How do I use IOL MCP Tool?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@IOL MCP Tool What is my current account balance and portfolio summary?" That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

IOL MCP Tool

A Model Context Protocol (MCP) tool for interacting with Invertir Online (IOL) API through Claude Desktop.

Prerequisites

Claude Desktop App for Mac
Python 3.8+
IOL trading account
Environment variables setup with your IOL credentials

Installation

Clone this repository:

git clone https://github.com/fernandezpablo85/mcpiol.git cd mcpiol

Install uv if you haven't already:

curl -LsSf https://astral.sh/uv/install.sh | sh

Install dependencies:

uv sync

Create a .env file in the project root with your IOL credentials:

IOL_USER=your_username IOL_PASS=your_password

Configure Claude Desktop

Open Claude Desktop configuration directory:

open ~/Library/Application\ Support/Claude

Create or edit claude_desktop_config.json:

touch ~/Library/Application\ Support/Claude/claude_desktop_config.json

Add the following configuration:

{ "mcpServers": { "iol": { "command": "/Users/YOUR_USERNAME/.local/bin/uv", "args": [ "--directory", "/Users/YOUR_USERNAME/projects/playground/mcpiol", "run", "main.py" ] } } }

Important notes:

Replace YOUR_USERNAME with your actual username
Both the command and --directory paths must be absolute paths
You can find your uv installation path by running which uv in the terminal

Running Tests

To run the test suite:

pytest tests/test_client.py -v

For coverage report:

pytest tests/test_client.py --cov=client -v

Troubleshooting

If tools don't appear in Claude Desktop:
- Verify your configuration file is correct
- Restart Claude Desktop
- Check Python path and dependencies
If authentication fails:
- Verify your .env file exists and has correct credentials
- Check IOL API status
- Ensure your IOL account is active