# TradeStation MCP Server

A Model Context Protocol (MCP) server that provides TradeStation API integration for Claude Code and other MCP clients.

## Features

- Real-time market data (quotes, bars, option chains)
- Account information (balances, positions, orders)
- Order preview and validation
- Automatic token refresh management
- Support for both simulation and live environments

## Available Tools

### Market Data
- `marketData` - Get real-time quotes for symbols
- `barChart` - Get historical price bars/candles
- `getSymbolDetails` - Get detailed symbol information
- `getOptionExpirations` - Get available option expiration dates
- `getOptionStrikes` - Get available option strike prices

### Account Management
- `getAccounts` - List all brokerage accounts
- `getBalances` - Get account balances and buying power
- `getPositions` - Get current positions with P&L
- `getOrders` - Get order history with optional status filter
- `getOrderDetails` - Get detailed information for a specific order
- `getExecutions` - Get fills/executions for a specific order

### Order Operations
- `confirmOrder` - Preview order costs and requirements (READ-ONLY, does not execute trades)

## Setup

### Prerequisites

- Node.js 18 or higher
- TradeStation developer account with API credentials
- Active TradeStation account (simulation or live)

### Installation

1. Clone this repository:
```bash
git clone <repository-url>
cd mcp-tradesation
```

2. Install dependencies:
```bash
npm install
```

3. Copy the example environment file:
```bash
cp .env.example .env
```

4. Edit `.env` and add your TradeStation API credentials:
```env
TRADESTATION_CLIENT_ID=your_client_id_here
TRADESTATION_CLIENT_SECRET=your_client_secret_here
TRADESTATION_REFRESH_TOKEN=your_refresh_token_here
TRADESTATION_REDIRECT_URI=http://localhost:3000/callback
```

5. Build the server:
```bash
npm run build
```

### Getting TradeStation API Credentials

1. Go to [TradeStation Developer Portal](https://developer.tradestation.com/)
2. Create a new application to get your Client ID and Client Secret
3. Complete the OAuth flow to obtain a refresh token
4. Add the credentials to your `.env` file

## Configure in Claude Code

Add the following to your Claude Code MCP configuration file:

**macOS/Linux:** `~/.config/claude-code/mcp_config.json`
**Windows:** `%APPDATA%\claude-code\mcp_config.json`

```json
{
  "mcpServers": {
    "tradestation": {
      "command": "node",
      "args": ["/path/to/mcp-tradesation/build/index.js"],
      "env": {
        "TRADESTATION_CLIENT_ID": "your_client_id_here",
        "TRADESTATION_CLIENT_SECRET": "your_client_secret_here",
        "TRADESTATION_REFRESH_TOKEN": "your_refresh_token_here",
        "TRADESTATION_REDIRECT_URI": "http://localhost:3000/callback"
      }
    }
  }
}
```

Alternatively, if you have a `.env` file in the project directory, you can omit the `env` section and the server will automatically load credentials from the `.env` file.

## Usage

Once configured, the MCP tools will be automatically available in Claude Code. You can use them like this:

```
Get a quote for SPY
Show me a 5-minute chart for AAPL with the last 20 bars
What are my account balances?
List my current positions
Preview an order to buy 100 shares of SPY at market price
```

## Development

### Project Structure

```
mcp-tradesation/
├── src/
│   ├── index.ts           # Main MCP server implementation
│   └── test-*.js          # Test scripts for API endpoints
├── build/                 # Compiled JavaScript output
├── .env.example          # Example environment configuration
├── package.json          # Package dependencies and scripts
└── tsconfig.json         # TypeScript configuration
```

### Testing

The project includes several test scripts to verify API functionality:

```bash
# Test token refresh and basic API access
node src/quick-token-test.js

# Test all MCP server functions
node src/test-mcp-functions.js

# Test specific endpoints
node src/test-specific-endpoints.js
```

### Building

```bash
npm run build
```

This compiles the TypeScript source to JavaScript in the `build/` directory.

## Environment Variables

| Variable | Required | Description |
|----------|----------|-------------|
| `TRADESTATION_CLIENT_ID` | Yes | Your TradeStation API client ID |
| `TRADESTATION_CLIENT_SECRET` | Yes | Your TradeStation API client secret |
| `TRADESTATION_REFRESH_TOKEN` | Yes | OAuth refresh token for authentication |
| `TRADESTATION_REDIRECT_URI` | Yes | OAuth redirect URI (must match app config) |
| `TRADESTATION_ACCOUNT_ID` | No | Default account ID for operations |
| `TRADESTATION_ENV` | No | Environment: 'simulation' or 'production' (default: simulation) |

## Troubleshooting

### Token Errors

If you see authentication errors:
1. Verify your credentials in the `.env` file are correct
2. Ensure your refresh token hasn't expired
3. Check that your TradeStation account has API access enabled

### Build Errors

If the build fails:
1. Ensure you have Node.js 18 or higher installed
2. Delete `node_modules` and `build` directories
3. Run `npm install` again
4. Run `npm run build`

### MCP Connection Issues

If Claude Code can't connect to the server:
1. Verify the path to `build/index.js` in your MCP config is correct
2. Check that the server built successfully (`build/index.js` exists)
3. Review Claude Code logs for error messages

## API Documentation

For detailed TradeStation API documentation, visit:
- [TradeStation Developer Portal](https://developer.tradestation.com/)
- [API Documentation](https://api.tradestation.com/docs/)

## License

ISC

## Contributing

Contributions are welcome! Please feel free to submit issues or pull requests.