Trading 212 MCP Server

A comprehensive Model Context Protocol (MCP) server for seamless integration with the Trading 212 API. This server enables AI assistants like Claude to interact with your Trading 212 investment account, providing full access to account management, portfolio tracking, order execution, and historical data analysis.

Features

🏦 Account Management

• Get account information (currency, ID)

• View cash balances (free, invested, blocked, total)

• Retrieve comprehensive account summaries

📊 Portfolio Management

• List all open positions

• Get detailed position information by ticker

• Real-time profit/loss tracking

📈 Order Management

• View all active orders

• Place market, limit, stop, and stop-limit orders

• Cancel pending orders

• Support for DAY and GTC (Good Till Cancelled) orders

• Extended hours trading support

🔍 Market Data & Instruments

• Search and filter thousands of tradeable instruments

• Access instrument metadata (ISIN, currency, type, trading schedules)

• View exchange information and trading hours

🥧 Investment Pies

• List all investment pies (portfolio buckets)

• Create new pies with custom allocations

• Update and delete existing pies

• Configure dividend reinvestment settings

📜 Historical Data

• Access order history with pagination

• Retrieve dividend payment records

• View complete transaction history

• Export data to CSV for specified time periods

⚡ Performance Features

• Automatic rate limit tracking and headers

• Zod schema validation for type safety

• Comprehensive error handling

• Support for both demo and live environments

Installation

Prerequisites

• Node.js 18+ installed

• Trading 212 account (Invest or ISA)

• Trading 212 API key (see Setup Guide)

Install Dependencies

Build the Project

Configuration

Getting Your API Key

1. Open the Trading 212 app (mobile or web)

2. Navigate to Settings → API (Beta)

3. Click Generate API Key

4. Configure permissions:

   • ✅ Account data (read) - View account information

   • ✅ History (read) - Access historical data

   • ✅ Orders (read/write) - View and place orders

   • ✅ Portfolio (read) - View positions

5. (Optional) Set IP address whitelist for additional security

6. Copy your API key and store it securely

⚠️ Security Warning: Never commit your API key to version control or share it publicly.

Environment Variables

Create a .env file in the project root:

Environments:

• demo - Paper trading environment (recommended for testing)

• live - Real money trading environment

Usage with Claude Desktop

Configure Claude Desktop

Add this server to your Claude Desktop configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json

Windows: %APPDATA%/Claude/claude_desktop_config.json

Restart Claude Desktop

After updating the configuration, restart Claude Desktop to load the MCP server.

Available Tools

Account Management

get_account_info

Retrieve account metadata including currency code and account ID.

Example:

get_account_cash

Get detailed cash balance information.

Returns: Free cash, total, invested, blocked amounts, and more.

Example:

get_account_summary

Get comprehensive account summary with all balances and P&L.

Example:

Portfolio Management

get_portfolio

List all open positions with current values and profit/loss.

Example:

get_position

Get detailed information about a specific position.

Parameters:

• ticker (string, required) - The ticker symbol (e.g., "AAPL", "TSLA")

Example:

Order Management

get_orders

Retrieve all active orders.

Example:

get_order

Get detailed information about a specific order.

Parameters:

• orderId (number, required) - The order ID

Example:

cancel_order

Cancel an active order.

Parameters:

• orderId (number, required) - The order ID to cancel

Example:

place_market_order

Place a market order to execute immediately at the current market price.

Parameters:

• ticker (string, required) - Ticker symbol

• quantity (number, required) - Quantity to buy (positive) or sell (negative)

• timeValidity (string, optional) - "DAY" or "GTC" (default: "DAY")

Example:

place_limit_order

Place a limit order to execute at a specified price or better.

Parameters:

• ticker (string, required) - Ticker symbol

• quantity (number, required) - Quantity to buy/sell

• limitPrice (number, required) - Maximum buy price or minimum sell price

• timeValidity (string, optional) - "DAY" or "GTC"

Example:

place_stop_order

Place a stop order that becomes a market order when triggered.

Parameters:

• ticker (string, required) - Ticker symbol

• quantity (number, required) - Quantity to buy/sell

• stopPrice (number, required) - Price that triggers the order

• timeValidity (string, optional) - "DAY" or "GTC"

Example:

place_stop_limit_order

Place a stop-limit order that becomes a limit order when triggered.

Parameters:

• ticker (string, required) - Ticker symbol

• quantity (number, required) - Quantity to buy/sell

• stopPrice (number, required) - Price that triggers the order

• limitPrice (number, required) - Limit price once triggered

• timeValidity (string, optional) - "DAY" or "GTC"

Example:

Instruments & Market Data

get_instruments

List all tradeable instruments with optional search filtering.

Parameters:

• search (string, optional) - Filter by ticker, name, or ISIN

Example:

get_exchanges

Get information about exchanges and trading schedules.

Example:

Investment Pies

get_pies

List all investment pies with their configurations.

Example:

get_pie

Get detailed information about a specific pie.

