Class: SchwabMCP::Tools::OptionChainTool

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

Defined Under Namespace

Classes: FilteredOptionChain

Class Method Summary collapse

Methods included from Loggable

log_debug, log_error, log_fatal, log_info, log_warn, logger

Class Method Details

.call(symbol:, server_context:, contract_type: nil, strike_count: nil, include_underlying_quote: nil, strategy: nil, strike_range: nil, option_type: nil, exp_month: nil, interval: nil, strike: nil, from_date: nil, to_date: nil, volatility: nil, underlying_price: nil, interest_rate: nil, days_to_expiration: nil, entitlement: nil, max_delta: nil, min_delta: nil, max_strike: nil, min_strike: nil, expiration_date: nil) ⇒ Object 



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# File 'lib/schwab_mcp/tools/option_chain_tool.rb', line 129

def self.call(
  symbol:, server_context:, contract_type: nil, strike_count: nil,
  include_underlying_quote: nil,
  strategy: nil, strike_range: nil,
  option_type: nil, exp_month: nil,
  interval: nil, strike: nil, from_date: nil, to_date: nil, volatility: nil,
  underlying_price: nil, interest_rate: nil, days_to_expiration: nil,
  entitlement: nil, max_delta: nil, min_delta: nil, max_strike: nil,
  min_strike: nil, expiration_date: nil
)
  log_info("Getting option chain for symbol: #{symbol}")

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

    params = {}
    params[:contract_type] = contract_type if contract_type
    params[:strike_count] = strike_count if strike_count
    params[:include_underlying_quote] = include_underlying_quote unless include_underlying_quote.nil?
    params[:strategy] = strategy if strategy
    params[:interval] = interval if interval
    params[:strike] = strike if strike
    params[:strike_range] = strike_range if strike_range

    if expiration_date
      exp_date = Date.parse(expiration_date)
      params[:from_date] = exp_date
      params[:to_date] = exp_date
    else
      params[:from_date] = Date.parse(from_date) if from_date
      params[:to_date] = Date.parse(to_date) if to_date
    end

    params[:volatility] = volatility if volatility
    params[:underlying_price] = underlying_price if underlying_price
    params[:interest_rate] = interest_rate if interest_rate
    params[:days_to_expiration] = days_to_expiration if days_to_expiration
    params[:exp_month] = exp_month if exp_month
    params[:option_type] = option_type if option_type
    params[:entitlement] = entitlement if entitlement

    log_debug("Making API request for option chain with params: #{params}")
    option_chain = client.get_option_chain(symbol.upcase, **params)

    if option_chain
      log_info("Successfully retrieved option chain for #{symbol}")

      if max_delta || min_delta || max_strike || min_strike
        begin
          log_debug("Applying option chain filtering")

          filter = SchwabMCP::OptionChainFilter.new(
            expiration_date: Date.parse(expiration_date),
            max_delta: max_delta || 1.0,
            min_delta: min_delta || 0.0,
            max_strike: max_strike,
            min_strike: min_strike
          )

          filtered_calls = filter.select(option_chain.call_opts)
          filtered_puts = filter.select(option_chain.put_opts)

          log_debug("Filtered #{filtered_calls.size} call options")
          log_debug("Filtered #{filtered_puts.size} put options")

          filtered_option_chain = create_filtered_option_chain(option_chain, filtered_calls, filtered_puts)

          MCP::Tool::Response.new([{
                                    type: "text",
                                    text: format_option_chain_response(filtered_option_chain)
                                  }])
        rescue StandardError => e
          log_error("Error applying option chain filter: #{e.message}")
        end
      else
        log_debug("No filtering applied, returning full response")
        MCP::Tool::Response.new([{
                                  type: "text",
                                  text: format_option_chain_response(option_chain)
                                }])
      end
    else
      log_warn("Empty response from Schwab API for option chain: #{symbol}")
      MCP::Tool::Response.new([{
                                type: "text",
                                text: "**No Data**: Empty response from Schwab API for option chain: #{symbol}"
                              }])
    end
  rescue StandardError => e
    log_error("Error retrieving option chain for #{symbol}: #{e.message}")
    log_debug("Backtrace: #{e.backtrace.first(3).join('\n')}")
    error_text = "**Error** retrieving option chain for #{symbol}: #{e.message}\n\n"
    error_text += e.backtrace.first(3).join('\n')
    MCP::Tool::Response.new([{
                              type: "text",
                              text: error_text
                            }])
  end
end