OpenBB V5 Free Python or Claude

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Stock prices, options, SEC filings and Fed rates, straight into Python or Claude. No subscription. Most of it needs no key.

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By Raj Singh · October 2026 · 6 min read

FREE SETUP GUIDE

Get it working first time.

  • The one install command that includes everything
  • Connect it to Claude Code or Claude Desktop
  • The MCP flag that cuts 1,095 tools to 14
  • Seven things you can pull with no key at all
  • The free keys worth adding, and where they go

One email opens every guide in the library.

One email. No follow-up unless I ship something that fits.

WHAT YOU NEED
  • Python 3.10 to 3.14. Anything in that range works. A fresh virtual environment keeps it tidy.
  • About a minute, once. The first from openbb import obb prints Building... and takes 30 to 60 seconds while it wires up every installed extension. After that it imports in about 10.
  • Optional: a free FRED key. Only for US economic series from the St. Louis Fed. Prices, options, filings and Treasury rates need nothing.
  • For the Claude part: Claude Code, or Claude Desktop with uv installed so it can run uvx.
INSTALL

Install the routers, not just the package

In V5 the openbb package ships the data sources but leaves out the friendly menu: obb.equity, obb.economy, obb.derivatives and the rest now live in an extra called routers. Install that and the README example works.

terminalthe install
$ pip install "openbb[routers]" → plain `pip install openbb` gives you obb.cboe, obb.sec, obb.fred... but no obb.equity
pythonfirst proof
>>> from openbb import obb Building... # first run only >>> obb.equity.price.historical("AAPL").to_dataframe().tail(2)
Prove itTwo rows of Apple prices with today's date range means it worked. AttributeError: 'App' object has no attribute 'equity' means you installed openbb without [routers].
CONFIGURE

Connect it to Claude, with tool discovery on

The MCP server ships with tool discovery off, so it hands your agent every endpoint at once: 1,095 tools, about 5.8 MB of descriptions. With --tool-discovery it serves 14 tools that search and call the rest on demand. I measured both on a fresh V5 install.

Claude Code: run the server, then add it

terminalClaude Code
$ openbb-mcp --tool-discovery → serving on http://127.0.0.1:8001/mcp $ claude mcp add --transport http openbb http://127.0.0.1:8001/mcp

Claude Desktop: let it start the server itself

claude_desktop_config.jsonClaude Desktop
{ "mcpServers": { "openbb": { "command": "uvx", "args": ["--from", "openbb-mcp-server", "--with", "openbb[routers]", "openbb-mcp", "--transport", "stdio", "--tool-discovery"] } } }
settingdefaultwhy I change it
--tool-discoveryoffOff means 1,095 tool schemas in the agent's context before the first question. On means 14.
--transportstreamable-httpClaude Desktop starts servers itself over stdio. Claude Code is happy with the HTTP default.
--host127.0.0.1I leave it. server_auth is unset by default, so binding wider opens your server to the network with no password.
--port8001Only change it if something else already owns 8001.

The server writes its defaults to ~/.openbb_platform/mcp_settings.json on first run. Setting enable_tool_discovery to true there makes the flag permanent.

DAILY DRIVING

Seven calls that need no key

Each of these returned data on a fresh install with no credentials set. The provider in the middle column is the one OpenBB picked by default.

Claudewhat I type, once it is connected
Pull Apple's last 30 days of prices and the current 10-year Treasury yield. List Nvidia's three most recent SEC filings with links. Show the AAPL options expiring this Friday with the highest open interest.
callsourcewhat you get
obb.equity.price.historical("AAPL")CBOEDaily open, high, low, close, volume
obb.equity.price.quote("NVDA")CBOELive quote, 35 fields
obb.derivatives.options.chains("AAPL")CBOEThe full chain, about 3,600 contracts
obb.index.price.historical("^SPX")CBOES&P 500 history back to the 1970s
obb.equity.fundamental.filings("AAPL", provider="sec")SECLatest 10-K, 10-Q and 8-K links
obb.fixedincome.government.treasury_rates()Federal ReserveThe Treasury yield curve
obb.economy.cpi(country="united_states")IMFInflation history
Free keysFRED (US economic series) and EIA (energy) want a free key. Get it from their sites and paste it into the credentials block of ~/.openbb_platform/user_settings.json as fred_api_key or eia_api_key. The error message names the exact field it wants.
WHEN IT DRIFTS

What broke, and the fix

`'App' object has no attribute 'equity'`
You have openbb without the routers. pip install "openbb[routers]" and restart Python.
`Missing credential 'fred_api_key'`
That source needs a free key. Add it to ~/.openbb_platform/user_settings.json under credentials.
Claude is slow or loses the thread
The MCP server is running without --tool-discovery. Restart it with the flag.
Your old yfinance or FMP code fails
V5 removed both from the bundle. openbb-yfinance 2.0 installs separately but is AGPL-3.0, not Apache. openbb-fmp has no V5 release yet.
AlsoCrypto history returned nothing for BTCUSD on the default provider in my test. If crypto matters to you, check it before you build on it.
THE SHAPE OF IT

Where everything lives

~/.openbb_platform/user_settings.jsonyour API keys and default providers ~/.openbb_platform/mcp_settings.jsonMCP server defaults, written on first run ~/.openbb_platform/system_settings.jsoninternal settings, leave alone openbb.tomlV5's layered config, optional, overrides the JSON files

To move to a new machine, copy user_settings.json and reinstall. Nothing else holds state.

That is the whole thing

One install with `[routers]`, one MCP server with `--tool-discovery`, and Claude answers market questions with today's numbers instead of a memory of last year's.

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WRITTEN BY

Raj Singh

I'm Raj Singh, founder of DebtOps.ai and a Claude certified partner. Over the last five years I've managed $25M in ads, built AI solutions for Fortune 100 companies, and installed AI operating systems and AI brains inside small businesses. Everything here is something I've shipped, debugged, or watched a client ship. My goal with AgileSingh is to make you irreplaceable in this AI age.

$25M
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F100
Enterprise AI builds
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