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A TastyTrade brokerage integration enabling LLMs to monitor portfolios, analyze positions, execute trades, and manage watchlists with rate limiting.
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A TastyTrade brokerage integration enabling LLMs to monitor portfolios, analyze positions, execute trades, and manage watchlists with rate limiting.
This MCP server provides powerful trading capabilities but requires careful configuration and usage. It's relatively safe in read-only mode for portfolio monitoring. However, enabling trade execution introduces significant financial risk and requires thorough testing with dry-run mode.
The server has built-in rate limiting (2 requests/second) to prevent API throttling. Performance will depend on the complexity of the trading strategies and the volume of data being processed.
Cost is primarily driven by API usage. Excessive API calls can lead to increased costs. Consider optimizing trading strategies to minimize API requests.
npx @modelcontextprotocol/inspector uvx tasty-agent{
"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"
}
}
}
}OPENAI_API_KEYget_balances()Retrieves account balances and buying power.
Read-only operation, no side effects.
get_positions()Retrieves all open positions with current values.
Read-only operation, no side effects.
get_net_liquidating_value_history(time_back='1y')Retrieves portfolio value history over a specified time period.
Read-only operation, no side effects.
get_transaction_history(days=90, underlying_symbol=None, transaction_type=None)Retrieves transaction history including trades and cash flows.
Read-only operation, no side effects.
get_order_history(days=7, underlying_symbol=None)Retrieves order history including filled, canceled, and rejected orders.
Read-only operation, no side effects.
get_quotes(instruments, timeout=10.0)Retrieves real-time quotes for stocks and options.
Read-only operation, no side effects.
get_greeks(options, timeout=10.0)Retrieves Greeks (delta, gamma, theta, vega, rho) for options.
Read-only operation, no side effects.
get_market_metrics(symbols)Retrieves IV rank, percentile, beta, and liquidity for symbols.
Read-only operation, no side effects.
market_status(exchanges=['Equity'])Retrieves market hours and status for specified exchanges.
Read-only operation, no side effects.
search_symbols(symbol)Searches for symbols by name or ticker.
Read-only operation, no side effects.
get_current_time_nyc()Retrieves the current time in New York timezone.
Read-only operation, no side effects.
get_live_orders()Retrieves currently active orders.
Read-only operation, no side effects.
place_order(legs, price=None, time_in_force='Day', dry_run=False)Places multi-leg orders with automatic price discovery.
Executes real-money trades, potentially leading to financial loss.
replace_order(order_id, price)Modifies the price of an existing order.
Modifies existing orders, potentially leading to unintended trades.
delete_order(order_id)Cancels orders by ID.
Cancels existing orders, potentially impacting trading strategies.
get_watchlists(watchlist_type='private', name=None)Retrieves watchlists.
Read-only operation, no side effects.
manage_private_watchlist(action, symbols, name='main')Adds or removes symbols from private watchlists.
Modifies watchlist contents, but does not directly impact trading.
delete_private_watchlist(name)Deletes a private watchlist.
Deletes a watchlist, potentially impacting organization.
OAuth
All scopes required during OAuth setupThis MCP server provides powerful trading capabilities but requires careful configuration and usage. It's relatively safe in read-only mode for portfolio monitoring. However, enabling trade execution introduces significant financial risk and requires thorough testing with dry-run mode.
Autonomy should be carefully configured due to the ability to execute trades. Dry-run mode is essential for testing.
Production Tip
Thoroughly test all trading strategies in dry-run mode before deploying to production.
You need a TastyTrade client ID, client secret, refresh token, and account ID.
Follow the instructions in the README to create an OAuth app at my.tastytrade.com and generate a refresh token.
Dry-run mode allows you to test trading strategies without executing real trades.
The server limits requests to 2 requests per second to prevent API throttling.
Yes, the server supports options trading, including multi-leg strategies.
The server provides logging capabilities, but the extent of monitoring is unclear. You may need to implement additional monitoring tools.
Your API key is as safe as the environment where you store it. Treat it like a password. Use a password manager.