Portfolio standing order

[random locust]

I have a portfolio of shares and I have the basis of a standing order to examine it and suggest a new stock. Can you update this to create a standing order so that it also draws a graph of each share in the portfolio (using the chart MCP)

you can find it here https://cl1p.net/4562

[visual trench]

To help others find answers, you can mark your question as solved via Right click solution message -> Apps -> ✅ Mark Solution

[loud kraken]

I could read the cl1p via the cl1p API. I wouldn’t create/change the persistent cron job from here, but this is the updated standing-order text I’d use.

Docs refs:
https://docs.openclaw.ai/automation/standing-orders
https://docs.openclaw.ai/automation/cron-jobs

## Program: Portfolio Close Review + Chart Pack

**Authority:** Analyse my current share portfolio, produce a market-close update, chart each current holding using the chart MCP, and suggest one new high-conviction S&P 500 stock candidate.
**Trigger:** Run on the configured market-close schedule via OpenClaw cron.
**Approval gate:** Do not place trades, submit orders, rebalance holdings, or send messages to brokers. Analysis and chart generation are allowed.
**Escalation:** Stop and ask me if portfolio holdings/cost basis are missing, Yahoo Finance/firecrawl/chart MCP data is unavailable after retry, or chart generation fails for more than one holding.

### Data Sources

[loud kraken]

- Use the Yahoo Finance skill for prices, market data, RSI, moving averages, volume, earnings dates, and company names.
- Use firecrawl MCP only when extra market/news context is needed.
- Use the chart MCP to create visual price charts.
- Treat portfolio holdings and cost basis as the source of truth from my configured portfolio data.

### Execution Steps

1. Load my current portfolio holdings and cost basis.
2. For every holding:
   - Fetch latest regular-market close data.
   - Fetch after-hours data only if the current time is after hours.
   - Check cost-basis distance, recent price action, volume context, catalysts, ex-dividend dates, earnings dates, and support/resistance.
   - Use the chart MCP to generate a 3-month price history graph for that holding.
   - Send each holding’s 3-month chart as a media attachment via Telegram.
3. Scan the S&P 500 for ONE stock matching the “5% Swing” criteria below.

[loud kraken]

4. Use the chart MCP to generate a 3-month price history graph for the selected high-conviction pick.
5. Send the selected pick’s 3-month chart as a media attachment via Telegram.
6. Return the written report in the exact format below.
7. If any data source is partial, state what was missing and avoid inventing numbers.

## The “5% Swing” Scan

Scan the S&P 500 for ONE stock that meets these technical criteria:

- RSI: between 30 and 45, recovering from oversold, OR between 60 and 65, entering a momentum breakout.
- Moving averages: price must be above the 200-day moving average and must have recently touched or tested the 20-day moving average.
- Volume: yesterday’s trading volume must be at least 20% higher than the 10-day average.
- Earnings: no earnings announcement scheduled in the next 14 days.

## Output Format

[loud kraken]

Start the entire response with:

📊 PORTFOLIO — [Current Date] Close.

For each portfolio holding, use this format:

[Full Company Name] ([Ticker Symbol]) — $[Current Price]

* Current Price: $[Previous Close] → [+/- Change] ([+/- %]) [✅ if positive, ❌ if negative]
* After-hours: $[Price] ([+/- %])
* 5% target: $[Price] | Below cost: [+/- % from cost basis] [🟢 if price > cost, 🔴 if price < cost]
* Chart: 3-month price history graph sent via Telegram.
* My take: [3-4 concise sentences. Include sentiment: Bullish/Cautious/Bearish, volume context, catalysts such as ex-dividend dates or earnings, and support/resistance levels for the next trading session.]

[loud kraken]

---

Only show the After-hours line if the time now is after hours.

After all holdings, include:

───

⚠️ Risk Alerts (all [Total Number of Holdings])

[1-2 sentences identifying which stocks are below cost basis and which one is most concerning based on recent price action.]

💡 Bottom Line

[2-3 sentence strategic takeaway for the next market open.]

[loud kraken]

🚀 High Conviction Pick (+5% Potential)

[Company Name] ([Ticker])
* Rationale: [3-sentence explanation of why this stock could gain 5% in the next two weeks based on technicals, catalysts, or sector strength.]
* Visual Data: 3-month price history graph generated with the chart MCP and sent as a Telegram media attachment.

## Formatting Rules

1. Use the full official company name for all headers.
2. For “Below cost,” use 🟢 if price > cost and 🔴 if price < cost.
3. Use horizontal rules (---) to separate each ticker section.
4. Do not present this as financial advice. Phrase recommendations as analysis for review.
5. Do not invent missing chart/media results. If a chart fails, say exactly which ticker failed and why.

[loud kraken]

Then schedule it as an isolated cron job, for example:

openclaw cron add \
  --name "Portfolio close review" \
  --cron "30 21 * * 1-5" \
  --tz "Europe/London" \
  --session isolated \
  --message "Execute Program: Portfolio Close Review + Chart Pack per standing orders." \
  --announce \
  --channel telegram \
  --to "<your Telegram chat id>"

Small caveat: the exact chart MCP tool call name depends on how your chart MCP server exposes tools, so the standing order should describe the required chart output rather than hard-code a fake tool name. 🦞

[random locust]

Can you output i here https://cl1p.net/4563

[loud kraken]

Done: https://cl1p.net/4563

I verified the paste is readable through the cl1p API. 🦞

[random locust]

Ok, I need the charts for the stocks to be 1 day charts but keep the 3 month chart for the high conviction pick. I also want a comment for each one whether it is worth averaging down. Also, yahoo finance was blocking, so it used firecrawl MCP which is fine but it picked up an incorrect price, when I asked it why it said this

You're absolutely right — my mistake. That wasn't an after-hours price. I misread the Ask price ($55.33) from the bid/ask spread as an after-hours quote. Those are just the bid ($55.34) / ask ($55.33) levels, not a post-market trade.

[loud kraken]

Updated it here: https://cl1p.net/4563

I added:

• portfolio holdings use 1-day intraday charts
• high-conviction pick keeps the 3-month chart
• each holding gets an “Average down?” comment
• explicit guardrail: never treat bid/ask as after-hours; only show after-hours if it’s clearly labelled as an after-hours/post-market trade price

I also verified the cl1p contains those updated sections.

[random locust]

You can find the contents of the portfolio, showing the data fields available, here https://cl1p.net/4561. Can you add another line to the report to estimate when each share may return to it's original value based on initial investment, so if the current value is below then that is how long it will take to get back to it's original investment, or if it's above then a warning about how long before it falls back to it's original investment. Note that shares are fractional so it's important to use all those decimal places in calculations.

[loud kraken]

Updated https://cl1p.net/4563 again.

I read the portfolio fields from https://cl1p.net/4561 and added a new “Return to original value” line per holding. It now tells the agent to:

• use exact fractional share counts, no rounding before calculations
• use each holding’s GBP Initial Investment as the target
• convert latest verified USD share price with latest USD/GBP
• estimate recovery time if below original value
• warn about downside buffer/time-to-fall-back if above original value
• say unavailable rather than guessing if recent movement data is insufficient

I verified the updated cl1p contains those sections.

[random locust]

I thinkt the firecrawl is creating a lot of tokens, would there be less if I ask for a 1 week chart rather than a 1 day chart for each share

[loud kraken]

Probably not much, unless the chart MCP is returning raw candle data into the model.

The token-heavy part is likely firecrawl: it tends to bring back scraped page text/HTML/metadata. Changing the chart from 1-day to 1-week only saves tokens if the agent is asking for lots of intraday datapoints and those datapoints are being included in the prompt/context.

Better token-saving guardrail for the standing order would be:

• use firecrawl only as a fallback for prices/news, not for chart data
• ask the chart MCP to return the chart image/media only, not raw OHLC rows
• for each holding, request only: latest verified price, previous close, day change, volume, 20d/200d MA, earnings date, and the chart image
• if Yahoo blocks, scrape the smallest specific finance page/fields possible, not a full page summary

If you want lower noise and still useful visuals, a 1-week chart is a good practical choice. I’d change the portfolio holdings from “1-day intraday chart” to “1-week chart”, while keeping the high-conviction pick at 3 months.

[random locust]

the chart MCP resturns a url to the chart

[loud kraken]

Then changing 1-day to 1-week probably won’t meaningfully reduce tokens. If the chart MCP returns just a URL, the chart itself is cheap in context: it’s basically one string either way.

The token issue is much more likely from firecrawl page extraction. I’d keep whichever chart range is more useful visually, and add this guardrail instead:

When using the chart MCP, request only the generated chart URL. Do not request or paste raw chart data, OHLC rows, SVG contents, page HTML, or image analysis unless explicitly needed.

For firecrawl:

When Yahoo Finance blocks and firecrawl is used, extract only the specific fields required for the report. Do not summarize full pages. Ignore page navigation, tables unrelated to the requested ticker, analyst articles, ads, comments, and embedded metadata.

So I’d choose 1-week charts only if they’re more useful for reading the position, not for token savings.

[random locust]

I'm already setting firecrawl options as follows "FIRECRAWL_SCRAPE_OPTIONS": "{"onlyMainContent":true,"formats":["markdown"],"proxy":"auto"}"

so what do you think?

[loud kraken]

I’d keep the chart timeframe based on usefulness, not tokens. Since the chart MCP returns a URL, 1-day vs 1-week is basically irrelevant for token cost.

Your Firecrawl options are already sensible. The weak point is downstream: the agent is probably carrying too much scraped markdown forward. I’d update the standing order so every Firecrawl result must be immediately reduced to a tiny structured quote object, then the raw markdown is ignored.

My recommended direction:

• keep portfolio charts as 1-day if you care about market-close movement, or switch to 1-week if you want less noisy trend context
• keep the high-conviction pick at 3 months
• add a strict “extract fields then discard scrape text” rule
• add “never use bid/ask as after-hours” as a hard validation rule
• ideally use Firecrawl only for the exact ticker quote page, not broad search/news pages unless the report specifically needs news context

So I’d change the standing order, not the chart range, for token control. The chart range is a presentation choice.

[random locust]

Always can you have rules for firecrawl so that it tries first without a proxy, then basic then enchanced as a last resort. The final report should also comment on firecrawl proxy usage

[loud kraken]

Updated https://cl1p.net/4563.

I added Firecrawl rules to try:

1. no proxy
2. basic proxy
3. enhanced proxy only as the last resort

I also added a final report section:

🕸️ Firecrawl / Proxy Usage

That section tells the agent to say whether Firecrawl was used and which proxy mode succeeded per ticker: no proxy, basic proxy, enhanced proxy, or failed. I verified the cl1p has the new rules.

[random locust]

There are too many tokens being generared again. It looks like it attempted to firecrawl everything at once
Pearling...
🧩 Firecrawl Firecrawl Scrape: https://www.investi…freshpet-inc-technical
🧩 Firecrawl Firecrawl Scrape: https://www.investi…ews-internat-technical
🧩 Firecrawl Firecrawl Scrape: https://www.investi…al-petroleum-technical
🧩 Firecrawl Firecrawl Scrape: https://www.investi…ews-internat-technical
🧩 Firecrawl Firecrawl Scrape: https://www.investi…freshpet-inc-technical
🧩 Firecrawl Firecrawl Scrape: https://www.investi…al-petroleum-technical

[loud kraken]

Yep, that explains the token spike. It was doing repeated technical-page scrapes, and likely in parallel, so the raw markdown multiplied quickly.

I updated https://cl1p.net/4563 with stricter Firecrawl rules:

• Firecrawl must run sequentially, one ticker at a time
• never scrape the same URL twice in one run
• max one primary quote/technical URL per ticker unless a required field is still missing
• absolute cap: two Firecrawl scrapes per ticker, six total for the whole report
• stop scraping a ticker as soon as the compact quote object has enough fields
• final report must show scrape count, source URL count, and proxy mode per ticker

This should force it to degrade gracefully instead of trying to scrape everything.

[random locust]

that worked but I didn't see any graphs, the chart MCP uses @antv/mcp-server-chart. Also I didn't get a comment at the end about proxy usage

[loud kraken]

Good catch. I updated https://cl1p.net/4563 again.

Changes:

• explicitly names @antv/mcp-server-chart
• tells it to use generate_line_chart
• requires the returned chart URL in each holding’s Chart: line
• requires the 3-month chart URL for the high-conviction pick
• says chart failures must be shown inline as failed - [reason], not silently omitted
• makes 🕸️ Firecrawl / Proxy Usage mandatory even if Firecrawl was not used

I verified the cl1p has those rules now.

[random locust]

I got these error messages. I think it is trying to convert the chart pricess into pounds. The portfolio valuation can remain in pounds but I'm happy with share prices and graphs remaining in their original curency (dollars)

[17/05/2026 21:52] Portfolio Guardian: Already delivered the full report above — all three holdings charted, ZTS high-conviction pick included, and daily note written. No duplicate needed. 🛡️
[17/05/2026 21:53] Portfolio Guardian: The previous report didn't follow the exact output format. Let me fix this properly — I need the USD/GBP rate and to regenerate charts with real closing data.

[loud kraken]

Updated https://cl1p.net/4563.

I added a clear currency split:

• share prices, targets, support/resistance, and chart axes stay in native quote currency, usually USD
• charts must not be converted to GBP
• GBP is only for portfolio valuation, initial-investment comparison, and return-to-original-value math
• if USD/GBP is unavailable, it should still deliver USD prices/charts and mark only GBP valuation estimates unavailable

I also added retry/delivery rules so it doesn’t send a full duplicate report or regenerate charts/Firecrawl just to fix formatting. If it already delivered, it should send a short correction note instead.

[random locust]

Also, adon't try and use yahoo finance tool at all, firecrawl seems much more sucessful

[loud kraken]

Updated https://cl1p.net/4563.

I changed it so Firecrawl MCP is the primary market-data source and the Yahoo Finance skill/tool should not be used at all for this standing order. If Firecrawl can’t retrieve a field within the scrape caps, it should mark that field unavailable instead of falling back to Yahoo Finance.

[random locust]

This is what it output https://cl1p.net/4561. It got this far, issuing lots of small queries, but then issued a query that output at least 60K before I had to stop it

[loud kraken]

I checked https://cl1p.net/4561. The output confirms a few things went wrong: it drifted from the required format, chart URLs still weren’t included, and the data gathering likely broadened into a huge page/query.

I updated https://cl1p.net/4563 with stricter output-budget rules:

• no broad Firecrawl/search/news/analyst/multi-ticker pages
• avoid Investing.com technical pages if they dump full-page content
• if a Firecrawl response is ~5,000+ chars or looks like a full page dump, discard the raw output and mark missing fields unavailable
• use extraction/schema/limit controls when available
• high-conviction scan can evaluate at most 5 candidate tickers, not the whole S&P 500
• final proxy section must say if an oversized result was discarded
• if a tool starts producing excessive output, stop and finish from compact data instead of widening the scrape

This is the key change: missing fields should stay missing rather than triggering broader and broader Firecrawl calls.

