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davdunc

E*TRADE MCP Server

by davdunc
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Python
Remote

E*TRADE MCP Server

A comprehensive Model Context Protocol (MCP) server for E*TRADE integration with OAuth authentication, account management, risk calculations, watch lists, and trading guardrails.

Features

🔐 OAuth Authentication

  • Complete E*TRADE OAuth 1.0a flow

  • Token management and renewal

  • Secure credential handling

💰 Account Management

  • Account balance retrieval

  • Transaction history

  • Portfolio viewing

  • Real-time account data

📊 Risk Management

  • R-multiple risk calculations

  • Daily loss tracking

  • Position sizing guardrails

  • Risk validation before orders

📋 Watch Lists

  • Create, read, update, delete watch lists

  • Symbol management

  • Independent from portfolio positions

📈 Market Data

  • Option chains with expiration dates

  • Real-time quotes

  • Security lookup by company name

🚨 Alerts

  • Price alerts management

  • Alert notifications

  • Custom alert conditions

Installation

Prerequisites

  • Python 3.11+

  • E*TRADE developer account with API keys

Install via UVX (Recommended)

uvx --from git+https://github.com/davdunc/mcp_etrade.git mcp_etrade

Install via pip

pip install git+https://github.com/davdunc/mcp_etrade.git

Development Install

git clone https://github.com/davdunc/mcp_etrade.git
cd mcp_etrade
pip install -e .

Configuration

Set your E*TRADE API credentials:

export ETRADE_OAUTH_CONSUMER_KEY="your_consumer_key"
export ETRADE_OAUTH_CONSUMER_SECRET="your_consumer_secret"

Usage

Standalone Server

python -m mcp_etrade.server

With Colosseum Framework

Add to ~/.config/colosseum/mcp.json:

{
  "etrade": {
    "type": "etrade",
    "command": "uvx",
    "args": ["--from", "git+https://github.com/davdunc/mcp_etrade.git", "mcp_etrade"],
    "env": {
      "ETRADE_OAUTH_CONSUMER_KEY": "${ETRADE_OAUTH_CONSUMER_KEY}",
      "ETRADE_OAUTH_CONSUMER_SECRET": "${ETRADE_OAUTH_CONSUMER_SECRET}"
    }
  }
}

Available Tools

Authentication

  • get_request_token - Start OAuth flow

  • get_authorization_url - Get user authorization URL

  • get_access_token - Complete OAuth flow

  • renew_access_token - Refresh tokens

  • revoke_access_token - Revoke access

Account Management

  • get_account_balance - Get account balance and details

  • list_transactions - List account transactions

  • get_transaction_details - Get specific transaction details

  • view_portfolio - View portfolio positions

Risk Management

  • calculate_risk_parameters - Calculate R-multiple risk parameters

  • validate_order_risk - Validate order against risk limits

  • get_daily_risk_status - Get current daily risk utilization

  • record_actual_loss - Record actual trading losses

Watch Lists

  • create_watch_list - Create new watch list

  • get_watch_lists - Get all watch lists

  • update_watch_list - Update existing watch list

  • delete_watch_list - Delete watch list

Market Data

  • get_option_chains - Get option chains for symbols

  • get_option_expire_dates - Get option expiration dates

  • get_quotes - Get real-time quotes

  • lookup_product - Search securities by company name

Alerts

  • list_alerts - List price alerts

  • delete_alerts - Delete alerts

  • get_alert_details - Get alert details

Risk Management

The server includes comprehensive risk management features:

  • Daily Risk Limits: Configurable percentage of account balance

  • Position Size Limits: Maximum 50% of account per order

  • Loss Tracking: Both potential and actual loss tracking

  • Validation: Pre-order risk validation with detailed messages

Example risk validation:

# Validate order before placement
result = await call_tool("validate_order_risk", {
    "account_id": "your_account",
    "order_value": 1000.00,
    "risk_amount": 50.00,
    "risk_percentage": 1.0
})

Testing

Run the comprehensive test suite:

pytest

Test Coverage:

  • 105 passing tests

  • OAuth authentication flows

  • Account management operations

  • Risk calculation accuracy

  • Watch list CRUD operations

  • Market data retrieval

  • Alert management

Architecture

  • Clean JSON Output: Structured responses for agent consumption

  • Comprehensive Error Handling: Graceful failure modes

  • Mock Data Support: Full functionality without live API calls

  • Modular Design: Separate concerns for OAuth, risk, data, etc.

Integration

Designed for integration with:

  • Colosseum: Multi-agent trading framework

  • LangChain: Agent tooling and orchestration

  • MCP Clients: Any MCP-compatible system

License

GNU General Public License v3.0

Contributing

  1. Fork the repository

  2. Create a feature branch

  3. Add tests for new functionality

  4. Ensure all tests pass

  5. Submit a pull request

Support

For issues and questions: