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.

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)

• 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)

• 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
• get_current_time_nyc() - Current time in New York timezone (market time)

• 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

• 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

Add to your MCP client configuration (e.g., claude_desktop_config.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"
      }
    }
  }
}

"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"

For interactive testing during development:

# 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"

npx @modelcontextprotocol/inspector uvx tasty-agent

MIT