Trading212 MCP Server

Overview

The Trading212 MCP server is a Model Context Protocol server implementation that provides seamless data connectivity to the Trading212 trading platform enabling advanced interaction capabilities.

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Core Features

Trading212 API Integration

• Comprehensive account management:
  • Account metadata retrieval
  • Cash balance monitoring
  • Portfolio management with positions tracking
• Advanced order handling:
  • Market orders
  • Limit orders
  • Stop-limit orders
  • Order history and management
• Portfolio management:
  • Pies (portfolio buckets) management
  • Position tracking and search
  • Historical order data with pagination

Market Data Access

• Tradeable instruments information
• Exchange data with working schedules
• Historical trading data access
• Real-time market connectivity

Financial Analysis Tools

• Professional financial analysis capabilities
• Currency-aware data processing
• Comprehensive trading data analysis
• Risk management tools

MCP Protocol Support

• Full MCP protocol implementation
• Resource-based API endpoints
• Tool-based functionality
• Prompt-based analysis capabilities

Technical Requirements

• Python >= 3.11 (as specified in .python-version)
• Pydantic >= 2.11.4
• Hishel

Tools

Instruments Metadata

• search_exchange: Fetch exchanges, optionally filtered by name or ID
• search_instrument: Fetch instruments, optionally filtered by ticker or name

Pies

• fetch_pies: Fetch all pies
• duplicate_pie: Duplicate a pie
• create_pie: Create a new pie
• update_pie: Update a specific pie by ID
• delete_pie: Delete a pie

The Trading 212 Pies API is still operational, but the latest public api.json marks it as deprecated upstream.

Equity Orders

• fetch_all_orders: Fetch all equity orders
• place_limit_order: Place a limit order
• place_market_order: Place a market order
• place_stop_order: Place a stop order
• place_stop_limit_order: Place a stop-limit order
• cancel_order: Cancel an existing order by ID
• fetch_order: Fetch a specific order by ID

Account Data

• fetch_account_summary: Fetch account summary
• fetch_account_cash: Fetch account cash balance
• fetch_account_info: Deprecated alias for fetch_account_summary

Personal Portfolio

• fetch_positions: Fetch open positions, optionally filtered by ticker
• fetch_position_by_ticker: Fetch a single open position by ticker
• fetch_all_open_positions: Fetch all open positions
• fetch_open_position_by_ticker: Deprecated alias for fetch_position_by_ticker
• search_specific_position_by_ticker: Deprecated alias for fetch_position_by_ticker

Historical items

• fetch_historical_order_data: Fetch historical order data with pagination
• fetch_paid_out_dividends: Fetch historical dividend data with pagination
• fetch_exports_list: Lists detailed information about all csv account exports
• request_csv_export: Request a CSV export of the account's orders, dividends and transactions history
• fetch_transaction_list: Fetch superficial information about movements to and from your account

Resources

Account Resources

• trading212://account/summary
• trading212://account/cash
• trading212://positions
• trading212://positions/{ticker}
• trading212://account/info deprecated alias for trading212://account/summary
• trading212://account/portfolio deprecated alias for trading212://positions
• trading212://account/positions compatibility alias for trading212://positions
• trading212://account/portfolio/{ticker} deprecated alias for trading212://positions/{ticker}
• trading212://account/positions/{ticker} compatibility alias for trading212://positions/{ticker}

Order Resources

• trading212://orders
• trading212://orders/{order_id}

Portfolio Resources

• trading212://pies
• trading212://pies/{pie_id}

Market Resources

• trading212://instruments
• trading212://exchanges

Reports Resources

• trading212://history/exports

Prompts

Data Analysis

• analyse_trading212_data: Analyse trading212 data with currency context

The prompt includes:

• Professional financial expertise
• Currency-aware analysis
• Cautious financial advice
• Dynamic currency information from account data

Installation

Clone repository

git clone https://github.com/RohanAnandPandit/trading212-mcp-server.git

Environment Configuration

Copy .env.example to .env and configure:

cp .env.example .env
# Edit .env with your configuration

Using Claude Desktop

Installing via Docker

• Clone the repository and build a local image to be utilized by your Claude desktop client

cd trading212-mcp-server
docker build -t mcp/trading212-mcp-server .

• Change your claude_desktop_config.json to match the following, replacing REPLACE_API_KEY with your actual key:
• TRADING212_API_SECRET is optional. If supplied, the server will use the newer Basic auth flow from the current public api.json; if omitted, it will continue using the legacy API-key-only header that Trading 212 still exposes for compatibility.

claude_desktop_config.json path

• On MacOS: ~/Library/Application\ Support/Claude/claude_desktop_config.json
• On Windows: %APPDATA%/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "trading212": {
      "command": "docker",
      "args": [
        "run",
        "-i",
        "-e",
        "TRADING212_API_KEY",
        "mcp/trading212-mcp-server"
      ],
      "env": {
        "TRADING212_API_KEY": "REPLACE_API_KEY",
        "TRADING212_API_SECRET": "OPTIONAL_API_SECRET"
      }
    }
  }
}

Using uv

{
 "mcpServers": {
  "trading212": {
    "command": "uv",
    "args": [
        "run",
        "--directory",
        "<insert path to repo>",
        "src/server.py"
    ],
    "env": {
        "TRADING212_API_KEY": "<insert api key>",
        "TRADING212_API_SECRET": "<optional api secret>"
    }
  }
 }
}

Generating API credentials

• You can generate the API key from your account settings
• Visit the Trading212 help centre for more information
• If you are using the API key for the "Practice" account in Trading212 then set the ENVIRONMENT to demo in .env
• Set ENVIRONMENT to live if you are using the API key for real money
• docs/api.json is the canonical checked-in copy of the latest public Trading 212 API schema used for this project

Install packages

uv install

or

pip install -r requirements.txt

Running

After connecting Claude client with the MCP tool via json file and installing the packages, Claude should see the server's mcp tools:

You can run the server yourself via: In trading212-mcp-server repo:

uv run src/server.py

Using MCP Inspector

The mcp[cli] dependency in this project includes the mcp dev command, which starts your server and launches the MCP Inspector via @modelcontextprotocol/inspector.

Prerequisites:

• Node.js and npx installed locally
• Project dependencies installed with uv or pip
• TRADING212_API_KEY configured in .env
• Optional: TRADING212_API_SECRET if you want to test the newer Basic auth flow

From the repository root, run:

uv run mcp dev src/server.py

If you are using the repo's virtual environment directly, this works too:

./.venv/bin/mcp dev src/server.py

The inspector command will:

• start the Trading 212 MCP server using this repo's Python environment
• open or print the MCP Inspector session details
• let you call tools and inspect resources interactively before wiring the server into a desktop client

If the inspector fails to start, the most common cause is that npx is not available on your PATH. Installing Node.js usually resolves that.

Using Python

{
 "mcpServers": {
  "trading212": {
    "command": "<insert path to python>",
    "args": [
        "<insert path to repo>/src/server.py"
    ]
  }
 }
}

License

This project is licensed under the MIT License - see the LICENSE file for details.

Support

For support, please:

• Open an issue in the GitHub repository

Documentation

For the Trading212 API documentation, view the Public API docs.

Legal Notice

This is an unofficial implementation of the Trading212 MCP protocol. Always consult official Trading212 documentation and terms of service before using this software.

Credits

• Project maintained by Rohan Pandit

Contributing

• Please read our CONTRIBUTING.md for more information on how to contribute to this project.