* Drop Python 3.10 support
Python 3.10 reached end of life on 2026-10-01, and the patched releases of
Pillow (13.0.0) and filelock (>=4.2.1) require Python >=3.11, so the 3.10
resolution fork kept vulnerable versions in every lockfile.
- requires-python = ">=3.11,<4" in all pyproject.toml files, the
cookiecutter template, and the CLI codegen project template
- CI: drop the ubuntu 3.10 matrix rows, move the macOS/Windows minimum
rows and the lint jobs to 3.11, drop 3.10 from the nox sessions
- READMEs: state 3.11 as the minimum supported version
* Relock with patched certifi, filelock, virtualenv, Pillow, and fastmcp
Regenerate all 38 uv.lock files against requires-python >=3.11 and upgrade
only the packages with open Dependabot advisories:
- certifi 2026.7.22 -> 2026.10.23 (GHSA-6q48-6c7w-9gw2, compromised emSign CAs)
- virtualenv 21.14.7 -> 21.14.13
- filelock 4.1.0/4.2.0 -> 4.2.4
- Pillow 12.3.0 -> 13.0.0
- fastmcp / fastmcp-slim 4.1.0 -> 4.1.3
All other changes are removed Python 3.10-only resolution forks; no other
package changes version for Python 3.11+.
* desktop: bump zod, @hookform/resolvers, and vitest
- zod ^3.25.76 -> ^4.6.7 (GHSA-mrhx-c7xc-m3w5; no patched 3.x exists)
- @hookform/resolvers ^3.10.0 -> ^5.9.2 for zod 4 support
- vitest ^4.1.11 -> ^4.1.12 (@vitest/mocker GHSA-qxg6-89mg-rqv8,
GHSA-xp26-3454-mjgp)
- override zod to the root version so @openbb/ui-pro, which declares
zod ^3 but never imports it, does not pull in a second, vulnerable copy
* desktop: remove Python 3.10 from environment pickers
- version pickers in InstallComponents and AddExtensionSelector start at 3.11
- create_environment_from_requirements accepts 3.11 through 3.14 and falls
back to 3.12 otherwise (previously 3.10 through 3.13)
- component tests select 3.11 instead of 3.10
* Remove Python 3.10 tomli fallbacks
With requires-python >=3.11, tomllib is always available, so the
version-conditional tomli imports are dead code.
- import tomllib directly in the cli and core config loaders, the
mcp_server and platform_api config validators, dev_install.py, and
the cli and cookiecutter tests; dev_install.py no longer pip-installs
tomli on the fly
- drop the tomli>=2.0; python_version<'3.11' dependency from cli, core,
mcp_server, and platform_api, plus platform_api's backport comment
- raise the fake-extension fixtures in cli/conftest.py,
core/integration/conftest.py, and the charting test metadata to
>=3.11
- relock cli, core, mcp_server, and platform_api; only the tomli
requires-dist entry is removed and resolution markers are reordered,
no package versions change
* Target Python 3.11 in ruff and ty for cli, core, mcp_server, platform_api, cookiecutter
With ruff target-version py310 and ty python-version 3.10, both tools
reject an unconditional `import tomllib`: ty reports it as unresolved
(exit 1) and ruff's isort classifies it as third-party. Raise the targets
in the projects that now import tomllib directly, and in the root
ruff.toml that governs dev_install.py.
- ruff target-version = "py311" and ty python-version = "3.11" in cli,
core, mcp_server, platform_api, and cookiecutter; root ruff.toml
target-version = "py311"
- UP042: OutputMode, ChartLifecycle, MCPType, and HTTPMethod become
StrEnum; every consumer uses .value or == comparisons, so only str()
and format() output change
- UP017: datetime.timezone.utc -> datetime.UTC (ruff autofix) in the cli
dispatchers, the cli test generator, and a core test
* Fix ruff and ty failures in packages this PR touches
CI installs unpinned dependencies, so the lint jobs ran against
pandas 3.1.0, ruff 0.17.2, and ty 0.0.91.