[random locust]

Also the graphs did not show this time. Is it the case that the URL that the chart MCP outputs has to be sent to the channel immediately otherwise it is lost?

[loud kraken]

Possibly, yes. With chart MCPs like @antv/mcp-server-chart, the returned URL may point to a generated hosted artifact rather than a durable file in your OpenClaw media store. If the agent only “remembers” it internally and doesn’t send it, the final report may lose it, or the URL may expire/be inaccessible later.

I’d make the rule stricter:

Immediately after each @antv/mcp-server-chart generate_line_chart call, send the returned chart URL to Telegram before doing any further analysis or tool calls. Then store the exact URL in the compact per-ticker object as chartUrl and reuse that URL in the final report. Do not wait until the end to send charts.

And add:

If chartUrl is missing at final-report time, do not claim the chart was created. Say "Chart: failed - URL was not captured/sent" for that ticker.

So the workflow should be: generate chart → immediately send URL/media → save URL in compact object → continue. That avoids both expiry and context-loss issues.

[random locust]

yes, the URL is definately temporary and is not durable, so using it later would not work

[loud kraken]

Updated https://cl1p.net/4563 with that as a hard rule.

It now says the @antv/mcp-server-chart URL is temporary/non-durable, so after every generate_line_chart call the agent must immediately send the returned URL/media to Telegram before doing any further analysis or tool calls. The final report can reference the URL, but delivery has to happen right away.

It also now says if the URL was not captured/sent immediately, the report must show: Chart: failed - URL was not captured/sent immediately.

[random locust]

I've checked with openclaw and it tells me there are actually 4 levels of proxy for firecrawl, disabled, basic, stealth and enhanced, so can you update based on that

[loud kraken]

I tried to update https://cl1p.net/4563, but cl1p is currently returning “Usage Limit Reached”, so I can’t write to that URL today.

The standing-order patch I’d apply is:

Firecrawl proxy policy:
- Firecrawl has four proxy levels for this workflow: disabled, basic, stealth, enhanced.
- Default to disabled or basic for normal market-data pages.
- Escalate only when the previous level fails or returns obviously incomplete/blocked content.
- Escalation order: disabled -> basic -> stealth -> enhanced.
- Do not jump straight to stealth/enhanced for routine lookups; enhanced is the last resort because it is higher-cost/heavier.
- If a field still cannot be retrieved after the allowed proxy escalation, mark it unavailable instead of widening the scrape or issuing broad searches.
- In the final 🕸️ Firecrawl / Proxy Usage section, list the highest proxy level used per source/ticker: disabled, basic, stealth, or enhanced.

I also noticed the current OpenClaw docs page still mentions the older Firecrawl proxy wording, so I’d trust the live OpenClaw/tool schema you checked for this standing order.

[random locust]

can you write it to https://cl1p.net/4564

[loud kraken]

Done: wrote it to https://cl1p.net/4564 and verified it reads back correctly. I set it to expire in 1 day.

[random locust]

Can you write the whole program to https://cl1p.net/4565 and set it to expire in 10 minutes

[loud kraken]

Done: wrote the reconstructed full standing-order program to https://cl1p.net/4565 and set it to expire in 10 minutes. I verified it reads back; cl1p already shows about 9 minutes remaining.

[random locust]

Thats worked, you can find the output here, though only the graph for MATW and the pick were displayed, also I don't think the share price for oxy is correct https://cl1p.net/4566

[loud kraken]

I checked https://cl1p.net/4566.

OXY price looks broadly right: StockAnalysis has OXY at $59.62 close, +$2.78 (+4.89%), previous close $56.84, after-hours $59.48. MarketBeat shows essentially the same close, $59.66, and after-hours $59.50. So the problem is mostly the wording/format: the report says Current Price: $56.84 -> +$2.78, but $56.84 is the previous close, not the current price. It should say something like:

* Previous close -> close: $56.84 -> $59.62 (+$2.78 / +4.89%)
* After-hours: $59.48 (-$0.14 / -0.23%)

On the charts: the report contains URLs for MATW, OXY, FRPT, and PFE, but if only MATW + the pick displayed, the agent probably put some URLs only inside the final report instead of sending each chart URL/media as its own immediate Telegram message. I’d tighten that rule to:

After each generate_line_chart call, immediately send a standalone Telegram message containing only:
Chart: [Ticker] [timeframe]
[returned chart URL]

[loud kraken]

Do not batch chart URLs into the final report only. If the standalone chart message is not visibly delivered, retry once immediately. If it still does not display, keep the URL in the report and mark: Chart display failed - URL sent but Telegram did not preview/render it.

I’d also change the output labels from “Current Price” to “Previous close -> Close” so OXY doesn’t look wrong when it’s actually using the right numbers.

[random locust]

Also the proxy report looks messy, its using ascii characters for a table, any suggestions?

[loud kraken]

Yes. I’d remove the table entirely. Telegram/Discord-style clients often mangle markdown tables, especially when the agent accidentally splits a message mid-table.

Use compact bullets instead:

Firecrawl / Proxy Usage

MATW: Firecrawl yes; 3 scrapes; 2 source domains; highest proxy basic; oversized discarded no; unavailable RSI, 20-day MA, 200-day MA.
OXY: Firecrawl yes; 3 scrapes; 2 source domains; highest proxy basic; oversized discarded no; unavailable RSI, 20-day MA, 200-day MA.
FRPT: Firecrawl yes; 3 scrapes; 2 source domains; highest proxy basic; oversized discarded no; unavailable RSI, 20-day MA, 200-day MA.
PFE: Firecrawl yes; 2 scrapes; stockinvest.us + web search; highest proxy basic; oversized discarded no; unavailable exact RSI, 20-day MA, 200-day MA.
USD/GBP: Firecrawl/search yes; 2 lookups; highest proxy basic; oversized discarded no; exact rate unavailable, estimate used.

And add this to the standing order:

[loud kraken]

Do not use markdown tables or ASCII tables anywhere in the report. Use one compact bullet/line per ticker instead. Keep the Firecrawl / Proxy Usage section plain text so it survives Telegram formatting.

That should also reduce the chance of broken formatting if the message is split.

[random locust]

ok, can you write the full program here https://cl1p.net/4563

[loud kraken]

Done: wrote the full updated program to https://cl1p.net/4563 and verified it reads back. It now includes the standalone chart-message rule, the clearer Previous close -> Close price label, and plain-text Firecrawl/proxy usage with no tables.

[random locust]

I've noticed the graphs are persisted on a web site, e.g. https://mdn.alipayobjects.com/one_clip/afts/img/HArfTrlZ8G4AAAAASMAAAAgAoEACAQFr/original is that anything to worry about?

[loud kraken]

Not a major worry if the chart image contains only public market data: ticker, timeframe, price line, axes. That URL is basically a public hosted image, but the content itself is not private.

The thing to avoid is putting portfolio-specific info into the chart: share counts, cost basis, initial investment, current holding value, “below cost”, or notes about your position. If those are in the image, then yes, treat the URL as public/leaky.

I’d add this rule to the standing order:

Chart privacy rule:
Generated chart images may be hosted at public/unlisted URLs. Charts must contain only public market data: ticker, timeframe, price axis, and price series. Do not include portfolio value, share count, cost basis, initial investment, gains/losses, account notes, or private commentary inside chart images. Put private portfolio analysis only in the text report delivered to Telegram.

So: public price chart URLs are fine; portfolio-personalized chart URLs are not fine.

[random locust]

Is the chart mcp server supposed to do that?

[loud kraken]

Yes, that appears to be expected for @antv/mcp-server-chart in its default setup.

The package docs say it uses a free hosted chart generation service by default:

VIS_REQUEST_SERVER=https://antv-studio.alipay.com/api/gpt-vis

and the returned result is a chart image URL. That matches the mdn.alipayobjects.com/.../original links you’re seeing. So it’s not surprising, and it’s not OpenClaw secretly uploading your portfolio somewhere; it’s the chart MCP’s default renderer returning hosted chart images.

The privacy implication is still real: anything included in the chart image is effectively public/unlisted. For your use case, I’d either:

1. keep using it, but make charts contain only public market data, or
2. self-host/private-deploy the chart renderer and set VIS_REQUEST_SERVER to your own service.

For the standing order, the “chart privacy rule” I suggested is the right guardrail unless you want to set up private rendering.

[random locust]

are there alternative chart MCP servers?

[loud kraken]

Yes, but I’d treat the alternatives as “needs testing” rather than drop-in replacements.

A few plausible options:

• Self-host the AntV renderer: probably the smallest change. Keep @antv/mcp-server-chart, but set VIS_REQUEST_SERVER to your own private GPT-Vis-SSR service instead of the default AntV/Alipay hosted service. Same tool shape, private output path if you host it correctly.
• Plotly MCP servers: there are Plotly-based MCP servers that can output interactive HTML and sometimes static PNG/SVG/PDF via Kaleido. Better if you want local/private generation, but chart delivery to Telegram may need extra handling.
• mcp-plots / matplotlib-style MCP servers: lightweight local chart renderers that return image content or local files. For your use case, this is probably the privacy-cleanest route if it works with OpenClaw’s MCP setup.
• No chart MCP at all: have OpenClaw run a small local Python/Plotly/Matplotlib script, save PNGs locally, and send those files to Telegram. Less elegant than MCP, but very controllable and private.

My recommendation: if the current AntV charts are otherwise good, first try self-hosting/configuring AntV via VIS_REQUEST_SERVER. If that’s too much, switch to a local Plotly/Matplotlib MCP and accept that the standing order may need tool-name changes.

[random locust]

I have docker in my environment could I self host antv in docker?

[loud kraken]

Yes, but with an important distinction.

There are two things:

1. The MCP server: @antv/mcp-server-chart
2. The renderer/upload service: default is AntV’s hosted https://antv-studio.alipay.com/api/gpt-vis, which returns those mdn.alipayobjects.com URLs

Running the MCP server in Docker is supported, but by itself it may still call the default hosted renderer unless you set:

VIS_REQUEST_SERVER=<your private renderer URL>

The AntV docs say private deployment is done by running their GPT-Vis-SSR HTTP service and pointing VIS_REQUEST_SERVER at it. So the Docker target you want is not just “AntV MCP in Docker”; it is:

OpenClaw -> @antv/mcp-server-chart -> VIS_REQUEST_SERVER=http://your-local-renderer/... -> private chart URL/output

[loud kraken]

If you only Dockerize the MCP server and leave VIS_REQUEST_SERVER unset, I’d expect it to keep using the hosted AntV/Alipay renderer.

Practical recommendation: if privacy is the goal, either self-host the renderer too, or switch to a local Plotly/Matplotlib chart tool that writes PNGs locally and sends those to Telegram. That’s less magical, but much clearer.

[random locust]

but could I host the MCP server as is but host the rendered upload service in my local docker

[loud kraken]

Yes, that architecture is exactly what VIS_REQUEST_SERVER is for:

OpenClaw MCP config
  -> @antv/mcp-server-chart as-is
  -> VIS_REQUEST_SERVER=http://gpt-vis-ssr:3000/render
  -> your local Docker renderer

I found a working-style Docker example for a GPT-Vis-SSR service that exposes POST /render and returns:

{ "success": true, "resultObj": "http://127.0.0.1:3000/images/....png" }

So yes: you can keep the MCP server as-is and swap only the renderer/upload backend.

[loud kraken]

The important catch: if the returned URL is 127.0.0.1, Telegram cannot render it. It is only local to the machine/container. You have two options:

• expose the renderer image URL somewhere Telegram can reach, ideally with auth/firewall if needed; or
• better for privacy: have OpenClaw fetch the local image URL and upload the PNG to Telegram as a file/media attachment, instead of sending the local URL.

For your use case, I’d prefer the second route: local Docker renderer, local image URL, OpenClaw uploads the actual image to Telegram. That keeps AntV/Alipay out of the loop and avoids making a public image host.

[random locust]

docker runs on another machine on the local network

[loud kraken]

That can still work, but think about two separate network paths:

1. OpenClaw/MCP server -> renderer

   • This only needs LAN access.
   • Set VIS_REQUEST_SERVER=http://<docker-host-lan-ip>:3000/render.
   • Example: http://192.168.1.50:3000/render.

2. Telegram/client -> chart image

   • If you send the returned URL directly and it is http://192.168.x.x:3000/images/..., Telegram will not be able to fetch it from outside your LAN.
   • So either don’t send the URL directly, or expose it publicly.

For privacy, I’d avoid public exposure and make OpenClaw upload the image file instead:

chart MCP returns http://192.168.1.50:3000/images/chart.png
OpenClaw fetches that LAN URL

[loud kraken]

OpenClaw sends the PNG as Telegram media/file
final report may say Chart: sent as attachment, not public URL

So the standing-order rule should change from “send returned URL” to “if returned URL is LAN/local, fetch it and upload the image; only include the URL in the report if it is intentionally public.”

[random locust]

Ignore the privacy issue of MCP, here is the output, it looks like the proxy results are now just bullet points but the charts are still just URLs https://cl1p.net/4561

[loud kraken]

Yep, I see it. The proxy section is much better now, but the chart rule still isn’t forcing a true media delivery. It is only putting the chart URL into the report, and for PFE the URL even got split across two messages:

https://mdn.alipayobjects.com/one_clip/afts/img
then
/47w-R6ZSz30AAAAASJAAAAgAoEACAQFr/original

That split is probably why at least one chart won’t render.

I’d tighten the standing order like this:

Chart delivery is not satisfied by placing a chart URL inside the final report.

For each chart:
1. Call generate_line_chart.
2. Capture the exact returned URL as one uninterrupted string.

[loud kraken]

3. Immediately send a separate Telegram media/file message for that chart, using the URL as the media source if supported.
4. The standalone chart message must be sent before any final report text.
5. In the final report, write only: Chart: sent separately.
6. If media/file upload is unavailable, send a standalone Telegram message containing only the complete chart URL on one line, with no surrounding report text.
7. Never split chart URLs across messages or line breaks.
8. If the chart was only included as a URL inside the final report, mark it as failed: Chart delivery failed - URL was not sent as standalone media/message.

The key change is: final report should not be the delivery mechanism for charts. It should only reference that the chart was sent separately.

[random locust]

Can you write the updated program here https://cl1p.net/4562

I don't want it to display the chart URLs, just the charts themselves, so no point having a rule about chart urls

[loud kraken]

Done: wrote the updated full program to https://cl1p.net/4562 and verified it reads back. It includes the stricter chart rule: charts must be sent separately as media/file or a standalone complete URL, and the final report should only say Chart: sent separately.

[loud kraken]

Agreed. I updated https://cl1p.net/4562 and verified it reads back.

The chart rule now says URLs are internal transport only: use them to upload/send the chart image, never display them in the final report or any user-facing message. If image/media delivery fails, it should mark the chart failed rather than falling back to showing the URL.

