Account balance
Get account cash balance and asset summary. Returns balances[]{currency, total_cash, max_finance_amount, remaining_finance_amount, risk_level, margin_call}. Filter by currency (e.g. "USD", "HKD").
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Integrate Longbridge MCP
with your AI CRM
Longbridge MCP lets agents access authorized market data, account information, portfolio data, trading operations, and investment workflows through Longbridge OpenAPI.
Explore Triggers and Actions
Ah premium
Get A/H share premium historical K-line data. Returns items[]{timestamp, open, high, low, close} representing the premium percentage over the given period.
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Ah premium intraday
Get A/H share premium intraday time-share data. Returns items[]{timestamp, premium_rate} showing the intraday A/H premium percentage minute by minute.
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Alert add
Add a price alert. condition: price_rise/price_fall (absolute price) or percent_rise/percent_fall (relative %). frequency: once/daily/every. Returns created alert object.
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Alert delete
Delete a price alert by alert_id (numeric string from alert_list). Returns upstream API response on success; errors if alert_id is invalid.
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Alert disable
Disable a price alert by alert_id. Use alert_list to find the numeric alert_id.
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Alert enable
Enable a price alert by alert_id. Use alert_list to find the numeric alert_id.
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Alert list
Get all configured price alerts.
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Anomaly
Get market anomaly alerts (unusual price/volume changes). market: HK/US/CN/SG. symbol: optional, filter to a specific stock. count: results per page (default 50, max 100).
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Bank cards
List linked withdrawal bank cards for the current account. Returns cards[]{id, bank_name, account_number (masked), currency, status}.
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Broker holding
Get top broker holding data for a symbol (HK stocks only; sourced from HKEX CCASS participant disclosure).
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Broker holding daily
Get daily holding history for a specific broker (by broker_id) in a symbol (HK stocks only; sourced from HKEX CCASS participant disclosure).
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Broker holding detail
Get full broker holding detail list for a symbol (HK stocks only; sourced from HKEX CCASS participant disclosure).
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Brokers
Get broker queue (HK stocks only). Map broker IDs to names via participants.
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Business segments
Get current-period business segment revenue breakdown for a symbol (name, percent, total, currency)
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Business segments history
Get historical business segment revenue trends (by period and category).
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Calc indexes
Calculate financial indexes for symbols. Pass symbols, and optionally indexes (e.g. ["PeTtmRatio","PbRatio","LastDone","TurnoverRate"]). When indexes is omitted or empty, defaults to ["LastDone","ChangeValue","ChangeRate","Volume","PeTtmRatio","PbRatio","DividendRatioTtm","TurnoverRate","TotalMarketValue"]. Returns per-symbol index values.
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Cancel order
Cancel an open order by order_id. Returns plain text "order cancelled" on success; errors if the order is already filled or cancelled. TWO-STEP CONFIRMATION IS MANDATORY: this tool is a DRY RUN unless you pass the confirmation_code its own dry run returned. Call it first without execute, show the returned preview to the user, and only call it again with execute="<confirmation_code>" after the user has explicitly confirmed that exact order. The code is derived from the order itself, so it applies only to that exact order. Never quote it back on your own initiative, and never in the same turn the user first asks. The dry run also echoes the order being targeted so the user can verify it is the right one.
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Candlesticks
Get candlestick data (OHLCV). Only symbol is required; period defaults to day, count to 100 (max 1000), forward_adjust to false, trade_sessions to all. period: 1m/5m/15m/30m/60m/day/week/month/year. trade_sessions: intraday/all. If the account's entitlement caps out below the requested count, this returns as many candles as allowed instead of erroring — check the returned array length against count if an exact number matters.
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Capital distribution
Get capital distribution for a symbol. data_available is false for symbols with no capital-flow data (e.g. indices) — the other fields are still present but meaningless zeros in that case.
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Capital flow
Get capital inflow/outflow time series. Returns items[]{timestamp, inflow, outflow, net_flow} for the symbol (same-day data).
