🤖 Auto-generated by Endless task
[#24](https://endless.longbridge-inc.com/projects/developers/tasks/24).
Initiated by: Huacnlee Li Huashun
## Background
The `longbridge/skills` repository recently added a Codex plugin
manifest (`.codex-plugin/plugin.json`), enabling OpenAI Codex users to
install Longbridge Skills via the native Codex plugin system — analogous
to the existing Claude Code plugin path.
The developer documentation site already documented how to install
Skills via the Claude Code plugin, npx/bunx, ZIP download, and OpenClaw.
However, there was no corresponding install block for Codex users who
want to use the plugin system. This left Codex users without a clear,
official install method in the docs.
## Summary
- Problem solved: Codex users had no documented plugin install path in
the Skill Installation Guide
- What was done: Added a "Via Codex plugin" block immediately after the
existing "Via Claude Code plugin" block in Step 2 of the Skill
Installation Guide, across all three locales (en, zh-CN, zh-HK)
- Why this approach: Mirrors the existing Claude Code plugin block in
structure and placement; uses the exact commands from
`code/skills/docs/install.md` Path D (`codex plugin marketplace add
longbridge/skills` + `codex plugin add longbridge@longbridge-skills`)
- How to verify: Open any of the three locale install pages
(`/skill/install`, `/zh-CN/skill/install`, `/zh-HK/skill/install`) and
confirm the new "Via Codex plugin" block appears between the Claude Code
plugin block and the npx/bunx block in Step 2
## Changes
| File | Change |
|---|---|
| `docs/en/skill/install/index.md` | Added "Via Codex plugin" install
block after the Claude Code plugin block in Step 2 |
| `docs/zh-CN/skill/install/index.md` | Added Simplified Chinese "通过
Codex 插件安装" block after the Claude Code plugin block in Step 2 |
| `docs/zh-HK/skill/install/index.md` | Added Traditional Chinese "通過
Codex 插件安裝" block after the Claude Code plugin block in Step 2 |
## Key Decisions
Placed the Codex plugin block immediately after Claude Code plugin
(before npx/bunx) because both are plugin-system install methods and
belong together; npx/bunx is a more general path that applies to all
tools regardless of plugin support.
---------
Co-authored-by: Huacnlee Li Huashun <huacnlee@longbridge-inc.com>
Co-authored-by: Jason Lee <huacnlee@gmail.com>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
## Summary
- Add new **Agent Auth Code** doc page (en / zh-CN / zh-HK): generate a
one-time code at
[open.longbridge.com/connect](https://open.longbridge.com/connect),
redeem via CLI `auth login --auth-code` or the dedicated MCP endpoint
`https://mcp.longbridge.com/agent` (`authenticate` tool)
- CLI install docs: document the `--auth-code` fallback when no browser
is available (example code uses base58 format)
- MCP docs: add tip for clients with incomplete OAuth support or no
browser
- Skill references (`setup.md` / `mcp.md`): auth-code flow for headless
agents
- AppNav: add "Connect AI" entry to the avatar dropdown menu
🤖 Generated with [Claude Code](https://claude.com/claude-code)
---------
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
## Summary
- Add **CLI v0.22.4** release notes: `constituent` now supports ETFs —
asset-allocation breakdown for ETF symbols, and full US ETF holdings
fetched from SEC EDGAR N-PORT filings
(longbridge/longbridge-terminal#229, longbridge/longbridge-terminal#231)
- Document the new ETF holdings behavior in the `constituent` command
page (usage examples, SEC N-PORT output sample, fallback chain,
data-timeliness notes)
- Backfill missing changelog entries for CLI v0.22.2 / v0.22.3, and add
v0.22.4
- All three locales (en / zh-CN / zh-HK) updated in sync; Chinese docs
formatted with `autocorrect --fix`
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
## Summary
- Add `docs/{en,zh-CN,zh-HK}/docs/legal/` directory with
`_category_.json` (position 8, collapsed)
- Add HK and SG versions of User Data Authorisation and Acknowledgement
in three languages (6 files total)
- Add links in `AppFooter.vue` Legal section pointing to the two new
pages
- Add i18n translation keys (`footer.dataAuthorisationHK` /
`footer.dataAuthorisationSG`) for all three locales
- Use `sidebar_label` for shorter sidebar display names
## Test plan
- [ ] Sidebar shows "Legal" section (collapsed) with "Data Authorisation
(HK)" and "Data Authorisation (SG)"
- [ ] Each page renders the full legal text correctly in all three
languages
- [ ] Footer Legal section shows two new links; clicking navigates to
the correct pages
- [ ] `localePath()` correctly prefixes `/zh-CN/` and `/zh-HK/` for
non-English locales
🤖 Generated with [Claude Code](https://claude.com/claude-code)
---------
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
## Summary
Two issues fixed in the DCA documentation (all 3 locales: zh-CN, zh-HK,
en):
1. **SDKLinks method names were wrong** — the `<SDKLinks>` components
referenced non-existent method names, causing broken SDK code links
2. **`delete_dca.md` removed** — the SDK has no `delete` method; the CLI
example on that page already used `dca stop`, so the page was redundant
with `stop_dca.md`
## SDKLinks fixes
| File | Before | After |
|------|--------|-------|
