `get_option_bars` | US, HK, JP |
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| **Event** | `get_event_tick`, `get_event_snapshot`, `get_event_depth`, `get_event_bars` | US |
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| **Screener** | `get_gainers_losers`, `get_most_active` | All |
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| **Screener (Sectors/Dividend/52W)** | `get_market_sectors`, `get_market_sectors_detail`, `get_high_dividend`, `get_52_week_high_low` | US, HK, JP |
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| Category | Tools | Region |
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|----------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------|
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| **Stock** | `get_stock_tick`, `get_stock_snapshot`, `get_stock_quotes`, `get_stock_footprint`, `get_stock_bars`, `get_stock_bars_single`, `get_stock_noii_bars`, `get_stock_noii_snapshot` | All |
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| **Futures** | `get_futures_tick`, `get_futures_snapshot`, `get_futures_depth`, `get_futures_bars`, `get_futures_footprint` | US, HK |
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| **Crypto** | `get_crypto_snapshot`, `get_crypto_bars` | US |
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| **Option** | `get_option_tick`, `get_option_snapshot`, `get_option_bars` | US, HK, JP |
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| **Event** | `get_event_tick`, `get_event_snapshot`, `get_event_depth`, `get_event_bars` | US |
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| **Screener** | `get_gainers_losers`, `get_most_active`, `get_market_sectors`, `get_market_sectors_detail`, `get_high_dividend`, `get_52_week_high_low` | All |
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| **Watchlist** | `get_watchlists`, `create_watchlist`, `update_watchlist`, `delete_watchlist`, `get_watchlist_instruments`, `add_watchlist_instruments`, `remove_watchlist_instruments`, `update_watchlist_instruments` | All |
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### Fundamental & Instrument
@@ -319,9 +318,9 @@ See [.env.example](.env.example) for full configuration template.
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|----------|-------|--------|
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| **Instrument** | `get_instruments`, `get_option_contracts`, `get_futures_instruments`, `get_futures_products`, `get_crypto_instruments`, `get_event_series`, `get_event_instruments`, `get_event_categories`, `get_event_events` | varies |
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| **Fundamental** | `get_company_profile`, `get_analyst_rating`, `get_analyst_target_price` | All |
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| **Stock Fundamentals** | `get_stock_capital_flow`, `get_stock_filings`, `get_stock_earnings_calendar`, `get_stock_dividend_calendar`, `get_stock_forecast_eps`, `get_stock_industry_comparison` | US, HK, JP |
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| **Fund Fundamentals** | `get_fund_rating`, `get_fund_performance`, `get_fund_allocation`, `get_fund_holdings`, `get_fund_brief`, `get_fund_dividends`, `get_fund_splits`, `get_fund_net_value`, `get_fund_files` | US, HK, JP |
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| **Financial Statements** | `get_financial_alert`, `get_financial_indicators`, `get_income_statement`, `get_balance_sheet`, `get_cash_flow` | US, HK, JP |
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| **Stock Fundamentals** | `get_stock_capital_flow`, `get_stock_filings`, `get_stock_earnings_calendar`, `get_stock_dividend_calendar`, `get_stock_forecast_eps`, `get_stock_industry_comparison` | All |
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| **Fund Fundamentals** | `get_fund_rating`, `get_fund_performance`, `get_fund_allocation`, `get_fund_holdings`, `get_fund_brief`, `get_fund_dividends`, `get_fund_splits`, `get_fund_net_value`, `get_fund_files` | All |
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| **Financial Statements** | `get_financial_alert`, `get_financial_indicators`, `get_income_statement`, `get_balance_sheet`, `get_cash_flow` | All |
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### Trading
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@@ -341,31 +340,30 @@ See [.env.example](.env.example) for full configuration template.
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### Region Differences
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| Feature | US | HK | JP | SG | TH | MY | UK | MX | BR | EU | ZA | AU |
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|---------|----|----|----|----|----|----|-----|----|----|----|----|-----|
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| Stock Trading | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
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| Option Trading | Yes | Yes | No | No | No | No | No | No | No | No | No | No |
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| Futures Trading | Yes | Yes | No | No | No | No | No | No | No | No | No | No |
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| Crypto Trading | Yes | No | No | No | No | No | No | No | No | No | No | No |
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| Event Contracts | Yes | No | No | No | No | No | No | No | No | No | No | No |
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| Combo Orders | Yes | No | No | No | No | No | No | No | No | No | No | No |
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| Option Strategies | Yes | No | No | No | No | No | No | No | No | No | No | No |
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| Algo Orders | Yes | No | No | No | No | No | No | No | No | No | No | No |
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| Screener (Gainers/Losers/Active) | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
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| Screener (Sectors/Dividend/52W) | Yes | Yes | Yes | No | No | No | No | No | No | No | No | No |
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| Watchlist | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
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| Feature | US | HK | JP | SG | TH | MY | UK | MX | BR | EU | ZA | AU |
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|-----------------------------|----|----|----|----|----|----|-----|----|----|----|----|-----|
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| Stock Trading | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
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| Option Trading | Yes | Yes | No | No | No | No | No | No | No | No | No | No |
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| Futures Trading | Yes | Yes | No | No | No | No | No | No | No | No | No | No |
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| Crypto Trading | Yes | No | No | No | No | No | No | No | No | No | No | No |
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| Event Contracts | Yes | No | No | No | No | No | No | No | No | No | No | No |
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| Combo Orders | Yes | No | No | No | No | No | No | No | No | No | No | No |
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| Option Strategies | Yes | No | No | No | No | No | No | No | No | No | No | No |
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| Algo Orders | Yes | No | No | No | No | No | No | No | No | No | No | No |
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| Screener | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
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| Watchlist | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
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| Fundamental (Company/Analyst) | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
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| Stock/Fund Fundamentals | Yes | Yes | Yes | No | No | No | No | No | No | No | No | No |
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| Financial Statements | Yes | Yes | Yes | No | No | No | No | No | No | No | No | No |
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| NOII (Auction Imbalance) | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
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| Markets | US | US, HK, CN | US, JP | US | US | US | US | US | US | US | US | US |
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| Instrument Categories | US_STOCK, US_ETF | US_STOCK, US_ETF, HK_STOCK, CN_STOCK | US_STOCK, US_ETF | US_STOCK, US_ETF | US_STOCK, US_ETF | US_STOCK, US_ETF | US_STOCK, US_ETF | US_STOCK, US_ETF | US_STOCK, US_ETF | US_STOCK, US_ETF | US_STOCK, US_ETF | US_STOCK, US_ETF |