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Cash flow
Get cash flow records (deposits, withdrawals, dividends). Returns items[]{transaction_type, amount, currency, balance, created_at, remark}. start_at/end_at in RFC3339.
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Company
Get company overview. US accounts querying a .US symbol get a differently-shaped response not matching output_schema (intro, market_cap, top_rank_tags, sharelist, detail_url); other combinations match output_schema.
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Consensus
Get financial consensus estimates for upcoming periods. US accounts querying a .US symbol get a differently-shaped response not matching output_schema (ai_summary plus a details[] list per period); other combinations match output_schema.
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Constituent
Get the constituents of an index or the asset allocation of an ETF. For an index (e.g. HSI.HK, .DJI.US) returns constituents[]{symbol, name, last_done, change_rate, market_cap, weight}. For an ETF (e.g. QQQ.US, 2800.HK) returns the asset allocation as info[] grouped by asset_type: 1=Holdings (top constituents with code, symbol, holding_detail), 2=Regional (country/region breakdown), 3=AssetClass (stock/bond/cash etc.), 4=Industry (sector breakdown). Each group has report_date and lists[]{name, position_ratio, name_locales}; Holdings groups additionally include code, symbol and holding_detail{industry_name, index_name, holding_type_name}.
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Corp action
Get corporate actions (splits, buybacks, name changes).
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Create watchlist group
Create a new watchlist group. Optionally pass securities (e.g. ["AAPL.US", "700.HK"]) to pre-populate.
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Dca check
Check whether given symbols support DCA recurring investment.
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Dca create
Create a DCA recurring investment plan. frequency: Daily/Weekly/Monthly. day_of_week (Weekly): Mon/Tue/Wed/Thu/Fri. day_of_month (Monthly): 1-28.
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Dca history
Get execution history records for a DCA plan by plan_id.
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Dca list
List DCA recurring investment plans. Filter by status (Active/Suspended/Finished) or symbol.
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Dca pause
Pause (suspend) a DCA plan by plan_id. The plan stops executing until resumed. Returns upstream API response. Use dca_resume to restart.
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Dca resume
Resume a suspended DCA plan by plan_id. Resumes automated execution on the configured schedule. Returns upstream API response.
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Dca stats
Get DCA investment statistics.
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Dca stop
Permanently stop a DCA plan by plan_id. This cannot be undone. To temporarily pause, use dca_pause instead. Returns upstream API response.
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Dca update
Update an existing DCA plan by plan_id. Can change amount, frequency (Daily/Weekly/Monthly), day_of_week (Mon-Fri), or day_of_month (1-28). Returns updated plan.
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Delete watchlist group
Delete a watchlist group by id (numeric). Set purge=true to also remove its securities from all other groups.
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Deposits
List deposit history for the current account. Returns items[]{id, amount, currency, status, created_at, updated_at}. states: comma-separated (Pending/Finished/Failed). currencies: comma-separated codes.
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Depth
Get order book depth for a symbol. Up to 10 price levels.
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Dividend
Get dividend history for the symbol. US accounts querying a .US symbol get a differently-shaped response not matching output_schema (dividend_yield_ttm etc. are percent values, e.g. 0.34 means 0.34%); other combinations match output_schema.
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Dividend detail
Get detailed dividend distribution scheme.
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Estimate max purchase quantity
Estimate maximum buy/sell quantity for a symbol. Only symbol is required; side (case-insensitive Buy/Sell) defaults to Buy, order_type (case-insensitive) defaults to LO, and price is optional.
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Exchange rate
Get exchange rates for all supported currencies. Returns list[]{from_currency, to_currency, rate, timestamp} covering USD, HKD, CNY, SGD and others.
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Executive
Get company executive and board member information.
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Filings
Get regulatory filings (8-K, 10-Q, 10-K, etc.). Returns items[]{id, title, type, language, filing_date, url} for the symbol.
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Finance calendar
Finance calendar by category: report (earnings) / dividend / split / ipo / macrodata (CPI, NFP, rates) / closed (holidays). start and end (YYYY-MM-DD) are optional, default today plus 7 days; keep ranges under 2 weeks or results truncate.
