sc-mcp
Click on "Deploy 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., "@sc-mcp Show me my portfolio overview"
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.
sc-mcp
Connect your Scalable Capital brokerage to any
MCP-capable assistant. This server is a thin,
read-friendly wrapper around Scalable Capital's official sc CLI — agents get
your portfolio, trades, analytics, quotes, charts, watchlist and alerts with the
same pieces of config across Claude Code, Claude Desktop, Codex, Cursor and VS
Code.
Features
Live broker data — overview, holdings, transactions, analytics, cash breakdown, performance charts, quotes, security news.
Portfolio management extras — watchlist, price alerts, portfolio groups and savings-plan config.
Fast by default — read responses are cached in a SQLite file (survives restarts, see Configuration).
Safety first — no trades, no orders. Write tools are off unless you opt in; money-moving commands are absent by design.
Runs anywhere — plain stdio for desktop clients, HTTP for remote access, or a fully self-contained Docker image.
[!Warning] Unofficial. A community wrapper around Scalable Capital's
scCLI — not affiliated with or endorsed by Scalable Capital. A stopgap until a first-party MCP server exists, and likely to be retired once it does.No warranty. Provided "as is" under the MIT License; no responsibility for loss, damage, incorrect data or any financial consequence. Not financial advice — verify anything you act on.
Related MCP server: Trading 212 MCP Server
Tools
Read-only tools hit the broker live; successful responses are cached for 5 minutes (configurable) in a SQLite file that survives restarts.
Tool | Returns |
|
| Portfolio value, cash, performance | v0.1.0 |
| Positions with prices, quantities, market values | v0.1.0 |
| Trade history with filters (date, ISIN, type, paging) | v0.1.0 |
| Allocation, sector/region exposure, attribution | v0.1.0 |
| Latest news for a security by ISIN | v0.1.0 |
| Current quote by ISIN | v0.2.0 |
| Search securities within the portfolio context | v0.1.0 |
| Single transaction details by ID | v0.2.0 |
| Buying power, cash, credit, derivatives availability | v0.4.0 |
| Historical OHLCV by ISIN (1d/7d/1m/3m/6m/ytd/1y/max) | v0.5.0 |
| Overnight savings account summary | v0.5.0 |
| Overnight transaction history with filters | v0.5.0 |
| Groups with since-buy performance, ungrouped holdings | v0.6.0 |
| Derivative discovery (knockout/warrant/factor) | v0.3.0 |
| Watchlist (read) | v0.1.0 |
| Price alerts, optionally active-only | v0.1.0 |
| Savings-plan config & ex-ante fees (read-only) | v0.6.0 |
| CLI capability dump (version, commands, exit codes) | v0.1.0 |
| Add to watchlist | v0.1.0 |
| Remove from watchlist | v0.1.0 |
| Create price alert | v0.1.0 |
| Remove price alert | v0.2.0 |
| Create group | v0.6.0 |
| Update group name/description | v0.6.0 |
| Delete group | v0.6.0 |
| Assign holdings to a group | v0.6.0 |
| Unassign holdings from a group | v0.6.0 |
⚠️ = requires SC_MCP_ENABLE_WRITES=true, off by default.
The sc CLI also exposes trade and savings-plans add/remove. Those are
deliberately not exposed — money-moving commands are out of scope entirely
(the write tools above only touch watchlists, alerts and groups).
Quick start
Pick one path — all three end with a working server:
Path | What you need | Docs |
Claude Code plugin | Claude Code only — zero config | |
|
| |
Docker | Docker only — nothing installed locally |
Claude Code plugin
/plugin marketplace add NinjaEde/mcp-scalable-capital
/plugin install sc-mcpThat registers the scalable-capital MCP server and a skill that tells Claude
when and how to use the tools.
uvx one-liner
uvx --from git+https://github.com/NinjaEde/mcp-scalable-capital@v0.2.0 sc-mcpPoint any MCP client at that command (sc-mcp started stdio, pin the tag per
Versioning).
Requirements
The
scCLI onPATH(see Authentication).An authenticated session:
sc login(see Authentication).
Docker bundles both the CLI and this server, so the only manual step there is the login below.
Authentication
Every sc_* tool shells out to Scalable Capital's official sc CLI, which
must be installed and logged in once per machine (or per Docker volume).
Install the CLI
macOS (Homebrew):
brew install scalablecapital/tap/scalable-cliLinux (also the binary baked into the Docker image): download the official
build for your architecture and put sc on PATH:
ARCH=$(uname -m) # x86_64 or aarch64
curl -fSL "https://github.com/ScalableCapital/scalable-cli/releases/download/v0.6.0/sc-v0.6.0-linux-${ARCH}-gnu.tar.gz" -o /tmp/sc.tar.gz
tar xzf /tmp/sc.tar.gz -C /tmp
sudo install -m 0755 /tmp/sc-v0.6.0-linux-${ARCH}-gnu/sc /usr/local/bin/scVerify:
sc --version # e.g. "sc 0.6.0"Log in (once)
sc login # device flow: open the printed URL, confirm, done
sc whoami # confirm the session worksIf a tool later reports "session may have expired — try sc login", just
re-run sc login.
