# tasty-agent: A TastyTrade MCP Server
A Model Context Protocol server for TastyTrade brokerage accounts. Enables LLMs to monitor portfolios, analyze positions, and execute trades.
## Installation
```bash
uvx tasty-agent
```
### Authentication
Set up credentials (stored in system keyring):
```bash
uvx tasty-agent setup
```
Or use environment variables:
- `TASTYTRADE_USERNAME`
- `TASTYTRADE_PASSWORD`
- `TASTYTRADE_ACCOUNT_ID` (optional)
## MCP Tools
### Account & Portfolio
- **`get_balances()`** - Account balances and buying power
- **`get_positions()`** - All open positions with current values
- **`get_net_liquidating_value_history(time_back='1y')`** - Portfolio value history ('1d', '1m', '3m', '6m', '1y', 'all')
- **`get_history(start_date=None)`** - Transaction history (format: YYYY-MM-DD, default: last 90 days)
### Market Data & Research
- **`get_quote(symbol, option_type=None, strike_price=None, expiration_date=None, timeout=10.0)`** - Real-time quotes for stocks and options via DXLink streaming
- **`get_market_metrics(symbols)`** - IV rank, percentile, beta, liquidity for multiple symbols
- **`market_status(exchanges=['Equity'])`** - Market hours and status ('Equity', 'CME', 'CFE', 'Smalls')
- **`search_symbols(symbol)`** - Search for symbols by name/ticker
### Order Management
- **`get_live_orders()`** - Currently active orders
- **`place_order(symbol, order_type, action, quantity, price, strike_price=None, expiration_date=None, time_in_force='Day', dry_run=False)`** - Simplified order placement for stocks and options
- **`delete_order(order_id)`** - Cancel orders by ID
### Watchlist Management
- **`get_public_watchlists(name=None)`** - Get public watchlists (all watchlists if name=None, specific watchlist if name provided)
- **`get_private_watchlists(name=None)`** - Get private watchlists (all watchlists if name=None, specific watchlist if name provided)
- **`create_private_watchlist(name, entries=[], group_name='main')`** - Create new private watchlist
- **`add_symbol_to_private_watchlist(watchlist_name, symbol, instrument_type)`** - Add symbol to existing watchlist
- **`remove_symbol_from_private_watchlist(watchlist_name, symbol, instrument_type)`** - Remove symbol from watchlist
- **`delete_private_watchlist(name)`** - Delete private watchlist
## Watchlist Entry Format
Watchlist entries use this format:
```json
[
{
"symbol": "AAPL",
"instrument_type": "Equity"
},
{
"symbol": "AAPL240119C00150000",
"instrument_type": "Equity Option"
}
]
```
## Key Features
- **Real-time streaming** quotes via DXLink WebSocket
- **Watchlist management** for portfolio organization
- **Dry-run testing** for all order operations
- **Automatic symbol normalization** for options
- **Fresh data** always from TastyTrade API
## Usage with Claude Desktop
Add to `claude_desktop_config.json`:
```json
{
"mcpServers": {
"tastytrade": {
"command": "uvx",
"args": ["tasty-agent"]
}
}
}
```
## Examples
```
"Get my account balances and current positions"
"Get real-time quote for SPY"
"Get quote for TQQQ C option with strike 100 expiring 2026-01-16"
"Place dry-run order: buy 100 AAPL shares at $150"
"Place order: buy 17 TQQQ C contracts at $8.55, strike 100, expiring 2026-01-16"
"Cancel order 12345"
"Create a watchlist called 'Tech Stocks' with AAPL and MSFT"
"Add TSLA to my Tech Stocks watchlist"
```
## Development
Debug with MCP inspector:
```bash
npx @modelcontextprotocol/inspector uvx tasty-agent
```
## License
MIT
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