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Financial report
Get financial reports (income statement, balance sheet, cash flow). kind: IS/BS/CF/ALL. report_type: af (annual), saf (semi-annual), q1/q2/q3, qf (quarterly full).
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Financial report latest
Get the latest financial report summary for a security.
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Financial report snapshot
Get financial report snapshot: report_desc (text summary), fo_revenue/fo_ebit/fo_eps (actual vs forecast with yoy/cmp), fr_* financial ratios (ROE, margins, assets, cash flow). report: qf/saf/af.
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Financial statement
Get financial statements (income statement, balance sheet, or cash flow) for a security. kind: IS/BS/CF/ALL. report: af (annual, default), saf (semi-annual), qf (quarterly full), q1/q2/q3.
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Forecast eps
Get EPS forecast and analyst estimate history.
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Fund holder
Get funds and ETFs that hold a given symbol.
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Fund positions
Get current fund positions.
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Grid cancel
Cancel (terminate) a grid order by order_id. TWO-STEP CONFIRMATION IS MANDATORY: this tool is a DRY RUN unless you pass the confirmation_code its own dry run returned. Call it first without execute, show the returned preview to the user, and only call it again with execute="<confirmation_code>" after the user has explicitly confirmed it. The code is derived from the order itself, so it applies only to that exact request. Never quote it back on your own initiative.
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Grid detail
Full detail for one grid order: rule parameters, status, embedded child orders (grid_sub_orders) and lifecycle history (grid_order_history). Supports history_id cursor + limit paging.
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Grid list
List grid trading orders. Filter by symbol or comma-joined status (e.g. "Performing,Suspended"); supports page/limit and sort_by/sort_order.
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Grid list by ids
Fetch specific grid orders by their IDs.
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Grid questionnaire
Record the one-time grid strategy risk-disclosure consent required before submitting grid orders. Takes no parameters.
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Grid replace
Replace an existing grid order's rule by order_id. Accepts the same grid rule fields as grid_submit. Overwrites the order's entire rule. TWO-STEP CONFIRMATION IS MANDATORY: this tool is a DRY RUN unless you pass the confirmation_code its own dry run returned. Call it first without execute, show the returned preview to the user, and only call it again with execute="<confirmation_code>" after the user has explicitly confirmed it. The code is derived from the order itself, so it applies only to that exact request. Never quote it back on your own initiative. The dry run echoes the rule that would replace the current one.
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Grid restart
Restart (resume) a suspended grid order by order_id. TWO-STEP CONFIRMATION IS MANDATORY: this tool is a DRY RUN unless you pass the confirmation_code its own dry run returned. Call it first without execute, show the returned preview to the user, and only call it again with execute="<confirmation_code>" after the user has explicitly confirmed it. The code is derived from the order itself, so it applies only to that exact request. Never quote it back on your own initiative. A restarted grid resumes placing orders on its own.
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Grid submit
Submit a grid trading order. DRY RUN unless execute is the confirmation_code from its own dry run: call once without execute, show the preview, then re-call quoting the code only after the user confirms.
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Grid suspend
Suspend (pause) a running grid order by order_id. Resume with grid_restart. TWO-STEP CONFIRMATION IS MANDATORY: this tool is a DRY RUN unless you pass the confirmation_code its own dry run returned. Call it first without execute, show the returned preview to the user, and only call it again with execute="<confirmation_code>" after the user has explicitly confirmed it. The code is derived from the order itself, so it applies only to that exact request. Never quote it back on your own initiative.
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Grid symbol info
Pre-trade grid setup info for a security (takes a symbol, not an order_id): security name, last price, board lot sizes (buy/sell), price-step (bid_size) table, and channel/authorization info (strategy grant flag, RTH support, supported s...
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Grid trigger history
Trigger history for one grid order: each triggered child order with price, quantity, executed price/qty, and trigger time. Supports page/limit.
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History candlesticks by date
Get historical candlestick data by date range. Only symbol is required; period defaults to day (1m/5m/15m/30m/60m/day/week/month/year), forward_adjust to false, trade_sessions to all.
