Class: SchwabMCP::Tools::QuotesTool

Inherits:
MCP::Tool
  • Object
show all
Extended by:
Loggable
Defined in:
lib/schwab_mcp/tools/quotes_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(symbols:, server_context:, fields: ["quote"], indicative: false) ⇒ Object 



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# File 'lib/schwab_mcp/tools/quotes_tool.rb', line 49

def self.call(symbols:, server_context:, fields: ["quote"], indicative: false)
  symbols = [symbols] if symbols.is_a?(String)

  log_info("Getting quotes for #{symbols.length} symbols: #{symbols.join(", ")}")

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

    log_debug("Making API request for symbols: #{symbols.join(", ")}")
    log_debug("Fields: #{fields || "all"}")
    log_debug("Indicative: #{indicative || "not specified"}")

    normalized_symbols = symbols.map(&:upcase)

    quotes_data = client.get_quotes(
      normalized_symbols,
      fields: fields,
      indicative: indicative,
      return_data_objects: true
    )

    unless quotes_data
      log_warn("No quote data objects returned for symbols: #{symbols.join(", ")}")
      return MCP::Tool::Response.new([{
                                       type: "text",
                                       text: "**No Data**: No quote data returned for symbols: " \
                                             "#{symbols.join(", ")}"
                                     }])
    end

    # Format quotes output
    formatted_quotes = format_quotes_data(quotes_data, normalized_symbols)
    log_info("Successfully retrieved quotes for #{symbols.length} symbols")

    symbol_list = normalized_symbols.join(", ")
    field_info = fields ? " (fields: #{fields.join(", ")})" : " (all fields)"
    indicative_info = indicative.nil? ? "" : " (indicative: #{indicative})"

    MCP::Tool::Response.new([{
                              type: "text",
                              text: "**Quotes for #{symbol_list}:**#{field_info}#{indicative_info}\n\n" \
                                    "#{formatted_quotes}"
                            }])
  rescue StandardError => e
    log_error("Error retrieving quotes for #{symbols.join(", ")}: #{e.message}")
    log_debug("Backtrace: #{e.backtrace.first(3).join("\n")}")
    MCP::Tool::Response.new([{
                              type: "text",
                              text: "**Error** retrieving quotes for #{symbols.join(", ")}: #{e.message}\n\n" \
                                    "#{e.backtrace.first(3).join("\n")}"
                            }])
  end
end

.format_equity_quote(obj) ⇒ Object

Format equity quote



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# File 'lib/schwab_mcp/tools/quotes_tool.rb', line 150

def self.format_equity_quote(obj)
  "Equity: #{obj.symbol}\nLast: #{obj.last_price}  Bid: #{obj.bid_price}  Ask: #{obj.ask_price}  " \
  "Mark: #{obj.mark}  Net Chg: #{obj.net_change}  %Chg: #{obj.net_percent_change}  Vol: #{obj.total_volume}"
end

.format_hash_quotes(quotes_data, symbols) ⇒ Object

Format hash of quotes (symbol => quote_object)



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# File 'lib/schwab_mcp/tools/quotes_tool.rb', line 119

def self.format_hash_quotes(quotes_data, symbols)
  formatted_lines = symbols.map do |symbol|
    quote_obj = quotes_data[symbol] || quotes_data[symbol.to_sym]
    quote_obj ? format_single_quote(quote_obj) : "#{symbol}: No data available"
  end
  formatted_lines.join("\n\n")
end

.format_index_quote(obj) ⇒ Object

Format index quote



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# File 'lib/schwab_mcp/tools/quotes_tool.rb', line 156

def self.format_index_quote(obj)
  "Index: #{obj.symbol}\nLast: #{obj.last_price}  Bid: N/A  Ask: N/A  Mark: #{obj.mark}  " \
  "Net Chg: #{obj.net_change}  %Chg: #{obj.net_percent_change}  Vol: #{obj.total_volume}"
end

.format_option_quote(obj) ⇒ Object

Format option quote



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# File 'lib/schwab_mcp/tools/quotes_tool.rb', line 142

def self.format_option_quote(obj)
  "Option: #{obj.symbol}\nLast: #{obj.last_price}  Bid: #{obj.bid_price}  Ask: #{obj.ask_price}  " \
  "Mark: #{obj.mark}  Delta: #{obj.delta}  Gamma: #{obj.gamma}  Vol: #{obj.volatility}  " \
  "OI: #{obj.open_interest}  Exp: #{obj.expiration_month}/#{obj.expiration_day}/#{obj.expiration_year}  " \
  "Strike: #{obj.strike_price}"
end

.format_quotes_data(quotes_data, symbols) ⇒ Object

Format the quotes data for display



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# File 'lib/schwab_mcp/tools/quotes_tool.rb', line 105

def self.format_quotes_data(quotes_data, symbols)
  return "No quotes available" unless quotes_data

  case quotes_data
  when Hash
    format_hash_quotes(quotes_data, symbols)
  when Array
    quotes_data.map { |quote_obj| format_single_quote(quote_obj) }.join("\n\n")
  else
    format_single_quote(quotes_data)
  end
end

.format_single_quote(obj) ⇒ Object

Format a single quote object for display (reused from quote_tool.rb)



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# File 'lib/schwab_mcp/tools/quotes_tool.rb', line 128

def self.format_single_quote(obj)
  case obj
  when SchwabRb::DataObjects::OptionQuote
    format_option_quote(obj)
  when SchwabRb::DataObjects::EquityQuote
    format_equity_quote(obj)
  when SchwabRb::DataObjects::IndexQuote
    format_index_quote(obj)
  else
    obj.respond_to?(:to_h) ? obj.to_h.inspect : obj.inspect
  end
end