Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| TRADESTATION_ENV | No | Environment: 'simulation' or 'production' | simulation |
| TRADESTATION_CLIENT_ID | Yes | Your TradeStation API client ID | |
| TRADESTATION_ACCOUNT_ID | No | Default account ID for operations | |
| TRADESTATION_REDIRECT_URI | Yes | OAuth redirect URI (must match app config) | |
| TRADESTATION_CLIENT_SECRET | Yes | Your TradeStation API client secret | |
| TRADESTATION_REFRESH_TOKEN | Yes | OAuth refresh token for authentication |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| marketData | Get quotes for symbols |
| barChart | Get historical price bars/candles |
| searchSymbols | Search for symbols (Note: Symbol search not available in TradeStation v3 API - use getSymbolDetails instead with known symbols) |
| getOptionExpirations | Get available expiration dates for options on an underlying symbol |
| getOptionStrikes | Get available strike prices for options on an underlying symbol |
| getAccounts | Get list of brokerage accounts |
| getBalances | Get account balances and buying power |
| getPositions | Get current positions with P&L |
| getOrders | Get order history with optional status filter |
| getOrderDetails | Get detailed information for a specific order |
| getExecutions | Get fills/executions for a specific order |
| getSymbolDetails | Get detailed symbol information |
| confirmOrder | Preview order costs and requirements (READ-ONLY - does not execute trades) |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |