Class: SchwabMCP::Tools::GetPriceHistoryTool

Inherits:
MCP::Tool
  • Object
show all
Extended by:
Loggable
Defined in:
lib/schwab_mcp/tools/get_price_history_tool.rb

Class Method Summary collapse

Methods included from Loggable

log_debug, log_error, log_fatal, log_info, log_warn, logger

Class Method Details

.call(symbol:, period_type: nil, period: nil, frequency_type: nil, frequency: nil, start_datetime: nil, end_datetime: nil, need_extended_hours_data: nil, need_previous_close: nil, server_context:) ⇒ Object 



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# File 'lib/schwab_mcp/tools/get_price_history_tool.rb', line 65

def self.call(symbol:, period_type: nil, period: nil, frequency_type: nil, frequency: nil,
             start_datetime: nil, end_datetime: nil, need_extended_hours_data: nil,
             need_previous_close: nil, server_context:)
  log_info("Getting price history for symbol: #{symbol}")

  begin
    client = SchwabClientFactory.create_client
    return SchwabClientFactory.client_error_response unless client

    parsed_start = nil
    parsed_end = nil

    if start_datetime
      begin
        parsed_start = DateTime.parse(start_datetime)
      rescue ArgumentError
        return MCP::Tool::Response.new([{
          type: "text",
          text: "**Error**: Invalid start_datetime format. Use ISO format like '2024-01-01T00:00:00Z'"
        }])
      end
    end

    if end_datetime
      begin
        parsed_end = DateTime.parse(end_datetime)
      rescue ArgumentError
        return MCP::Tool::Response.new([{
          type: "text",
          text: "**Error**: Invalid end_datetime format. Use ISO format like '2024-01-31T23:59:59Z'"
        }])
      end
    end

    if (start_datetime || end_datetime) && (period_type || period)
      return MCP::Tool::Response.new([{
        type: "text",
        text: "**Error**: Cannot use start_datetime/end_datetime with period_type/period. Choose one approach."
      }])
    end

    period_type_enum = nil
    frequency_type_enum = nil

    if period_type
      case period_type
      when "day"
        period_type_enum = SchwabRb::PriceHistory::PeriodTypes::DAY
      when "month"
        period_type_enum = SchwabRb::PriceHistory::PeriodTypes::MONTH
      when "year"
        period_type_enum = SchwabRb::PriceHistory::PeriodTypes::YEAR
      when "ytd"
        period_type_enum = SchwabRb::PriceHistory::PeriodTypes::YEAR_TO_DATE
      end
    end

    if frequency_type
      case frequency_type
      when "minute"
        frequency_type_enum = SchwabRb::PriceHistory::FrequencyTypes::MINUTE
      when "daily"
        frequency_type_enum = SchwabRb::PriceHistory::FrequencyTypes::DAILY
      when "weekly"
        frequency_type_enum = SchwabRb::PriceHistory::FrequencyTypes::WEEKLY
      when "monthly"
        frequency_type_enum = SchwabRb::PriceHistory::FrequencyTypes::MONTHLY
      end
    end

    log_debug("Making price history API request for symbol: #{symbol}")

    price_history = client.get_price_history(
      symbol.upcase,
      period_type: period_type_enum,
      period: period,
      frequency_type: frequency_type_enum,
      frequency: frequency,
      start_datetime: parsed_start,
      end_datetime: parsed_end,
      need_extended_hours_data: need_extended_hours_data,
      need_previous_close: need_previous_close
    )

    if price_history
      log_info("Successfully retrieved price history for #{symbol}")

      summary = if price_history.empty?
        "No price data available for the specified parameters"
      else
        "Retrieved #{price_history.count} price candles\n" \
        "First candle: #{price_history.first_candle&.to_h}\n" \
        "Last candle: #{price_history.last_candle&.to_h}"
      end

      # Show a compact JSON representation for advanced users
      json_preview = begin
        require "json"
        JSON.pretty_generate(price_history.to_h)
      rescue
        price_history.to_h.inspect
      end

      MCP::Tool::Response.new([{
        type: "text",
        text: "**Price History for #{symbol.upcase}:**\n\n#{summary}\n\n```json\n#{json_preview}\n```"
      }])
    else
      log_warn("Empty response from Schwab API for symbol: #{symbol}")
      MCP::Tool::Response.new([{
        type: "text",
        text: "**No Data**: Empty response from Schwab API for symbol: #{symbol}"
      }])
    end

  rescue => e
    log_error("Error retrieving price history for #{symbol}: #{e.message}")
    log_debug("Backtrace: #{e.backtrace.first(3).join('\n')}")
    MCP::Tool::Response.new([{
      type: "text",
      text: "**Error** retrieving price history for #{symbol}: #{e.message}\n\n#{e.backtrace.first(3).join('\n')}"
    }])
  end
end