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 |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| 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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