mcp-tastytrade-server
Click on "Install 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., "@mcp-tastytrade-servershow my open positions"
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.
mcp-tastytrade-server
An MCP server that exposes the TastyTrade brokerage API as tools for Claude and other MCP-compatible clients.
Features
Tool | Description |
| List all accounts |
| Open positions for an account |
| Balances and buying power |
| Orders (filterable by status) |
| Validate an order — fees, BP impact, warnings |
| Place a live order |
| Cancel a live order |
| Option chain (nested by expiry or compact flat list) |
| IV rank, IV percentile, 30-day IV, liquidity |
| Transaction history |
| Search equity instruments by symbol |
| Customer watchlists |
Related MCP server: alpaca-mcp-server
Setup
1. Install dependencies
pip install -e .
# or with uv:
uv pip install -e .2. Configure credentials
cp .env.example .env
# Edit .env with your TastyTrade username and passwordCredentials are read only from environment variables — they are never stored in code:
Variable | Required | Description |
| Yes | Your TastyTrade login username |
| Yes | Your TastyTrade login password |
| No | Set to |
3. Configure Claude Desktop
Add the following to your Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json on macOS):
{
"mcpServers": {
"tastytrade": {
"command": "mcp-tastytrade",
"env": {
"TASTYTRADE_USERNAME": "your_username",
"TASTYTRADE_PASSWORD": "your_password"
}
}
}
}Or using uv run without installing:
{
"mcpServers": {
"tastytrade": {
"command": "uv",
"args": ["run", "--directory", "/absolute/path/to/mcp-tastytrade-server", "mcp-tastytrade"],
"env": {
"TASTYTRADE_USERNAME": "your_username",
"TASTYTRADE_PASSWORD": "your_password"
}
}
}
}Option symbol format
Options use the OCC 21-character format: SYMBOL YYMMDDCPRICE
Examples:
AAPL 241220C00200000— AAPL $200 call expiring 2024-12-20SPY 241220P00580000— SPY $580 put expiring 2024-12-20
The get_option_chain tool returns symbols already formatted correctly.
Development
# Run directly
python -m mcp_tastytrade.server
# Or via the installed script
mcp-tastytradeSecurity
Credentials are passed via environment variables only.
The
.envfile is in.gitignoreand must never be committed.Session tokens are held in memory for the lifetime of the server process and are deleted on shutdown.
Use
TASTYTRADE_SANDBOX=truefor testing — the certification environment uses separate accounts with no real money.
Maintenance
Resources
Unclaimed servers have limited discoverability.
Looking for Admin?
If you are the server author, to access and configure the admin panel.
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