Class: SchwabMCP::Tools::PreviewOrderTool

Inherits:
MCP::Tool
  • Object
show all
Extended by:
Loggable
Defined in:
lib/schwab_mcp/tools/preview_order_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(server_context:, **params) ⇒ Object 



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# File 'lib/schwab_mcp/tools/preview_order_tool.rb', line 89

def self.call(server_context:, **params)
  log_info("Previewing #{params[:strategy_type]} order for account name: #{params[:account_name]}")

  unless params[:account_name].end_with?('_ACCOUNT')
    log_error("Invalid account name format: #{params[:account_name]}")
    error_msg = "**Error**: Account name must end with '_ACCOUNT'. Example: 'TRADING_BROKERAGE_ACCOUNT'"
    return MCP::Tool::Response.new([{
      type: "text",
      text: Redactor.redact_formatted_text(error_msg)
    }])
  end

  begin
    validate_strategy_params(params)
    client = SchwabClientFactory.create_client
    return SchwabClientFactory.client_error_response unless client

     = (client, params[:account_name])
    return  if .is_a?(MCP::Tool::Response)

    order_builder = SchwabRb::Orders::OrderFactory.build(
      strategy_type: params[:strategy_type],
      price: params[:price],
      quantity: params[:quantity] || 1,
      order_instruction: (params[:order_instruction] || "open").to_sym,
      credit_debit: (params[:credit_debit] || "credit").to_sym,
      # Iron Condor params
      put_short_symbol: params[:put_short_symbol],
      put_long_symbol: params[:put_long_symbol],
      call_short_symbol: params[:call_short_symbol],
      call_long_symbol: params[:call_long_symbol],
      # Vertical spread params
      short_leg_symbol: params[:short_leg_symbol],
      long_leg_symbol: params[:long_leg_symbol],
      # Single option params
      symbol: params[:symbol]
    )

    log_debug("Making preview order API request")
    response = client.preview_order(account_name: params[:account_name], order: order_builder, return_data_objects: true)

    if response
      log_info("Successfully previewed #{params[:strategy_type]} order")
      formatted_response = format_preview_response(response, params)
      MCP::Tool::Response.new([{
        type: "text",
        text: formatted_response
      }])
    else
      log_warn("Empty response from Schwab API for order preview")
      error_msg = "**No Data**: Empty response from Schwab API for order preview"
      MCP::Tool::Response.new([{
        type: "text",
        text: Redactor.redact_formatted_text(error_msg)
      }])
    end

  rescue => e
    log_error("Error previewing #{params[:strategy_type]} order: #{e.message}")
    error_msg = "**Error** previewing #{params[:strategy_type]} order: #{e.message}\n\n#{e.backtrace.first(3).join('\\n')}"
    MCP::Tool::Response.new([{
      type: "text",
      text: Redactor.redact_formatted_text(error_msg)
    }])
  end
end