mcp-tastytrade-server

An MCP server that exposes the TastyTrade brokerage API as tools for Claude and other MCP-compatible clients.

Features

Tool	Description
get_accounts	List all accounts
get_positions	Open positions for an account
get_balances	Balances and buying power
get_orders	Orders (filterable by status)
dry_run_order	Validate an order — fees, BP impact, warnings
place_order	Place a live order
cancel_order	Cancel a live order
get_option_chain	Option chain (nested by expiry or compact flat list)
get_market_metrics	IV rank, IV percentile, 30-day IV, liquidity
get_transactions	Transaction history
search_equities	Search equity instruments by symbol
get_watchlists	Customer watchlists

Setup

1. Install dependencies

pip install -e .
# or with uv:
uv pip install -e .

2. Configure credentials

cp .env.example .env
# Edit .env with your TastyTrade username and password

Credentials are read only from environment variables — they are never stored in code:

Variable	Required	Description
TASTYTRADE_USERNAME	Yes	Your TastyTrade login username
TASTYTRADE_PASSWORD	Yes	Your TastyTrade login password
TASTYTRADE_SANDBOX	No	Set to true to use the certification environment (default: false)

3. Configure Claude Desktop

Add the following to your Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json on macOS):

{
  "mcpServers": {
    "tastytrade": {
      "command": "mcp-tastytrade",
      "env": {
        "TASTYTRADE_USERNAME": "your_username",
        "TASTYTRADE_PASSWORD": "your_password"
      }
    }
  }
}

Or using uv run without installing:

{
  "mcpServers": {
    "tastytrade": {
      "command": "uv",
      "args": ["run", "--directory", "/absolute/path/to/mcp-tastytrade-server", "mcp-tastytrade"],
      "env": {
        "TASTYTRADE_USERNAME": "your_username",
        "TASTYTRADE_PASSWORD": "your_password"
      }
    }
  }
}

Option symbol format

Options use the OCC 21-character format: SYMBOL YYMMDDCPRICE

Examples:

• AAPL 241220C00200000 — AAPL $200 call expiring 2024-12-20
• SPY 241220P00580000 — SPY $580 put expiring 2024-12-20

The get_option_chain tool returns symbols already formatted correctly.

Development

# Run directly
python -m mcp_tastytrade.server

# Or via the installed script
mcp-tastytrade

Security

• Credentials are passed via environment variables only.
• The .env file is in .gitignore and must never be committed.
• Session tokens are held in memory for the lifetime of the server process and are deleted on shutdown.
• Use TASTYTRADE_SANDBOX=true for testing — the certification environment uses separate accounts with no real money.