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History candlesticks by offset
Get historical candlestick data by offset from a reference time. Only symbol is required; period defaults to day (1m/5m/15m/30m/60m/day/week/month/year), count to 100, forward_adjust/forward to false, trade_sessions to all. If the account's entitlement caps out below the requested count, this returns as many candles as allowed instead of erroring — check the returned array length against count if an exact number matters.
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History executions
Get historical trade executions between dates. Returns executions[]{order_id, symbol, side, quantity, price, trade_done_at}. start_at/end_at in RFC3339.
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History market temperature
Get historical market temperature time series.
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History orders
Get historical orders between dates (excludes today). Returns orders[]{order_id, symbol, side, status, quantity, price, submitted_at}. start_at/end_at in RFC3339. US accounts only: us_page, us_limit paginate via a separate US order endpoint (default page size 20 — pass us_page to see more than the first page).
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Industry peers
Hierarchical sub-sector tree for an industry group. Accepts BK counter_id from industry_rank (e.g. BK/US/IN00258). Each node shows stock count, daily change, and YTD change.
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Industry rank
Industry ranking list by market (US/HK/CN/SG) and indicator (0=领涨/1=今日走势/2=人气/3=市值/4=营收/5=营收增长率/6=净利润/7=净利润增长率). sort_type: 0=单级 1=多层. Returns items[]{counter_id(BK/US/IN00258), name, chg, lists[]}. Pass counter_id directly to industry_peers.
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Industry valuation
Get industry valuation comparison for peers.
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Industry valuation dist
Get industry PE/PB/PS valuation distribution.
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Institution rating
Get institution rating summary.
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Institution rating detail
Get detailed historical institution ratings and target price history.
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Institution rating history
Get institution rating history.
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Institution rating industry rank
Get peers ranked by institution analyst ratings in the same industry. Paginated.
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Institutional views
Get monthly institutional rating distribution timeline.
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Intraday
Get intraday minute-by-minute price/volume data. trade_sessions: "intraday" (default, regular hours) or "all" (include pre-market and post-market)
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Invest relation
Get investor relations events and announcements.
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Ipo calendar
Show the IPO calendar.
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Ipo detail
Show IPO detail for a symbol.
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Ipo listed
List recently listed IPO stocks (HK+US).
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Ipo order detail
Show detailed information for a specific IPO order by order_id.
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Ipo orders
List IPO orders (active+history). Filter by symbol, market, or status.
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Ipo profit loss
Show IPO profit/loss summary and per-stock breakdown. period: all/ytd/1y/3y.
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Ipo subscriptions
List IPO stocks in subscription/pre-filing stage (HK+US).
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Macrodata
Get historical observations for one macro-economic indicator. Use indicator_code from macrodata_indicators; start_date/end_date accept YYYY-MM-DD. Supports offset/limit pagination.
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Macrodata indicators
List macro-economic indicators. Filter by keyword and country (US/CN/HK/EU/JP/SG). Use the returned indicator_code with macrodata. Supports offset/limit pagination.
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Margin ratio
Get margin ratio for a symbol.
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Market status
Get current market trading status for all markets.
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Market temperature
Get current market sentiment temperature. market: HK/US/CN/SG.
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News
Get latest news articles for a symbol. Returns items[]{id, title, source, publish_time, summary, url, related_symbols[]}.
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News detail
Get one news article's full detail by id (from news/news_search).
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News search
Search news articles by keyword. Returns news_list[]{id, title, description, source_name, publish_at (RFC3339), score}. Paginate with score+publish_at_timestamp+id cursors.
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Now
Get current UTC time as an RFC3339 string (e.g. "2025-01-15T08:30:00Z"). Use to determine current date/time before making date-based queries.
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Operating
Get company operating metrics (HK stocks only).
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Option chain expiry date list
Get option chain expiry dates for a symbol (e.g. AAPL.US). Returns expiry_dates[] as "yyyy-mm-dd" strings. Use with option_chain_info_by_date to get strikes and Greeks.