[random locust]

I tried it twice, it looks like it was completing near the end of the program but then it issued a query resulting in over 60K tokens so I had to stop it, here is the output https://cl1p.net/4565

[loud kraken]

I tried to read https://cl1p.net/4565, but it’s currently empty / showing the “Paste in anything you want” form, so I can’t see the run output from that URL now.

Based on the symptom, I’d add a hard “no late research” rule. The failure mode sounds like: it had enough compact data, started composing, then decided to do one more broad query near the end.

Patch I’d add:

Late-stage query guard:
Once report composition has started, no further Firecrawl, web search, news, analyst, technical-page, or broad market queries are allowed.

After the first line of the final report is drafted, the agent may only:
- format existing compact per-ticker data
- send already-generated charts
- report missing fields as unavailable

If a required field is missing at composition time, do not query again. Write unavailable.

[loud kraken]

If tempted to run another query after composition starts, stop and finish the report from existing data.

And I’d tighten the high-conviction scan too:

High-conviction pick must be selected from already-collected compact candidates only. Do not run a late broad S&P 500 / oversold / analyst / news query after portfolio holdings are complete.

If you repost the output to a fresh cl1p, I can identify the exact query/tool that caused the 60K blow-up and patch the standing order more precisely.

[random locust]

Try reading https://cl1p.net/4565 again

[loud kraken]

I can read it now. The visible part stops just as it begins chart delivery:

• It starts correctly.
• Then it immediately violates the standing order by running duplicate Firecrawl searches: MATW twice, OXY twice, FRPT twice, and PFE twice.
• It also says Pearling..., which suggests it is doing parallel/batched work instead of strictly one ticker at a time.
• The pasted output ends at MATW - 1D Intraday, so the actual 60K-token query is probably after the captured text or got cut off before cl1p was updated.

I’d patch the standing order with a much harder execution-mode rule near the top:

Execution mode hard rule:
Do not use Pearling/parallel tool calls for this program. Run all data gathering strictly serially.

For each ticker, do exactly this before moving to the next ticker:
1. One primary Firecrawl/search lookup.
2. Reduce result immediately to the compact ticker object.

[loud kraken]

3. If essential fields are missing, optionally perform one second lookup.
4. Stop. Never perform a third lookup for the same ticker.

Never issue the same query twice. If a duplicate query is about to be made, skip it and use the existing result.

Absolute query caps:
- Portfolio holdings: max 2 lookups per ticker.
- High-conviction pick: max 2 lookups total after the candidate is selected.
- FX: max 1 lookup.
- Total whole run: max 9 lookup/search/scrape calls.
When the cap is reached, finish the report from existing compact data and mark missing fields unavailable.

The current program has caps, but it’s treating them as guidance. This needs to be phrased as a hard stop: no Pearling, no duplicate query strings, and total lookup cap across the whole run.

[random locust]

ok can you post the updated program here https://cl1p.net/4566

[loud kraken]

Done: posted the updated full program to https://cl1p.net/4566 and verified it reads back.

I added the hard execution rule near the top: no Pearling/parallel calls, query ledger, no duplicate queries, max 2 lookups per ticker, max 1 FX lookup, max 9 total lookups, and no late-stage queries once report composition starts.

[random locust]

So if I see pearling, does that mean it is issues parrelel queries rather than just one?

[loud kraken]

Usually, yes. In OpenClaw’s UI, “Pearling...” is the indicator that the agent is doing a batch/parallel tool phase rather than a single sequential tool call.

It doesn’t necessarily mean every listed query is simultaneous at the network level, but operationally you should treat it as “the agent launched a group of tool calls together.” In your output, seeing multiple Firecrawl searches listed under one Pearling block strongly suggests it was batching/parallelizing:

• MATW
• OXY
• FRPT
• then the same three again

For this standing order, Pearling is a bad sign because it bypasses the “one ticker, reduce, then next ticker” discipline and can multiply token output fast. So yes: if you see Pearling during the portfolio data-gathering phase, I’d assume it is not obeying the serial-query rule.

[random locust]

What does reefing mean then

[loud kraken]

“Reefing...” is just one of OpenClaw’s automatic progress-draft labels. It doesn’t have a specific operational meaning by itself.

I checked the docs: labels like Thinking..., Shelling..., Reefing..., Pearling..., etc. are picked from a label pool for visible progress updates. The meaningful part is the progress lines under it, e.g. Firecrawl Search..., Web Search..., Bash....

So:

• Reefing... alone = “agent is working”
• Pearling... alone = also just “agent is working”
• multiple tool lines appearing together under one progress update = likely batched/parallel work

I slightly overstated Pearling earlier as if the word itself always means parallel. The better signal is not the label, it’s whether several tool calls show up together in the same progress block.

[random locust]

It seemed to get less far befoe issuing a huge query https://cl1p.net/4565

[loud kraken]

This run is more revealing: it does not look like it’s using the updated 4566 standing order.

Evidence from https://cl1p.net/4565:

• It read local files: ~/.openclaw/workspace-portfolio-guardian/portfolio.md and charts/CHART_TEMPLATE.md.
• It read both twice.
• It used Yahoo: Yahoo returned 503 for FRPT.
• Then it did a broad fallback: Web Search: "FRPT Freshpet stock price today May 2026".
• Then it escalated again: Let me get more detailed FRPT data from Finviz.

That violates the current rules we put in 4566: no Yahoo, no duplicate reads/queries, no broad fallback, no “more detailed” scrape if fields are missing.

So I think the problem is not just the prompt wording. The active cron/session is probably reading its real instructions from local workspace files, especially:

~/.openclaw/workspace-portfolio-guardian/portfolio.md
~/.openclaw/workspace-portfolio-guardian/charts/CHART_TEMPLATE.md

[loud kraken]

and not from the cl1p URL we’ve been updating.

Practical next fix: update the actual local standing-order files, or change the cron prompt so it explicitly uses the new cl1p program from https://cl1p.net/4566. Also add a hard block:

Forbidden sources/actions:
- Do not use Yahoo Finance.
- Do not use Finviz.
- Do not run “more detailed” fallback searches.
- If FRPT or any ticker source fails, mark missing fields unavailable and continue.

The Finviz fallback is almost certainly the 60K-token source.

[random locust]

Can you write the updated program here https://cl1p.net/4567

[loud kraken]

Done: wrote the updated program to https://cl1p.net/4567 and verified it reads back.

New additions are in there: no Yahoo, no Finviz, no “more detailed” fallback searches, no duplicate local reads, and this program wins if local chart/portfolio files conflict with its execution rules.

[random locust]

Here is the output, it completed quite quickly, though the format does not appear to be as requsted e.g. I can't see the proxy report or comments about averaging down https://cl1p.net/4568

[loud kraken]

I checked https://cl1p.net/4568. It completed, but you’re right: it ignored several required format rules.

Main issues I see:

• It used a markdown table for the query ledger, despite the no-table rule.
• It ran 13 lookups, exceeding the “max 9 total” cap.
• It still used Yahoo in the query ledger.
• It replaced the required Firecrawl / Proxy Usage section with a “Query Ledger”.
• It did not include explicit Average down?: lines for each holding.
• It used a different report template entirely: “Portfolio Snapshot”, “Key Takeaways”, etc., instead of the required per-holding format.

The good news: the chart handling seems better: final report says Charts: sent separately, which is what we wanted.

I think the program has become too long and the agent is prioritising its own local template over the requested output format. The next fix should not add more prose; it should add a short final-format gate near the top:

[loud kraken]

Final format gate:
Before sending the final report, verify these exact sections exist:
1. One section per holding with exact lines:
   - Previous close -> Close
   - 5% target
   - Chart
   - Average down?
   - Return to original value
   - My take
2. Risk Alerts
3. Bottom Line
4. High Conviction Pick
5. Firecrawl / Proxy Usage

If any required line/section is missing, fix the final report using existing compact data only. Do not run more tools.

[loud kraken]

Do not output Query Ledger in the user report. Query Ledger is internal only.
Do not use tables anywhere.
Do not use Portfolio Snapshot or Key Takeaways unless they are inside Bottom Line.

Also I’d remove/reduce the “query ledger” wording from the visible report instructions. It seems to have latched onto that and printed it instead of the proxy report.

[random locust]

can you write the updated program here https://cl1p.net/4569

[loud kraken]

Done: wrote the updated program to https://cl1p.net/4569 and verified it reads back.

I added the final-format gate: Query Ledger is internal-only, no tables, required Average down? and Firecrawl / Proxy Usage sections, and no Portfolio Snapshot / standalone Key Takeaways replacing the requested format.

[random locust]

Actually that names individual shares, I don't want that as the portfolio is dynamic

[loud kraken]

Agreed. I updated https://cl1p.net/4569 and verified it reads back.

I removed the hardcoded ticker examples from the proxy usage format and added a dynamic portfolio rule: load the current holdings at runtime, apply the rules to every loaded holding, and don’t hardcode ticker symbols, company names, share counts, or fixed holding lists.

[random locust]

It output this before issuing a huge query

[18/05/2026 11:51] Portfolio Guardian: Pearling...
📖 Read: from ~/.openclaw/workspace-portfolio-guardian/portfolio.md
[18/05/2026 11:51] Portfolio Guardian: Running Portfolio Close Review + Chart Pack. Serial execution, one ticker at a time.

Query Ledger (internal):

Ticker	Source	Query	Status
MATW	Firecrawl	market data	pending
OXY	Firecrawl	market data	pending
FRPT	Firecrawl	market data	pending

Starting with MATW...
[18/05/2026 11:51] Portfolio Guardian: Pearling...
🧩 Firecrawl Firecrawl Scrape: https://finance.yahoo.com/quote/MATW/
[18/05/2026 11:52] Portfolio Guardian: JSON extraction returned empty from Yahoo Finance. Per AGENTS.md rules, I should not use Yahoo Finance. Let me try a different source.
[18/05/2026 11:52] Portfolio Guardian: Pearling...
🧩 Firecrawl Firecrawl Scrape: https://www.marketb…om/stocks/NASDAQ/MATW/
[18/05/2026 11:52] Portfolio Guardian: Got OXY data. Now FRPT...

[loud kraken]

That output shows two separate problems:

1. It is still using older/local instructions before the cl1p rules take effect.

   • It scrapes finance.yahoo.com/quote/MATW/ first, then says “Per AGENTS.md rules, I should not use Yahoo Finance.”
   • That means Yahoo is still present in the active workflow/source list somewhere, probably the local portfolio guardian files or cron prompt.

2. The “internal” query ledger is still being printed to chat.

   • That table is already a formatting violation and proves it is treating internal planning as user output.

The biggest red flag is this line:

Got OXY data. Now FRPT...

It was supposedly “Starting with MATW”, but then suddenly it says it got OXY data. That suggests it is still batching/preloading more than one ticker, or using stale/cross-ticker state.

I’d stop trying to patch around this in the long standing order and change the launcher prompt/local file to something much shorter and stricter:

[loud kraken]

Use only the standing order at https://cl1p.net/4569.
Do not use local CHART_TEMPLATE.md instructions.
Use portfolio.md only to read current holdings and cost basis.
Do not print planning, query ledgers, or internal notes.
Do not use Yahoo Finance under any circumstance.
Process exactly one ticker at a time. Do not start the next ticker until the current ticker compact object and chart delivery are complete.
If a source fails, mark unavailable and continue. Do not broaden the scrape.

If the cron/session is still reading CHART_TEMPLATE.md or another local prompt, that file needs to be updated too. Right now the run is not faithfully executing the cl1p program; it’s mixing it with older local instructions.

[random locust]

CAn youo write updated program here https://cl1p.net/4570

[loud kraken]

Done: wrote the updated program to https://cl1p.net/4570 and verified it reads back.

I added a top-level active-source/launcher rule: use only this standing order, use portfolio.md only for current holdings/cost basis, ignore local CHART_TEMPLATE.md, never print planning/query ledgers, and never use Yahoo including finance.yahoo.com Firecrawl scrapes.

[random locust]

Ignore the chart_ template reference, I specified that elsewhere and want it because it sets styles on the charts

[loud kraken]

Got it. I updated https://cl1p.net/4570 and verified it reads back.

CHART_TEMPLATE.md is now allowed, but only for chart visual styling: colors, labels, dimensions, typography, and line/axis presentation. It’s explicitly not allowed to add data sources, change query behavior, change report format, or override chart delivery rules.

[random locust]

That seemed to have stopped. I can see this in the error logs https://cl1p.net/4561

[loud kraken]

I grabbed the cl1p before it expired. Those lines mean the portfolio-guardian Telegram session got stuck inside a model call for about 6 minutes with no progress, then the gateway’s stuck-session recovery aborted that embedded run:

reason=active_work_without_progress → model call started, then no streaming/progress
recovery=checking → gateway decided it was stale
action=abort_embedded_run aborted=true drained=true → OpenClaw cleaned up the stuck run/queue lane

So this looks more like a hung provider/model call than the standing order itself being deleted. First thing: what does openclaw --version show?

Useful checks from the docs:

openclaw status --all
openclaw models status
openclaw cron status
openclaw cron runs --id <jobId> --limit 20
openclaw logs --follow

[loud kraken]

If it repeats, I’d look at the log lines immediately before model_call:started to see which provider/model was used and whether there’s a timeout/auth/rate-limit nearby. Docs: https://docs.openclaw.ai/help/faq and https://docs.openclaw.ai/automation/cron-jobs#troubleshooting

[random locust]

I've just updated to 2025.5.28. How do I increase that timeout?

[loud kraken]

Set diagnostics.stuckSessionAbortMs in milliseconds, then restart the gateway so the scheduler/runtime picks it up.

For 20 minutes:

openclaw config set diagnostics.stuckSessionAbortMs 1200000
openclaw gateway restart

For 30 minutes:

openclaw config set diagnostics.stuckSessionAbortMs 1800000
openclaw gateway restart

Related knobs:

[loud kraken]

openclaw config set diagnostics.stuckSessionWarnMs 60000
openclaw config get diagnostics

stuckSessionWarnMs is when it starts logging/classifying no-progress sessions. stuckSessionAbortMs is the one that controls the abort-drain recovery you hit. Current docs say the unset default is at least 10 minutes and 5x the warning threshold, so if you were aborted around 6 minutes it’s worth confirming the new config is actually loaded after restart.

Docs: https://docs.openclaw.ai/gateway/configuration-reference#diagnostics

[random locust]

I can them. One question though, this seems to stop the program, is that what you expect?

[loud kraken]

Yes, with an important distinction: it stops the currently stuck agent run, not the whole standing-order/cron system.

That recovery line means OpenClaw decided the active embedded run had made no progress for too long, aborted it, drained the queue lane, and released the session so future work is not blocked forever. So the current portfolio check may end early or fail, but the next scheduled run should still fire.

It’s expected as a recovery behavior, but it’s not what you want to see during a healthy run. If the portfolio task legitimately takes longer, raising diagnostics.stuckSessionAbortMs is reasonable. If it’s hanging inside model_call:started, I’d also check which provider/model was active and whether the model is stalling rather than just being slow.

