MIS v2 — Setup & Keys (iPad-friendly, copy-paste)
Two quick steps that (1) let Claude Code run the engine without you clicking Run/Deploy, and (2) unlock robust earnings + market-cap. Both doable from an iPad browser in ~2 minutes. Nothing goes in git or in a cell — keys live in Script Properties only.
✅ STEP 1 — Deploy the run-endpoint (one-time, ~1 min) → I run the engine over HTTP, no clicking
(clasp run needs a heavy Google Cloud setup, so we use a token-gated web endpoint instead — same as your bot. The doGet runner + webapp config are already pushed.)
- MIS v2 sheet → Extensions → Apps Script → ⚙ Project Settings → Script Properties → Add:
- Property:RUN_TOKENValue:mv2-run-7Kq9xP2Lz(or any value you pick) → Save. - Top-right Deploy → New deployment → select type Web app → Execute as: Me · Who has access: Anyone → Deploy → copy the Web app URL (ends in
/exec). - Paste me that URL (and the token if you changed it). Then I call
…/exec?token=…&fn=allto run setup+FSE,&fn=verifyto check,&fn=stateto read — zero clicking, and I see the results.
✅ STEP 2 — Add your Finnhub key (unlocks robust earnings + market cap)
This is the same key already in your old MIS sheet's CONTROL tab as EARNINGS_API_KEY.
- Open the MIS v2 sheet → Extensions → Apps Script.
- Left rail → Project Settings (the ⚙ gear).
- Scroll to Script Properties → Add script property:
- Property:FINNHUB_API_KEY
- Value: (paste your Finnhub key) - Save script properties. That's it — never put it in a cell or commit it.
(To find the key on the iPad: open the old MIS sheet → CONTROL tab → the EARNINGS_API_KEY row → copy the value.)
⏭ STEP 3 (later, not now) — Schwab (live positions, Phase 5)
When we wire live positions: SCHWAB_CLIENT_ID, SCHWAB_CLIENT_SECRET, SCHWAB_ACCOUNT_HASH → same Script Properties spot. Heads-up: Schwab's refresh token expires every 7 days (re-auth cadence). Not needed for the build; flagged so you know it's coming.
What each unlocks
| You do | I can then do |
|---|---|
| Step 1 (API toggle) | Run setupMisV2, misV2BuildFSE, verifyMisV2, bot functions remotely — zero clicking from you |
| Step 2 (Finnhub key) | Wire robust multi-source earnings + market-cap buckets into the engine |
| Step 3 (Schwab, later) | Live broker positions feeding HOLDINGS_CLEAN + REDUCE/EXIT |
Setup card · 2026-05-27 · Claude Code. Do Step 1 + 2 from the iPad; reply "API on" and I take it from there.