E*TRADE MCP Server

# E*TRADE Account Balance Tool A comprehensive tool for checking your E*TRADE account balance using the mcp_etrade server. ## Features ✅ **Account Balance Verification** - Get real-time account balance information ✅ **Mock Data Support** - Works without credentials for testing ✅ **Formatted Display** - Clean, readable balance information ✅ **Error Handling** - Graceful handling of authentication issues ✅ **Flexible Account IDs** - Support for any account ID ## Quick Start ### Basic Usage (Demo Mode) ```bash cd /home/davdunc/src/mcp_servers/mcp_etrade source .venv/bin/activate python balance_tool.py ``` ### With Custom Account ID ```bash python balance_tool.py "your_account_id_here" ``` ### With Real E*TRADE Credentials ```bash export ETRADE_OAUTH_CONSUMER_KEY='your_consumer_key' export ETRADE_OAUTH_CONSUMER_SECRET='your_consumer_secret' python balance_tool.py "your_real_account_id" ``` ## Sample Output ``` E*TRADE Account Balance Tool ======================================== ✅ OAuth credentials configured (Key: ABC12345...) Using account ID: demo_account_123 ================================================== 📊 E*TRADE ACCOUNT BALANCE ================================================== Account ID: demo_account_123 Account Type: PDT_ACCOUNT Description: Individual Brokerage Account Authenticated: ✅ Yes 💰 CASH BALANCES ------------------------------ Money Market Balance: $ 10,000.00 Funds for Open Orders: $ 0.00 📈 COMPUTED BALANCES ------------------------------ Total Account Balance: $ 10,000.00 Cash Balance: $ 10,000.00 Available for Investment:$ 10,000.00 Available for Withdrawal:$ 10,000.00 🎯 SUMMARY ------------------------------ Total Portfolio Value: $ 10,000.00 Available Cash: $ 10,000.00 ✅ This is live account data from E*TRADE ``` ## How It Works 1. **Credential Check** - Verifies if OAuth credentials are configured 2. **MCP Server Call** - Uses the `get_account_balance` tool from mcp_etrade 3. **Data Parsing** - Processes the JSON response from E*TRADE API 4. **Formatted Display** - Shows balance information in a readable format ## Balance Information Displayed ### Account Details - Account ID and type - Account description - Authentication status ### Cash Balances - Money Market Balance - Funds reserved for open orders ### Computed Balances - Total account balance - Available cash balance - Cash available for investment - Cash available for withdrawal ## Error Handling The tool handles common scenarios: - **No OAuth Credentials** - Falls back to mock data with clear instructions - **Invalid Account ID** - Shows appropriate error messages - **API Errors** - Displays E*TRADE API error responses - **Network Issues** - Graceful handling of connection problems ## Integration with mcp_etrade This tool leverages the existing `get_account_balance` tool from the mcp_etrade server: ```python # Uses the existing MCP tool result = await call_tool("get_account_balance", {"account_id": account_id}) ``` ## Next Steps for Real Data To use with actual E*TRADE data: 1. **Get OAuth Credentials** - Register at [developer.etrade.com](https://developer.etrade.com) - Create an application to get consumer key/secret 2. **Set Environment Variables** ```bash export ETRADE_OAUTH_CONSUMER_KEY='your_key' export ETRADE_OAUTH_CONSUMER_SECRET='your_secret' ``` 3. **Complete OAuth Flow** - Use mcp_etrade OAuth tools to get access tokens - Follow the authentication workflow 4. **Use Real Account ID** - Get your account ID from E*TRADE - Pass it to the balance tool ## Files - `balance_tool.py` - Main comprehensive balance checker - `demo_balance.py` - Simple demo version - `check_balance.py` - Basic balance checker - `test_balance.py` - Development/testing version ## Dependencies - mcp_etrade server (existing) - Python 3.7+ - asyncio support - JSON parsing The tool uses the existing mcp_etrade infrastructure, so no additional dependencies are required.