Connect your AI assistant to your Trading 212 brokerage account. Ask questions about your portfolio, place trades, manage pies, and analyze dividends - all through natural language.
Works with Claude Desktop, Claude Code, ChatGPT, Gemini, Cursor, Windsurf, and any client that supports the Model Context Protocol (MCP).
32 tools covering the full Trading 212 API, plus 4 analytics tools that combine multiple API calls into actionable insights
Smart rate limiting - reads T212's rate limit headers, auto-waits, and retries on 429 (up to 3 times). No rate limit errors leak to your AI
Zero config - install from PyPI, add your API key, done. No Docker, no database, no Redis
Typed responses - every tool returns structured Pydantic models, not raw JSON
Paper trading - set ENVIRONMENT=demo to test with virtual money first
Related MCP server: trading-mcp
Category | Tools | Examples |
Analytics | Portfolio summary, performance, dividends, activity | "Show me my portfolio P&L" |
Trading | Market, limit, stop, stop-limit orders | "Buy 5 shares of AAPL" |
Portfolio | Positions, cash balance, account info | "What's my cash balance?" |
Pies | Create, update, duplicate, delete pies | "Show my pie allocations" |
Market Data | Instrument search, exchange schedules | "Search for Tesla" |
History | Past orders, dividends, transactions, CSV exports | "Show my dividend history" |
These combine multiple API calls into single high-level responses:
fetch_portfolio_summary - Complete snapshot: total value, P&L, cash, top holdings, allocation
fetch_portfolio_performance - Per-position returns with dividends, best/worst performers
fetch_dividend_summary - Income analysis grouped by ticker and month
fetch_recent_activity - Combined timeline of trades and transactions
uvx trading212-mcp-serverOr via pip:
pip install trading212-mcp-serverFrom the Trading 212 app: Settings > API (Beta). You need both the API Key and Secret - the server uses Basic Auth.
Add to claude_desktop_config.json (Windows: %APPDATA%\Claude\, Mac: ~/Library/Application Support/Claude/):
{
"mcpServers": {
"trading212": {
"command": "uvx",
"args": ["trading212-mcp-server"],
"env": {
"TRADING212_API_KEY": "<your-api-key>",
"TRADING212_API_SECRET": "<your-api-secret>",
"ENVIRONMENT": "live"
}
}
}
}claude mcp add trading212 -- uvx trading212-mcp-serverThen set the environment variables in your shell or .env file.
Same command and env vars - configure per your client's MCP docs. Set ENVIRONMENT to demo for paper trading.
git clone https://github.com/KyuRish/trading212-mcp-server.git
cd trading212-mcp-server
cp .env.example .env # fill in your API keys
uv sync
uv run -m trading212_mcp_server.server{
"mcpServers": {
"trading212": {
"command": "uv",
"args": ["run", "--directory", "<path-to-repo>", "-m", "trading212_mcp_server.server"],
"env": {
"TRADING212_API_KEY": "<your-api-key>",
"TRADING212_API_SECRET": "<your-api-secret>",
"ENVIRONMENT": "live"
}
}
}
}Tool | Description |
| Complete portfolio snapshot with P&L and allocations |
| Per-position returns, dividends, best/worst performers |
| Dividend income by ticker and month |
| Combined timeline of trades and transactions |
Tool | Description |
| Account metadata (currency, ID) |
| Cash balance, invested value, P&L |
| All portfolio positions with live prices |
| Single position lookup by ticker |
Tool | Description |
| Buy/sell at current market price |
| Buy/sell at specified price or better |
| Trigger order at stop price |
| Stop trigger with limit execution |
| List all pending orders |
| Get specific order by ID |
| Cancel a pending order |
Tool | Description |
| List all investment pies |
| Pie details with instrument allocations |
| Create a new pie with target weights |
| Update pie settings and allocations |
| Clone an existing pie |
| Remove a pie |
Tool | Description |
| Search tradeable instruments by ticker or name |
| Search available exchanges |
Tool | Description |
| Past orders with pagination |
| Dividend payment history |
| Deposits and withdrawals |
| List CSV export reports |
| Request a new CSV export |
Tested with these MCP clients:
Client | Status |
Claude Desktop | Supported |
Claude Code | Supported |
Cursor | Supported |
Windsurf | Supported |
Any MCP-compatible client | Supported |
Built by Rishabh Dogra.
If this server saves you time, a coffee would mean a lot.
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