- cli/conftest.py: guard the find_spec("openbb") lookup so ty no longer
reports an Optional ModuleSpec/origin (failing Lint openbb-cli)
- quantitative: pandas 3.1 types Index.max() as object; cast max_date to
Timestamp before period_start in attribution, factors, and
risk_decomposition (failing ty)
- federal_reserve: use Series(...).dt.date instead of
DatetimeIndex.date so neither pandas 3.0 nor 3.1 needs a ty: ignore
(pandas 3.1 made the existing ignores unused, failing ty)
- core tests: type the filter_by_dates doubles as Data subclasses and
cast the deliberate bad arguments in test_helpers.py; apply ruff format
to test_docstring_generator_helpers.py
- platform_api README: apply ruff format to the Python code blocks
* Fix pandas 3.1 deprecations failing fred, sec, and eia tests
These suites turn warnings into errors, and pandas 3.1.0 adds
Pandas4Warning deprecations for several patterns they use. Every change
also passes with the locked pandas 3.0.6.
- fred, sec: replace inplace=True sort_values/reset_index/rename/
set_index/drop with reassignment
- fred balance_of_payments, sec as_filed_widget: replace fillna with a
string on float columns by astype(object).where(notna, ...)
- sec: build quarter start dates from ISO strings instead of parsing
"2024Q2"-style strings; use the DataFrame constructor instead of
DataFrame.from_records for column dicts; pad CIK lookup rows to two
fields instead of constructing a ragged DataFrame
- eia: read EIA workbooks with the calamine engine (xlrd is deprecated);
replace the xlrd dependency with python-calamine and relock; calamine
workbooks are not safe for concurrent reads, so the petroleum status
report serializes its sheet reads with a lock
* imf: fall back to the published catalog when the IMF API is unreachable
imf_cache.json.xz is generated at build time and is not committed, so
every CI build of openbb-imf needed a live api.imf.org. The only fallback
was actions/cache, and caches saved by pull_request runs are scoped to
that PR, so a new PR never had one. With api.imf.org returning
"503 no healthy upstream" during IMF's data portal maintenance window,
the build failed.
When live generation fails on a non-forced build, the hook now copies
imf_cache.json.xz from the latest openbb-imf wheel on PyPI, after
checking the wheel's sha256 against the digest PyPI publishes. Builds
with OPENBB_IMF_FORCE_CACHE_REBUILD=1, which the publish workflow sets,
still fail hard, so a release never ships a stale catalog.
---------
Co-authored-by: dlee-bq <325002271+dlee-bq@users.noreply.github.com>
ODP Command-Line Interface
Overview
openbb-cli is a command-line interface for the OpenBB Platform and any other OpenAPI 3.x server. It runs in three modes:
- Non-TTY one-shot (default) —
openbb <command.path> [--key value]dispatches one command, prints a JSON line, exits. The form CI tools and agents reach for. - Batch —
openbb --batchreads NDJSON requests from stdin, fans them out concurrently, writes NDJSON responses to stdout. - Interactive REPL —
openbb -idrops into a rich-output prompt with auto-completion, menu navigation, and routine playback.
Backends are pluggable: dispatch through an in-process obb namespace, an openbb-platform-api HTTP server, or any OpenAPI 3.x server (e.g. https://api.congress.gov) without touching code.
The full user docs live at docs.openbb.co/odp/cli.
Backends
Four sources for the command surface. Three are OpenBB-aware; the fourth is the generic OpenAPI 3.x fallback.
| Source | Flag | Cold start | When to use |
|---|---|---|---|
In-process obb |
(default) | slow (import openbb ~2s) |
Local script with openbb already installed; no separate process to manage. |
| OpenBB Platform server | --server URL |
fast after first fetch | Long-running shared server (openbb-platform-api) — many CLI invocations or many users amortize the import cost. |
OpenBB .spec file |
--spec PATH |
fastest (~50ms) | Ship the spec next to scripts/agents; skips OpenAPI fetch + parse on every call. Generate with openbb --generate-spec --server URL -o file.spec. |
| Arbitrary OpenAPI 3.x server | --server URL (non-OpenBB host) |
depends on host | Any external API with an OpenAPI document — Congress.gov, NY Fed, USDA, NWS, your own FastAPI service. |
The first three speak the same OpenBB Platform surface (the OBBject envelope, providers, the obb.reference menu tree). The fourth treats whatever the upstream publishes as the truth — same dispatcher, same parser, same auth, just no OpenBB-specific affordances.
