# Webull Cloud MCP Server

> Webull Cloud MCP is a fully managed MCP service hosted by Webull.

> Unlike Local MCP, users do not need to install MCP Server, configure AI clients, manage API credentials, or perform local authentication.

> Users simply connect their Webull account through OAuth authorization and immediately access Webull capabilities from supported AI platforms.

> MCP Server URL Is: `https://api.webull.hk/mcp`(configuration link, cannot be openned directly).

---

## Quick Navigation

- [Architecture Overview](#architecture-overview-cloud)
- [Authorization Flow](#authorization-flow)
- [Account & Capability Authorization](#account-capability-authorization)
- [How To Connect Cloud MCP](#connect-cloud-mcp)

---

## Architecture Overview {#architecture-overview-cloud}

```mermaid
sequenceDiagram
    participant User
    participant AI as AI Platform
    participant OAuth as Webull OAuth
    participant MCP as Webull Cloud MCP
    participant API as Webull OpenAPI

    User->>AI: Connect Webull MCP
    AI->>OAuth: OAuth Login
    OAuth-->>AI: Authorization Success

    AI->>MCP: MCP Tool Request
    MCP->>API: OpenAPI Request
    API-->>MCP: Response
    MCP-->>AI: Tool Result
    AI-->>User: Natural Language Response
```

---

## Authorization Flow

Webull Cloud MCP uses OAuth Authorization Code Flow.

Authentication supports:

- Mobile Number + Password + Trading Password
- Email + Password + Trading Password

---

## Account & Capability Authorization {#account-capability-authorization}

After successful login, users enter a unified authorization page.

### Account Authorization

Users may authorize one or more accounts.

Example:

- Individual Cash
- Margin Account

Only selected accounts will be accessible through MCP.

### Capability Authorization

Users may authorize capability groups independently.

Examples:

| Capability | Description |
|------------|------------|
| Account Infos | View account information, assets, and positions. Allows the AI assistant to access your authorized account details, including account profile, account balances, buying power, cash holdings, and current positions. |
| Order Query | View order history and trading activities. Allows the AI assistant to access your order records, execution history, and transaction status for authorized accounts. |
| Market Data | Access real-time and historical market data. Allows the AI assistant to retrieve market quotes, price movements, and related market information for supported securities. |
| Security Master | Access security reference and instrument information. Allows the AI assistant to retrieve basic information about supported financial instruments, including stocks, ETFs, options, futures, and other securities. |

This follows the Principle of Least Privilege.

Only explicitly authorized capabilities are available to AI platforms.