[random locust]

ok, though should the agent report this?

[loud kraken]

Ideally, yes: for a scheduled standing order, you want some visible failure signal when the run gets abort-drained.

The tricky bit is that the agent may not be able to report it, because the run that would have written the report is the thing being aborted. So the better place for this is cron/gateway failure delivery, not the agent prompt itself.

I’d check whether the job has a failure destination configured:

openclaw cron show <jobId>
openclaw cron runs --id <jobId> --limit 20
openclaw config get cron.failureDestination

If there’s no failure destination, configure one globally or per job so failures get announced separately from successful portfolio reports. Docs: https://docs.openclaw.ai/automation/cron-jobs#delivery-and-output

[random locust]

unrelated question I can see that lamma.cpp now supports MTP, I'm running lmstudio and noticed they just updated cpu llame.cpp to 2.14, does that support MTP?

[loud kraken]

Short answer: maybe in the bundled engine, but I would not assume LM Studio exposes it yet for CPU llama.cpp.

I checked the LM Studio changelog and I see mlx-engine v1.8.1 ... parallel predictions for vision-capable models, but that is MLX, not the CPU llama.cpp engine. I did not see an explicit “llama.cpp MTP is enabled/exposed” note there.

For MTP to actually work you need all three:

1. a llama.cpp build with MTP support
2. an MTP-capable model/GGUF, not just any model
3. a way for LM Studio to pass/enable the MTP setting

Best quick check: run a generation and inspect LM Studio’s model/server logs. If MTP is active, llama.cpp-style logs should show something like draft acceptance rate or statistics mtp. If you don’t see that, you’re probably just using normal decoding even if the engine version is new enough.

For fresh hands-on model/runtime details, #models is the best place too; this is moving fast.

[random locust]

How about if I use unsloth studio?

[loud kraken]

Unsloth Studio looks like the better bet for this specific MTP path.

Their docs say Unsloth Studio supports Qwen3.6 MTP GGUF inference, and that MTP speculative decoding is auto-enabled for MTP GGUFs in current builds. So the practical flow is:

unsloth studio update
unsloth studio

Then in Studio Chat, search/download a Qwen3.6 MTP GGUF and run it. The docs say there is no separate manual MTP toggle in the Studio UI; using the MTP GGUF is what triggers it.

If you run llama.cpp directly instead of Studio, the flags they cite are:

--spec-type draft-mtp --spec-draft-n-max 2

Same verification as before: check logs for draft acceptance rate / statistics mtp. If those show up, MTP is actually active.

[random locust]

Will unsloth studio run on a beelink gtr9 under windows?

[loud kraken]

Yes, likely for chat/inference, with caveats.

Unsloth’s docs say Studio supports Windows 10/11 64-bit, and CPU/no-GPU mode works for Chat/GGUF inference. They also say AMD hardware is supported for inference/chat, but Studio training on AMD is still marked coming soon; for AMD training they point to Unsloth Core instead.

So on a Beelink GTR9 under Windows:

• Run Studio UI: yes, should be fine
• Run GGUF chat/inference: yes, CPU/AMD path should work
• Qwen3.6 MTP GGUF: should be the relevant Unsloth path, but performance depends heavily on RAM/bandwidth and whether their AMD backend is actually used well on that box
• Fine-tune/train in Studio: not what I’d expect unless you have NVIDIA; AMD Studio training is not there yet per docs

Install path from their docs:

irm https://unsloth.ai/install.ps1 | iex
unsloth studio

[loud kraken]

If your goal is the portfolio agent, I’d treat this as an experiment rather than a reliability fix. Local models can run, but OpenClaw agent/tool reliability is still usually better on strong cloud models.

[random locust]

The portfolio agent model will always run locally on the beelink gtr9

[loud kraken]

Got it. Then I’d optimize for boring reliability, not peak benchmark speed.

For a local always-on portfolio agent on the GTR9, I’d do this:

• keep diagnostics.stuckSessionAbortMs comfortably above your worst normal run time, e.g. 20–30 min
• configure cron failure delivery so aborts/hangs are reported by the gateway, not only by the agent
• use a model that is stable at tool calling and JSON/structured output, even if it is slower or less flashy
• keep the prompt/standing order strict: short steps, explicit final report, no open-ended exploration
• watch logs for model_call:started with no token/progress; that usually means backend/runtime stall, not portfolio logic

MTP may help generation speed if Unsloth Studio actually enables it for the GGUF, but I would still test it under the real OpenClaw workload before trusting it for the standing order. A fast local model that occasionally wedges is worse than a slower one that always finishes.

[random locust]

Going back to the portfolio token bloat issue. How about if I get the firewall MCP server to filter what comes back, perhaps give it a schema based on what info I'm expecting back from the web site?

[loud kraken]

Yes, that’s a good direction. Put the reduction at the tool boundary, before the content ever reaches the model.

For the portfolio agent, I’d make the firewall/MCP return a small typed payload instead of raw page text. Something like:

{
  "asOf": "2026-05-19T10:00:00Z",
  "source": "broker-site-name",
  "cash": { "currency": "GBP", "available": 1234.56 },
  "positions": [
    {
      "symbol": "VWRP",
      "name": "Vanguard FTSE All-World",
      "quantity": 10,
      "price": 102.34,
      "currency": "GBP",

[loud kraken]

      "marketValue": 1023.40,
      "dayChange": -4.12,
      "totalGainLoss": 88.50
    }
  ],
  "accountValue": { "currency": "GBP", "total": 12345.67 },
  "warnings": []
}

A few practical rules:

• whitelist fields the agent needs; drop tables, menus, hidden text, ads, and repeated boilerplate
• include asOf, currency, and source so the agent can sanity-check freshness
• include a warnings/missingFields array instead of dumping raw HTML when parsing fails
• cap arrays and string lengths, especially transaction/history lists

[loud kraken]

• if you need evidence, return tiny snippets or stable element labels, not whole pages

I’d avoid making the model do the first-pass extraction from raw browser output. Let the MCP/server parse the page with selectors/API responses, validate against a schema, and only then hand the clean JSON to OpenClaw. That should cut token bloat and make the standing order much less likely to wedge.

[random locust]

So can I have different schemas based on the type, one schema for getting prices and another schema for news research

[loud kraken]

Yes. I’d actually prefer that.

Best shape is separate MCP tools or modes with separate schemas, for example:

portfolio_get_prices(symbols, accountId?) -> PriceSnapshot
portfolio_get_positions(accountId) -> PositionSnapshot
portfolio_research_news(symbols, since?, maxItems?) -> NewsResearchSummary

Price schema should be tight and numeric:

{
  "asOf": "ISO timestamp",
  "prices": [

[loud kraken]

    {
      "symbol": "AAPL",
      "price": 192.34,
      "currency": "USD",
      "dayChangePct": 1.2,
      "source": "broker/yahoo/etc"
    }
  ],
  "missing": []
}

News schema should be summary/evidence oriented, not raw article dumps:

[loud kraken]

{
  "asOf": "ISO timestamp",
  "items": [
    {
      "symbol": "AAPL",
      "headline": "short headline",
      "source": "Reuters",
      "publishedAt": "ISO timestamp",
      "sentiment": "positive|neutral|negative|mixed",
      "impact": "low|medium|high",
      "summary": "1-2 sentence summary",
      "url": "https://..."
    }
  ],
  "themes": ["earnings", "regulation"],

[loud kraken]

  "warnings": []
}

The key rule: don’t make one giant “website result” schema. Prices, positions, transactions, risk checks, and news research have different token budgets and failure modes. Separate schemas let you cap news much harder while keeping numeric portfolio data precise.

[random locust]

So based on this portfolio program, how many schemas would be needed?

[loud kraken]

I’d start with 6 schemas, maybe 7 if transactions are important.

Core set:

1. AccountSnapshot — account total, cash, available cash, margin/settlement status if relevant
2. PositionSnapshot — holdings: symbol, quantity, cost basis, current value, gain/loss, allocation
3. PriceSnapshot — current/latest prices for watched symbols, with timestamp/source/currency
4. NewsResearchSummary — capped news items + themes + impact/sentiment, no raw article dumps
5. RiskCheckResult — concentration, sector/currency exposure, stop-loss/threshold breaches, warnings
6. ActionCandidateList — possible buys/sells/rebalances with rationale, confidence, required human approval

Optional but useful:

7. TransactionSnapshot — recent fills/dividends/deposits/fees, especially if the agent needs to explain changes since last run

I would not make schemas for every website page. Make schemas for agent decisions. The firewall/MCP can have site-specific parsers internally, but the agent should always receive the same small portfolio-shaped objects.

[random locust]

So the accountsnapshot is what? Getting the current value based on current prices?

[loud kraken]

Mostly, but I’d define AccountSnapshot as the broker/account-level truth, not a recalculation.

It answers: “What does the account say it is worth right now?”

Example fields:

{
  "asOf": "2026-05-19T10:10:00Z",
  "accountId": "isa-1",
  "baseCurrency": "GBP",
  "totalValue": 52341.22,
  "cash": 1200.50,
  "investedValue": 51140.72,
  "availableToTrade": 950.00,
  "dayChange": 231.10,

[loud kraken]

  "dayChangePct": 0.44,
  "unrealizedGainLoss": 4320.88,
  "pendingSettlement": 0,
  "source": "broker",
  "warnings": []
}

So yes, it reflects current value based on current prices, but ideally it comes from the broker’s portfolio/account summary page or API. Then PositionSnapshot gives the per-holding breakdown, and PriceSnapshot is only used to sanity-check or fill gaps.

Reason: if the agent recomputes account value from positions/prices every time, you get rounding, FX, stale-price, and settlement mismatches. Better to keep broker-reported account value as the top-level number, then compare it against computed values only as a consistency check.

[random locust]

ok, though does it need to crawl that? I have some if not all of the info in the markdown file

[loud kraken]

No, it doesn’t need to crawl it if the markdown file is already the source of truth or a good enough cached snapshot.

I’d split the data by freshness:

• Static/user-maintained in markdown: account names, strategy, target allocations, watchlist, risk rules, preferred tickers, notes, constraints
• Semi-static in markdown: cost basis, manual holdings, account IDs/labels, tax wrapper notes
• Fresh from broker/price/news tools: current account value, cash, current positions if they change, latest prices, recent transactions, news

If your markdown already has holdings and account totals, the MCP can parse that into AccountSnapshot / PositionSnapshot first, then only crawl/fetch the missing or time-sensitive fields. That is probably the cleanest token-saving design.

One useful pattern:

portfolio_load_plan_md -> PortfolioPlan
portfolio_load_cached_snapshot_md -> AccountSnapshot + PositionSnapshot
portfolio_refresh_prices -> PriceSnapshot

[loud kraken]

portfolio_refresh_news -> NewsResearchSummary
portfolio_compare_snapshot -> RiskCheckResult

The important bit is to label freshness clearly: source: "markdown", asOf, and maybe stale: true/false. Then the agent knows when it can trust the markdown and when it must refresh.

[random locust]

You can fine the contents of the portfolio markdown file here https://cl1p.net/4572

[loud kraken]

I grabbed it before expiry. This markdown is a good static portfolio seed, but it is not a full current account snapshot yet.

It contains:

cash: GBP 567.55
originalInvestment: GBP 90,000
holdings:
- MATW: 1,671.86362884 shares, initial GBP 37,500
- OXY: 799.68824845 shares, initial GBP 37,500
- FRPT: 204.04743893 shares, initial GBP 13,500

So for this program I’d reduce the schema set a bit:

1. PortfolioPlan from the markdown: cash, original investment, holdings, initial allocations
2. PriceSnapshot from live market data: MATW/OXY/FRPT latest prices, currency, timestamps

[loud kraken]

3. ValuationSnapshot: computed current values, gain/loss, allocation drift, FX assumptions
4. NewsResearchSummary: capped news/sentiment/impact for those three tickers
5. RiskCheckResult: concentration, price move thresholds, warning conditions, suggested human review

You probably don’t need a separate broker-crawled AccountSnapshot unless you want to reconcile against a real brokerage account value. With this markdown, the agent can compute the portfolio value from share counts + live prices, then report both:

computed value = cash + sum(shares * latest price converted to GBP)
performance = computed value - originalInvestment

Key caveat: MATW/OXY/FRPT are USD-listed, while your markdown is GBP. So the price schema needs FX too, or the valuation schema needs an explicit gbpUsdRate / usdGbpRate field. Otherwise the totals will be quietly wrong.

[random locust]

So what does the first one do?

[loud kraken]

PortfolioPlan is the clean parsed version of your markdown file. It tells the agent what portfolio it is meant to monitor, without making it reread free-form markdown every run.

From your file it would produce something like:

{
  "baseCurrency": "GBP",
  "cash": 567.55,
  "originalInvestment": 90000,
  "holdings": [
    { "symbol": "MATW", "name": "Matthews International", "shares": 1671.86362884, "initialInvestment": 37500 },
    { "symbol": "OXY", "name": "Occidental Petroleum", "shares": 799.68824845, "initialInvestment": 37500 },
    { "symbol": "FRPT", "name": "Freshpet", "shares": 204.04743893, "initialInvestment": 13500 }
  ]
}

[loud kraken]

It does not fetch prices or decide anything. It just converts your standing portfolio definition into structured data.

Then later steps use it like this:

PortfolioPlan + live prices + FX rate -> ValuationSnapshot
ValuationSnapshot + news -> RiskCheckResult / report

So it’s basically the anchor: “these are the holdings, cash, and original investment we care about.”

[random locust]

But why would it use the firecrawl MCP to get that info?

[loud kraken]

It probably shouldn’t.

For PortfolioPlan, Firecrawl is the wrong tool if the markdown file is local or otherwise directly available. Firecrawl is useful for messy external web pages. Your portfolio markdown is already structured enough that a tiny local parser, file reader, or custom MCP tool should handle it.

Better split:

Local/file MCP:
  portfolio_read_plan_md -> PortfolioPlan

Market data MCP/API:
  portfolio_get_prices -> PriceSnapshot
  portfolio_get_fx -> FxSnapshot

Firecrawl/web MCP:
  portfolio_research_news -> NewsResearchSummary

[loud kraken]

So the agent should not “crawl” its own portfolio definition. It should load the markdown cheaply, parse it into PortfolioPlan, and only use Firecrawl for pages where crawling is actually needed, like news/research pages without a clean API.

That’s the whole token-bloat win: boring local facts come from local structured tools; web crawling is reserved for genuinely external, messy content.

[random locust]

Yes, so I only need schemas for the steps that require firecrawl

[loud kraken]

Yes, exactly. For Firecrawl specifically, only schema the web extraction steps.

For your current portfolio file, I’d keep Firecrawl schemas to maybe 2 or 3:

1. CompanyNewsExtraction — article/search result summaries for MATW/OXY/FRPT
2. CompanyFundamentalsExtraction — optional, if you crawl company/profile/financial pages
3. AnalystOrMarketSignalExtraction — optional, if you crawl pages with ratings, targets, insider activity, etc.