What's different about OpenBB upstreams
Multi-provider Pydantic models and the OBBject envelope are OpenBB Platform conventions, not OpenAPI ones. The CLI detects an OpenBB endpoint by the presence of a provider discriminator parameter on the operation and turns on extra behavior:
| Feature | OpenBB upstream | Generic OpenAPI upstream |
|---|---|---|
| Response envelope | OBBject — id, results, provider, warnings, chart, extra |
Whatever the server returns |
--describe COMMAND |
Groups parameters + result schema per provider | Flat {parameters, output_schema} |
--describe COMMAND:PROVIDER |
Returns just that provider's slice | Suffix ignored |
| Per-provider argparse narrowing | --provider X filters accepted flags; passing a flag from another provider errors at parse time |
Every declared flag accepted |
| Help text per provider | (provider: …) annotations stripped; only sections relevant to the chosen provider |
Description shown verbatim |
| REPL menu tree | Mirrors obb.reference (router descriptions, command groupings) |
Built from URL path prefixes |
| Boolean flags | --flag / --no-flag toggle (OpenBB exposes default: true booleans) |
Same — applies to any spec |
Everything else — --list-commands, --describe COMMAND, --batch, headers/query auth, spec generation, REPL playback — works identically against both kinds of upstream.
Installation
pip install openbb-cli
Optional extras:
pip install "openbb-cli[charting]" # Plotly + openbb-charting
pip install "openbb-cli[interactive]" # PyWry browser-based tables
pip install "openbb-cli[all]" # everything
Quick start
One-shot dispatch
# Against the local in-process obb namespace (the historical default)
openbb economy.gdp --provider oecd --limit 5
# Against any OpenAPI server — auto-detects spec layout, $ref-resolves params,
# auto-extracts HTML-embedded specs (e.g. Congress.gov)
openbb --server http://127.0.0.1:6900 equity.price.historical --symbol AAPL --provider fmp
openbb --server https://api.congress.gov bill --limit 5
Spec files for instant cold-start
# Generate once; ship alongside the script that invokes the CLI
openbb --generate-spec --server https://api.congress.gov --output congress.spec
# Subsequent calls skip the OpenAPI fetch + parse on every invocation
openbb --spec congress.spec law --congress 119 --limit 5
Generate an installable OpenBB extension from a spec
A .spec file is enough to dispatch commands directly. Going one step further, --generate-extension turns that spec into a full installable OpenBB Platform extension package — Provider(...) + Fetcher classes + a router that mirrors the upstream's namespace tree — that registers with openbb-build like any first-party extension. After install, every command shows up on the typed obb.* surface (auto-completion, obb.reference, OBBject envelopes, the works).
End-to-end with the NY Fed Markets API:
# 1. Snapshot the OpenAPI surface as a spec file. NY Fed publishes its
# spec at a non-default path, so point --openapi-path at the YAML.
openbb --generate-spec \
--server https://markets.newyorkfed.org \
--openapi-path /static/docs/markets-api.yml \
--output nyfed.spec
# wrote 55 commands to nyfed.spec
# 2. Generate a complete extension project from that spec
openbb --generate-extension \
--spec nyfed.spec \
--provider-name nyfed \
--output ./openbb-nyfed
# wrote project to ./openbb-nyfed/openbb-nyfed
# providers (1): nyfed
# routers (10): ambs, fxs, guidesheets, marketshare, pd, rates, rp, seclending, soma, tsy
# fetchers: 55 GET (across all providers)
# POST: 0 local-compute commands
# install: pip install -e ./openbb-nyfed/openbb-nyfed
# build: openbb-build
# 3. Install + register with the OpenBB Platform
pip install -e ./openbb-nyfed/openbb-nyfed
openbb-build
# 4. The new namespaces are live on the typed obb surface
python -c "from openbb import obb; print(obb.nyfed.rates.all.latest().to_df())"
(--openapi-path is only needed when the upstream doesn't expose /openapi.json directly. For servers that do — most FastAPI deployments, Congress.gov via the embedded-spec scraper — drop the flag.)
