getBalances

Instructions

Implementation Reference

• src/index.ts:475-506 (handler)

  The main handler function for the getBalances tool. It retrieves the account ID from arguments or environment, calls the TradeStation API endpoint `/brokerage/accounts/{accountId}/balances` using the shared makeAuthenticatedRequest helper, formats the response as JSON text block, and handles errors.

  async (args) => {
    try {
      const accountId = args.accountId || TS_ACCOUNT_ID;
  
      if (!accountId) {
        throw new Error('Account ID is required. Either provide accountId parameter or set TRADESTATION_ACCOUNT_ID in .env file.');
      }
  
      const balances = await makeAuthenticatedRequest(
        `/brokerage/accounts/${encodeURIComponent(accountId)}/balances`
      );
  
      return {
        content: [
          {
            type: "text",
            text: JSON.stringify(balances, null, 2)
          }
        ]
      };
    } catch (error: unknown) {
      return {
        content: [
          {
            type: "text",
            text: `Failed to fetch balances: ${error instanceof Error ? error.message : 'Unknown error'}`
          }
        ],
        isError: true
      };
    }
  }

• src/index.ts:104-106 (schema)

  Zod input schema for the getBalances tool, defining an optional accountId parameter.

  const balancesSchema = {
    accountId: z.string().optional().describe('Account ID (optional, uses TRADESTATION_ACCOUNT_ID from env if not provided)')
  };

• src/index.ts:471-507 (registration)

  Registration of the getBalances tool with the MCP server, including name, description, schema, and inline handler function.

  server.tool(
    "getBalances",
    "Get account balances and buying power",
    balancesSchema,
    async (args) => {
      try {
        const accountId = args.accountId || TS_ACCOUNT_ID;
  
        if (!accountId) {
          throw new Error('Account ID is required. Either provide accountId parameter or set TRADESTATION_ACCOUNT_ID in .env file.');
        }
  
        const balances = await makeAuthenticatedRequest(
          `/brokerage/accounts/${encodeURIComponent(accountId)}/balances`
        );
  
        return {
          content: [
            {
              type: "text",
              text: JSON.stringify(balances, null, 2)
            }
          ]
        };
      } catch (error: unknown) {
        return {
          content: [
            {
              type: "text",
              text: `Failed to fetch balances: ${error instanceof Error ? error.message : 'Unknown error'}`
            }
          ],
          isError: true
        };
      }
    }
  );

• src/index.ts:179-230 (helper)

  Shared utility function used by getBalances (and other tools) to make authenticated HTTP requests to the TradeStation API base URL.

  async function makeAuthenticatedRequest(
    endpoint: string,
    method: AxiosRequestConfig['method'] = 'GET',
    data: any = null
  ): Promise<any> {
    const userTokens = tokenStore.get(DEFAULT_USER);
  
    if (!userTokens) {
      throw new Error('User not authenticated. Please set TRADESTATION_REFRESH_TOKEN in .env file.');
    }
  
    // Check if token is expired or about to expire (within 60 seconds)
    if (userTokens.expiresAt < Date.now() + 60000) {
      // Refresh the token
      const newTokens = await refreshToken(userTokens.refreshToken);
      tokenStore.set(DEFAULT_USER, newTokens);
    }
  
    try {
      const options: AxiosRequestConfig = {
        method,
        url: `${TS_API_BASE}${endpoint}`,
        headers: {
          'Authorization': `Bearer ${tokenStore.get(DEFAULT_USER)?.accessToken}`,
          'Content-Type': 'application/json',
          'Accept': 'application/json'
        },
        timeout: 60000
      };
  
      if (data && (method === 'POST' || method === 'PUT' || method === 'PATCH')) {
        options.data = data;
      }
  
      const response = await axios(options);
      return response.data;
    } catch (error: unknown) {
      if (error instanceof AxiosError) {
        const errorMessage = error.response?.data?.Message || error.response?.data?.message || error.message;
        const statusCode = error.response?.status;
        console.error(`API request error [${statusCode}]: ${errorMessage}`);
        console.error('Endpoint:', endpoint);
        throw new Error(`API Error (${statusCode}): ${errorMessage}`);
      } else if (error instanceof Error) {
        console.error('API request error:', error.message);
        throw error;
      } else {
        console.error('Unknown API request error:', error);
        throw new Error('Unknown API request error');
      }
    }
  }