Tiger MCP

# Tiger MCP Server Validation Checklist Use this checklist to validate your Tiger MCP server setup before using with Claude Code. ## Prerequisites ✅ - [ ] Python 3.11+ installed - [ ] Claude Code installed (`claude --version` works) - [ ] UV package manager installed - [ ] Tiger Brokers account with API access - [ ] Tiger API credentials (Client ID, Private Key, Account) ## Environment Setup ✅ - [ ] Project cloned and UV sync completed - [ ] `.env` file created with Tiger credentials - [ ] Environment variables properly set: ```bash TIGER_CLIENT_ID=your_client_id TIGER_PRIVATE_KEY=your_private_key_content TIGER_ACCOUNT=your_account_number TIGER_SANDBOX=true # Start with sandbox TIGER_LICENSE=TBHK # or TBNZ, TBSG ``` ## Server Validation ✅ - [ ] MCP server modules import successfully: ```bash uv run --package mcp-server python -c "import mcp_server; print('OK')" ``` - [ ] Tiger SDK dependencies available: ```bash uv run --package mcp-server python -c "import simplejson, delorean; print('OK')" ``` - [ ] Configuration loads without errors: ```bash uv run --package mcp-server python -c "from mcp_server.config_manager import get_config; get_config(); print('OK')" ``` ## Claude Code Integration ✅ - [ ] Add MCP server to Claude Code: ```bash claude mcp add tiger-mcp \ --env TIGER_CLIENT_ID=your_client_id \ --env TIGER_PRIVATE_KEY="$(cat your_private_key.pem)" \ --env TIGER_ACCOUNT=your_account \ --env TIGER_SANDBOX=true \ --env TIGER_LICENSE=TBHK \ --env TIGER_USE_DATABASE=false \ -- uv run --package mcp-server python -m mcp_server.main ``` - [ ] Verify server appears in list: ```bash claude mcp list ``` - [ ] Test basic connection: ```bash claude -p "What Tiger MCP tools are available?" ``` ## Tool Functionality ✅ Expected MCP tools should be available: - [ ] `mcp__tiger-mcp__tiger_get_quote` - Market quotes - [ ] `mcp__tiger-mcp__tiger_get_account_info` - Account information - [ ] `mcp__tiger-mcp__tiger_list_accounts` - Account listing - [ ] `mcp__tiger-mcp__tiger_get_positions` - Portfolio positions - [ ] `mcp__tiger-mcp__tiger_get_market_data` - Market data - [ ] `mcp__tiger-mcp__tiger_place_order` - Order placement (sandbox only!) ## Basic Testing ✅ - [ ] Test account info retrieval: ```bash claude -p "Use tiger MCP tools to get my account information" ``` - [ ] Test market data (sandbox): ```bash claude -p "Get current market data for AAPL using Tiger MCP" ``` - [ ] Test portfolio access: ```bash claude -p "Show my current portfolio positions using Tiger MCP" ``` ## Security Validation ✅ - [ ] Sandbox mode enabled (`TIGER_SANDBOX=true`) - [ ] Private key file has proper permissions (600) - [ ] No credentials visible in logs - [ ] Environment variables not committed to git - [ ] API access restricted to sandbox initially ## Troubleshooting ✅ If tests fail, check: ### Configuration Issues - [ ] All required environment variables set - [ ] Private key format is correct (PK1 or PK8) - [ ] Tiger license matches your account region - [ ] Account number is correct ### Connection Issues - [ ] Internet connectivity working - [ ] Tiger API endpoints accessible - [ ] No proxy/firewall blocking connections - [ ] API credentials are valid and active ### MCP Server Issues - [ ] UV virtual environment properly set up - [ ] All dependencies installed (`uv sync` completed) - [ ] No Python version conflicts - [ ] Sufficient disk space and memory ## Next Steps After Validation ✅ ### Development Use - [ ] Create test trading scenarios (sandbox only) - [ ] Test error handling with invalid inputs - [ ] Validate multi-symbol market data requests - [ ] Test order placement and cancellation (sandbox) ### Production Preparation - [ ] Switch to production credentials - [ ] Set `TIGER_SANDBOX=false` - [ ] Implement position limits and safeguards - [ ] Set up monitoring and logging - [ ] Create backup of working configuration ## Common Issues and Solutions ### ❌ "MCP server failed to connect" **Solution**: Check environment variables and ensure UV environment is properly activated ### ❌ "Configuration validation errors" **Solution**: Set `TIGER_USE_DATABASE=false` for simple setup, or adjust Pydantic config schema ### ❌ "Tiger API authentication failed" **Solution**: Verify credentials, check private key format, ensure API access is enabled ### ❌ "Protobuf version warnings" **Solution**: These are warnings only and don't affect functionality - can be ignored for now ### ❌ "Account manager initialization failed" **Solution**: Use environment variable configuration instead of database mode ## Support Resources - **Integration Guide**: [CLAUDE_CODE_INTEGRATION.md](docs/CLAUDE_CODE_INTEGRATION.md) - **Test Report**: [TIGER_MCP_INTEGRATION_TEST_REPORT.md](TIGER_MCP_INTEGRATION_TEST_REPORT.md) - **Troubleshooting**: [docs/TROUBLESHOOTING.md](docs/TROUBLESHOOTING.md) - **Tiger API Docs**: [Tiger Brokers API Documentation](https://www.itiger.com/openapi) --- **✅ Validation Complete**: If all items are checked, your Tiger MCP server should be ready for use with Claude Code! **⚠️ Issues Found**: Review the troubleshooting section and test report for specific guidance on resolving any problems.