Which integrations are available for this server?

Provides access to Coinbase portfolio data, allowing retrieval of account holdings.

How do I use Broker Buddy MCP Server?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@Broker Buddy MCP Server show 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

by deepjyotk

Overview Schema Related Servers Score Discussions

Python

Remote

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_holdings
- execute_delivery_trade
Coinbase:
- get_portfolio
External:
- scrape_stock_news_summaries
System:
- tool:health

Related MCP server: Alpaca MCP Server

Quick setup

Prereqs: Python 3.13+ and uv.
Install:

git clone <repository-url>
cd broker-buddy-mcp-server
make setup

Run:

make run
# or
uv run broker-buddy-mcp

Default: http://127.0.0.1:9000/mcp/.

Required headers

x-user-id: unique user id
x-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 .env private; never commit secrets.
Scopes control access; set minimally required scopes.

This server cannot be installed

license - permissive license

quality - not tested

maintenance

How are these scores calculated?

Maintenance

–Maintainers

–Response time

–Release cycle

–Releases (12mo)

Commit activity

Resources

GitHub Repository

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