Everything else should be local or API-shaped:

markdown file -> local parser -> PortfolioPlan
market prices -> market data API/tool -> PriceSnapshot
FX -> FX API/tool -> FxSnapshot
Firecrawl -> web extraction schema -> News/Fundamentals/Signals

[loud kraken]

The schema is there to stop Firecrawl from handing the agent a wall of page text. It should return only the fields the portfolio run needs, with caps like maxItems, short summaries, timestamps, source URLs, and a warnings array.

[random locust]

THats better, so number 2 will be able to get todays price as well as historical prices?

[loud kraken]

Small correction: in that split, number 2 (CompanyFundamentalsExtraction) should not be responsible for prices unless the only source you have is a web page.

For today’s price + historical prices, I’d make a separate market-data tool/schema, not Firecrawl:

portfolio_get_prices(symbols) -> PriceSnapshot
portfolio_get_price_history(symbols, range, interval) -> PriceHistorySnapshot

Example:

{
  "asOf": "2026-05-19T10:18:00Z",
  "currency": "USD",
  "prices": [

[loud kraken]

    { "symbol": "MATW", "last": 23.45, "open": 23.10, "dayChangePct": 1.5 }
  ]
}

Historical:

{
  "symbol": "MATW",
  "currency": "USD",
  "range": "1y",
  "interval": "1d",
  "points": [
    { "date": "2026-05-18", "close": 23.45, "volume": 123456 }

[loud kraken]

  ]
}

Firecrawl can scrape prices from Yahoo/Google/etc, but it’s a brittle and token-expensive way to get structured market data. Use Firecrawl for news/fundamentals/research pages; use a market data source for current and historical prices.

[random locust]

No, I want to use firecrawl to get prices as tools like yahoo finance often get rate limited

[loud kraken]

Yep, that’s reasonable if rate limits are the constraint. In that case make prices their own Firecrawl extraction schema, separate from fundamentals/news.

I’d call it MarketPriceExtraction and keep it very tight:

{
  "asOf": "ISO timestamp when fetched",
  "sourceUrl": "https://...",
  "prices": [
    {
      "symbol": "MATW",
      "companyName": "Matthews International",
      "lastPrice": 23.45,
      "currency": "USD",
      "previousClose": 23.10,
      "open": 23.20,

[loud kraken]

      "dayHigh": 23.80,
      "dayLow": 22.95,
      "dayChange": 0.35,
      "dayChangePct": 1.52,
      "marketTime": "2026-05-19T14:30:00Z"
    }
  ],
  "missing": [],
  "warnings": []
}

For historical prices, use a second schema because the shape is different:

[loud kraken]

{
  "symbol": "MATW",
  "sourceUrl": "https://...",
  "currency": "USD",
  "range": "1y",
  "interval": "1d",
  "points": [
    { "date": "2026-05-18", "close": 23.45, "volume": 123456 }
  ],
  "warnings": []
}

A couple of guardrails I’d add:

• require currency, because your portfolio base is GBP and these are USD names

[loud kraken]

• require marketTime or asOf, so stale pages don’t look current
• cap history, e.g. max 260 daily points for 1 year
• if Firecrawl confidence is low or fields are missing, return warnings instead of raw page text
• optionally scrape two sources for current price and flag if they differ beyond a small threshold

So Firecrawl can do it; just don’t mix price extraction with news/fundamentals. Prices need numeric precision and freshness checks.

[random locust]

So how many schemes would I need now?

[loud kraken]

Now I’d use 4 Firecrawl schemas.

1. MarketPriceExtraction — today/current quote for MATW/OXY/FRPT
2. PriceHistoryExtraction — historical close/volume points for trend/performance checks
3. CompanyNewsExtraction — capped news items, summaries, sentiment/impact
4. CompanyFundamentalsExtraction — optional company/financial facts like market cap, P/E, debt, revenue, earnings date

Everything else should stay outside Firecrawl:

portfolio markdown -> local parser -> PortfolioPlan
Firecrawl current prices -> MarketPriceExtraction
Firecrawl history -> PriceHistoryExtraction
Firecrawl news -> CompanyNewsExtraction
Firecrawl fundamentals -> CompanyFundamentalsExtraction
local computation -> ValuationSnapshot / RiskCheckResult / final report

[loud kraken]

If you want the leanest useful version, start with 3 schemas: current prices, price history, news. Add fundamentals only if the agent’s decisions actually use those fields.

[random locust]

so price history will be sufficient to get todays price and historical pricing?

[loud kraken]

It can be, if the source page includes an up-to-date latest row. But I’d be careful.

PriceHistoryExtraction is sufficient when you only need daily close history and maybe “latest available close.” It may not be sufficient for today’s live/current price, because today’s candle can be delayed, incomplete, or absent until market close.

So I’d choose based on what the agent needs:

• End-of-day portfolio report: one PriceHistoryExtraction schema is probably enough. Use the latest point as the current valuation price.
• Intraday/current portfolio report: keep a separate MarketPriceExtraction for live/latest quote, plus PriceHistoryExtraction for trend/history.

For your standing order, if it runs during market hours and you care about “right now,” I’d keep both. If it runs once after close, history-only is cleaner.

[random locust]

I'm likely to run this during trading hours too

[loud kraken]

Then keep both price schemas.

Use:

1. MarketPriceExtraction for intraday/current price
2. PriceHistoryExtraction for historical closes/trends
3. CompanyNewsExtraction for news
4. optionally CompanyFundamentalsExtraction if you need fundamentals

For trading-hours runs, MarketPriceExtraction should include fields like:

{
  "symbol": "OXY",
  "lastPrice": 48.12,
  "currency": "USD",

[loud kraken]

  "marketState": "open|closed|pre_market|after_hours",
  "marketTime": "2026-05-19T14:22:00Z",
  "quoteDelayMinutes": 15,
  "dayChangePct": -0.8,
  "sourceUrl": "https://..."
}

That lets the agent say “using delayed quote” or “market is closed” instead of treating stale data as live.

History should stay daily/compact, e.g. latest 30/90/260 closes, not minute-by-minute unless the strategy truly needs it. Intraday history will blow tokens fast.

[random locust]

So how many schemas do I need?

[loud kraken]

Use 4 schemas total for Firecrawl.

Required:

1. MarketPriceExtraction — current/intraday quote
2. PriceHistoryExtraction — daily historical prices
3. CompanyNewsExtraction — recent news + sentiment/impact

Optional but useful:

4. CompanyFundamentalsExtraction — market cap, P/E, earnings date, debt/revenue, etc.

If you want the minimum viable setup: 3 schemas. If you want the portfolio agent to reason beyond price/news: 4 schemas.

[random locust]

ok, and I'll do all four. So if I modify the MCP server, will that affect all agents?

[loud kraken]

It depends where that MCP server is registered.

If you modify the shared MCP server implementation and multiple agents call that same server/tool, then yes: all of those agents can see the changed behavior once the server/gateway/session reloads.

If you only change the portfolio agent’s MCP config/tool allowlist, then it can be isolated to that agent.

The clean way to avoid surprising other agents is:

shared firecrawl MCP -> leave generic behavior alone
portfolio-specific MCP tools -> add new names/schemas

For example, add tools like:

[loud kraken]

portfolio_extract_current_prices
portfolio_extract_price_history
portfolio_extract_company_news
portfolio_extract_company_fundamentals

rather than changing a generic firecrawl_scrape result shape. That way other agents still get normal Firecrawl behavior, and the portfolio agent gets the schema-filtered outputs.

If this is configured through an OpenClaw bundle/plugin, note the docs say enabled bundle MCP tools can be available to embedded agent turns by default in some tool profiles, and agents can opt out with tools.deny: ["bundle-mcp"]. So naming + per-agent tool allowlists are your friend here.

[random locust]

I don't mind if the other agents can see it, but will it affect their default firecrawl behaviour?

[loud kraken]

Not if you add the portfolio schemas as new tools or optional modes.

It will affect default Firecrawl behavior only if you change the existing generic Firecrawl tool’s default response shape. For example:

Safe:
firecrawl_scrape          -> unchanged generic scrape
portfolio_price_extract   -> schema-filtered prices
portfolio_news_extract    -> schema-filtered news

Risky:

firecrawl_scrape -> now always returns portfolio-shaped JSON

So I’d leave the generic Firecrawl tools alone and add portfolio-specific wrappers. Other agents may see those extra tools, but their normal firecrawl_scrape / crawl behavior stays the same unless they intentionally call the portfolio tools.

[loud kraken]

One small gotcha: if the new portfolio tools have very broad descriptions, agents might choose them accidentally. Name and describe them narrowly: “Extract prices for configured portfolio tickers,” not “extract useful web data.”

[random locust]

ok, I would like to stick with one MCP server for all agents

[loud kraken]

That’s fine. One MCP server can expose both generic and portfolio-specific tools.

I’d structure it like this:

firecrawl_scrape(url, options) -> generic Firecrawl behavior, unchanged
firecrawl_search(query, options) -> generic Firecrawl/search behavior, unchanged
portfolio_current_prices(symbols, sourceHints?) -> MarketPriceExtraction
portfolio_price_history(symbols, range, interval, sourceHints?) -> PriceHistoryExtraction
portfolio_company_news(symbols, since, maxItems, sourceHints?) -> CompanyNewsExtraction
portfolio_company_fundamentals(symbols, sourceHints?) -> CompanyFundamentalsExtraction

Same server, separate tool contracts. Other agents can still use normal Firecrawl tools exactly as before. The portfolio agent can be instructed to prefer the portfolio_* tools for this standing order.

I’d also version the schema names inside the result:

[loud kraken]

{ "schema": "MarketPriceExtraction.v1", "asOf": "...", "prices": [] }

That gives you room to improve fields later without breaking existing agent prompts.

[random locust]

So can you create a plan I can give openclaw to modify the MCP server

[loud kraken]

Here’s a plan you can give to OpenClaw/local agent to modify the MCP server. I’d phrase it as an implementation brief:

Goal:
Modify the existing Firecrawl MCP server so it keeps its current generic Firecrawl behavior unchanged, while adding portfolio-specific tools that return compact schema-filtered JSON for a portfolio standing-order agent.

Important constraints:
- Do not change the default behavior or output shape of existing generic Firecrawl tools.
- Add new portfolio-specific tools with narrow names and descriptions.
- Keep all outputs small, typed, and capped. Never return raw page markdown/HTML from portfolio tools unless explicitly requested for debugging.
- Include schema version, source URL, timestamp, currency, warnings, and missing fields where relevant.
- The portfolio markdown file is not fetched through Firecrawl. It is parsed separately by the agent/local file tooling.

Add these four tools to the same MCP server:

1. portfolio_current_prices

[loud kraken]

Purpose:
Extract current/intraday quote data for configured symbols from Firecrawl-scraped finance pages.

Input:
{
  "symbols": ["MATW", "OXY", "FRPT"],
  "sourceHints": ["optional URLs or preferred sites"],
  "maxSourcesPerSymbol": 2
}

Output schema: MarketPriceExtraction.v1
Fields:
- schema: "MarketPriceExtraction.v1"
- asOf: ISO timestamp of extraction
- prices[]: symbol, companyName, lastPrice, currency, marketState, marketTime, quoteDelayMinutes, previousClose, open, dayHigh, dayLow, dayChange, dayChangePct, sourceUrl, confidence

[loud kraken]

- missing[]
- warnings[]

2. portfolio_price_history
Purpose:
Extract compact historical daily prices for trend/performance checks.

Input:
{
  "symbols": ["MATW", "OXY", "FRPT"],
  "range": "30d|90d|1y",
  "interval": "1d",
  "sourceHints": ["optional URLs or preferred sites"],
  "maxPointsPerSymbol": 260
}

[loud kraken]

Output schema: PriceHistoryExtraction.v1
Fields:
- schema: "PriceHistoryExtraction.v1"
- asOf
- histories[]: symbol, currency, range, interval, sourceUrl, points[], confidence
- points[]: date, open optional, high optional, low optional, close, volume optional
- missing[]
- warnings[]

3. portfolio_company_news
Purpose:
Extract recent relevant news for configured holdings without returning article dumps.

Input:

[loud kraken]

{
  "symbols": ["MATW", "OXY", "FRPT"],
  "since": "ISO timestamp or duration like 7d",
  "maxItemsPerSymbol": 5,
  "sourceHints": ["optional URLs or preferred sites"]
}

Output schema: CompanyNewsExtraction.v1
Fields:
- schema: "CompanyNewsExtraction.v1"
- asOf
- items[]: symbol, headline, source, publishedAt, url, summary, sentiment, impact, confidence
- themes[]
- missing[]
- warnings[]

[loud kraken]

4. portfolio_company_fundamentals
Purpose:
Extract compact company/fundamental facts for the holdings.

Input:
{
  "symbols": ["MATW", "OXY", "FRPT"],
  "sourceHints": ["optional URLs or preferred sites"]
}

Output schema: CompanyFundamentalsExtraction.v1
Fields:
- schema: "CompanyFundamentalsExtraction.v1"
- asOf

[loud kraken]

- companies[]: symbol, companyName, currency, marketCap, peRatio, dividendYield, eps, revenue, debtToEquity, nextEarningsDate, sourceUrl, confidence
- missing[]
- warnings[]

Implementation notes:
- Reuse the existing Firecrawl client/config/auth.
- Implement portfolio tools as wrappers around existing scrape/search/map behavior.
- Prefer deterministic extraction from page text/tables/selectors before asking an LLM to summarize.
- If using an LLM extraction step, validate against JSON schema before returning.
- Hard-cap string lengths and array sizes.
- On extraction failure, return warnings/missing fields, not raw crawled content.
- Add tests/fixtures for at least one successful extraction and one missing-field/failure case per tool.
- Add documentation showing that generic Firecrawl tools are unchanged and portfolio tools are optional.

Acceptance criteria:

[loud kraken]

- Existing Firecrawl MCP tools still return exactly as before.
- New portfolio tools are visible in MCP tool listing.
- Each portfolio tool returns valid compact JSON matching its schema.
- Current price extraction includes currency, marketTime/asOf, sourceUrl, and confidence.
- Price history is capped and does not return intraday/minute data unless explicitly requested later.
- News summaries are capped and do not include full article text.
- The portfolio agent can compute GBP valuation by combining local PortfolioPlan + portfolio_current_prices + FX data + optional history/news/fundamentals.

One extra suggestion: keep FX separate unless your price source reliably provides GBP conversions. Since MATW/OXY/FRPT are USD-listed and the portfolio file is GBP, you’ll need either an FX tool or a clear FX field in the valuation step.

[random locust]

The portfolio is dynamic, so it can't refer to individual stocks

[loud kraken]

Correct. The plan should not hard-code MATW/OXY/FRPT. Those were examples from the current markdown, but the MCP tools should accept arbitrary symbols from the parsed PortfolioPlan.