Parameters:

• pieId (number, required) - The pie ID

Example:

create_pie

Create a new investment pie.

Parameters:

• name (string, required) - Pie name (1-50 characters)

• icon (string, required) - Icon identifier

• instrumentShares (object, required) - Ticker to allocation mapping

• dividendCashAction (string, required) - "REINVEST" or "TO_ACCOUNT_CASH"

• goal (number, optional) - Investment goal amount

Example:

update_pie

Update an existing pie configuration.

Parameters:

• pieId (number, required) - The pie ID

• Other parameters same as create_pie (all optional)

Example:

delete_pie

Delete an investment pie.

Parameters:

• pieId (number, required) - The pie ID to delete

Example:

Historical Data

get_order_history

Get historical orders with pagination support.

Parameters:

• cursor (number, optional) - Pagination cursor

• limit (number, optional) - Results per page (default: 50)

• ticker (string, optional) - Filter by ticker

Example:

get_dividends

Get dividend payment history.

Parameters:

• cursor (number, optional) - Pagination cursor

• limit (number, optional) - Results per page

• ticker (string, optional) - Filter by ticker

Example:

get_transactions

Get complete transaction history.

Parameters:

• cursor (number, optional) - Pagination cursor

• limit (number, optional) - Results per page

Example:

request_export

Request a CSV export of account data.

Parameters:

• timeFrom (string, required) - Start date (ISO 8601 format)

• timeTo (string, required) - End date (ISO 8601 format)

• includeDividends (boolean, optional) - Include dividends (default: true)

• includeInterest (boolean, optional) - Include interest (default: true)

• includeOrders (boolean, optional) - Include orders (default: true)

• includeTransactions (boolean, optional) - Include transactions (default: true)

Example:

Example Conversations

Portfolio Analysis

Order Placement

Historical Analysis

Rate Limits

Trading 212 API enforces rate limits on a per-endpoint basis. This MCP server automatically tracks rate limit information via response headers:

• x-ratelimit-limit - Maximum requests allowed

• x-ratelimit-remaining - Requests remaining

• x-ratelimit-reset - Unix timestamp when limit resets

Known Limits:

• Account Summary: 1 request / 5 seconds

• Market Orders: 1 request / 2 seconds

• Limit Orders: 1 request / 2 seconds

The server will throw an error if you exceed rate limits. Always check the error messages for rate limit information.

Error Handling

All errors are returned with descriptive messages:

Common errors:

• 401 Unauthorized - Invalid API key

• 403 Forbidden - Insufficient permissions

• 404 Not Found - Resource doesn't exist

• 429 Too Many Requests - Rate limit exceeded

• 500 Internal Server Error - Trading 212 service issue

Development

Run in Development Mode

Build for Production

Watch Mode (Auto-rebuild)

API Documentation

For complete API documentation, visit:

• Trading 212 Public API Documentation

• Interactive API Docs

Supported Account Types

• ✅ Invest Accounts (General trading accounts)

• ✅ ISA Accounts (UK tax-advantaged accounts)

• ❌ CFD Accounts (Not supported by Trading 212 API)

Limitations

• API is currently in BETA and under active development

• No WebSocket/streaming support (REST only)

• Pies API is deprecated and won't receive further updates

• CFD accounts are not supported

• Rate limits apply per account (not per API key)

Security Best Practices

1. Never commit API keys to version control

2. Use environment variables for sensitive configuration

3. Enable IP whitelisting if possible

4. Test in demo environment before using live

5. Use minimal permissions needed for your use case

6. Rotate API keys regularly

7. Monitor API usage through rate limit headers

Troubleshooting

Server Not Appearing in Claude Desktop

1. Verify the path in claude_desktop_config.json is absolute

2. Ensure the project is built (npm run build)

3. Check that dist/index.js exists

4. Restart Claude Desktop completely

5. Check Claude Desktop logs for errors

Authentication Errors

1. Verify API key is correct in .env or config

2. Check that API key has required permissions

3. Ensure you're using the correct environment (demo/live)

4. Verify IP whitelist settings if enabled

Rate Limit Errors

1. Wait for the rate limit window to reset

2. Check x-ratelimit-reset header for reset time

3. Reduce frequency of API calls

4. Implement caching where appropriate

Contributing

Contributions are welcome! Please:

1. Fork the repository

2. Create a feature branch

3. Make your changes with tests

4. Submit a pull request

License

MIT License - see LICENSE file for details

Disclaimer

This is an unofficial integration. Always test thoroughly in the demo environment before using with real money. Trading involves risk, and you should only invest what you can afford to lose.

Support

For issues with this MCP server:

• Open an issue on GitHub

For Trading 212 API issues:

• Visit Trading 212 Help Center

• Check Trading 212 API Documentation

Acknowledgments

Built with:

• Model Context Protocol SDK

• Zod for schema validation

• Trading 212 Public API

Made with ❤️ for the Trading 212 and AI community