Read Longbridge market data and accounts, change alerts and plans on approval
Connect Longbridge MCP and the agent can read authorized market data, account balances, holdings, and investment plans from Longbridge OpenAPI while you work. Ask for a price alert, a watchlist group, or a change to a recurring plan, and the agent shows the exact call first. You approve, then it runs. Access is set up with DCR OAuth.
ReadBank cardsList linked withdrawal bank cards for the current account.
ReadBroker holdingGet top broker holding data for a symbol (HK stocks only; sourced from HKEX CCASS participant disclosure).
ReadBroker holding dailyGet daily holding history for a specific broker (by broker_id) in a symbol (HK stocks only; sourced from HKEX CCASS participant disclosure).
ReadBroker holding detailGet full broker holding detail list for a symbol (HK stocks only; sourced from HKEX CCASS participant disclosure).
ReadBrokersGet broker queue (HK stocks only).
ReadBusiness segmentsGet current-period business segment revenue breakdown for a symbol (name, percent, total, currency)
ReadBusiness segments historyGet historical business segment revenue trends (by period and category).
ReadCalc indexesCalculate financial indexes for symbols.
ReadCandlesticksGet candlestick data (OHLCV).
ReadCapital distributionGet capital distribution for a symbol.
ReadCapital flowGet capital inflow/outflow time series.
ReadCash flowGet cash flow records (deposits, withdrawals, dividends).
ReadCompanyGet company overview.
ReadConsensusGet financial consensus estimates for upcoming periods.
ReadConstituentGet the constituents of an index or the asset allocation of an ETF.
ReadCorp actionGet corporate actions (splits, buybacks, name changes).
ReadDca checkCheck whether given symbols support DCA recurring investment.
ReadDca historyGet execution history records for a DCA plan by plan_id.
ReadDca listList DCA recurring investment plans.
ReadDca statsGet DCA investment statistics.
ReadDepositsList deposit history for the current account.
ReadDepthGet order book depth for a symbol.
ReadDividendGet dividend history for the symbol.
ReadDividend detailGet detailed dividend distribution scheme.
ReadEstimate max purchase quantityEstimate maximum buy/sell quantity for a symbol.
ReadExchange rateGet exchange rates for all supported currencies.
ReadExecutiveGet company executive and board member information.
ReadFinancial statementGet financial statements (income statement, balance sheet, or cash flow) for a security.
ReadForecast epsGet EPS forecast and analyst estimate history.
ReadFund holderGet funds and ETFs that hold a given symbol.
ReadFund positionsGet current fund positions.
ReadGrid detailFull detail for one grid order: rule parameters, status, embedded child orders (grid_sub_orders) and lifecycle history (grid_order_history).
ReadGrid listList grid trading orders.
ReadGrid list by idsFetch specific grid orders by their IDs.
ReadGrid symbol infoPre-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…
ReadGrid trigger historyTrigger history for one grid order: each triggered child order with price, quantity, executed price/qty, and trigger time.
ReadHistory candlesticks by dateGet historical candlestick data by date range.
ReadHistory candlesticks by offsetGet historical candlestick data by offset from a reference time.
ReadHistory executionsGet historical trade executions between dates.
ReadHistory market temperatureGet historical market temperature time series.
ReadHistory ordersGet historical orders between dates (excludes today).
ReadIndustry peersHierarchical sub-sector tree for an industry group.
ReadIndustry rankIndustry 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).
ReadIndustry valuationGet industry valuation comparison for peers.
ReadIndustry valuation distGet industry PE/PB/PS valuation distribution.
ReadInstitutional viewsGet monthly institutional rating distribution timeline.
ReadScreener strategyInspect a screener strategy's filter conditions before running it.
ReadScreener user strategiesList the current user's saved screener strategies.
ReadSecurity factsList a security's fact (catalyst) events — anomaly detections, factor readings, data sources and natural-language summaries — filtered by time range and count.
ReadSecurity listGet security list for a market.
ReadShareholderGet institutional shareholders for a symbol.