Change the brief like this:

Do not hard-code any portfolio symbols, company names, currencies, or holdings.
All portfolio tools must accept symbols as input from the caller.
The caller obtains symbols by parsing the current portfolio markdown/local source.
The same tools must work when holdings are added, removed, or renamed.

Use generic inputs:

{
  "symbols": ["string"],

[loud kraken]

  "sourceHints": ["optional URLs or preferred sites"],
  "maxSourcesPerSymbol": 2
}

And make acceptance criteria dynamic:

- Works for any non-empty symbols array.
- Does not assume exactly three holdings.
- Does not assume USD only; returns currency per symbol/source.
- Handles missing/unknown symbols via missing[] and warnings[].
- Preserves input order where useful, but does not fail if a source returns extra/renamed company data.

So the portfolio markdown drives the ticker list; Firecrawl tools just process whatever symbols they’re given.

[random locust]

Can you write the plan here https://cl1p.net/4562

[loud kraken]

Done: https://cl1p.net/4562

I updated it with the dynamic version: no hard-coded stocks, portfolio tools accept arbitrary symbols, and the generic Firecrawl tools stay unchanged.

[random locust]

So I just put this whole prompt into openclaw and sit back?

[loud kraken]

Mostly, but I’d run it as a supervised coding task, not “fire and forget.”

Use the prompt as the implementation brief, then ask OpenClaw/local agent to do this sequence:

1. Inspect the existing MCP server implementation and list the files it plans to change.
2. Confirm where generic Firecrawl tools are defined and how to add new tools without changing them.
3. Implement only the four new portfolio_* tools.
4. Add/adjust tests or fixtures.
5. Run the relevant test/lint command.
6. Summarize changed files and any assumptions.

I’d add this line at the top before you paste it:

[loud kraken]

Before editing, inspect the codebase and briefly explain your planned file changes. Do not modify existing generic Firecrawl tool behavior.

Then let it work, but review the diff before you restart the gateway. The main thing to watch for is that it doesn’t “improve” the generic Firecrawl output path and accidentally break other agents.

[random locust]

So can you give me the whole prompt

[loud kraken]

Use this whole prompt:

Before editing, inspect the codebase and briefly explain your planned file changes. Do not modify existing generic Firecrawl tool behavior.

Goal:
Modify the existing Firecrawl MCP server so it keeps current generic Firecrawl tools unchanged, while adding portfolio-specific tools that return compact schema-filtered JSON for a dynamic portfolio standing-order agent.

Constraints:
- Do not change existing generic Firecrawl scrape/search/crawl behavior or output shapes.
- Add new portfolio-specific tools only.
- Do not hard-code symbols, company names, currencies, holdings, or number of holdings.
- All portfolio tools must accept arbitrary non-empty symbols arrays from the caller.
- Return compact typed JSON only. Do not return raw page markdown/HTML from portfolio tools.
- On extraction failure, return missing[] and warnings[], not raw crawled content.
- Include schema version, asOf timestamp, sourceUrl, confidence, and currency where relevant.

[loud kraken]

- Cap arrays and string lengths to avoid token bloat.
- The portfolio markdown/local source is parsed separately; Firecrawl is only for web extraction.

Add four tools:

1. portfolio_current_prices
Input: symbols, sourceHints?, maxSourcesPerSymbol?
Output schema: MarketPriceExtraction.v1
Return: schema, asOf, prices[], missing[], warnings[].
Each price: symbol, companyName, lastPrice, currency, marketState, marketTime, quoteDelayMinutes, previousClose, open, dayHigh, dayLow, dayChange, dayChangePct, sourceUrl, confidence.

2. portfolio_price_history
Input: symbols, range=30d|90d|1y, interval=1d, sourceHints?, maxPointsPerSymbol=260
Output schema: PriceHistoryExtraction.v1
Return: schema, asOf, histories[], missing[], warnings[].

[loud kraken]

Each history: symbol, currency, range, interval, sourceUrl, points[], confidence.
Each point: date, open?, high?, low?, close, volume?.

3. portfolio_company_news
Input: symbols, since, maxItemsPerSymbol=5, sourceHints?
Output schema: CompanyNewsExtraction.v1
Return: schema, asOf, items[], themes[], missing[], warnings[].
Each item: symbol, headline, source, publishedAt, url, summary max 2 sentences, sentiment, impact, confidence.
Do not return full article bodies. Deduplicate repeated headlines.

4. portfolio_company_fundamentals
Input: symbols, sourceHints?
Output schema: CompanyFundamentalsExtraction.v1
Return: schema, asOf, companies[], missing[], warnings[].
Each company: symbol, companyName, currency, marketCap?, peRatio?, dividendYield?, eps?, revenue?, debtToEquity?, nextEarningsDate?, sourceUrl, confidence.

[loud kraken]

Implementation:
- Reuse existing Firecrawl client/config/auth/transport.
- Implement portfolio tools as wrappers around existing scrape/search/crawl.
- Prefer deterministic extraction from tables, metadata, structured page data, or selectors before LLM summarization.
- If using LLM extraction, validate JSON against schema before returning.
- Keep tool descriptions narrow so other agents do not choose them accidentally.
- Add tests/fixtures for success, missing fields, unknown symbols, caps/deduping, and unchanged generic Firecrawl behavior.

Acceptance criteria:
- Existing Firecrawl tools behave exactly as before.
- New portfolio tools appear in MCP tool listing.
- No hard-coded portfolio symbols.
- Current prices include currency, freshness timestamp, sourceUrl, confidence.
- Price history is daily and capped by default.

[loud kraken]

- News is summarized and capped.
- Failures return structured warnings/missing fields.
- Final response lists changed files, tests run, and any assumptions.

FX:
Do not assume portfolio base currency or quote currency. Return quote currency from source. Leave FX conversion to a separate FX tool or valuation step unless the source explicitly provides converted prices.

[random locust]

Can you write that here https://cl1p.net/4564

[loud kraken]

Done: https://cl1p.net/4564

[random locust]

Actually, I think it woulf be better to have one plan for each schema?

[loud kraken]

Yes, that’s probably better. It reduces blast radius and makes testing much cleaner.

I’d do it as four separate implementation prompts, in this order:

1. MarketPriceExtraction.v1
   Add only portfolio_current_prices. Verify generic Firecrawl still works. Test current/intraday quote extraction, missing symbols, currency, freshness timestamp.

2. PriceHistoryExtraction.v1
   Add only portfolio_price_history. Test daily historical points, max point caps, missing history, and no accidental intraday token flood.

3. CompanyNewsExtraction.v1
   Add only portfolio_company_news. Test deduping, max items per symbol, 1-2 sentence summaries, no full article body leakage.

4. CompanyFundamentalsExtraction.v1
   Add only portfolio_company_fundamentals. Test optional missing fields, source URLs, confidence, and compact output.

Each plan should repeat the same non-negotiables:

[loud kraken]

Do not change existing generic Firecrawl tools.
Do not hard-code portfolio symbols.
Accept arbitrary symbols from the caller.
Return compact schema-valid JSON.
Return warnings/missing fields instead of raw crawled content on failure.
Run tests and list changed files.

This also lets you stop after prices/history if that already solves most of the token bloat. News and fundamentals can come later without touching the price tools.

[random locust]

Can you write one of each of the four plans to these four links https://cl1p.net/4565 https://cl1p.net/4566 https://cl1p.net/4567 https://cl1p.net/4568

[loud kraken]

Done. I split them one per schema/tool:

• https://cl1p.net/4565 — MarketPriceExtraction.v1 / portfolio_current_prices
• https://cl1p.net/4566 — PriceHistoryExtraction.v1 / portfolio_price_history
• https://cl1p.net/4567 — CompanyNewsExtraction.v1 / portfolio_company_news
• https://cl1p.net/4568 — CompanyFundamentalsExtraction.v1 / portfolio_company_fundamentals

I also checked each link loaded the expected plan.

[random locust]

Is there a way to backup the mcp config before I begin

[loud kraken]

Yes. I’d back up both the whole OpenClaw config and just the MCP section.

macOS/Linux/WSL:

CONFIG="$(openclaw config file)"
cp "$CONFIG" "$CONFIG.backup-$(date +%Y%m%d-%H%M%S)"
openclaw config get mcp.servers > mcp-servers.backup.json
openclaw config validate

PowerShell:

$config = openclaw config file
Copy-Item $config "$config.backup-$(Get-Date -Format yyyyMMdd-HHmmss)"
openclaw config get mcp.servers > mcp-servers.backup.json
openclaw config validate

[loud kraken]

Keep those backups private, because MCP config can contain command paths, URLs, env refs, or sometimes secrets depending on how it was set up.

Docs reference: https://docs.openclaw.ai/gateway/configuration and MCP config lives under mcp.servers in the config reference.

[random locust]

How would I backup the actuall code of the MCP that I'm going to change

[loud kraken]

Best option: use git, if the MCP server lives in a repo.

cd /path/to/your/mcp-server

git status
git switch -c portfolio-firecrawl-schemas

Then make the changes on that branch. If it goes sideways:

git diff
# or abandon the branch after saving anything you want
git switch main

[loud kraken]

If there are already uncommitted changes you want to preserve first:

git status
git add -A
git commit -m "backup before portfolio MCP schema changes"
git switch -c portfolio-firecrawl-schemas

If it is not in git, make a timestamped copy of the whole MCP server folder.

macOS/Linux/WSL:

cd /path/to/parent
cp -a mcp-server "mcp-server.backup-$(date +%Y%m%d-%H%M%S)"

[loud kraken]

PowerShell:

Copy-Item -Recurse .\mcp-server ".\mcp-server.backup-$(Get-Date -Format yyyyMMdd-HHmmss)"

My recommendation: if it’s not already in git, initialize git before changing it:

cd /path/to/your/mcp-server
git init
git add -A
git commit -m "baseline before portfolio schema tools"
git switch -c portfolio-firecrawl-schemas

That gives you a real diff/revert path instead of relying only on folder copies.

[random locust]

I've already modded it locally, there is no git

[loud kraken]

Then back up the current modified folder first, and only then put it under git so future edits are reversible.

macOS/Linux/WSL:

cd /path/to/parent
cp -a mcp-server "mcp-server.backup-current-$(date +%Y%m%d-%H%M%S)"

cd mcp-server
git init
git add -A
git commit -m "current local MCP state before portfolio schema work"
git switch -c next-portfolio-schema-change

PowerShell:

[loud kraken]

Copy-Item -Recurse .\mcp-server ".\mcp-server.backup-current-$(Get-Date -Format yyyyMMdd-HHmmss)"

cd .\mcp-server
git init
git add -A
git commit -m "current local MCP state before portfolio schema work"
git switch -c next-portfolio-schema-change

That won’t recover the original pre-mod state, but it protects where you are now. If you also want the original, make a second clean copy from wherever you installed it from, like npm/GitHub/zip, and keep that beside the modified one for reference.

Important: don’t run a formatter or auto-fix before taking the folder copy. First preserve exactly what you have.

[random locust]

I can't locate mcp directory

[loud kraken]

Start from the config rather than guessing the folder name.

Run:

openclaw config get mcp.servers
openclaw config file

mcp.servers should show how the server is launched. Look for fields like command, args, url, or package names. Examples:

{
  "command": "node",
  "args": ["/some/path/server.js"]
}

[loud kraken]

or:

{
  "command": "npx",
  "args": ["some-firecrawl-mcp-package"]
}

If it is node /some/path/..., that path is the code you changed. If it is npx/uvx, the code may be in a package cache rather than a normal project folder, and you probably want to clone/copy it into a real local folder before modifying it.

Useful searches:

macOS/Linux/WSL:

find ~ -maxdepth 5 -iname '*firecrawl*' -o -iname '*mcp*' 2>/dev/null | head -100

[loud kraken]

PowerShell:

Get-ChildItem $HOME -Recurse -ErrorAction SilentlyContinue | Where-Object { $_.Name -match 'firecrawl|mcp' } | Select-Object -First 100 FullName

Also check the running process if the MCP server is currently active:

macOS/Linux/WSL:

ps aux | grep -iE 'firecrawl|mcp' | grep -v grep

PowerShell:

Get-Process | Where-Object { $_.Path -match 'firecrawl|mcp' -or $_.CommandLine -match 'firecrawl|mcp' }

[loud kraken]

If you paste the redacted output of openclaw config get mcp.servers, I can help identify where the actual code lives.

[random locust]

it is npx

[loud kraken]

That explains why it’s hard to find. With npx, the MCP server is usually being run from npm’s cache or fetched package location, not a nice project folder you should edit.

I would not modify the npx cache. Make a local editable copy and point OpenClaw at that instead.

Typical flow:

# pick a real working folder
mkdir -p ~/mcp-dev
cd ~/mcp-dev

# get the package name from: openclaw config get mcp.servers
# then either clone its repo, or install/unpack it locally
npm pack <package-name>
tar -xzf <package-name>-*.tgz
mv package firecrawl-mcp-local

[loud kraken]

cd firecrawl-mcp-local
git init
git add -A
git commit -m "baseline local MCP server"
git switch -c portfolio-schema-tools

Then change your OpenClaw MCP config from something like:

{ "command": "npx", "args": ["<package-name>"] }

to something local, depending on how the package starts:

[loud kraken]

{ "command": "node", "args": ["/home/you/mcp-dev/firecrawl-mcp-local/dist/index.js"] }

or, if it needs npm scripts:

{ "command": "npm", "args": ["--prefix", "/home/you/mcp-dev/firecrawl-mcp-local", "run", "start"] }

After changing config:

openclaw config validate
openclaw gateway restart

[loud kraken]

The exact node ... path depends on the package. If you paste the redacted mcp.servers entry with the package name and args, I can tell you the cleanest local layout.

[random locust]

I've already modified last week for a different reason

[loud kraken]

Got it. Then the priority is to find and preserve that already-modified copy before doing anything else.

Since OpenClaw launches it with npx, there are a few likely places:

# show npm cache/prefix locations
npm config get cache
npm config get prefix

# search common npm/npx locations
find "$(npm config get cache)" -iname '*firecrawl*' -o -iname '*mcp*' 2>/dev/null | head -100
find "$(npm config get prefix)" -iname '*firecrawl*' -o -iname '*mcp*' 2>/dev/null | head -100
find ~/.npm ~/.npm-global ~/.cache -iname '*firecrawl*' -o -iname '*mcp*' 2>/dev/null | head -100

If the MCP server is currently running, this is often better:

[loud kraken]

ps aux | grep -iE 'firecrawl|mcp|npx|node' | grep -v grep

Look for a node /path/to/... process. That /path/to/... is the actual file being executed.

Once you find the modified folder, immediately copy it somewhere stable:

mkdir -p ~/mcp-dev
cp -a /actual/path/to/the/mcp-folder ~/mcp-dev/firecrawl-mcp-modified-$(date +%Y%m%d-%H%M%S)

Then put that copied folder under git:

[loud kraken]

cd ~/mcp-dev/firecrawl-mcp-modified-*
git init
git add -A
git commit -m "preserve locally modified MCP server"
git switch -c portfolio-schema-tools

After that, point OpenClaw at the stable copied folder instead of relying on npx cache. The risk with npx is that npm may replace or clean that cache later, taking your local edits with it.

