brokers-mcp

# portfolio_service MCP server A Model Context Protocol server implementing popular broker api's ## Supported APIs - Currently only TradeStation API is supported *(partially)* ## Components ### Tools The server implements five tools that are based on TradeStation API: 1. tradestation_get_bars - wraps the output of [TradeStation GetBars](https://api.tradestation.com/docs/specification#tag/MarketData/operation/GetBars) in a dataframe and returns it's `__str__` 2. tradestation_place_buy_order - Same as [TradeStation PlaceOrder](https://api.tradestation.com/docs/specification#tag/Order-Execution/operation/PlaceOrder) but only for buy orders 3. tradestation_place_sell_order - Same as [TradeStation PlaceOrder](https://api.tradestation.com/docs/specification#tag/Order-Execution/operation/PlaceOrder) but only for sell orders 4. tradestation_get_positions - Same as [TradeStation GetPositions](https://api.tradestation.com/docs/specification/#tag/Brokerage/operation/GetPositions) 5. tradestation_get_balances - Same as [TradeStation GetBalances](https://api.tradestation.com/docs/specification/#tag/Brokerage/operation/GetBalances) see the exact schemas in the definition file [here](./portfolio_service/brokers/tradestation/tools.py) ## Configuration The server is configured via environment variables: ```bash TRADESTATION_API_KEY="your_api_key" TRADESTATION_API_SECRET="your_api_secret" TS_REFRESH_TOKEN="your_refresh_token" TS_ACCOUNT_ID="your_account_id" ``` If you are unsure about how to get the values of the environment variables, I have a blog post that explains it [here](https://medium.com/@itay1542/how-to-get-free-historical-intraday-equity-prices-with-code-examples-8f36fc57e1aa) ## Quickstart ### Install #### Claude Desktop On MacOS: `~/Library/Application\ Support/Claude/claude_desktop_config.json` On Windows: `%APPDATA%/Claude/claude_desktop_config.json` ``` "mcpServers": { "portfolio_service": { "command": "uv", "args": [ "--directory", "<path_to_project>/portfolio_service", "run", "portfolio_service" ] } } ``` ## Development ### Building and Publishing 1. Sync dependencies and update lockfile: ```bash uv sync ``` ### Debugging Since MCP servers run over stdio, debugging can be challenging. For the best debugging experience, we strongly recommend using the [MCP Inspector](https://github.com/modelcontextprotocol/inspector). You can launch the MCP Inspector via [`npm`](https://docs.npmjs.com/downloading-and-installing-node-js-and-npm) with this command: ```bash npx @modelcontextprotocol/inspector uv --directory <path_to_project>/portfolio_service run portfolio-service ``` Upon launching, the Inspector will display a URL that you can access in your browser to begin debugging.