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Option chain info by date
Get option chain for an expiry date. Returns strikePrices[]{strike_price, call{symbol, last_done, iv, delta, gamma}, put{symbol, last_done, iv, delta, gamma}}.
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Option quote
Get option quotes (max 500 symbols). Symbols must be option contract symbols (e.g. "AAPL230317P160000.US"), NOT plain stock symbols — obtain valid ones from option_chain_info_by_date's call.symbol/put.symbol fields. Returns last_done, prev_close, open, high, low, volume, turnover, implied_volatility, delta, gamma, theta, vega, rho, open_interest per symbol.
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Option volume
Get real-time option call/put volume stats for a US stock. Returns {call_volume, put_volume, put_call_ratio, call_oi, put_oi} and top active contracts.
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Option volume daily
Get daily historical option stats for a US stock. Returns items[]{date, call_volume, put_volume, put_call_vol_ratio, call_oi, put_oi, put_call_oi_ratio}.
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Order detail
Get detailed information about a specific order.
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Participants
Get HK market participant broker information. Returns participants[]{broker_ids[], name_en, name_cn, name_hk}. Use broker_ids to interpret broker queue data.
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Profit analysis
Get portfolio profit and loss analysis summary. start/end: optional date range in yyyy-mm-dd format. Both must be provided together — passing only one returns empty results.
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Profit analysis detail
Get detailed profit and loss analysis for a specific symbol. start/end: optional date range in yyyy-mm-dd format. Both must be provided together — passing only one returns empty results.
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Quant run
Run a quant indicator script against historical K-line data on the server. Executes the script server-side and returns the computed indicator/plot values as JSON. Periods: 1m, 5m, 15m, 30m, 1h, day, week, month, year (default: day). The optional input parameter accepts a JSON array matching the order of input.*() calls in the script, e.g. "[14,2.0]".
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Quote
Get latest price quotes. Returns per symbol: last_done, prev_close, open, high, low, volume, turnover, change_rate, change_value, trade_status, timestamp.
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Rank categories
Get rank tab category configurations for the popularity leaderboard. Pass a second_tags key (e.g. `hot_all-us`) to rank_list.
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Rank list
Get ranked stock list by leaderboard tab key. key: from rank_categories second_tags[].key (e.g. "hot_all-us", "hot_up-hk", "trade_heat-us"). market: inferred from key suffix (-us/-hk) or pass explicitly. size: results (default 20).
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Replace order
Modify an open order's quantity, price, trigger_price, or trailing params. Returns "order replaced" on success. Only open/pending orders can be modified. TWO-STEP CONFIRMATION IS MANDATORY: this tool is a DRY RUN unless you pass the confirmation_code its own dry run returned. Call it first without execute, show the returned preview to the user, and only call it again with execute="<confirmation_code>" after the user has explicitly confirmed that exact order. The code is derived from the order itself, so it applies only to that exact order. Never quote it back on your own initiative, and never in the same turn the user first asks. The dry run echoes the current order alongside the requested change.
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Screener indicators
Get all available screener indicator keys with units and default value ranges. Technical indicators include a tech_values field showing available options (e.g. macd_day: {category:[goldenfork,deadcross], period:[day,week]}).
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Screener recommend strategies
List platform-preset screener strategies. market: US|HK|CN|SG (default: US). Pass id to screener_search strategy_id to run, or screener_strategy to inspect filter conditions.
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Screener search
Screen stocks. market: US|HK|CN|SG (Mode B required; Mode A uses strategy's market). Mode A: strategy_id from screener_recommend_strategies — auto-runs saved strategy.
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Screener strategy
Inspect a screener strategy's filter conditions before running it. Use screener_search strategy_id to execute the strategy.
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Screener user strategies
List the current user's saved screener strategies. market: US|HK|CN|SG (default: US). Pass id to screener_search strategy_id to run, or screener_strategy to inspect conditions.
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Security facts
List a security's fact (catalyst) events — anomaly detections, factor readings, data sources and natural-language summaries — filtered by time range and count. Facts are what strategies react to: a signal names its trigger in key_fact_id.
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Security list
Get security list for a market. Supports market: US, HK, CN, SG. category: "Overnight" (default). page: 1-based page number (default 1). count: records per page (default 50).
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Shareholder
Get institutional shareholders for a symbol.
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Shareholder detail
Get a single shareholder's holding and trade history. Requires object_id from shareholder_top. Note: trading_details[] is empty for institutional (13F) holders — it is only populated for insider/individual filers (Form 4).
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Shareholder top
Get Top 20 major shareholders (institutions, individuals, insiders) across reporting periods. Use object_id with shareholder_detail to drill into a holder's full trade history.
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Sharelist add
Add securities to a community sharelist by id. Provide symbols (e.g. ["AAPL.US", "700.HK"]) to add. Returns upstream API response.
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Sharelist create
Create a new community sharelist with a name and optional description.
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Sharelist delete
Delete a community sharelist by id (own lists only; subscribed lists cannot be deleted). Returns upstream API response on success.
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Sharelist detail
Get community sharelist detail by id.
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Sharelist list
List user's own and subscribed community sharelists.
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Sharelist popular
Get popular/trending community sharelists.
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Sharelist remove
Remove securities from a community sharelist by id. Provide symbols to remove. Returns upstream API response on success.
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Sharelist sort
Reorder securities in a community sharelist by id. Provide symbols in the desired new order. Returns upstream API response on success.
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Short margin
Get short margin deposit details for the current account. Returns short positions with margin_amount, margin_rate, interest_rate, symbol, quantity per position.
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Short positions
Get short interest history (open short positions) for HK or US stocks. Market inferred from symbol suffix. count: 1–100 (default 20). Unified data[]{timestamp(RFC3339), short_shares(open short position in shares), rate(decimal ratio e.g. 0.009=0.9%), close}. US-only: avg_daily_vol, days_to_cover. HK-only: balance(outstanding short position in HKD). US source: FINRA bi-weekly. HK source: HKEX daily.
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Short trades
Get daily short-sale volume history for HK or US stocks. Market inferred from symbol suffix. last_timestamp: unix seconds (omit for latest). page_size: 1–100 (default 20). US source: FINRA/NASDAQ daily. HK source: HKEX daily.
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Signal detail
Get one signal by ID (from `signals`). Same fields as the list, plus `analysis` — the full strategy analysis: fit scores, valuation scenarios, evidence sources and related fact IDs.
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Signals
Query strategy signals — a strategy's take on a security, triggered by a catalyst. Filter by symbol, strategy, catalyst and time range; page with limit/offset. The full strategy analysis is omitted here — fetch it with signal_detail.
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Statement export
Get a pre-signed download URL for a statement data file (obtained from statement_list).
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Statement list
List available account statements (daily/monthly). Use the id with statement_export to download.
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Static info
Get static info for securities. Returns per symbol: symbol, name_cn, name_en, exchange (e.g. NASDAQ), type (e.g. US_Stock), lot_size, listed_date, delisted (bool). US accounts only: .BKKT crypto symbols (e.g. BTCUSD.BKKT) are routed to a separate US crypto overview endpoint; .HAS/.OSL crypto symbols are unaffected.
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Stock positions
Get current stock positions across all channels. US accounts only: an additional us_asset_overview field {cash_list, stock_list, option_list, crypto_list, cash_buy_power, overnight_buy_power} is included alongside the existing data.
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Submit order
Submit a buy/sell order. DRY RUN unless execute is the confirmation_code from its own dry run: call once without execute, show the preview to the user, then re-call quoting the code only after they explicitly confirm.
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Today executions
Get today's trade executions (fills). Returns executions[]{order_id, symbol, side, quantity, price, trade_done_at}. Pass symbol or order_id to filter.
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Today orders
Get orders placed today. Returns orders[]{order_id, symbol, side, order_type, status, quantity, price, submitted_at, executed_quantity, executed_price}. Pass symbol to filter. US accounts only: us_action (Buy/Sell), us_page, us_limit filter/paginate via a separate US order endpoint.
