Broker Buddy MCP Server
Provides access to Coinbase portfolio data, allowing retrieval of account holdings.
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Broker Buddy MCP Servershow my Angel One portfolio holdings"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Broker Buddy MCP Server
FastMCP server exposing brokerage and market tools (Angel One, Coinbase, News) via the Model Context Protocol (MCP).
Tools
Angel One:
get_portfolio_holdingsexecute_delivery_trade
Coinbase:
get_portfolio
External:
scrape_stock_news_summaries
System:
tool:health
Related MCP server: Zerodha Trading MCP
Quick setup
Prereqs: Python 3.13+ and
uv.Install:
git clone <repository-url>
cd broker-buddy-mcp-server
make setupRun:
make run
# or
uv run broker-buddy-mcpDefault: http://127.0.0.1:9000/mcp/.
Required headers
x-user-id: unique user idx-scopes: comma-separated scopes (e.g.,portfolio:read,portfolio:trade)
.env example
Create a .env in the repo root. See src/configs/angel_one_secrets.py for full field docs.
# ---- Angel One (required) ----
ANGELONE_HISTORY_API_KEY=...
ANGELONE_HISTORY_SECRET_KEY=...
ANGELONE_TRADING_API_KEY=...
ANGELONE_TRADING_SECRET_KEY=...
ANGELONE_TOTP_SECRET=...
ANGELONE_CLIENT_CODE=...
ANGELONE_PIN=...
# Optional (for eDIS flows)
# ANGELONE_DP_ID=
# ANGELONE_BO_ID=
# ---- Coinbase (if using Coinbase tools) ----
COINBASE_API_KEY=...
COINBASE_API_SECRET=...
# ---- Server (optional) ----
FASTMCP_HOST=127.0.0.1
FASTMCP_PORT=9000
FASTMCP_PATH=/mcp/
# Hide tools by tags (optional, comma-separated). Leave empty to show all.
EXCLUDE_TOOLS_TAGS=Cursor config (optional)
Add to ~/.cursor/mcp.json:
{
"mcpServers": {
"broker-buddy-mcp": {
"transport": "http",
"url": "http://127.0.0.1:9000/mcp/",
"headers": {
"x-user-id": "sample-user-123",
"x-scopes": "portfolio:read,portfolio:trade"
}
}
}
}Notes
Keep your
.envprivate; never commit secrets.Scopes control access; set minimally required scopes.
This server cannot be installed
Resources
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Looking for Admin?
If you are the server author, to access and configure the admin panel.
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