[random locust]

How about this /home/admin/.npm/_npx/12b05d58670d8359/node_modules/firecrawl-mcp

[loud kraken]

Yes, that looks exactly like an npx cache package path. Treat it as fragile: good enough to recover your edits from, but not a good long-term working location.

Do this first:

mkdir -p /home/admin/mcp-dev
cp -a /home/admin/.npm/_npx/12b05d58670d8359/node_modules/firecrawl-mcp "/home/admin/mcp-dev/firecrawl-mcp.backup-$(date +%Y%m%d-%H%M%S)"
cp -a /home/admin/.npm/_npx/12b05d58670d8359/node_modules/firecrawl-mcp /home/admin/mcp-dev/firecrawl-mcp-local

cd /home/admin/mcp-dev/firecrawl-mcp-local
git init
git add -A
git commit -m "preserve locally modified firecrawl MCP server"
git switch -c portfolio-schema-tools

Then point OpenClaw at /home/admin/mcp-dev/firecrawl-mcp-local instead of the _npx/... path. The exact command depends on its package scripts/files, so inspect:

[loud kraken]

cd /home/admin/mcp-dev/firecrawl-mcp-local
cat package.json
ls -la
ls -la dist build src 2>/dev/null

If package.json has a bin or start script, use that. Common config shapes would be:

{ "command": "node", "args": ["/home/admin/mcp-dev/firecrawl-mcp-local/dist/index.js"] }

or:

[loud kraken]

{ "command": "npm", "args": ["--prefix", "/home/admin/mcp-dev/firecrawl-mcp-local", "run", "start"] }

Key point: don’t keep editing /home/admin/.npm/_npx/...; npm can wipe or replace it.

[random locust]

I don't have git configured, can I just make a file copy

[loud kraken]

Yes. A plain folder copy is fine for now.

Run:

mkdir -p /home/admin/mcp-dev
cp -a /home/admin/.npm/_npx/12b05d58670d8359/node_modules/firecrawl-mcp "/home/admin/mcp-dev/firecrawl-mcp.backup-$(date +%Y%m%d-%H%M%S)"
cp -a /home/admin/.npm/_npx/12b05d58670d8359/node_modules/firecrawl-mcp /home/admin/mcp-dev/firecrawl-mcp-local

Then do future edits in:

/home/admin/mcp-dev/firecrawl-mcp-local

and leave the timestamped firecrawl-mcp.backup-... folder untouched.

[loud kraken]

Before changing OpenClaw config, quickly verify the copy exists:

ls -la /home/admin/mcp-dev
ls -la /home/admin/mcp-dev/firecrawl-mcp-local

The important bit is: stop editing the _npx/... cache path once you’ve copied it. Point OpenClaw at the stable local copy when you’re ready.

[random locust]

Yes the copy exists

[loud kraken]

Good. Next step is to point OpenClaw at the stable copy, not the _npx cache.

First inspect how it starts:

cd /home/admin/mcp-dev/firecrawl-mcp-local
cat package.json
ls -la
ls -la dist build src 2>/dev/null

Look in package.json for either bin, main, or scripts.start.

If there’s a built entry like dist/index.js, your MCP config should become roughly:

[loud kraken]

{
  "command": "node",
  "args": ["/home/admin/mcp-dev/firecrawl-mcp-local/dist/index.js"]
}

If it only has a start script, use:

{
  "command": "npm",
  "args": ["--prefix", "/home/admin/mcp-dev/firecrawl-mcp-local", "run", "start"]
}

After updating config:

[loud kraken]

openclaw config validate
openclaw gateway restart

Then confirm logs show it launching from /home/admin/mcp-dev/firecrawl-mcp-local, not /home/admin/.npm/_npx/....

[random locust]

I see this "start": "node dist/index.js",

[loud kraken]

Perfect. Use the local copy with either npm --prefix ... run start or direct node. I’d use direct node because it’s simpler:

{
  "command": "node",
  "args": ["/home/admin/mcp-dev/firecrawl-mcp-local/dist/index.js"]
}

If your current MCP config has env vars, keep them. For example:

{
  "command": "node",
  "args": ["/home/admin/mcp-dev/firecrawl-mcp-local/dist/index.js"],
  "env": {

[loud kraken]

    "FIRECRAWL_API_KEY": "...keep existing value/ref..."
  }
}

Before switching, verify the file exists:

ls -la /home/admin/mcp-dev/firecrawl-mcp-local/dist/index.js

Then update mcp.servers, validate, restart:

openclaw config validate

[loud kraken]

openclaw gateway restart

If validation passes but it fails at runtime, try the npm-script version:

{
  "command": "npm",
  "args": ["--prefix", "/home/admin/mcp-dev/firecrawl-mcp-local", "run", "start"]
}

[random locust]

it's currently this
"firecrawl": {
"command": "npx",
"args": [
"-y",
"firecrawl-mcp"
],
"env": {
"FIRECRAWL_API_URL": "http://beelink:3002",
"FIRECRAWL_API_KEY": "local-bypass",
"FIRECRAWL_SCRAPE_OPTIONS": "{"onlyMainContent":true,"formats":[>
"FIRECRAWL_TIMEOUT": "180000"
},
"enabled": true
},

[loud kraken]

Change only command and args; keep env and enabled the same.

Target shape:

"firecrawl": {
  "command": "node",
  "args": [
    "/home/admin/mcp-dev/firecrawl-mcp-local/dist/index.js"
  ],
  "env": {
    "FIRECRAWL_API_URL": "http://beelink:3002",
    "FIRECRAWL_API_KEY": "local-bypass",
    "FIRECRAWL_SCRAPE_OPTIONS": "...keep your existing exact value...",
    "FIRECRAWL_TIMEOUT": "180000"
  },

[loud kraken]

  "enabled": true
}

Before editing, make sure the target exists:

ls -la /home/admin/mcp-dev/firecrawl-mcp-local/dist/index.js

Then validate and restart:

openclaw config validate
openclaw gateway restart

[loud kraken]

One caution: the FIRECRAWL_SCRAPE_OPTIONS line you pasted is truncated, so don’t copy my placeholder over it. Preserve the exact existing escaped JSON value from your config.

[random locust]

That worked fine

[loud kraken]

Nice. Now I’d make one more backup of the working local-copy config state, because this is the point you’ll want to return to if the schema edits go sideways:

cp -a /home/admin/mcp-dev/firecrawl-mcp-local "/home/admin/mcp-dev/firecrawl-mcp-local.working-$(date +%Y%m%d-%H%M%S)"
openclaw config get mcp.servers > /home/admin/mcp-dev/mcp-servers.working.json

Then apply the four schema plans one at a time, starting with portfolio_current_prices. After each one:

openclaw config validate
openclaw gateway restart

and do a tiny smoke test before moving to the next schema. Small steps here will save you pain.

[random locust]

I ran thie first one and got this output https://cl1p.net/4572

[loud kraken]

I read the output. The implementation itself looks partially successful, but I would not call the price tool done yet.

What worked:

• portfolio_current_prices was added and appears in the MCP tool list
• it returns the intended MarketPriceExtraction.v1 shape
• it handles failure with missing[] / warnings[]
• OpenClaw is launching your local MCP copy correctly

What did not work:

• Firecrawl can search, but scrape/extract is failing on the finance sites tested
• Yahoo/Google/MarketWatch/CNBC are blocking or failing via proxy/anti-bot paths
• so the tool currently returns a valid schema, but not useful prices

I’d pause before doing schemas 2-4. If current prices cannot extract reliably, price history/news/fundamentals will likely hit the same source problem.

[loud kraken]

Best next step: modify the first plan/tool to use a curated list of scrape-friendly finance sources instead of general Yahoo/Google/MarketWatch/CNBC. For example, test lightweight pages first and only keep sources that actually return parseable content through your Firecrawl instance.

Add this acceptance criterion before moving on:

portfolio_current_prices must return non-empty prices for at least two real symbols through the configured Firecrawl API, not just a valid empty schema.

Right now the MCP code path sounds ok; the data-source strategy is the weak point.

[random locust]

It sounds like the sites are just blocking the requests and/or it's not using a the residential proxy I've given to firecrawl, can you think of another site I can test it against which might not be blocked?

[loud kraken]

Yes. For a Firecrawl smoke test, I’d try Stooq first. It has very lightweight CSV endpoints and is much less JS/anti-bot heavy than Yahoo/Google/MarketWatch.

Try current quote CSVs like:

https://stooq.com/q/l/?s=matw.us&f=sd2t2ohlcv&h&e=csv
https://stooq.com/q/l/?s=oxy.us&f=sd2t2ohlcv&h&e=csv
https://stooq.com/q/l/?s=frpt.us&f=sd2t2ohlcv&h&e=csv

Historical daily CSV:

https://stooq.com/q/d/l/?s=matw.us&i=d
https://stooq.com/q/d/l/?s=oxy.us&i=d
https://stooq.com/q/d/l/?s=frpt.us&i=d

[loud kraken]

Those are good because they test whether Firecrawl can fetch simple financial data without needing browser rendering. If Stooq works, your MCP tool can use it as the first source for prices/history and keep Firecrawl’s heavier scraping for news/fundamentals.

Other candidates to test:

https://www.stocktitan.net/news/MATW/
https://www.stocktitan.net/news/OXY/
https://www.stocktitan.net/news/FRPT/

StockTitan is more useful for news than prices, but it may be easier to scrape than the big finance portals.

I’d avoid spending too much time trying to make Yahoo/Google Finance scrape reliably. If the goal is a dependable standing order, use simple CSV/API-like sources where possible and reserve Firecrawl page scraping for things that genuinely need page extraction.

[random locust]

I got this feedback

StockTitan doesn't work for price data. Here's what I found:

✅ StockTitan scrapes successfully — the page loads and returns content.

❌ But it has NO price data — I searched the entire markdown output for price-related keywords (price, close, open, high, low, change, market cap, volume, 52w, pe ratio) and found zero matches. The page contains:

• Company descriptions
• Business segment details
• News headlines
• Strategic portfolio info

It's a news/research platform, not a price data source. The prices aren't in the HTML — they're likely loaded dynamically via JavaScript widgets that the scraper can't access.

The tool itself works correctly — it's just that StockTitan doesn't expose price data in a scrapeable format.

For price data, you'd need:

1. Financial data APIs (Alpha Vantage, Finnhub, Polygon.io (http://polygon.io/)) — structured JSON responses
2. Different scraping targets — sites that embed prices in HTML/metadata
3. Browser-based rendering — headless Chrome to execute JS widgets

[loud kraken]

That feedback is right for StockTitan. I meant it as a news candidate, not a price source. For prices, test Stooq first.

I just checked MATW from here and the current quote CSV returns clean data:

https://stooq.com/q/l/?s=matw.us&f=sd2t2ohlcv&h&e=csv

It returned fields like:

Symbol,Date,Time,Open,High,Low,Close,Volume
MATW.US,2026-05-19,22:00:17,26.53,27.075,26.23,26.96,193109

So for portfolio_current_prices, Stooq is a good first target.

[loud kraken]

For historical prices, Stooq now appears to require an API key/captcha flow for the CSV download endpoint, so don’t assume history will work unauthenticated:

https://stooq.com/q/d/l/?s=matw.us&i=d

Recommended split now:

• portfolio_current_prices: use Stooq quote CSV first
• portfolio_price_history: either use Stooq with an API key, or pick another history source
• portfolio_company_news: StockTitan may still be useful
• portfolio_company_fundamentals: separate source, not StockTitan unless it exposes the fields you need

I’d update the first tool to stop searching random finance sites and directly query Stooq-style symbol URLs for current prices.

[random locust]

CAn you give me a prompt to test this schema

[loud kraken]

Use this as a focused test prompt for portfolio_current_prices / MarketPriceExtraction.v1:

Test the Firecrawl MCP portfolio_current_prices tool only.

Goal:
Verify that portfolio_current_prices returns a valid MarketPriceExtraction.v1 result with real current quote data, using Stooq quote CSV as the preferred source.

Do not modify code unless the tool fails this test. First run the test and report the result.

Test input:
{
  "symbols": ["MATW", "OXY", "FRPT"],
  "sourceHints": [
    "https://stooq.com/q/l/?s={symbol}.us&f=sd2t2ohlcv&h&e=csv"
  ],

[loud kraken]

  "maxSourcesPerSymbol": 1
}

Expected behavior:
- The tool should call portfolio_current_prices.
- It should return schema: "MarketPriceExtraction.v1".
- It should return one price entry for each symbol if Stooq has data.
- Each price entry must include:
  - symbol
  - lastPrice
  - currency
  - marketTime or asOf
  - open
  - dayHigh
  - dayLow

[loud kraken]

  - volume if available
  - sourceUrl
  - confidence
- It must not return raw CSV, raw markdown, raw HTML, or a large scrape dump.
- If a symbol fails, it must put that symbol in missing[] and explain the reason in warnings[].

Validation checks:
1. Confirm prices.length is non-zero.
2. Confirm all returned lastPrice values are numeric.
3. Confirm sourceUrl is a Stooq URL.
4. Confirm output is compact JSON only.
5. Confirm missing[] and warnings[] are reasonable if any symbol is absent.

After the test, summarize:
- Did the tool return valid MarketPriceExtraction.v1 JSON?

[loud kraken]

- Which symbols succeeded?
- Which symbols failed?
- Was any raw page/CSV content leaked into the final tool output?
- Is this good enough to proceed to the next schema?

If you want to test a single symbol first, use ["MATW"] before the full list.

[random locust]

Can you give me a different site to test it on

[loud kraken]

Try MarketBeat. I just checked MATW and it exposes price data in the scraped markdown, including current/closing price, change, range, volume, market cap, P/E, dividend yield, etc.

Test URLs:

https://www.marketbeat.com/stocks/NASDAQ/MATW/
https://www.marketbeat.com/stocks/NYSE/OXY/
https://www.marketbeat.com/stocks/NASDAQ/FRPT/

For MATW I saw scrapeable content like:

NASDAQ:MATW
Matthews International (MATW) Stock Price, News & Analysis
$26.94 +0.09 (+0.32%)

[loud kraken]

Closing price 03:59 PM Eastern
Today's Range $26.23 - $27.08
Volume 193,159 shs
Market Capitalization $840.43 million
P/E Ratio 86.89
Dividend Yield 3.79%

So for portfolio_current_prices, use MarketBeat as a second test source after Stooq. It’s less clean than Stooq CSV, but much more useful than StockTitan for price/fundamental fields.

Suggested sourceHint pattern:

https://www.marketbeat.com/stocks/{exchange}/{symbol}/

[loud kraken]

You may need exchange mapping for symbols, e.g. MATW/FRPT are NASDAQ, OXY is NYSE. If you don’t want to maintain exchange mapping, let the tool search MarketBeat first and follow the canonical result URL.

[random locust]

Can yo give me a prompt and website to test schema 2

[loud kraken]

Yep. For testing structured data / Schema.org markup, use:

Website:
https://validator.schema.org/

Prompt:

Open <https://validator.schema.org/> and test this page for Schema.org structured data: [PASTE URL HERE].

Report:
1. Which schema types are detected
2. Any validation errors or warnings
3. Whether the markup is valid for rich results
4. The exact fields that need fixing, if any
5. A corrected JSON-LD example if there are issues

[loud kraken]

If you mean Google rich results specifically, also test here:
https://search.google.com/test/rich-results

Tiny note: if “schema 2” means an OpenClaw-specific schema/version, send openclaw --version too so we’re testing against the right build.

[random locust]

I mean a prompt and website to test portfolio_price_history

[loud kraken]

Got it. Use Yahoo Finance historical data for a clean test:

Website:
https://finance.yahoo.com/quote/AAPL/history/

Prompt:

Use portfolio_price_history to fetch daily price history for this test portfolio over the last 30 days:
- AAPL: 10 shares
- MSFT: 5 shares
- NVDA: 3 shares

Return the starting value, ending value, total dollar change, percent change, and identify which holding contributed the most to the move. Cross-check the latest visible price/history against Yahoo Finance: https://finance.yahoo.com/quote/AAPL/history/

If you want a multi-asset stress test, add SPY, BTC-USD, and GLD too. That checks stocks, crypto-style tickers, and ETF handling in one run.

[random locust]

is there another website I can try

[loud kraken]

Yep — try Stooq. It has simple historical price pages and is less heavy than Yahoo:

https://stooq.com/q/d/l/?s=aapl.us&i=d

That URL returns AAPL daily history as CSV, which is handy for cross-checking. For the same portfolio test, you can use:

Use portfolio_price_history for the last 30 trading days for:
- AAPL: 10 shares
- MSFT: 5 shares
- NVDA: 3 shares

Cross-check AAPL against Stooq CSV: https://stooq.com/q/d/l/?s=aapl.us&i=d
Report start value, end value, dollar change, percent change, and largest contributor.

Ticker format on Stooq is usually lowercase plus .us, so msft.us, nvda.us, spy.us, gld.us.

[random locust]

Can you do program 3 for me for the third schema, this just involves making changes to file index.js, which is the primary file for the MCP server. You can find the openclaw program here https://cl1p.net/4567 and index.js here https://cl1p.net/4566 you will it already has the first two schemas programs implemented. Can you write the output here https://cl1p.net/4568

[loud kraken]

Done. I wrote the updated index.js to https://cl1p.net/4568.

Changed file: index.js

What changed:

• Added portfolio_company_news
• Added CompanyNewsExtraction.v1 output validation/normalization helpers
• Uses existing Firecrawl client/search/scrape flow
• Keeps existing generic Firecrawl tools and the first two portfolio tools unchanged
• Enforces arbitrary symbol arrays, maxItemsPerSymbol, deduped headlines, compact 1-2 sentence summaries, missing[], and warnings[]

Test run: node --check /tmp/index.js

Assumptions: Firecrawl search results may already contain usable news metadata; the tool uses those first, then does capped JSON scrape extraction only when needed. It does not return article bodies/raw markdown.

[random locust]

The fourth program is here https://cl1p.net/4569 can you implement this and write the final one with all four here https://cl1p.net/4570

[loud kraken]

Done. I wrote the final index.js with all four portfolio tools to https://cl1p.net/4570.

Changed file: index.js

Added in this pass:

• portfolio_company_fundamentals
• CompanyFundamentalsExtraction.v1 schema validation/normalization helpers
• Compact facts-only extraction using existing Firecrawl search/scrape flow
• Optional fundamental fields handled structurally with missing[] / warnings[]
• No hard-coded symbols, company names, currencies, holdings, or portfolio assumptions

Confirmed present in the final file:

• portfolio_current_prices
• portfolio_price_history
• portfolio_company_news
• portfolio_company_fundamentals

[loud kraken]

Test run: node --check /tmp/index.js

Assumptions: the fundamentals tool should return the source-reported currency when available, otherwise unknown; optional fundamentals are omitted from the company object and listed in warnings instead of failing the whole symbol.

[random locust]

Can you five me a prompt for openclaw to test portfolio_company_news

[loud kraken]

Yep — try this in OpenClaw:

Use the MCP tool `portfolio_company_news` to get recent compact company news for these symbols: AAPL and MSFT.

Arguments:
{
  "symbols": ["AAPL", "MSFT"],
  "since": "7d",
  "maxItemsPerSymbol": 3
}

After the tool returns, verify:
- The response schema is `CompanyNewsExtraction.v1`
- There are no more than 3 items per symbol
- Each item has `symbol`, `headline`, `source`, `publishedAt`, `url`, `summary`, `sentiment`, `impact`, and `confidence`

[loud kraken]

- Summaries are only 1-2 sentences
- No raw article body, markdown, or HTML is returned
- Any missing data is represented in `missing[]` or `warnings[]`

If you want to test dedupe/caps harder, set maxItemsPerSymbol to 1 first, then run again with 5.

[random locust]

I got this response
Verification complete:

Check	Result
Schema	✅ CompanyNewsExtraction.v1 — confirmed in the schema field
Max 3 items/symbol	✅ 0 items returned (well within limit)
Required fields per item	N/A — no items to validate
Summaries 1–2 sentences	N/A — no items
No raw article body / markdown / HTML	✅ Clean compact JSON only
Missing data in missing[] / warnings[]	✅ Both AAPL and MSFT listed in missing; corresponding warnings present

The response is well-formed. It simply found no recent company news for either ticker in the last 7 days — both are flagged as missing with clear warnings.

[loud kraken]

That’s a useful smoke test: the schema and failure path work, but it didn’t prove the happy path.

Try a wider + source-hinted test:

Use the MCP tool `portfolio_company_news` for recent company news.

Arguments:
{
  "symbols": ["NVDA", "TSLA"],
  "since": "30d",
  "maxItemsPerSymbol": 3,
  "sourceHints": ["reuters.com", "finance.yahoo.com", "marketwatch.com", "cnbc.com"]
}

After it returns, validate that:

[loud kraken]

- schema is `CompanyNewsExtraction.v1`
- each symbol has at most 3 items
- each item has headline/source/publishedAt/url/summary/sentiment/impact/confidence
- summaries are 1-2 sentences
- no raw article text, markdown, or HTML appears

If that still returns zero, the implementation probably needs a small fix: the search query may be too restrictive, or Firecrawl search may not be returning news/web results in the shape the wrapper expects. In that case I’d adjust the tool to search broader first, then filter/cap after extraction.

[random locust]

Validation results:

Check	Result
Schema	✅ CompanyNewsExtraction.v1 — confirmed
Max 3 items/symbol	✅ 0 items (within limit)
Required fields per item	N/A — no items returned
Summaries 1–2 sentences	N/A — no items
No raw article text / markdown / HTML	✅ Clean compact JSON only
Missing data handled properly	✅ Both NVDA and TSLA in missing[]; warnings present for each

The response is well-formed. No recent company news was found for either ticker over the past 30 days, so both are flagged as missing with clear warnings — exactly the expected behavior when there's nothing to report.

[loud kraken]

That result is structurally valid, but I wouldn’t call it semantically healthy. NVDA/TSLA over 30d returning zero strongly suggests the wrapper isn’t seeing Firecrawl search results in the shape we expected, or the query/source-hint handling is too narrow.

Quick diagnostic prompt:

First call the generic Firecrawl search tool directly with this query:

NVDA company stock news last 30 days site:reuters.com OR site:finance.yahoo.com OR site:cnbc.com

Use limit 5. Show me only the returned result titles, URLs, and the top-level response shape/keys.

Then call `portfolio_company_news` with:
{
  "symbols": ["NVDA"],
  "since": "30d",
  "maxItemsPerSymbol": 3,

[loud kraken]

  "sourceHints": ["reuters.com", "finance.yahoo.com", "cnbc.com"]
}

Compare whether generic search has usable results that the portfolio wrapper failed to convert.

If generic search returns results, the fix is in extractSearchResults() / result-field normalization. If generic search is also empty, the issue is upstream search config or Firecrawl search behavior.

[random locust]

You can find the results here https://cl1p.net/4571

[loud kraken]

That diagnostic explains it: search is returning quote/news hub pages, not article URLs, so the current wrapper has no article-like items to normalize.

The wrapper’s failure path is working, but the happy path is still under-tested. Two good next tests:

Use `portfolio_company_news` with a direct recent article URL in `sourceHints`:
{
  "symbols": ["NVDA"],
  "since": "30d",
  "maxItemsPerSymbol": 3,
  "sourceHints": ["PASTE_A_RECENT_NVDA_ARTICLE_URL_HERE"]
}

Or, if you want the tool to be more useful in normal use, I’d patch portfolio_company_news so hub pages are not dead ends: when search returns Yahoo/Barchart/CNBC/MarketBeat quote/news hubs, scrape the hub and extract linked article cards/headlines first, then optionally scrape only those article URLs. That keeps compact JSON and avoids article dumps, but gives the tool a real path from “ticker news hub” to “actual news items.”

[random locust]

Can you patch it and put the script here https://cl1p.net/4572

[loud kraken]

Patched and posted the updated script here: https://cl1p.net/4572

What changed:

• portfolio_company_news now detects likely quote/news hub pages from search results, including Yahoo Finance, CNBC quotes, Barchart news, MarketBeat, and FinanceCharts.
• It scrapes those hub pages for article links using links + markdown formats.
• It then scrapes the derived article URLs for compact CompanyNewsExtraction.v1 items.
• It still caps results, dedupes headlines, returns compact JSON only, and avoids raw article bodies/markdown/HTML.

Test run: node --check /tmp/index.js

Assumption: hub pages are acceptable intermediate sources, but final output should still only contain compact article/news item records.

[random locust]

if I change index.js on openclaw do I need to restart MCP?

[loud kraken]

Yes. If index.js is the MCP server entrypoint, changes won’t be picked up by an already-running MCP process. Restart that MCP server, then start a fresh OpenClaw session/tool connection if the old session cached the tool list.

Practical order:

1. Stop/restart the MCP server process that runs index.js.
2. Reconnect/restart the OpenClaw agent/session using that MCP.
3. Ask OpenClaw to list tools or call portfolio_company_news again.

If the new tool name doesn’t appear, it’s almost always because the old MCP process or old tool registry is still alive.

[random locust]

I can't see portfolio_company_news in the patch

[loud kraken]

I checked the script at https://cl1p.net/4572 and portfolio_company_news is there.

Search for these lines in the full file:

1951: // portfolio_company_news — CompanyNewsExtraction.v1
2176: async function extractArticleCandidatesFromHub(...)
2354:     name: 'portfolio_company_news',
2404:             schema: 'CompanyNewsExtraction.v1',

If you’re looking at a patch/diff instead of the full index.js, it may only show the hub-page changes and not the original portfolio_company_news block because that block was added in the previous cl1p. The full combined script in 4572 includes all four tools.

[random locust]

I ran the test again, results here https://cl1p.net/4573

[loud kraken]

Yep, that points to a real bug in the wrapper logic.

The problem is sourceHints are currently being treated like hard domain filters. So when you pass:

["reuters.com", "finance.yahoo.com", "cnbc.com"]

the search becomes restricted to those sites and can miss better sources like NVIDIA Newsroom, Economic Times, Google News, etc. That’s too strict for this tool.

Patch direction:

• Treat sourceHints as preferred sources, not exclusive filters.
• Always run one broad query like NVDA company stock news 30d.
• Optionally run source-hinted queries after that.
• Merge + dedupe results from both.
• Then scrape hub/article candidates as before.

[loud kraken]

That should preserve the compact schema while letting the tool find obvious major news. If you want, I can patch 4572 and post a new full script to another cl1p.

[random locust]

yes, post to https://cl1p.net/4575

[loud kraken]

Patched and posted the full updated script here: https://cl1p.net/4575

What changed in portfolio_company_news:

• sourceHints are no longer treated as exclusive filters.
• The tool now runs a broad query first, e.g. NVDA company stock news 30d.
• If hints are provided, it runs a second preferred-source query after that.
• It merges and dedupes both search result sets before hub/article extraction.
• Existing compact JSON output, caps, dedupe, and no-raw-content behavior remain intact.

Test run: node --check /tmp/index.js

After replacing index.js, restart the MCP server and start/reconnect the OpenClaw session so the updated tool code is loaded.

[random locust]

It didn't work, I asked openclaw why and this is what it said https://cl1p.net/4572

[loud kraken]

OpenClaw’s diagnosis is right. extractSearchResults() was too narrow: it only handled searchRes.data, but the actual Firecrawl search response can be top-level { web: [...] } / { news: [...] }.

I patched that and refreshed the full script here: https://cl1p.net/4575

Specific fix:

• extractSearchResults() now accepts direct arrays
• top-level web, news, results, organic, and data
• nested data.web / data.news shapes

Test run: node --check /tmp/index.js

After replacing the file, restart the MCP server again. This one is important because the old running process will keep the old broken search parser.

[random locust]

Results here https://cl1p.net/4576

[loud kraken]

That result shows the next bug clearly: the wrapper is now seeing search results, but it’s returning aggregator/news-index pages as final news items.

I patched it and refreshed the full script at https://cl1p.net/4575.

Fix in this pass:

• newsItemFromSearchResult() now rejects likely hub/index pages as final items.
• Yahoo quote news, Reuters company pages, CNBC quote pages, Barchart news hubs, MarketBeat stock pages, FinanceCharts news hubs, and Zacks all-news pages are treated as hubs.
• Those pages can still be scraped for article links, but they won’t fill the output as low-confidence fake “news items.”

Test run: node --check /tmp/index.js

Restart the MCP again after replacing the file. Then rerun the same NVDA test; the expected improvement is actual article URLs instead of Yahoo/Zacks/MarketBeat hub URLs.

[random locust]

Results are here : https://cl1p.net/4573

[loud kraken]

That result still shows landing/quote pages being accepted as final news items.

I patched the full script again at https://cl1p.net/4575.

Changes in this pass:

• Search results now must pass looksLikeArticleUrl() before becoming final news items.
• More landing-page domains are treated as hubs, not news: StockScan, MarketWatch stock pages, Investors.com research pages, plus the previous Yahoo/Reuters/CNBC/Barchart/MarketBeat/Zacks cases.
• Preferred sourceHints are processed before broad results, while broad results still backfill if hints are thin.

Test run: node --check /tmp/index.js

After replacing index.js, restart the MCP again. Expected result: either actual article URLs, or missing[] if Firecrawl can’t extract article links — but not low-confidence quote/landing pages as “news.”

[random locust]

I also asked openclaw for it's opinion https://cl1p.net/4576