tastytrade-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| TASTYTRADE_SCOPES | No | OAuth scopes, default read trade | read trade |
| TASTYTRADE_ENVIRONMENT | No | production (default) or sandbox (cert environment) | production |
| TASTYTRADE_CLIENT_SECRET | Yes | OAuth client secret | |
| TASTYTRADE_REFRESH_TOKEN | Yes | OAuth personal-grant refresh token |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| health_checkA | Verify the server's tastytrade API credentials and report which environment is in use. |
| get_accountsA | List all tastytrade accounts for the authenticated customer. |
| get_balancesA | Get current balances for an account: cash, net liquidating value, buying power, margin usage, etc. |
| get_positionsB | List all open positions for an account, optionally filtered by symbol or underlying. |
| get_transactionsB | Get transaction history for an account (trades, money movements, fees). |
| get_net_liq_historyB | Get historical net liquidating value for an account over a time period. |
| get_margin_requirementsA | Get the current margin/buying-power requirements report for an account. |
| search_symbolsA | Search for tradeable symbols by ticker or partial ticker, e.g. 'AAP' matches AAPL. |
| get_instrumentA | Get full instrument definition (tick size, streamer symbol, expiration, multiplier, etc.) for a symbol. Equity option symbols use OCC format, e.g. 'AAPL 240621C00190000'. Futures start with '/', future options with './'. |
| get_market_metricsA | Get volatility metrics for symbols: IV rank, IV percentile, implied volatility, liquidity rating, beta, earnings dates, dividend info. |
| get_option_chainA | Get the option chain for an underlying symbol. With no filters, returns a summary of available expirations only. Provide expiration or a DTE range to get strikes. Strike filters narrow the result further. Returned option symbols can be used as order legs and quote symbols. |
| get_quotesA | Get a live market data snapshot for one or more symbols via the dxLink streamer: bid/ask (Quote), last trade price and volume (Trade), OHLC and prior close (Summary), and Greeks for options. Accepts equity tickers (AAPL), OCC option symbols (AAPL 240621C00190000), futures (/ESM4), future options (./ESM4 EW3M4 240621C5300), and dxfeed streamer symbols directly. |
| create_orderA | Create an order with 1-4 legs (equity, options, futures, crypto). By default this is a DRY RUN that returns the order preview with buying-power effect, fees, and warnings WITHOUT placing it. Set dry_run=false to actually submit the order. Always dry-run first and confirm with the user before submitting a live order. |
| list_ordersA | List orders for an account. Use live_only for today's working orders. |
| get_orderA | Get the current state of a single order by id. |
| cancel_orderB | Cancel a single working order by id. |
| replace_orderA | Modify a working order's price, type, or time in force. Only the provided fields change; legs cannot be modified (cancel and re-create instead). |
| cancel_all_ordersA | Emergency: cancel ALL working orders for an account, optionally limited to one underlying symbol. Fetches live orders and cancels every cancellable one. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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