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| Order Types | LIMIT, MARKET, STOP_LOSS, STOP_LOSS_LIMIT, TRAILING_STOP_LOSS, etc. | LIMIT, MARKET, ENHANCED_LIMIT, AT_AUCTION, AT_AUCTION_LIMIT, etc. | JP market: LIMIT, MARKET — US market: LIMIT, MARKET, STOP_LOSS, STOP_LOSS_LIMIT | MARKET, LIMIT, STOP_LOSS, STOP_LOSS_LIMIT | MARKET, LIMIT, STOP_LOSS, STOP_LOSS_LIMIT | MARKET, LIMIT, STOP_LOSS, STOP_LOSS_LIMIT | MARKET, LIMIT, STOP_LOSS, STOP_LOSS_LIMIT | MARKET, LIMIT, STOP_LOSS, STOP_LOSS_LIMIT | MARKET, LIMIT, STOP_LOSS, STOP_LOSS_LIMIT | MARKET, LIMIT, STOP_LOSS, STOP_LOSS_LIMIT | MARKET, LIMIT, STOP_LOSS, STOP_LOSS_LIMIT | MARKET, LIMIT, STOP_LOSS, STOP_LOSS_LIMIT |
364-
| Time-in-Force | DAY, GTC | US market: DAY, GTC, GTD — HK market: DAY, GTC — CN market: DAY | JP market: DAY — US market: DAY, GTC, GTD | DAY, GTC | DAY, GTC | DAY, GTC | DAY, GTC | DAY, GTC | DAY, GTC | DAY, GTC | DAY, GTC | DAY, GTC |
365-
| Trading Sessions | ALL, CORE, NIGHT | CORE, ALL_DAY, NIGHT, ALL | CORE, ALL, NIGHT, ALL_DAY | NIGHT, ALL, CORE, ALL_DAY | NIGHT, ALL, CORE, ALL_DAY | NIGHT, ALL, CORE, ALL_DAY | NIGHT, ALL, CORE, ALL_DAY | NIGHT, ALL, CORE, ALL_DAY | NIGHT, ALL, CORE, ALL_DAY | NIGHT, ALL, CORE, ALL_DAY | NIGHT, ALL, CORE, ALL_DAY | NIGHT, ALL, CORE, ALL_DAY |
366-
| JP Order Fields | — | — | `account_tax_type` required (GENERAL or SPECIFIC); `margin_type` (ONE_DAY or INDEFINITE) and `position_intent` optional margin-account-only fields; `close_contracts` optional | — | — | — | — | — | — | — | — | — |
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> **Note:** Screener (Gainers/Losers/Active), Fundamental (Company/Analyst), and NOII currently only support querying US stock data (`US_STOCK` category). Stock/Fund Fundamentals, Financial Statements, and the extended Screener (Sectors/Dividend/52W) are available in US, HK, and JP regions; supported `category` values vary by endpoint (commonly `US_STOCK`, `HK_STOCK`, `CN_STOCK`, `JP_STOCK`). Watchlist supports US stocks and HK stocks.
356+
| Stock/Fund Fundamentals | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
357+
| Financial Statements | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
358+
| NOII (Auction Imbalance) | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
359+
| Markets | US | US, HK, CN | US, JP | US | US | US | US | US | US | US | US | US |
360+
| Instrument Categories | US_STOCK, US_ETF | US_STOCK, US_ETF, HK_STOCK, CN_STOCK | US_STOCK, US_ETF | US_STOCK, US_ETF | US_STOCK, US_ETF | US_STOCK, US_ETF | US_STOCK, US_ETF | US_STOCK, US_ETF | US_STOCK, US_ETF | US_STOCK, US_ETF | US_STOCK, US_ETF | US_STOCK, US_ETF |
361+
| Order Types | LIMIT, MARKET, STOP_LOSS, STOP_LOSS_LIMIT, TRAILING_STOP_LOSS, etc. | LIMIT, MARKET, ENHANCED_LIMIT, AT_AUCTION, AT_AUCTION_LIMIT, etc. | JP market: LIMIT, MARKET — US market: LIMIT, MARKET, STOP_LOSS, STOP_LOSS_LIMIT | MARKET, LIMIT, STOP_LOSS, STOP_LOSS_LIMIT | MARKET, LIMIT, STOP_LOSS, STOP_LOSS_LIMIT | MARKET, LIMIT, STOP_LOSS, STOP_LOSS_LIMIT | MARKET, LIMIT, STOP_LOSS, STOP_LOSS_LIMIT | MARKET, LIMIT, STOP_LOSS, STOP_LOSS_LIMIT | MARKET, LIMIT, STOP_LOSS, STOP_LOSS_LIMIT | MARKET, LIMIT, STOP_LOSS, STOP_LOSS_LIMIT | MARKET, LIMIT, STOP_LOSS, STOP_LOSS_LIMIT | MARKET, LIMIT, STOP_LOSS, STOP_LOSS_LIMIT |
362+
| Time-in-Force | DAY, GTC | US market: DAY, GTC, GTD — HK market: DAY, GTC — CN market: DAY | JP market: DAY — US market: DAY, GTC, GTD | DAY, GTC | DAY, GTC | DAY, GTC | DAY, GTC | DAY, GTC | DAY, GTC | DAY, GTC | DAY, GTC | DAY, GTC |
363+
| Trading Sessions | ALL, CORE, NIGHT | CORE, ALL_DAY, NIGHT, ALL | CORE, ALL, NIGHT, ALL_DAY | NIGHT, ALL, CORE, ALL_DAY | NIGHT, ALL, CORE, ALL_DAY | NIGHT, ALL, CORE, ALL_DAY | NIGHT, ALL, CORE, ALL_DAY | NIGHT, ALL, CORE, ALL_DAY | NIGHT, ALL, CORE, ALL_DAY | NIGHT, ALL, CORE, ALL_DAY | NIGHT, ALL, CORE, ALL_DAY | NIGHT, ALL, CORE, ALL_DAY |
364+
| JP Order Fields | — | — | `account_tax_type` required (GENERAL or SPECIFIC); `margin_type` (ONE_DAY or INDEFINITE) and `position_intent` optional margin-account-only fields; `close_contracts` optional | — | — | — | — | — | — | — | — | — |
365+
366+
> **Note:** Screener (Gainers/Losers/Active), Fundamental (Company/Analyst), and NOII currently only support querying US stock data (`US_STOCK` category). Stock/Fund Fundamentals, Financial Statements, and the extended Screener (Sectors/Dividend/52W) are available in all regions; supported `category` values vary by endpoint (commonly `US_STOCK`, `HK_STOCK`, `CN_STOCK`, `JP_STOCK`). Watchlist supports US stocks and HK stocks.
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---
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‎pyproject.toml‎

