t212-mcp-server
Provides read-only access to Trading 212 accounts, enabling AI assistants to retrieve portfolio positions, account summaries, instrument data, and transaction history.
README
T212 MCP Server
A Model Context Protocol (MCP) server for interacting with the Trading 212 API. Gives AI assistants read-only access to your Trading 212 account โ positions, account summary, instruments, order history, dividends, and more.
Features
- ๐ Portfolio positions with P/L and wallet impact
- ๐ฐ Account summary (cash, investments, realized/unrealized P/L)
- ๐ Instrument search (16,000+ stocks, ETFs, and more)
- ๐๏ธ Exchange schedules and working hours
- ๐ Order history, dividend history, and transaction history
- ๐ CSV export reports
- ๐ Read-only โ no trading operations
- ๐งช Demo mode for paper trading
- ๐ค Compatible with Claude, and other MCP clients
Quick Start
Prerequisites
- Node.js v18 or higher
- A Trading 212 API key and secret (get yours here)
- Claude Desktop or another MCP-compatible client
Configuration for Claude Desktop
Add this to your Claude Desktop configuration file:
Option 1: No installation required (recommended)
{
"mcpServers": {
"t212-mcp": {
"command": "npx",
"args": ["t212-mcp-server"],
"env": {
"T212_API_KEY": "your-api-key-id",
"T212_API_SECRET": "your-api-secret"
}
}
}
}
Option 2: Global installation
npm install -g t212-mcp-server
{
"mcpServers": {
"t212-mcp": {
"command": "t212-mcp-server",
"env": {
"T212_API_KEY": "your-api-key-id",
"T212_API_SECRET": "your-api-secret"
}
}
}
}
Demo Mode
To use paper trading instead of your live account, add T212_ENVIRONMENT:
{
"env": {
"T212_API_KEY": "your-demo-api-key-id",
"T212_API_SECRET": "your-demo-api-secret",
"T212_ENVIRONMENT": "demo"
}
}
How to access the Claude Desktop config file
- Open Claude Desktop Settings
- Go to the Developer tab
- Click "Edit Config"
- Add your configuration and save
- Restart Claude Desktop
For detailed configuration instructions, see the official MCP documentation.
Getting your Trading 212 API Credentials
- Log into your Trading 212 account
- Navigate to Settings โ API
- Generate a new API key
- Copy both the API Key ID and the Secret Key (the secret is only shown at creation time)
- Use both values in your configuration as
T212_API_KEYandT212_API_SECRET
For more details, see the Trading 212 Help Centre.
Available Tools
| Tool | Description |
|---|---|
fetch-open-positions |
All open positions with current price, P/L, and wallet impact |
fetch-position |
A specific position by ticker |
fetch-account-summary |
Account cash balance, investment value, and P/L |
search-instruments |
Search 16,000+ instruments by name, ticker, or ISIN |
fetch-exchanges |
All exchanges with next open/close times |
fetch-order-history |
Historical filled orders (paginated) |
fetch-dividend-history |
Dividend payments (paginated) |
fetch-transaction-history |
Deposits and withdrawals (paginated) |
fetch-exports |
CSV export reports with download links |
fetch-all-pies |
Investment pies (deprecated by Trading 212) |
Environment Variables
| Variable | Required | Description |
|---|---|---|
T212_API_KEY |
Yes | Your Trading 212 API Key ID |
T212_API_SECRET |
Yes | Your Trading 212 API Secret |
T212_ENVIRONMENT |
No | live (default) or demo for paper trading |
Security Notes
- โ ๏ธ Never commit your API credentials to version control
- ๐ Keep your MCP configuration file secure
- ๐ Regularly rotate your API keys
- ๐ This server provides read-only access only
License
This project is licensed under the MIT License โ see the LICENSE file for details.
Support
If you encounter any issues or have questions:
- Check the issues page
- Create a new issue if your problem isn't already reported
- Provide as much detail as possible, including error messages and your configuration
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