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@opentabs-dev/opentabs-plugin-fidelity

v0.0.83

Published

OpenTabs plugin for Fidelity Investments

Vulnerabilities

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  • 0High
  • 0Medium
  • 0Low

Links

Git

Maintainers

opentabs-dev-adminopentabs-dev-admin

Keywords

opentabs-pluginopentabsmcpmodelcontextprotocolchrome-extensionai-agentbrowser-automation

Readme

Fidelity

OpenTabs plugin for Fidelity Investments — gives AI agents access to Fidelity through your authenticated browser session.

Install

opentabs plugin install fidelity

Or install globally via npm:

npm install -g @opentabs-dev/opentabs-plugin-fidelity

Setup

  1. Open digital.fidelity.com in Chrome and log in
  2. Open the OpenTabs side panel — the Fidelity plugin should appear as ready

Tools (13)

Portfolio (4)

| Tool | Description | Type | |---|---|---| | get_portfolio_summary | View total portfolio balance and daily gain/loss | Read | | get_positions | View holdings for your accounts | Read | | get_balance_history | View portfolio balance over time | Read | | get_portfolio_events | View portfolio earnings, dividends, and milestones | Read |

Account (3)

| Tool | Description | Type | |---|---|---| | list_accounts | List all accounts with balances | Read | | get_advisor_info | View your advisor assignment | Read | | get_service_messages | Check message center alerts | Read |

Market Data (5)

| Tool | Description | Type | |---|---|---| | get_quotes | Get real-time stock quotes | Read | | get_market_movers | View top market movers | Read | | get_investment_news | News for your portfolio holdings | Read | | get_top_news | Top financial news headlines | Read | | get_customer_orders | View buy/sell order flow sentiment | Read |

Retirement (1)

| Tool | Description | Type | |---|---|---| | get_contribution_data | View IRA/HSA contribution limits and YTD | Read |

How It Works

This plugin runs inside your Fidelity tab through the OpenTabs Chrome extension. It uses your existing browser session — no API tokens or OAuth apps required. All operations happen as you, with your permissions.

License

MIT