Class: SchwabMCP::Tools::SchwabAccountDetailsTool

Inherits:
MCP::Tool
  • Object
show all
Extended by:
Loggable
Defined in:
lib/schwab_mcp/tools/schwab_account_details_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(account_name:, fields: nil, server_context:) ⇒ Object 



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# File 'lib/schwab_mcp/tools/schwab_account_details_tool.rb', line 39

def self.call(account_name:, fields: nil, server_context:)
  log_info("Getting account information for account name: #{account_name}")

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

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

    available_accounts = client.
    unless available_accounts.include?()
      log_error("Account name '#{account_name}' not found in configured accounts")
      return MCP::Tool::Response.new([{
        type: "text",
        text: "**Error**: Account name '#{account_name}' not found in configured accounts.\n\nAvailable accounts: #{available_accounts.join(', ')}\n\nTo configure: Add the account to your schwab_rb configuration file."
      }])
    end

    log_debug("Using account name: #{account_name}")
    log_debug("Fetching account information with fields: #{fields}")

     = client.(account_name: , fields: fields)

    if 
      log_info("Successfully retrieved account information for #{account_name}")

      formatted_response = (, )

      MCP::Tool::Response.new([{
        type: "text",
        text: formatted_response
      }])
    else
      log_warn("Empty response from Schwab API for account: #{account_name}")
      MCP::Tool::Response.new([{
        type: "text",
        text: "**No Data**: Empty response from Schwab API for account: #{account_name}"
      }])
    end

  rescue JSON::ParserError => e
    log_error("JSON parsing error: #{e.message}")
    MCP::Tool::Response.new([{
      type: "text",
      text: "**Error**: Failed to parse API response: #{e.message}"
    }])
  rescue => e
    log_error("Error retrieving account information for #{account_name}: #{e.message}")
    log_debug("Backtrace: #{e.backtrace.first(3).join('\n')}")
    MCP::Tool::Response.new([{
      type: "text",
      text: "**Error** retrieving account information for #{account_name}: #{e.message}\n\n#{e.backtrace.first(3).join('\n')}"
    }])
  end
end