Where the session lives
~/.config/scalable-cli/:
File | Purpose |
| Your authenticated session (the |
| Optional settings — e.g. the session backend |
Headless / keyring-less environments (Docker, CI, servers): the CLI defaults
to the OS keyring. Where none exists, point it at a plain file (the Docker image
does this for you in docker/entrypoint.sh):
# ~/.config/scalable-cli/config.toml
[auth]
session_backend = "file"Then run sc login again — the session lands in session.json and persists
across restarts.
Tip: reuse a host session inside containers instead of logging in twice:
docker cp ~/.config/scalable-cli/session.json sc-mcp:/home/sc/.config/scalable-cli/session.json docker compose restartTreat that file like a password — never commit it.
Integrating with clients
Claude Code (manual)
claude mcp add scalable-capital -- uvx --from git+https://github.com/NinjaEde/mcp-scalable-capital@v0.2.0 sc-mcpCursor
Add to Cursor
— or add to .cursor/mcp.json (or ~/.cursor/mcp.json):
{
"mcpServers": {
"scalable-capital": {
"command": "uvx",
"args": ["--from", "git+https://github.com/NinjaEde/mcp-scalable-capital@v0.2.0", "sc-mcp"]
}
}
}Codex
Add to ~/.codex/config.toml:
[mcp_servers.scalable-capital]
command = "uvx"
args = ["--from", "git+https://github.com/NinjaEde/mcp-scalable-capital@v0.2.0", "sc-mcp"]Claude Desktop (bundle, no config editing)
Download sc-mcp.mcpb,
then in Claude Desktop go to Settings → Extensions → Install Extension and
pick the file.
[!Note] If Claude Desktop can't find
uvx, open the extension's settings and set the full path (e.g./opt/homebrew/bin/uvx). GUI apps on macOS don't always inherit your shellPATH.
VS Code / other MCP clients
{
"mcpServers": {
"scalable-capital": {
"command": "uvx",
"args": ["--from", "git+https://github.com/NinjaEde/mcp-scalable-capital@v0.2.0", "sc-mcp"]
}
}
}Pin the
@v0.2.0tag (see Versioning). Drop it to track the latestmain.
Docker
The whole stack — this server and the sc CLI — runs in containers, so you
only need Docker (no local uv, Python, or sc):
docker compose up -d --build # build + start on http://localhost:8000/mcp
docker compose run --rm sc-login # first time only — interactive device flowThe session is stored in the sc-cli-config volume and survives restarts.
Writes stay off unless you set SC_MCP_ENABLE_WRITES: "true" in
docker-compose.yml.
Point any HTTP-capable MCP client at the server URL:
{
"mcpServers": {
"scalable-capital": {
"type": "http",
"url": "http://localhost:8000/mcp"
}
}
}The container talks to
scalable.capitaldirectly. The device-flow URL fromsc loginworks the same as on your host; just follow it in a browser. The image already ships thesession_backend = "file"config (see Authentication).
Compatibility
Tested against sc 0.6.x. The CLI is pre-1.0 and its command surface can
change between minor versions; the server logs a warning to stderr at startup
if your installed sc differs from the tested major.minor. sc is an external
binary, not a Python dependency, so that's the only enforcement available. If
you see the warning and a tool misbehaves, the mismatch is the likely cause.
Configuration
Env var | Default | Effect |
|
| Seconds to cache successful responses. |
|
| Path to the SQLite cache file. |
| unset | Set to |
|
|
|
|
| Bind address for the HTTP transport. |
|
| Port for the HTTP transport. |
Develop
uv sync
uv run sc-mcp # starts the stdio server
# or
SC_MCP_TRANSPORT=streamable-http uv run sc-mcp
uv run pytestHow to stay in sync with sc (when to add/update tools, bump
SUPPORTED_SC_VERSION, read-only invariants) is documented in
CLAUDE.md.
Versioning
SemVer — the tools are the public API:
Bump | Trigger |
MAJOR | A tool is removed/renamed, or a parameter changes incompatibly |
MINOR | A tool or optional parameter is added |
PATCH | Bug fix, error-message wording, internals |
Releases are tagged vX.Y.Z; pin a tag when installing via uvx --from git+..., which otherwise tracks the default branch and can change your tool
surface under you. Most bumps are driven by sc CLI changes (see
Compatibility); the version is this package's own, not the
sc version.
License
Available Tools
27 toolssc_analyticsA
Get Scalable Capital portfolio analytics — allocation breakdowns, sector/region exposure, and performance attribution.
Inputs: portfolio_id. Returns: result
sc_capabilitiesA
Get the Scalable Capital CLI capability dump — version, supported commands, exit codes, and local trade controls.
