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E*TRADE MCP Server

by davdunc
GitHub
Python
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E*TRADE MCP Server

A comprehensive Model Context Protocol (MCP) server for E*TRADE integration with OAuth authentication, account management, risk calculations, watch lists, and trading guardrails.

Features

🔐 OAuth Authentication

  • Complete E*TRADE OAuth 1.0a flow
  • Token management and renewal
  • Secure credential handling

💰 Account Management

  • Account balance retrieval
  • Transaction history
  • Portfolio viewing
  • Real-time account data

📊 Risk Management

  • R-multiple risk calculations
  • Daily loss tracking
  • Position sizing guardrails
  • Risk validation before orders

📋 Watch Lists

  • Create, read, update, delete watch lists
  • Symbol management
  • Independent from portfolio positions

📈 Market Data

  • Option chains with expiration dates
  • Real-time quotes
  • Security lookup by company name

🚨 Alerts

  • Price alerts management
  • Alert notifications
  • Custom alert conditions

Installation

Prerequisites

  • Python 3.11+
  • E*TRADE developer account with API keys
uvx --from git+https://github.com/davdunc/mcp_etrade.git mcp_etrade

Install via pip

pip install git+https://github.com/davdunc/mcp_etrade.git

Development Install

git clone https://github.com/davdunc/mcp_etrade.git cd mcp_etrade pip install -e .

Configuration

Set your E*TRADE API credentials:

export ETRADE_OAUTH_CONSUMER_KEY="your_consumer_key" export ETRADE_OAUTH_CONSUMER_SECRET="your_consumer_secret"

Usage

Standalone Server

python -m mcp_etrade.server

With Colosseum Framework

Add to ~/.config/colosseum/mcp.json:

{ "etrade": { "type": "etrade", "command": "uvx", "args": ["--from", "git+https://github.com/davdunc/mcp_etrade.git", "mcp_etrade"], "env": { "ETRADE_OAUTH_CONSUMER_KEY": "${ETRADE_OAUTH_CONSUMER_KEY}", "ETRADE_OAUTH_CONSUMER_SECRET": "${ETRADE_OAUTH_CONSUMER_SECRET}" } } }

Available Tools

Authentication

  • get_request_token - Start OAuth flow
  • get_authorization_url - Get user authorization URL
  • get_access_token - Complete OAuth flow
  • renew_access_token - Refresh tokens
  • revoke_access_token - Revoke access

Account Management

  • get_account_balance - Get account balance and details
  • list_transactions - List account transactions
  • get_transaction_details - Get specific transaction details
  • view_portfolio - View portfolio positions

Risk Management

  • calculate_risk_parameters - Calculate R-multiple risk parameters
  • validate_order_risk - Validate order against risk limits
  • get_daily_risk_status - Get current daily risk utilization
  • record_actual_loss - Record actual trading losses

Watch Lists

  • create_watch_list - Create new watch list
  • get_watch_lists - Get all watch lists
  • update_watch_list - Update existing watch list
  • delete_watch_list - Delete watch list

Market Data

  • get_option_chains - Get option chains for symbols
  • get_option_expire_dates - Get option expiration dates
  • get_quotes - Get real-time quotes
  • lookup_product - Search securities by company name

Alerts

  • list_alerts - List price alerts
  • delete_alerts - Delete alerts
  • get_alert_details - Get alert details

Risk Management

The server includes comprehensive risk management features:

  • Daily Risk Limits: Configurable percentage of account balance
  • Position Size Limits: Maximum 50% of account per order
  • Loss Tracking: Both potential and actual loss tracking
  • Validation: Pre-order risk validation with detailed messages

Example risk validation:

# Validate order before placement result = await call_tool("validate_order_risk", { "account_id": "your_account", "order_value": 1000.00, "risk_amount": 50.00, "risk_percentage": 1.0 })

Testing

Run the comprehensive test suite:

pytest

Test Coverage:

  • 105 passing tests
  • OAuth authentication flows
  • Account management operations
  • Risk calculation accuracy
  • Watch list CRUD operations
  • Market data retrieval
  • Alert management

Architecture

  • Clean JSON Output: Structured responses for agent consumption
  • Comprehensive Error Handling: Graceful failure modes
  • Mock Data Support: Full functionality without live API calls
  • Modular Design: Separate concerns for OAuth, risk, data, etc.

Integration

Designed for integration with:

  • Colosseum: Multi-agent trading framework
  • LangChain: Agent tooling and orchestration
  • MCP Clients: Any MCP-compatible system

License

GNU General Public License v3.0

Contributing

  1. Fork the repository
  2. Create a feature branch
  3. Add tests for new functionality
  4. Ensure all tests pass
  5. Submit a pull request

Support

For issues and questions:

  • GitHub Issues: https://github.com/davdunc/mcp_etrade/issues
  • Documentation: See inline code documentation

This server cannot be installed

-
security - not tested
F
license - not found
-
quality - not tested

How are these scores calculated?

remote-capable server

The server can be hosted and run remotely because it primarily relies on remote services or has no dependency on the local environment.

Enables comprehensive E*TRADE integration with OAuth authentication, account management, risk calculations, watch lists, and trading operations. Includes built-in risk management guardrails, portfolio tracking, market data access, and trading validation for safe automated trading operations.

  1. Features
    1. 🔐 OAuth Authentication
    2. 💰 Account Management
    3. 📊 Risk Management
    4. 📋 Watch Lists
    5. 📈 Market Data
    6. 🚨 Alerts
  2. Installation
    1. Prerequisites
    2. Install via UVX (Recommended)
    3. Install via pip
    4. Development Install
  3. Configuration
    1. Usage
      1. Standalone Server
      2. With Colosseum Framework
    2. Available Tools
      1. Authentication
      2. Account Management
      3. Risk Management
      4. Watch Lists
      5. Market Data
      6. Alerts
    3. Risk Management
      1. Testing
        1. Architecture
          1. Integration
            1. License
              1. Contributing
                1. Support

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