What --generate-extension produces:
openbb-nyfed/
├── pyproject.toml # PEP 621 / Hatchling — every provider + router declared as entry points
├── README.md
└── openbb_nyfed/
├── providers/
│ └── nyfed/
│ ├── __init__.py # nyfed_provider = Provider(name="nyfed", fetcher_dict={...}, credentials=[...])
│ └── models/<command>.py # one Fetcher class per command (QueryParams + Data + Fetcher)
└── routers/
├── rates.py # @router.command(model="RatesAllLatest") — typed signature
├── ambs.py
└── ... # one router per top-level namespace; sub-routers nest via include_router(prefix="/sub")
Every flag is optional except --spec:
| Flag | Default | What it controls |
|---|---|---|
--output PATH |
required | Project root directory written to disk. |
--provider-name NAME |
derived from --output basename |
Snake-case provider identifier — drives credential lookup keys (credentials.get(f"{provider}_api_key")). |
--project-name NAME |
openbb-<provider-name> |
PyPI distribution name in pyproject.toml. Use dashes. |
--package-name NAME |
openbb_<provider-name> |
Snake-case Python package name. |
--router-name NAME |
<provider-name> |
Top-level router identifier. |
Bring-your-own-key APIs: parameter names that look like credentials (api_key, apikey, app_token, X-API-Key, Authorization, client_secret, bearer_token, …) are auto-promoted to the provider's credentials=[...] list. After install, openbb reads them through the standard user-settings flow (OBB_USER_SETTINGS / ~/.openbb_platform/user_settings.json) — no per-call flag needed.
Multi-spec — combine APIs under one CLI
Repeat --spec NAME=PATH to mount more than one spec at once. Each spec's commands get prefixed with its namespace, and each backend keeps its own base_url, headers, and query params:
openbb \
--spec congress=congress.spec \
--spec nyfed=nyfed.spec \
congress.bill --limit 5
openbb \
--spec congress=congress.spec \
--spec nyfed=nyfed.spec \
nyfed.markets.ambs --operation rates
Scope auth per namespace by prefixing the flag value with <NAME>::
openbb \
--spec congress=congress.spec \
--spec usda=usda.spec \
-Q congress:api_key="$CONGRESS_KEY" \
-Q usda:api_key="$USDA_KEY" \
-H usda:Authorization="Bearer $USDA_BEARER" \
congress.bill --limit 5
Tokens without a namespace prefix (-H Authorization=..., -Q api_key=...) apply to every backend; namespace-scoped tokens override on conflict for that one backend only.
The same shape works in TOML, which is the better fit when scripts reach for the same set repeatedly:
[specs.congress]
path = "/path/congress.spec"
[specs.congress.query]
api_key = "..."
[specs.usda]
path = "/path/usda.spec"
[specs.usda.headers]
Authorization = "Bearer ..."
[specs.usda.query]
api_key = "..."
--list-commands aggregates across every namespace; --describe NAMESPACE.command[:provider] resolves to the right backend automatically.
A single unnamed --spec PATH keeps the flat (unprefixed) command surface — backward-compatible with the historical single-spec form.
Auth
Pick whichever the upstream API uses:
