A Model Context Protocol server for TastyTrade brokerage accounts. Enables LLMs to monitor portfolios, analyze positions, and execute trades. Features automated IV analysis prompts and built-in rate limiting (2 requests/second) to prevent API errors.

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)

• account_overview(include=["balances","positions"]) - Account balances (including net liquidating value) and open positions.

• get_quotes(instruments, timeout=10.0) - Real-time quotes for stocks, options, futures, and indices via DXLink streaming
• get_greeks(options, 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, status, holidays, and current NYC time ('Equity', 'CME', 'CFE', 'Smalls')
• search_symbols(symbol, limit=10) - Search for symbols by name/ticker

• get_history(type, days=None, underlying_symbol=None, transaction_type=None, page_offset=0, limit=25) - Transaction history (type="transactions", default 90 days) or order history (type="orders", default 7 days). Paginated — use page_offset and limit for large result sets. Filter transactions by "Trade" or "Money Movement".

• place_order(legs, target_value=None, time_in_force="Day", dry_run=false) - Place multi-leg orders with quote-derived mid pricing only. The tool fetches live quotes for the exact resolved instruments, computes the signed net mid, validates the final limit against bid/ask guardrails, and optionally sizes quantity from target_value.
  • quantity is the actual share/contract count. target_value=50000 sizes an equity or equity-option order from quote-derived pricing; omit quantity for single-leg target-value orders. For multi-leg spreads with target_value, use quantity only to express the leg ratio, such as 1:1 or 2:1.
  • Order prices are aligned to the broker's valid tick grid before submission. Option orders require tastytrade option tick-size data; if it is unavailable, the tool fails before placement instead of submitting an invalid price increment.
  • Order actions follow the tastytrade Python SDK contract: equities and options use Buy to Open, Buy to Close, Sell to Open, or Sell to Close; futures use Buy or Sell.
• replace_order(order_id) - Reprice an existing live order at the current quote-derived mid.
• cancel_order(order_id) - Cancel an order.
• list_orders() - Get all live orders.
• Tool outputs are compact: quote tables include actionable bid/ask/mid/size fields; order results include compact order, buying-power, fee, warning/error, and sizing summaries.

• watchlist(action, ...) - Unified watchlist management:
  • action="list" - No name returns compact watchlist metadata (name, group, symbol_count); with name, returns compact symbol entries.
  • action="add" - Add symbols to a watchlist (creates if doesn't exist)
  • action="remove" - Remove symbols from a watchlist
  • action="delete" - Delete a watchlist

• IV Rank Analysis - Automated prompt to analyze IV rank extremes across positions and watchlists for entry/exit opportunities

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"
      }
    }
  }
}

Deploy as a remote MCP server on Modal with proxy auth:

uvx modal setup

# Create secrets
uvx modal secret create tasty-agent-secrets \
  TASTYTRADE_CLIENT_SECRET=your_secret \
  TASTYTRADE_REFRESH_TOKEN=your_token

# Create a proxy auth token at https://modal.com/settings/proxy-auth-tokens

# Export your workspace host
export MODAL_HOST=<workspace>--tasty-agent-mcp-server.modal.run

# Deploy
uvx modal deploy examples/modal_deploy.py

Clients authenticate with Modal-Key and Modal-Secret headers. See examples/modal_deploy.py.

Connect to a remote tasty-agent and call tools directly:

# List all tools
uv run examples/mcp_client.py

# Call a tool
uv run examples/mcp_client.py market_status
uv run examples/mcp_client.py get_market_metrics '{"symbols": ["AAPL", "SPY"]}'

See examples/mcp_client.py for the full client code.

"Get my account balances and current positions"
"What's my net liquidating value?"
"Get real-time quotes for SPY and AAPL"
"Get quotes for TQQQ C option with strike 100 expiring 2026-01-16"
"Get Greeks for AAPL P option with strike 150 expiring 2024-12-20"
"Buy to open 100 AAPL shares at mid"
"Buy to open 17 TQQQ calls, strike 100, exp 2026-01-16"
"Buy $50K of TSLA calls, strike 300, exp 2026-01-16"
"Place a call spread: buy to open AAPL 150C and sell to open AAPL 155C, both exp 2024-12-20"
"Buy 1 /ESM26 future at mid"
"Reprice order 12345 at mid"
"Cancel order 12345"
"Show my live orders"
"Get my trading history from January"
"Get my order history for SPY"
"Get my private watchlists"
"Add TSLA and NVDA to my tech watchlist"

# Run tests
uv run pytest

# Interactive chat client (requires .env with credentials + OPENAI_API_KEY)
uv run examples/chat.py

# Debug with MCP inspector
npx @modelcontextprotocol/inspector uvx tasty-agent

MIT