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.com/mcp(configuration link, cannot be openned directly).

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Quick Navigation

• Architecture Overview
• Authorization Flow
• Account & Capability Authorization
• How To Connect Cloud MCP
• How To Place Order Using MCP

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Architecture Overview

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Authorization Flow

Webull Cloud MCP uses OAuth Authorization Code Flow.

Authentication supports:

• Mobile Number + Password + Trading Password
• Email + Password + Trading Password

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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
• IRA Account
• Futures 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	Permissions
add_watchlist_instruments	Add symbols to a watchlist	Non-Trading
create_watchlist	Create a new watchlist	Non-Trading
delete_watchlist	Delete a watchlist	Non-Trading
get_account_balance	Get account balances and assets	Non-Trading
get_account_list	Get all trading accounts	Non-Trading
get_account_positions	Get account holdings and positions	Non-Trading
get_analyst_rating	Get analyst ratings for a security	Non-Trading
get_analyst_target_price	Get analyst target prices for a security	Non-Trading
get_company_profile	Get company information and business details	Non-Trading
get_crypto_bars	Get historical crypto price data	Non-Trading
get_crypto_instruments	Get cryptocurrency information	Non-Trading
get_crypto_snapshot	Get real-time crypto market data	Non-Trading
get_event_bars	Get historical event contract data	Non-Trading
get_event_categories	Get event market categories	Non-Trading
get_event_depth	Get event contract order book data	Non-Trading
get_event_events	Get events in an event series	Non-Trading
get_event_instruments	Get event contract information	Non-Trading
get_event_series	Get event market series	Non-Trading
get_event_snapshot	Get real-time event market data	Non-Trading
get_event_tick	Get event contract trade data	Non-Trading
get_futures_bars	Get historical futures price data	Non-Trading
get_futures_depth	Get futures order book data	Non-Trading
get_futures_footprint	Get futures capital flow data	Non-Trading
get_futures_instruments	Get futures contract information	Non-Trading
get_futures_product_class	Get futures product categories	Non-Trading
get_futures_products	Get futures product information	Non-Trading
get_futures_snapshot	Get real-time futures market data	Non-Trading
get_futures_tick	Get futures trade data	Non-Trading
get_gainers_losers	Get top gainers and losers	Non-Trading
get_instruments	Get stock and ETF information	Non-Trading
get_most_active	Get the most actively traded stocks	Non-Trading
get_open_orders	Get open and pending orders	Non-Trading
get_order_detail	Get details of an order	Non-Trading
get_order_history	Get historical orders	Non-Trading
get_stock_bars	Get historical price data for multiple stocks	Non-Trading
get_stock_bars_single	Get historical price data for a single stock	Non-Trading
get_stock_footprint	Get stock capital flow data	Non-Trading
get_stock_quotes	Get stock bid and ask quotes	Non-Trading
get_stock_snapshot	Get real-time stock market data	Non-Trading
get_stock_tick	Get stock trade data	Non-Trading
get_watchlist_instruments	Get symbols in a watchlist	Non-Trading
get_watchlists	Get all watchlists	Non-Trading
remove_watchlist_instruments	Remove symbols from a watchlist	Non-Trading
update_watchlist	Update a watchlist	Non-Trading
update_watchlist_instruments	Update symbols in a watchlist	Non-Trading
get_stock_capital_flow	Get capital flow distribution for a stock by date.	Non-Trading
get_stock_filings	Get SEC filings for a US stock (last 3 years).	Non-Trading
get_stock_earnings_calendar	Get earnings calendar for a stock.	Non-Trading
get_stock_dividend_calendar	Get dividend calendar for a stock.	Non-Trading
get_stock_forecast_eps	Get forecast EPS for a stock.	Non-Trading
get_stock_industry_comparison	Get industry comparison for a stock (up to 20 peers).	Non-Trading
get_fund_rating	Get fund rating history.	Non-Trading
get_fund_performance	Get fund performance returns over multiple horizons.	Non-Trading
get_fund_allocation	Get fund asset allocation by date.	Non-Trading
get_fund_holdings	Get fund top 10 holdings.	Non-Trading
get_fund_brief	Get fund brief information.	Non-Trading
get_fund_dividends	Get fund dividend history.	Non-Trading
get_fund_splits	Get fund split history.	Non-Trading
get_fund_net_value	Get fund net value (NAV) history.	Non-Trading
get_fund_files	Get fund files/documents.	Non-Trading
get_financial_alert	Get financial alert (next report estimates vs last year).	Non-Trading
get_financial_indicators	Get financial indicators (key ratios/metrics) for a stock.	Non-Trading
get_income_statement	Get income statement for a stock across periods.	Non-Trading
get_balance_sheet	Get balance sheet for a stock across periods.	Non-Trading
get_cash_flow	Get cash flow statement for a stock across periods.	Non-Trading
get_market_sectors	Get market sector overview ranking.	Non-Trading
get_market_sectors_detail	Get stock list and statistics for a specific market sector.	Non-Trading
get_high_dividend	Get high dividend stocks ranking.	Non-Trading
get_52_week_high_low	Get 52-week high/low stocks ranking.	Non-Trading
place_algo_instruction	Create an algo order instruction (requires confirmation in Webull APP / Desktop).	Trading
place_crypto_instruction	Create a crypto order instruction (requires confirmation in Webull APP / Desktop).	Trading
place_event_instruction	Create an event order instruction (requires confirmation in Webull APP / Desktop).	Trading
place_futures_instruction	Create a futures order instruction (requires confirmation in Webull APP / Desktop).	Trading
place_option_single_instruction	Create a single-leg option order instruction (requires confirmation in Webull APP / Desktop).	Trading
place_option_strategy_instruction	Create an option strategy order instruction (requires confirmation in Webull APP / Desktop).	Trading
place_stock_instruction	Create a stock order instruction (requires confirmation in Webull APP / Desktop).	Trading
revoke_instruction	Revoke a previously created order instruction.	Trading
get_pending_instruction	Get pending order instructions awaiting confirmation.	Trading
get_processed_instruction	Get processed order instructions.	Trading
get_account_authorization	Get the account's MCP authorization info.	Non-Trading

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How To Use Cloud MCP

We provided a video to demonstrate how to connect and use Webull Cloud MCP in the AI markets include ChatGPT, Claude, and Grok. For other AI code platforms, we have provided some examples of connections.

AI Market

You can operate it on ChatGPT, Claude and Grok.

AI Code Platform

Codex

Run the following command in your terminal:

codex mcp add webull --url https://api.webull.com/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:

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

Zed

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

{
  "mcpServers": {
    "webull": {
      "url": "https://api.webull.com/mcp"
    }
  }
}

Cherry Studio

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

How To Place Order Using MCP

You can learn how to use MCP to place orders through this video.