ReadShareholder detailGet a single shareholder's holding and trade history.
ReadShareholder topGet Top 20 major shareholders (institutions, individuals, insiders) across reporting periods.
ReadSharelist detailGet community sharelist detail by id.
ReadSharelist listList user's own and subscribed community sharelists.
ReadSharelist popularGet popular/trending community sharelists.
ReadShort marginGet short margin deposit details for the current account.
ReadShort positionsGet short interest history (open short positions) for HK or US stocks.
ReadShort tradesGet daily short-sale volume history for HK or US stocks.
ReadSignal detailGet one signal by ID (from `signals`).
ReadSignalsQuery strategy signals — a strategy's take on a security, triggered by a catalyst.
ReadStatement exportGet a pre-signed download URL for a statement data file (obtained from statement_list).
ReadStatement listList available account statements (daily/monthly).
ReadStatic infoGet static info for securities.
ReadStock positionsGet current stock positions across all channels.
ReadValuation historyGet detailed valuation history time series.
ReadValuation rankGet daily valuation rank (PE/PB/PS/dividend yield industry percentile) for a security over a date range.
ReadWarrant issuersGet HK warrant issuer information.
ReadWarrant listGet filtered warrant list for an underlying symbol.
ReadWarrant quoteGet warrant quotes.
ReadWatchlistGet all watchlist groups and their securities.
ReadWithdrawalsList withdrawal history for the current account.
WriteAlert addAdd a price alert. Approval by default
WriteAlert deleteDelete a price alert by alert_id (numeric string from alert_list). Approval by default
WriteAlert disableDisable a price alert by alert_id. Approval by default
WriteAlert enableEnable a price alert by alert_id. Approval by default
WriteCancel orderCancel an open order by order_id. Approval by default
WriteCreate watchlist groupCreate a new watchlist group. Approval by default
WriteDca createCreate a DCA recurring investment plan. Approval by default
WriteDca pausePause (suspend) a DCA plan by plan_id. Approval by default
WriteDca resumeResume a suspended DCA plan by plan_id. Approval by default
WriteDca stopPermanently stop a DCA plan by plan_id. Approval by default
WriteDca updateUpdate an existing DCA plan by plan_id. Approval by default
WriteDelete watchlist groupDelete a watchlist group by id (numeric). Approval by default
WriteGrid cancelCancel (terminate) a grid order by order_id. Approval by default
WriteGrid replaceReplace an existing grid order's rule by order_id. Approval by default
WriteGrid restartRestart (resume) a suspended grid order by order_id. Approval by default
WriteGrid submitSubmit a grid trading order. Approval by default
WriteGrid suspendSuspend (pause) a running grid order by order_id. Approval by default
WriteReplace orderModify an open order's quantity, price, trigger_price, or trailing params. Approval by default
WriteSharelist addAdd securities to a community sharelist by id. Approval by default
WriteSharelist createCreate a new community sharelist with a name and optional description. Approval by default
WriteSharelist deleteDelete a community sharelist by id (own lists only; subscribed lists cannot be deleted). Approval by default
WriteSharelist removeRemove securities from a community sharelist by id. Approval by default
WriteSharelist sortReorder securities in a community sharelist by id. Approval by default
WriteSubmit orderSubmit a buy/sell order. Approval by default
WriteTopic createCreate a new discussion topic. Approval by default
WriteTopic create replyCreate a reply to a discussion topic. Approval by default
WriteUpdate watchlist groupUpdate a watchlist group by id. Approval by default
One prompt, start to finish
What a governed Longbridge MCP run looks like inside Luumen.
Questions
How does LuumenAI connect to Longbridge MCP?
Authorize once with OAuth 2.0. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Can LuumenAI change things in Longbridge MCP on its own?
Read actions answer immediately. Anything that writes — alert add, alert delete, alert disable, alert enable, and more — is shown as a plan and requires approval by default, including the 13 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
Who gets access to the integration?
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Is there an audit trail?
Every call to Longbridge MCP — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.