MCP Tools
Model Context Protocol (MCP) integration enables seamless connection to third-party data providers, analytical services, and specialized financial tools without requiring custom development within the OpenBB Workspace.
We utilize the use-mcp library and support both MCP and SSE protocols, but not STDIO. If you are interested in STDIO support, we recommend exploring solutions like https://github.com/supercorp-ai/supergateway.
Configure your MCP Servers
Clicking this button opens the MCP server enable/disable menu.
Here you'll find the "+" icon that allows you to add or edit MCP servers.
Clicking the "+" icon opens the MCP Servers configuration dialog.
Within this dialog, clicking "Add Server" opens the following pop-up window.
Clicking "Add" initiates the connection, regardless of OAuth configuration.
Here's how OAuth appears when connecting to Smithery.ai, a directory containing over 6,000 MCP servers.
After connecting, you'll return to the Workspace and see "Authenticating..." displayed.
In the MCP Servers Configuration dialog, clicking on a successfully connected server displays the discovered tools. You can then open these tools to view their descriptions.
Select MCP Server tools
With the MCP Tools dialog open, you can enable or disable specific MCP tools for Copilot access.
Once an MCP Server is successfully connected, you can:
- Select all or none of the tools of a specific MCP Server.
This toggles all fine-grained tool-level controls simultaneously. It's the most efficient way to exclude an MCP Server from Copilot's context.
- Turn ON/OFF a specific set of tools from an MCP Server.
Note: Enabling all tools doesn't guarantee Copilot will use every tool; rather, it makes them available for selection. This granular control helps narrow OpenBB Copilot's context to what's most relevant to your needs.
If the MCP Server becomes disconnected, it will appear as disabled, as shown below:
MCP in action
When you submit a query to Copilot with MCP tools enabled, it can utilize one or more tools based on your prompt, including sequential tool usage when necessary.
For example, accessing OpenBB documentation requires two tools from the same MCP Server. Copilot automatically determines and executes this sequence on your behalf.
