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

uvx tasty-agent

Authentication

Set up credentials (stored in system keyring):

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:

[
  {
    "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:

{
  "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:

npx @modelcontextprotocol/inspector uvx tasty-agent

License

MIT