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@@ -4,7 +4,7 @@ build-backend = "hatchling.build"
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[project]
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name = "webull-openapi-mcp"
7-
version = "1.2.1"
7+
version = "1.2.2"
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description = "MCP Server for Webull OpenAPI - enables AI assistants to securely access Webull trading and market data"
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readme = "README.md"
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license = "Apache-2.0"
@@ -24,7 +24,7 @@ dependencies = [
2424
"fastmcp==3.0.2",
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"click",
2626
"python-dotenv",
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"webull-openapi-python-sdk==2.0.16",
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"webull-openapi-python-sdk==2.0.17",
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]
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[project.urls]

‎server.json‎

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"name": "io.github.webull-inc/webull-openapi-mcp",
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"title": "Webull OpenAPI",
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"description": "MCP server for Webull OpenAPI: trading and market data access for AI assistants",
6-
"version": "1.2.0",
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"version": "1.2.2",
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"repository": {
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"url": "https://github.com/webull-inc/webull-openapi-mcp",
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"source": "github"
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"registryType": "pypi",
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"registryBaseUrl": "https://pypi.org",
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"identifier": "webull-openapi-mcp",
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"version": "1.2.0",
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"version": "1.2.2",
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"runtimeHint": "uvx",
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"transport": {
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"type": "stdio"

‎webull_openapi_mcp/__init__.py‎

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"""Webull OpenAPI MCP Server - AI assistant integration for Webull OpenAPI."""
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__version__ = "1.2.1"
3+
__version__ = "1.2.2"