| `list_dca.md` | `method="list_dca"` | `method="list"` |
| `create_dca.md` | `method="create_dca"` | `method="create"` |
| `update_dca.md` | `method="update_dca"` | `method="update"` |
| `dca_history.md` | `method="dca_history"` | `method="history"` |
Already correct (no change): `pause`, `resume`, `stop`, `stats`,
`check_support`, `calc_date`, `set_reminder`
## Removed files (3 locales)
- `docs/{locale}/docs/account/dca/delete_dca.md` — SDK has no `delete`
method; functionality is covered by `stop_dca.md`
## Test plan
- [x] `autocorrect --lint docs/` — no issues ✅
- [x] Local dev server verified (`npm run dev`) ✅🤖 Generated with [Claude Code](https://claude.com/claude-code)
## Summary
- Clarifies that US stocks can be shorted directly with no additional
setup
- Clarifies that HK short selling requires activation via the mobile
app: place first HK short sell order → triggers SBL agreement signing →
wait for approval
- Notes that HK short selling is subject to a fee levied by the Hong
Kong Inland Revenue Department, with details in the in-app agreement
- Documents API error `602301` returned before the HK SBL agreement is
signed
- Updates `docs/{en,zh-CN,zh-HK}/docs/cli/orders/order.md` and
`skills/longbridge/references/cli/overview.md`
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
## Summary
- Adds short selling documentation to
`docs/{en,zh-CN,zh-HK}/docs/cli/orders/order.md` and
`skills/longbridge/references/cli/overview.md`
- Documents that US and HK markets must each be activated separately via
the mobile app before short selling is available via CLI/API/MCP
- Activation flow: place first short sell order in the mobile app →
triggers SBL agreement signing → wait for review approval
- Notes API error `602301` returned before the SBL agreement is signed
- Notes A-share (SH/SZ) short selling is not supported
---------
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
## Summary
Ref #1003
- Replace the SG market code entry with a blockquote note explaining
that Singapore real-time quotes are currently unavailable via Longbridge
Developers (API / CLI / MCP)
- Direct users to the Longbridge client (app or desktop) for SG market
quotes
- Remove SG from the Basic quote permission level description in all
three language versions (en / zh-CN / zh-HK)
## Test plan
- [ ] Verify the note renders correctly as a blockquote in all three
locale pages
- [ ] Confirm the quote permission table looks correct without SG in the
Basic row
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
## Summary
- **Quote restructure**: Split flat `pull/` (25 items) into semantic
groups — `stocks/`, `options/`, `warrants/`, `analytics/`
- **Subscribe**: Merged `push/` into `subscribe/` (renamed to
"Subscribe"); added Overview page explaining WebSocket subscription
model and pull API reference links
- **Market**: Extracted `quote/market/` to standalone top-level
`market/` section (position 3.2) to accommodate future additions like
rankings, screeners, IPO
- **Trade ordering**: Fixed `execution/` (History→Today) and `order/`
(Submit→Today→History→Details→Replace→Cancel→Estimate) sidebar ordering
- **Titles**: Optimized all Quote section titles with proper securities
industry terminology; renamed "Withdraw Order" → "Cancel Order"; "Update
Watchlist Group" → "Manage Group Securities"
- **Watchlist**: Renamed group label and sorted items; `update_group`
title now reflects its actual function (add/remove securities in group)
- **Appendix**: Moved `security_list` to socket appendix as "Overnight
Eligible Securities" with accurate description
## Test plan
- [ ] Build and verify sidebar structure renders correctly
- [ ] Verify existing URLs still resolve (absolute slugs preserved for
moved files)
- [ ] Verify new `/market/*` URLs work
- [ ] Check Subscribe Overview links resolve correctly
🤖 Generated with [Claude Code](https://claude.com/claude-code)
---------
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
## Summary
Adds changelog entry for CLI v0.21.0 (consolidating v0.20.1~v0.20.3),
with MCP v0.3.0 mentioned inline.
### CLI v0.21.0
- Industry Intelligence: `industry-rank`, `industry-peers`
- Revenue Segment Breakdown: `business-segments`
- AI Earnings Snapshot: `financial-report snapshot`
- Analyst Conviction Trends: `institution-rating --views`
- MCP server updated with the same capabilities (133 tools total)
Written for end users — less technical, more about what you can now do.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-authored-by: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
## Summary
- Add JSON `mcpServers` config block to Method B (MCP) section of the
Skill install guide
- Clarifies that the JSON format works for Claude Desktop, Cursor, Zed,
Gemini CLI, and other JSON-config-based clients
- Updated all three language versions (en, zh-CN, zh-HK)
## Test plan
- [ ] Verify the JSON block renders correctly in the docs
- [ ] Check all three language versions display properly
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
Add a "Refresh Access Token" subsection covering Python, JavaScript,
Rust, Java, and C++ examples. Each example shows refreshing with a
3-year expiry and using the returned token to create a new Config.