# Headers (Authorization, X-API-Key, ...)
openbb --server URL -H "Authorization: Bearer xxx" -H "X-Tenant: acme" cmd
# Query-string params (e.g. ?api_key=... like Congress.gov, USDA, NWS)
openbb --server URL -Q api_key=xxx cmd
# or via env — OPENBB_HTTP_QUERY_<NAME> auto-injected
OPENBB_HTTP_QUERY_API_KEY=xxx openbb --server URL cmd
Auth hooks (RBAC, token refresh, dynamic credentials)
Static headers and query params cover the common case. For RBAC, expiring tokens, or per-user credentials sourced from a vault, register an importable callable as an auth hook. Configured in TOML by module:attribute path — global, or per [specs.<ns>]:
auth-hook = "myapp.auth:default_hook" # applies to every backend
[specs.congress]
path = "/path/congress.spec"
auth-hook = "myapp.auth:congress_hook" # overrides the global for this one
[specs.internal]
path = "/path/internal.spec"
auth-hook = "myapp.auth:rbac_hook"
The hook receives an AuthContext (namespace, command, params, method) and returns an AuthDecision:
# myapp/auth.py
from openbb_cli.auth import AuthContext, AuthDecision
from myapp.identity import current_user, get_token
def rbac_hook(ctx: AuthContext) -> AuthDecision:
user = current_user()
if not user.can_access(ctx.namespace, ctx.command):
return AuthDecision(
allow=False, deny_reason=f"{user.role} cannot call {ctx.command}"
)
return AuthDecision(headers={"Authorization": f"Bearer {get_token(user)}"})
Hooks may be sync or async; coroutines are awaited. Returned headers and query params merge on top of the dispatcher's static auth (hook wins on conflict). allow=False short-circuits the dispatch with an AccessDenied error response — no network call is made.
Introspection is gated by the same hook: --list-commands invokes it for every command and silently drops denied entries from the listing, and --describe COMMAND returns AccessDenied when the hook denies. RBAC implementations that hide endpoints therefore hide them everywhere — discovery, schema, and dispatch all see the same surface.
Batch
NDJSON request/response over stdin/stdout, concurrent dispatch:
cat <<'EOF' | openbb --spec congress.spec --batch
{"id":"a","command":"bill","params":{"limit":5,"format":"json"}}
{"id":"b","command":"law","params":{"congress":119,"format":"json"}}
{"id":"c","command":"__commands__"}
EOF
Introspection
openbb --spec congress.spec --list-commands # every command + short description
openbb --spec congress.spec --describe bill # full schema (params + response)
The same calls work as reserved commands in batch mode (__commands__, __schema__).
Interactive REPL
openbb -i # in-process obb backend
openbb -i --spec congress.spec # spec-driven; no obb install required
openbb -i --server URL # live OpenAPI fetch
The REPL adds menu navigation (bill, .., home, exit), tab/auto-completion against parser flags, --help per command, the OBBject registry, and routine playback (exe --file ...).
Configuration
Layered, all optional. Resolution order (lowest → highest priority):
- Built-in defaults
[tool.openbb-cli]in nearest ancestorpyproject.toml~/.openbb_platform/openbb.toml(user-global; same dir asuser_settings.json)./openbb.toml(project-local, walks up from CWD)--config PATH(orOPENBB_CLI_CONFIG)~/.openbb_platform/.envand--env-file PATHOPENBB_*shell exports- CLI flags
Bootstrap a documented template:
openbb --print-config-template > ~/.openbb_platform/openbb.toml
Inspect what's currently active across all layers:
openbb --show-config
Schema:
# Backend / dispatch — pick one of these forms
server = "https://api.congress.gov" # live OpenAPI fetch
spec = "/path/to/api.spec" # single spec (flat surface)
batch-concurrency = 16
# Multi-spec: each table mounts under its own namespace
[specs.congress]
path = "/path/congress.spec"
[specs.congress.query]
api_key = "..."
[specs.usda]
path = "/path/usda.spec"
[specs.usda.headers]
Authorization = "Bearer ..."
[specs.usda.query]
api_key = "..."
# REPL display preferences (top-level shortcuts)
output-mode = "rich" # rich | json | tsv | html
flair = ":fox_face"
timezone = "America/New_York"
rich-style = "dark"
[headers] # global — applied to every backend
Authorization = "Bearer ..."
[query] # global — applied to every backend
api_key = "..."
[settings]
# Every other Settings field — same surface as the /settings/ REPL menu
allowed-number-of-rows = 50
use-prompt-toolkit = true
toolbar-hint = false
Documentation
Full user documentation: docs.openbb.co/odp/cli
API reference: docs.openbb.co/platform