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enderekici

Trading 212 MCP Server

by enderekici

get_account_summary

Retrieve your Trading 212 account overview including cash balance, invested amounts, profit/loss status, and available funds for investment decisions.

Instructions

Get comprehensive account summary with cash, invested amounts, profit/loss, and available funds

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Implementation Reference

  • The actual implementation of the getAccountSummary method in the Trading212Client class, which makes the API call.
    async getAccountSummary(): Promise<AccountSummary> {
      return this.request('/equity/account/summary', {}, AccountSummarySchema);
    }
  • src/index.ts:82-89 (registration)
    The tool definition/registration for get_account_summary in the MCP server.
      name: 'get_account_summary',
      description:
        'Get comprehensive account summary with cash, invested amounts, profit/loss, and available funds',
      inputSchema: {
        type: 'object',
        properties: {},
      },
    },
  • The MCP request handler logic that calls the client method for get_account_summary.
    case 'get_account_summary': {
      const summary = await client.getAccountSummary();
      return {
        content: [
          {
            type: 'text',
            text: JSON.stringify(summary, null, 2),
          },
        ],
      };
    }

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