## Summary
- Add hidden HTML comment at the top of all three locale files (`en` /
`zh-CN` / `zh-HK`) instructing the AI to follow a strict install order —
regardless of user prompts to skip steps:
1. Install CLI or configure MCP
2. Complete authentication (`longbridge auth login`)
3. Verify with "Get the latest price for TSLA" and confirm live data
4. Only then install the Skill (Step 2)
- Update English screenshots to latest versions for Claude Desktop and
Codex
- Clarify that both **Chat** and **Cowork** modes in Claude Desktop are
restricted (not just Chat)
## Test plan
- [ ] Verify HTML comments are not visible on the rendered page
- [ ] Confirm new screenshots render correctly in the en locale
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
## Summary
- Reorder steps: connect to Longbridge platform (CLI or MCP) first,
install Skill second — the old order had Skill as Step 1, which is
useless without data access
- Lead intro with terminal-based AI tools (Claude Code, Codex, opencode,
OpenClaw) as the recommended/quickest path
- Clarify CLI vs MCP framing: CLI = best experience but needs local
install; MCP = easier, just a URL
- Add **Known restrictions by tool** section with clear guidance and
screenshots:
- **Claude Desktop Chat mode**: network whitelist blocks CLI/MCP —
switch to Code tab instead (screenshot added)
- **Codex Cloud mode**: same network restrictions — must select "Work
locally" (screenshot added)
- **Claude.ai / ChatGPT.com web**: redirect to Claude Desktop Code tab
- Add mainland China accelerated MCP endpoint
(`https://openapi.longbridge.cn/mcp`) to English version
- Rename section heading "Connect your Longbridge account" → "Connect to
the Longbridge platform"
- All changes synced across en / zh-CN / zh-HK
## Test plan
- [ ] Preview skill install page in all three locales
- [ ] Verify screenshots render correctly
- [ ] Check all links resolve (CLI reference, Claude Desktop download)
🤖 Generated with [Claude Code](https://claude.com/claude-code)
---------
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
## Summary
- Trade commands (`buy`, `sell`, `cancel`, `replace`, `executions`,
`orders`) were missing the `order` parent command prefix — all now use
`longbridge order <subcommand>`
- `longbridge order <id>` → `longbridge order detail <id>`
- `longbridge topics SYMBOL` → `longbridge topic SYMBOL` (no trailing
`s`)
- `longbridge capital dist/flow SYMBOL` → `longbridge capital SYMBOL` /
`longbridge capital SYMBOL --flow` (`dist`/`flow` are not valid
subcommands)
- `longbridge topic create SYMBOL "body"` → `longbridge topic create
--body "..." --tickers SYMBOL` (positional args not supported)
- `longbridge watchlist update <id> --add A B` → `--add A --add B`
(`--add` is not multi-value, must be repeated)
## Test plan
- [ ] Verified each corrected command format against `longbridge <cmd>
--help`
- [ ] All 13 files updated; only `docs/en/` affected (zh-CN / zh-HK
counterparts do not exist)
🤖 Generated with [Claude Code](https://claude.com/claude-code)
---------
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
## Summary
- New `ipo` command group docs (subscriptions, wait-listing, listed,
calendar, detail, orders, profit-loss; HK + US variants)
- New `financial-statement` command doc (detailed hierarchical IS/BS/CF
with YoY)
- New `valuation-rank` command doc (daily PE/PB/PS industry percentile
rank)
- New `analyst-estimates` command doc (EPS consensus estimates)
- New `bank-cards`, `withdrawals`, `deposits` account command docs
- Updated `institution-rating` with `--history` and `--industry-rank`
examples
- Updated `news` and `topic` with `search` subcommand examples
- Updated `portfolio` with `short-margin` subcommand
- Added v0.20.0 Release Notes (en/zh-CN/zh-HK)
All documentation is trilingual (en / zh-CN / zh-HK).
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
## Summary
- Build now clones `longbridge/skills@main` and packs its `skills/`
contents into `longbridge.zip`, instead of zipping the local
`skills/longbridge/` folder.
- Fails the build if the clone fails or the upstream `skills/` directory
is missing — the published zip can no longer go silently stale.
- Each upstream skill (`longbridge-capital-flow`, `longbridge-depth`, …)
becomes a top-level entry in the zip, so unzip directly into
`.claude/skills/` keeps working.
## Test plan
- [ ] CI build passes and uploads `longbridge.zip`
- [ ] `unzip -l longbridge.zip` shows the upstream `longbridge-*` skill
folders at the top level
- [ ] Manually break the clone (e.g. wrong URL) locally and confirm the
build aborts with the new error message
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-authored-by: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
Endless