### Available Endpoints

| Endpoint | Description |
|----------|-------------|
| `add_watchlist_instruments` | Add instruments to a watchlist |
| `create_watchlist` | Create a new watchlist |
| `delete_watchlist` | Delete a watchlist |
| `get_52_week_high_low` | Get 52-week high/low stocks ranking |
| `get_account_balance` | Get account balance information |
| `get_account_list` | Get all linked accounts |
| `get_account_positions` | Get account positions |
| `get_analyst_rating` | Get analyst rating for a stock |
| `get_analyst_target_price` | Get analyst target price for a stock |
| `get_balance_sheet` | Get balance sheet for a stock |
| `get_cash_flow` | Get cash flow statement for a stock |
| `get_company_profile` | Get company profile information |
| `get_financial_alert` | Get financial alert for a stock |
| `get_financial_indicators` | Get financial indicators for a stock |
| `get_fund_allocation` | Get fund asset allocation |
| `get_fund_brief` | Get fund brief information |
| `get_fund_dividends` | Get fund dividend history |
| `get_fund_files` | Get fund files/documents |
| `get_fund_holdings` | Get fund top 10 holdings |
| `get_fund_net_value` | Get fund net value (NAV) history |
| `get_fund_performance` | Get fund performance returns |
| `get_fund_rating` | Get fund rating history |
| `get_fund_splits` | Get fund split history |
| `get_futures_bars` | Get futures OHLCV bars |
| `get_futures_depth` | Get futures order book depth |
| `get_futures_footprint` | Get futures large order footprint |
| `get_futures_instruments` | Get futures instrument information |
| `get_futures_product_class` | Get futures product classification groups |
| `get_futures_products` | Get futures products and product codes |
| `get_futures_snapshot` | Get futures real-time snapshot |
| `get_futures_tick` | Get futures tick-by-tick trade data |
| `get_gainers_losers` | Get top gainers or losers ranking |
| `get_high_dividend` | Get high dividend stocks ranking |
| `get_income_statement` | Get income statement for a stock |
| `get_instruments` | Get instrument information by symbols or category |
| `get_market_sectors` | Get market sector overview ranking |
| `get_market_sectors_detail` | Get stock list for a specific market sector |
| `get_most_active` | Get most actively traded stocks ranking |
| `get_open_orders` | Get all current open orders |
| `get_option_bars` | Get option OHLCV bars |
| `get_option_snapshot` | Get option real-time snapshot |
| `get_option_tick` | Get option tick-by-tick trade data |
| `get_order_detail` | Get details for a single order |
| `get_order_history` | Get historical orders |
| `get_stock_bars` | Get bars for multiple stocks |
| `get_stock_bars_single` | Get bars for a single stock |
| `get_stock_capital_flow` | Get capital flow distribution for a stock |
| `get_stock_dividend_calendar` | Get dividend calendar for a stock |
| `get_stock_earnings_calendar` | Get earnings calendar for a stock |
| `get_stock_filings` | Get SEC filings for a stock |
| `get_stock_footprint` | Get large order footprint for a stock |
| `get_stock_forecast_eps` | Get forecast EPS for a stock |
| `get_stock_industry_comparison` | Get industry comparison for a stock |
| `get_stock_noii_bars` | Get NOII K-line data for a stock |
| `get_stock_noii_snapshot` | Get latest NOII snapshot for a stock |
| `get_stock_quotes` | Get bid/ask quotes for a stock |
| `get_stock_snapshot` | Get real-time snapshot for stocks |
| `get_stock_tick` | Get tick-by-tick trade data for a stock |
| `get_watchlist_instruments` | Get all instruments in a watchlist |
| `get_watchlists` | Get all watchlists for the user |
| `remove_watchlist_instruments` | Remove instruments from a watchlist |
| `update_watchlist` | Update a watchlist name or sort order |
| `update_watchlist_instruments` | Update sort order of instruments in a watchlist |

---

## How To Use Cloud MCP {#connect-cloud-mcp}

Here's a demo video showing how to connect and use Cloud MCP on Grok. For other AI platforms, we provide some connection examples.

### Grok

You can log in to the [Grok](https://grok.com) platform to operate.

<video src="https://u1sweb.webullfinance.com/gtms/hk/20260922/86711f292cf84224a61b33ebbb593581/Grok_New_HK.mp4" controls width="80%"></video>

### Other AI Platform

#### Codex

Run the following command in your terminal:

```bash
codex mcp add webull --url https://api.webull.hk/mcp
```

Then follow the OAuth authorization flow in Codex when prompted.

#### Cursor

Settings → MCP Servers → Add Remote MCP Server, then enter the URL above.

#### Kiro

Open the `mcp.json` by clicking on `Cmd + Shift + P（Mac）` or `Ctrl + Shift + P（Windows）`,Then make the following configurations:

```json
{
  "webull": {
    "url": "https://api.webull.hk/mcp",
    "disabled": false,
    "autoApprove": []
  }
}
```

#### Zed

Add the following to your `settings.json` under the `context_servers` key (key name is customizable):

```json
{
  "mcpServers": {
    "webull": {
      "url": "https://api.webull.hk/mcp"
    }
  }
}
```

#### Cherry Studio

Settings → MCP Servers → Add, then enter the URL above.