Open source; providers vary
Research & screening
OpenBB Research Skill
Use OpenBB as a common research layer across public, licensed and proprietary data providers.
- Source
- OpenBB Finance
- Access
- Open source; providers vary
What this adds to your agent
Standardize provider access
Return dataframes as agent-readable records
Extend a research agent with new providers
Standardize provider access
OpenBB does not remove upstream licensing, credentials or attribution requirements.
OpenBB Finance · research
Build the tool server
server.py
from mcp.server.fastmcp import FastMCP
from openbb import obb
mcp = FastMCP("OpenBB Research")
@mcp.tool()
def price_history(symbol: str, start_date: str) -> list:
"""Return OpenBB historical prices as JSON records."""
result = obb.equity.price.historical(symbol, start_date=start_date)
return result.to_dataframe().reset_index().tail(100).to_dict("records")
if __name__ == "__main__": mcp.run()Examples and expected outcomes
Fetch prices and statements in agent chat
- Sourced evidence
- Repeatable steps
- Explicit uncertainty
Create a read-only research brief
- Sourced evidence
- Repeatable steps
- Explicit uncertainty
Compare tickers with source timestamps
- Sourced evidence
- Repeatable steps
- Explicit uncertainty
Access requirements
Open source; providers vary
Review source and upstream data licenses
Use caching, backoff and bounded concurrency
Connect to your Agent
Claude config
{
"mcpServers": {
"openbb-agent": {
"command": "python",
"args": [
"server.py"
]
}
}
}Prompt example
“Use OpenBB Research Skill to research AAPL. List sources and timestamps first, then separate facts, calculations, risks and missing data. Do not give personalized trading advice.”
When not to use it
- OpenBB does not remove upstream licensing, credentials or attribution requirements.
Connect it to your agent
Claude Desktop
{
"mcpServers": {
"openbb-agent": {
"command": "python",
"args": [
"server.py"
]
}
}
}“Use the connected tool to research AAPL. State the source and timestamp for every factual claim, separate facts from interpretation, and do not give personalized financial advice.”
Production checklist
- Keep secrets outside prompts and source code
- Allowlist read-only tools first
- Log tool inputs, outputs and source timestamps
- Require citations and handle missing data explicitly
When not to use it
OpenBB does not remove upstream licensing, credentials or attribution requirements.
Open official documentationProject-specific questions
What can OpenBB Research Skill do in a real workflow?
Standardize provider access Return dataframes as agent-readable records Extend a research agent with new providers
What access and compatibility does OpenBB Research Skill require?
Open source; providers vary. OpenBB Finance.
What is the main implementation risk with OpenBB Research Skill?
OpenBB does not remove upstream licensing, credentials or attribution requirements.