refactor(mcp_server): migrate to FastMCP v3 and add OpenBB Code Mode#7385
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MagnusS0 wants to merge 5 commits intoOpenBB-finance:developfrom
Draft
refactor(mcp_server): migrate to FastMCP v3 and add OpenBB Code Mode#7385MagnusS0 wants to merge 5 commits intoOpenBB-finance:developfrom
MagnusS0 wants to merge 5 commits intoOpenBB-finance:developfrom
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deeleeramone
added
refactor
…de, fix brief format - Remove 270+ lines of dead code (summarize_categories, render_categories_as_markdown, OpenBBSearch/OpenBBListCategories classes, all OpenBB hint helpers) - Consolidate duplicate tool builders into build_search_tool/build_list_categories_tool public methods; CodeMode factories become simple lambdas - Add get_schema tool to standalone search mode giving it the same 4-step discovery flow as CodeMode: list_categories -> search -> get_schema -> call_tool - Fix brief search output to use first line of description only (splitlines()[0]) preventing multi-paragraph docstrings from bleeding into search results - BM25 uses post-filter with uncapped top_k for stable indexing - output_format exposed as public attribute - Cache _make_list_categories_tool and _make_get_schema_tool instances - max_results/ctx keyword-only in search inner fn (pylint R0917) - Add test asserting BM25 index hash is stable across filter changes
…isable - Expose render_results() as a public method on OpenBBBM25SearchTransform (wraps inherited _render_results) so build_search_tool closures avoid W0212; docstring explains the wrapper exists solely for pylint boundary reasons - Add module-level pylint: disable=protected-access in test file — tests intentionally inspect private state (_bm25_hash, _max_results, etc.)
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OpenBB MCP - FastMCP v3
This PR is an update of the OpenBB MCP.
I refactored the server to FastMCP v3 and adapted the upcoming Code Mode flow (still pre-GA), this makes the MCP much more usable.
In the first version of the OpenBB MCP i added the admin discovery tools to toggle tool visibility. With this change, we move to Code Mode-style interaction (
search+execute), which also unlocks better tool chaining and practical access to categories that were previously skipped, especially POST-heavy areas (including technical/quant/econometrics workflows).This also extendes the base FastMCP Code Mode behavior with OpenBB-specific filtering/search improvements and compact markdown output hints to reduce token usage.
What changed
available_categoriesavailable_toolsactivate_toolsdeactivate_toolssearchtool with category/subcategory/provider-aware filteringexecutefor chained tool calls in sandboxed execution using python-montyon_duplicatewith legacy fallback compatibility.Motivation / context
Code Mode is becoming a key MCP pattern (Cloudflare and Anthropic both published their versions):
I also opened a related FastMCP PR for markdown serializer/token improvements:
Draft note
This is intentionally a Draft PR because Code Mode support is not GA in upstream FastMCP yet, and this branch currently uses a git-pinned FastMCP revision to access that functionality.
How has this been tested?
Automated
uv run pytest openbb_platform/extensions/mcp_server/tests -q109 passed, 4 skippedManual
openbb-pydantic-aiagent.Reviewer notes
Please focus review on:
openbb_mcp_server/utils/code_mode.pyopenbb_mcp_server/app/app.pyopenbb_mcp_server/utils/fastapi.pyopenbb_mcp_server/models/settings.pyChecklist
feature/*.