IOL MCP Tool
Click on "Deploy 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., "@IOL MCP Tool What is my current account balance and portfolio summary?"
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.
IOL MCP Tool
A Model Context Protocol (MCP) tool for interacting with Invertir Online (IOL) API through Claude Desktop.
Prerequisites
Claude Desktop App for Mac
Python 3.8+
IOL trading account
Environment variables setup with your IOL credentials
Related MCP server: kiwoom-mcp
Installation
Clone this repository:
git clone https://github.com/fernandezpablo85/mcpiol.git
cd mcpiolInstall uv if you haven't already:
curl -LsSf https://astral.sh/uv/install.sh | shInstall dependencies:
uv syncCreate a
.envfile in the project root with your IOL credentials:
IOL_USER=your_username
IOL_PASS=your_passwordConfigure Claude Desktop
Open Claude Desktop configuration directory:
open ~/Library/Application\ Support/ClaudeCreate or edit
claude_desktop_config.json:
touch ~/Library/Application\ Support/Claude/claude_desktop_config.jsonAdd the following configuration:
{
"mcpServers": {
"iol": {
"command": "/Users/YOUR_USERNAME/.local/bin/uv",
"args": [
"--directory",
"/Users/YOUR_USERNAME/projects/playground/mcpiol",
"run",
"main.py"
]
}
}
}Important notes:
Replace
YOUR_USERNAMEwith your actual usernameBoth the
commandand--directorypaths must be absolute pathsYou can find your uv installation path by running
which uvin the terminal
Running Tests
To run the test suite:
pytest tests/test_client.py -vFor coverage report:
pytest tests/test_client.py --cov=client -vTroubleshooting
If tools don't appear in Claude Desktop:
Verify your configuration file is correct
Restart Claude Desktop
Check Python path and dependencies
If authentication fails:
Verify your .env file exists and has correct credentials
Check IOL API status
Ensure your IOL account is active
License
MIT
Contributing
Feel free to open issues or submit pull requests.
Available Tools
8 toolsget_account_statusB
Get IOL (invertironline) account status and balances
Inputs: no named parameters.
get_historical_dataB
Get historical data for a stock
Args:
symbol: The stock symbol (e.g., 'GGAL')
start_date: Start date in YYYY-MM-DD format
end_date: End date in YYYY-MM-DD format
Inputs: symbol (required), start_date (required), end_date (required).
get_operation_detailsC
Get detailed information about a specific IOL operation
Args:
operation_number: The operation number to query
Inputs: operation_number (required).
get_operationsB
Get IOL (invertironline) account operations with optional filters
Args:
start_date: Optional date in YYYY-MM-DD format to filter from
end_date: Optional date in YYYY-MM-DD format to filter to
status: Optional status ('pendientes', 'terminadas', 'canceladas')
Inputs: start_date, end_date, status.
get_past_week_performanceC
Get past week performance of a stock
Inputs: stock_symbol (required).
get_portfolioB
Get IOL (invertironline) investment portfolio
Inputs: no named parameters.
get_profile_dataB
Get IOL (invertironline) profile data
Inputs: no named parameters.
get_quoteC
Get current quote for a stock
Args:
symbol: The stock symbol (e.g., 'GGAL')
market: Market identifier (default: 'bCBA' for Argentina)
Inputs: symbol (required), market.
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
Loading tool schema changelog…
TDQS
Scored across 8 tools
Each tool has a clearly distinct purpose with no overlap: account status, historical data, operation details, operations list, past week performance, portfolio, profile data, and quotes. The descriptions clearly differentiate them, and an agent can easily select the right tool for each task without confusion.
All tool names follow a consistent 'verb_noun' pattern using 'get_' as the verb prefix (e.g., get_account_status, get_historical_data). This uniformity makes the set predictable and easy to understand, with no deviations in naming style.
With 8 tools, the count is well-scoped for a financial/trading server focused on IOL account and stock data. Each tool serves a specific function (e.g., retrieving account info, operations, portfolio, quotes), and there are no extraneous or missing tools for the domain.
The tool set covers read-only operations well (e.g., getting account status, portfolio, quotes, historical data), but there are notable gaps for a trading platform: no tools for executing trades, updating orders, or managing positions. This limits agents to monitoring and analysis without full lifecycle coverage.
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