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Top movers
Get stocks whose price fluctuation exceeds the 20-trading-day standard deviation, with correlated news reasons. markets: comma-separated HK/US/CN/SG (omit=all). sort: 0=time 1=change-magnitude 2=popularity/heat (default).
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Topic
Get discussion topics for a symbol. Returns items[]{id, title, author, created_at, like_count, comment_count, content_summary}.
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Topic create
Create a new discussion topic. topic_type="post" (default) is plain text; "article" requires a non-empty title and accepts Markdown body.
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Topic create reply
Create a reply to a discussion topic. Pass reply_to_id to nest under another reply; omit for a top-level reply.
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Topic detail
Get discussion topic detail by topic_id.
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Topic replies
Get replies to a discussion topic, paginated (page default 1, size default 20, range 1-50)
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Topic search
Search community topics/posts by keyword. Returns id, author, time, and excerpt.
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Trade stats
Get trade statistics (buy/sell/neutral volume distribution). Returns items[]{price_range, buy_volume, sell_volume, neutral_volume} for price-volume profile.
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Trades
Get recent trades (max 1000). Returns trades[]{price, volume, timestamp, trade_type, direction} for the symbol.
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Trading days
Get trading days for a market between dates. market: HK/US/CN/SG.
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Trading session
Get trading session schedule for all markets. Returns market_sessions[]{market, trade_sessions[]{beg_time, end_time, trade_session_type}}.
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Update watchlist group
Update a watchlist group by id. Can rename (name param) or modify securities (securities + mode: add/remove/replace).
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Valuation
Get valuation overview with peer comparison. US accounts querying a .US symbol get a differently-shaped response not matching output_schema (ai_summary plus a metrics.pe object with different sub-fields); other combos match output_schema.
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Valuation comparison
Stock valuation comparison. Mode A (single): pass only symbol — server returns stock + auto-selected industry peers.
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Valuation history
Get detailed valuation history time series.
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Valuation rank
Get daily valuation rank (PE/PB/PS/dividend yield industry percentile) for a security over a date range. start/end in yyyymmdd format.
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Warrant issuers
Get HK warrant issuer information. Returns issuers[]{id, name_en, name_cn}. Use id in warrant_list issuer filter.
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Warrant list
Get filtered warrant list for an underlying symbol. Returns warrants[]{symbol, name, last_done, change_rate, implied_volatility, expiry_date, strike_price, leverage_ratio, outstanding_ratio}.
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Warrant quote
Get warrant quotes. Returns last_done, prev_close, open, high, low, volume, turnover, implied_volatility, delta, leverage_ratio, effective_leverage per symbol.
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Watchlist
Get all watchlist groups and their securities. Returns groups[]{id, name, securities[]{symbol, market, name, watched_price, watched_at}}.
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Withdrawals
List withdrawal history for the current account. Returns items[]{id, amount, currency, status, created_at, bank_name, account_number (masked)}.
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How the Longbridge MCP integration works
The Longbridge MCP integration connects your Dench AI CRM directly to Longbridge MCP, so agents can read and act on your Longbridge MCP data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
162 actions are available for agents to invoke on your behalf. Every call runs through Longbridge MCP's own authorization, scoped to the account you connect.
Set up Longbridge MCP in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Longbridge MCP and click Connect — you'll authorize access through Longbridge MCP's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Longbridge MCP in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Longbridge MCP integration work with Dench?
The Dench Longbridge MCP integration connects your AI CRM to Longbridge MCP, so AI agents can work with your Longbridge MCP data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Longbridge MCP via Dench?
The Longbridge MCP integration currently exposes 162 actions, including Account balance, Ah premium, Ah premium intraday, Alert add, Alert delete, and Alert disable. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Longbridge MCP to Dench?
No. You connect Longbridge MCP from your Dench workspace using Longbridge MCP's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Longbridge MCP integration secure?
Connections are authorized through Longbridge MCP's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Longbridge MCP connection from your workspace settings at any time.