Longbridge MCP
Longbridge MCP lets agents access authorized market data, account information, portfolio data, trading operations, and investment workflows through Longbridge OpenAPI.
Verdict
Common use cases
- Pull portfolio positions during client reviews
- Check account balances before strategy calls
- Retrieve historical trade data for reporting
- Fetch real-time market quotes in discussions
- Summarize holdings across multiple accounts
Integration
- Vendor
- Longbridge MCP
- Category
- other
- Auth
- OAUTH2
- Composio slug
longbridge_mcp
Tools
Setup
Setup guide
- 11. Open your Switchy workspace and navigate to Settings > Integrations > Browse MCP Servers. 2. Search for Longbridge MCP and click Connect. 3. You'll be redirected to Longbridge's OAuth consent screen—log in with your Longbridge credentials. 4. Grant the requested scopes, typically read access to account data, positions, and market quotes. 5. After authorizing, you'll return to Switchy and see a green checkmark next to Longbridge MCP. 6. Open any Project and type '@Longbridge' followed by a question like 'show my current portfolio positions' to test the connection. 7. If the MCP responds with account data, you're ready to use it in team conversations.
What teammates see: by default, memories from Longbridge MCP are scoped to the Project (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Projects have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Portfolio Snapshot
@Longbridge show me my current portfolio positions and account balances across all accounts.
Recent Trade History
@Longbridge list all trades executed in the past 30 days, grouped by account.
Market Data Lookup
@Longbridge get the current market price and daily change for AAPL, TSLA, and MSFT.
Account Summary
@Longbridge summarize total equity, available cash, and margin usage for all my accounts.
Sector Allocation
@Longbridge analyze my portfolio and show the percentage allocation by sector.
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@longbridge what's the current price and daily change for AAPL and TSLA?
Based on current market data: Apple (AAPL) is trading at $178.42, up 2.3% today with volume of 52.1M shares. Tesla (TSLA) is at $242.15, down 1.8% with volume of 98.4M shares. Both prices reflect real-time quotes as of 3:47 PM ET. Note that this is an illustrative example — actual responses will vary based on live market conditions and your account's data access tier.
This example shows the MCP fetching real-time or delayed stock quotes. OAuth2 scope determines whether you get live data or 15-minute delayed quotes. Market hours matter — outside trading windows, you'll receive the last close price. Rate limits typically apply to quote requests.
@longbridge place a limit order to buy 10 shares of NVDA at $875, good for today only
Limit order submitted successfully. Order ID: LB-20240115-A7K9M. Details: Buy 10 shares of NVIDIA (NVDA) at limit price $875.00, day order (expires at market close). Current status: Open. The order will execute if NVDA trades at or below your limit price during today's session. You can monitor or cancel this order through your Longbridge account. This example illustrates order placement — actual execution depends on market conditions and account approval.
This demonstrates trade execution capability, which requires elevated OAuth2 permissions and a funded brokerage account. The MCP will reject orders if your account lacks buying power, margin approval, or trading authorization for the security. All trades carry financial risk and regulatory obligations.
@longbridge summarize my portfolio performance this month and highlight any positions down more than 10%
Your portfolio is up 3.2% month-to-date, outpacing the S&P 500's 2.1% gain. Total value: $47,320. Two positions are down more than 10%: Palantir (PLTR) -12.4% on earnings disappointment, and Rivian (RIVN) -15.7% following production guidance cuts. Your tech holdings (42% of portfolio) drove most gains, led by Microsoft +8.3%. This analysis combines your account data with the AI's interpretation — verify specific figures in your Longbridge dashboard before making decisions.
This example pairs the MCP's portfolio data retrieval with the AI's analytical reasoning. It requires read access to account holdings and transaction history. Performance calculations may differ slightly from your broker's methodology due to timing of cash flows, dividends, or fees. Always cross-reference with official statements.
Use-case deep-dives
Multi-region financial data for distributed investment teams
A distributed team of 5 portfolio managers across Hong Kong, Singapore, and New York needs unified access to Asia-Pacific equities and US ADRs. Longbridge MCP's OAuth2 flow means one workspace-level connection covers all regions without per-user VPN or proxy configs. This works when your team's data needs overlap geographically and Longbridge's coverage includes the exchanges you track. The boundary: if half your team only touches US markets and the other half only touches HKEX, a shared OAuth2 token might pull more data than each subgroup needs, inflating costs or hitting rate caps. For teams that genuinely collaborate across regions and reference the same cross-listed securities, the single-auth model is cleaner than managing separate regional API keys. If your team is segmented by geography with no overlap, per-region MCPs or direct API keys might be more efficient.
Frequently asked
What does the Longbridge MCP do in Switchy?
The Longbridge MCP connects your Switchy workspace to Longbridge's trading and market data platform. Your team can query real-time stock prices, access historical market data, and retrieve portfolio information without leaving Switchy. It's useful for teams building financial analysis workflows or needing live market context in their AI conversations.
Do I need a Longbridge account to use this MCP?
Yes. You'll authenticate via OAuth2, which means you need an active Longbridge account with API access enabled. The OAuth flow will ask for permissions to read market data and account information. If your Longbridge account doesn't have API privileges, contact Longbridge support to enable them before connecting.
Can this MCP execute trades or modify my portfolio?
That depends on the OAuth scopes Longbridge grants during setup. Most read-only integrations won't allow trade execution from Switchy. If you need trading capabilities, check the permissions screen during OAuth — if it only requests data access, you'll need to place trades directly in Longbridge's app or use their dedicated trading API.
Why use this instead of Longbridge's web interface?
The MCP lets your team pull market data into Switchy conversations without context-switching. Instead of opening Longbridge, copying a stock price, and pasting it into Switchy, you ask once and the AI fetches it. It's faster for teams who reference market data frequently but don't need Longbridge's full charting and order-entry interface.
Who on my team should connect the Longbridge MCP?
Whoever has a Longbridge account with the necessary API permissions. In most teams, that's your finance lead or whoever manages your trading accounts. Once connected, all Switchy workspace members can query the data through the MCP — they don't need individual Longbridge logins.