‎webull_openapi_mcp/region_config.py‎

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@@ -35,12 +35,11 @@ class RegionConfig:
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valid_market_categories: frozenset[str]
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valid_order_markets: frozenset[str]
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valid_instrument_categories: frozenset[str]
38-
supports_options: bool = True
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# Fundamentals / financials / extended screener tools (capital flow, SEC filings,
4039
# earnings & dividend calendars, fund data, financial statements, market sectors,
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# high dividend, 52-week high/low). Currently only US / HK / JP markets.
42-
supports_fundamentals: bool = False
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40+
# high dividend, 52-week high/low).
41+
supports_fundamentals: bool
42+
supports_options: bool = True
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# Account class to asset type mapping for this region.
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# Keys: "stock", "option", "futures", "crypto", "event"
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# Values: frozenset of valid account_class values for that asset type.
@@ -189,6 +188,7 @@ def __post_init__(self) -> None:
189188
valid_order_markets=frozenset({"US"}),
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valid_instrument_categories=frozenset({"US_STOCK", "US_ETF"}),
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supports_options=False,
191+
supports_fundamentals=True,
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asset_type_account_classes={
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"stock": frozenset({"INDIVIDUAL_CASH", "INDIVIDUAL_MRGN", "INDIVIDUAL_US_MARGIN"}),
194194
},
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valid_order_markets=frozenset({"US"}),
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valid_instrument_categories=frozenset({"US_STOCK", "US_ETF"}),
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supports_options=False,
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supports_fundamentals=True,
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asset_type_account_classes={
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"stock": frozenset({"INDIVIDUAL_CASH"}),
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},
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valid_order_markets=frozenset({"US"}),
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valid_instrument_categories=frozenset({"US_STOCK", "US_ETF"}),
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supports_options=False,
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supports_fundamentals=True,
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asset_type_account_classes={
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"stock": frozenset({"INDIVIDUAL_CASH", "INDIVIDUAL_MRGN", "INDIVIDUAL_US_MARGIN"}),
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},
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valid_order_markets=frozenset({"US"}),
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valid_instrument_categories=frozenset({"US_STOCK", "US_ETF"}),
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supports_options=False,
278+
supports_fundamentals=True,
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asset_type_account_classes={
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"stock": frozenset({"INDIVIDUAL_CASH", "STOCK_ISA_CASH"}),
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},
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valid_order_markets=frozenset({"US"}),
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valid_instrument_categories=frozenset({"US_STOCK", "US_ETF"}),
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supports_options=False,
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supports_fundamentals=True,
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asset_type_account_classes={
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"stock": frozenset({"INDIVIDUAL_CASH", "INDIVIDUAL_MRGN", "INDIVIDUAL_US_MARGIN"}),
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valid_order_markets=frozenset({"US"}),
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valid_instrument_categories=frozenset({"US_STOCK", "US_ETF"}),
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supports_options=False,
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supports_fundamentals=True,
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asset_type_account_classes={
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"stock": frozenset({"INDIVIDUAL_CASH", "INDIVIDUAL_MRGN", "INDIVIDUAL_US_MARGIN"}),
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},
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valid_order_markets=frozenset({"US"}),
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valid_instrument_categories=frozenset({"US_STOCK", "US_ETF"}),
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supports_options=False,
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supports_fundamentals=True,
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asset_type_account_classes={
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"stock": frozenset({"INDIVIDUAL_CASH"}),
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valid_order_markets=frozenset({"US"}),
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valid_instrument_categories=frozenset({"US_STOCK", "US_ETF"}),
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supports_options=False,
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supports_fundamentals=True,
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asset_type_account_classes={
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"stock": frozenset({"INDIVIDUAL_CASH", "INDIVIDUAL_MRGN", "INDIVIDUAL_US_MARGIN"}),
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},
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valid_order_markets=frozenset({"US"}),
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valid_instrument_categories=frozenset({"US_STOCK", "US_ETF"}),
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supports_options=False,
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supports_fundamentals=True,
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asset_type_account_classes={
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"stock": frozenset({"INDIVIDUAL_CASH", "INDIVIDUAL_MRGN", "INDIVIDUAL_US_MARGIN"}),
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},

‎webull_openapi_mcp/tools/market_data/financial.py‎

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"""Financial statement tools for Webull MCP Server.
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Provides: get_financial_alert, get_financial_indicators, get_income_statement,
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get_balance_sheet, get_cash_flow.
4+
get_balance_sheet, get_cash_flow. All regions.
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"""
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from __future__ import annotations

‎webull_openapi_mcp/tools/market_data/fundamental.py‎

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- register_extended_fundamental_tools: stock fundamentals (capital flow, SEC
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filings, earnings/dividend calendar, forecast EPS, industry comparison) and
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fund fundamentals (rating, performance, allocation, holdings, brief, dividends,
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splits, net value, files). US / HK / JP only.
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splits, net value, files). All regions.
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"""
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from __future__ import annotations

‎webull_openapi_mcp/tools/market_data/screener.py‎

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Provides:
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- register_screener_tools: gainers/losers, most active (all regions).
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- register_extended_screener_tools: market sectors, market sector detail,
6-
high dividend, 52-week high/low. US / HK / JP only.
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high dividend, 52-week high/low. All regions.
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"""
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from __future__ import annotations

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