# 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.
## Configuration
### Authentication
**OAuth Setup**:
1. Create an OAuth app at https://my.tastytrade.com/app.html#/manage/api-access/oauth-applications
2. Check all scopes, save your client ID and client secret
3. Create a "New Personal OAuth Grant" in your OAuth app settings (check all scopes)
4. Copy the generated refresh token
5. Configure the MCP server with your credentials (see Usage section below)
## 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_greeks(symbol, option_type, strike_price, expiration_date, timeout=10.0)`** - Greeks (delta, gamma, theta, vega, rho) for 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_watchlists(watchlist_type='private', name=None)`** - Get watchlists ('public'/'private', all if name=None)
- **`manage_private_watchlist(action, symbol, instrument_type, name='main')`** - Add/remove symbols from private watchlists
- **`delete_private_watchlist(name)`** - Delete private watchlist
### MCP Client Configuration
Add to your MCP client configuration (e.g., `claude_desktop_config.json`):
```json
{
"mcpServers": {
"tastytrade": {
"command": "uvx",
"args": ["tasty-agent"],
"env": {
"TASTYTRADE_CLIENT_SECRET": "your_client_secret",
"TASTYTRADE_REFRESH_TOKEN": "your_refresh_token",
"TASTYTRADE_ACCOUNT_ID": "your_account_id"
}
}
}
}
```
## 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"
"Get Greeks (delta, gamma, theta, vega, rho) for AAPL P option with strike 150 expiring 2024-12-20"
"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"
"Get my private watchlists"
"Add TSLA to my main watchlist"
"Remove AAPL from my tech watchlist"
```
## Development
### Testing with client.py
For interactive testing during development:
```bash
# Install dev dependencies
uv sync --group dev
# Set up environment variables in .env file:
# TASTYTRADE_CLIENT_SECRET=your_secret
# TASTYTRADE_REFRESH_TOKEN=your_token
# TASTYTRADE_ACCOUNT_ID=your_account_id (optional)
# OPENAI_API_KEY=your_openai_key
# Run the interactive client
uv run client.py
```
The client provides a chat interface to test MCP tools directly. Example commands:
- "Get my account balances"
- "Get quote for SPY"
- "Place dry-run order: buy 100 AAPL at $150"
### Debug with MCP inspector
```bash
npx @modelcontextprotocol/inspector uvx tasty-agent
```
## License
MIT
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"description": "# tasty-agent: A TastyTrade MCP Server\n\nA Model Context Protocol server for TastyTrade brokerage accounts. Enables LLMs to monitor portfolios, analyze positions, and execute trades.\n\n## Configuration\n\n### Authentication\n\n**OAuth Setup**:\n1. Create an OAuth app at https://my.tastytrade.com/app.html#/manage/api-access/oauth-applications\n2. Check all scopes, save your client ID and client secret \n3. Create a \"New Personal OAuth Grant\" in your OAuth app settings (check all scopes)\n4. Copy the generated refresh token\n5. Configure the MCP server with your credentials (see Usage section below)\n\n## MCP Tools\n\n### Account & Portfolio\n- **`get_balances()`** - Account balances and buying power\n- **`get_positions()`** - All open positions with current values\n- **`get_net_liquidating_value_history(time_back='1y')`** - Portfolio value history ('1d', '1m', '3m', '6m', '1y', 'all')\n- **`get_history(start_date=None)`** - Transaction history (format: YYYY-MM-DD, default: last 90 days)\n\n### Market Data & Research\n- **`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\n- **`get_greeks(symbol, option_type, strike_price, expiration_date, timeout=10.0)`** - Greeks (delta, gamma, theta, vega, rho) for options via DXLink streaming\n- **`get_market_metrics(symbols)`** - IV rank, percentile, beta, liquidity for multiple symbols\n- **`market_status(exchanges=['Equity'])`** - Market hours and status ('Equity', 'CME', 'CFE', 'Smalls')\n- **`search_symbols(symbol)`** - Search for symbols by name/ticker\n\n### Order Management\n- **`get_live_orders()`** - Currently active orders\n- **`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\n- **`delete_order(order_id)`** - Cancel orders by ID\n\n### Watchlist Management\n- **`get_watchlists(watchlist_type='private', name=None)`** - Get watchlists ('public'/'private', all if name=None)\n- **`manage_private_watchlist(action, symbol, instrument_type, name='main')`** - Add/remove symbols from private watchlists\n- **`delete_private_watchlist(name)`** - Delete private watchlist\n\n### MCP Client Configuration\n\nAdd to your MCP client configuration (e.g., `claude_desktop_config.json`):\n```json\n{\n \"mcpServers\": {\n \"tastytrade\": {\n \"command\": \"uvx\",\n \"args\": [\"tasty-agent\"],\n \"env\": {\n \"TASTYTRADE_CLIENT_SECRET\": \"your_client_secret\",\n \"TASTYTRADE_REFRESH_TOKEN\": \"your_refresh_token\",\n \"TASTYTRADE_ACCOUNT_ID\": \"your_account_id\"\n }\n }\n }\n}\n```\n\n## Examples\n\n```\n\"Get my account balances and current positions\"\n\"Get real-time quote for SPY\"\n\"Get quote for TQQQ C option with strike 100 expiring 2026-01-16\"\n\"Get Greeks (delta, gamma, theta, vega, rho) for AAPL P option with strike 150 expiring 2024-12-20\"\n\"Place dry-run order: buy 100 AAPL shares at $150\"\n\"Place order: buy 17 TQQQ C contracts at $8.55, strike 100, expiring 2026-01-16\"\n\"Cancel order 12345\"\n\"Get my private watchlists\"\n\"Add TSLA to my main watchlist\"\n\"Remove AAPL from my tech watchlist\"\n```\n\n## Development\n\n### Testing with client.py\n\nFor interactive testing during development:\n```bash\n# Install dev dependencies\nuv sync --group dev\n\n# Set up environment variables in .env file:\n# TASTYTRADE_CLIENT_SECRET=your_secret\n# TASTYTRADE_REFRESH_TOKEN=your_token \n# TASTYTRADE_ACCOUNT_ID=your_account_id (optional)\n# OPENAI_API_KEY=your_openai_key\n\n# Run the interactive client\nuv run client.py\n```\n\nThe client provides a chat interface to test MCP tools directly. Example commands:\n- \"Get my account balances\"\n- \"Get quote for SPY\" \n- \"Place dry-run order: buy 100 AAPL at $150\"\n\n### Debug with MCP inspector\n\n```bash\nnpx @modelcontextprotocol/inspector uvx tasty-agent\n```\n\n## License\n\nMIT\n",
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