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Broker Buddy MCP Server

Broker Buddy MCP Server

by deepjyotk
OverviewSchemaSourceRelated ServersDiscussionsAdmin
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: Zerodha Trading MCP

Quick setup

  1. Prereqs: Python 3.13+ and uv.

  2. Install:

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

  1. 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.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

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