Inputs: no named parameters. Returns: result
sc_cash_breakdownA
Get Scalable Capital cash breakdown — buying power, available cash, credit, and derivatives availability in one compact response. Use before placing orders to check available funds.
Inputs: portfolio_id. Returns: result
sc_chartB
Get historical chart data (OHLCV) for a security by ISIN from Scalable Capital. Use for technical analysis, trend detection, or price history review.
Inputs: isin (required), timeframe, portfolio_id. Returns: result
sc_derivatives_searchA
Search for derivatives (knockouts, warrants, factors) on a known underlying ISIN. Use returned derivative ISIN with sc_quote for live pricing.
Inputs: strategy (required), underlying (required), derivative_type (required), limit, +2 more. Returns: result
sc_holdingsC
Get Scalable Capital portfolio holdings — all positions with current prices, quantities, and market values. Live broker data.
Inputs: include_ytd, portfolio_id. Returns: result
sc_overnightA
Get Scalable Capital overnight savings account summary — balance and interest rate. Auto-resolves account when exactly one active account is accessible.
Inputs: savings_account_id. Returns: result
sc_overnight_transactionsB
List Scalable Capital overnight savings account transactions with filters. Use type_filter='interest' to review interest payment history.
Inputs: cursor, to_time, from_time, page_size, +3 more. Returns: result
sc_overviewB
Get Scalable Capital broker portfolio overview — total value, cash, performance. Returns live data directly from the broker.
Inputs: include_ytd, portfolio_id. Returns: result
sc_portfolio_group_assignB
Assign holdings to a portfolio group (auto-removes from other groups). Requires SC_MCP_ENABLE_WRITES=true.
Inputs: isins (required), group_id (required), portfolio_id. Returns: result
sc_portfolio_group_createB
Create a new portfolio group. Requires SC_MCP_ENABLE_WRITES=true.
Inputs: name (required), description, portfolio_id. Returns: result
sc_portfolio_group_deleteA
Delete a portfolio group. Holdings return to ungrouped. Requires SC_MCP_ENABLE_WRITES=true.
Inputs: group_id (required), portfolio_id. Returns: result
sc_portfolio_groupsB
Get Scalable Capital portfolio groups — custom groupings with since-buy performance attribution and ungrouped holdings list.
Inputs: group_id, portfolio_id. Returns: result
sc_portfolio_group_unassignA
Remove a holding from a portfolio group (returns it to ungrouped). Requires SC_MCP_ENABLE_WRITES=true.
Inputs: isin (required), group_id (required), portfolio_id. Returns: result
sc_portfolio_group_updateB
Update portfolio group name/description. Requires SC_MCP_ENABLE_WRITES=true.
Inputs: group_id (required), name, description, portfolio_id, +1 more. Returns: result
sc_price_alert_addA
Add a price alert. Provide either isin or ticker. Requires SC_MCP_ENABLE_WRITES=true.
Inputs: price (required), isin, ticker, portfolio_id. Returns: result
sc_price_alert_removeA
Remove a price alert by ID. Requires SC_MCP_ENABLE_WRITES=true.
Inputs: alert_id (required), portfolio_id. Returns: result
sc_price_alertsC
Get Scalable Capital price alerts, optionally filtered to active ones only.
Inputs: active_only, portfolio_id. Returns: result
sc_quoteB
Get the current Scalable Capital quote for a security by ISIN.
Inputs: isin (required), include_ytd, portfolio_id. Returns: result
sc_savings_plans_configA
Get valid savings-plan configuration and ex-ante fee disclosure for a security. Read-only — use before deciding on a savings plan.
Inputs: isin (required), portfolio_id. Returns: result
sc_searchC
Search securities within the Scalable Capital broker portfolio context.
Inputs: query (required), portfolio_id. Returns: result
sc_security_newsA
Get latest news summary for a specific security by ISIN from Scalable Capital.
Inputs: isin (required), locale. Returns: result
sc_transactionA
Get details for a single Scalable Capital broker transaction by ID.
Inputs: transaction_id (required), portfolio_id. Returns: result
sc_transactionsB
List Scalable Capital broker transactions with optional filters. Use for reconciliation, tax analysis, or reviewing trade history.
Inputs: isin, cursor, to_time, from_time, +3 more. Returns: result
sc_watchlistC
Get the current Scalable Capital broker watchlist — all tracked securities.
Inputs: include_ytd, portfolio_id. Returns: result
sc_watchlist_addA
Add a security to the Scalable Capital watchlist. Requires SC_MCP_ENABLE_WRITES=true.
Inputs: isin (required), portfolio_id. Returns: result
sc_watchlist_removeB
Remove a security from the Scalable Capital watchlist. Requires SC_MCP_ENABLE_WRITES=true.
Inputs: isin (required), portfolio_id. Returns: result
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
Loading tool schema changelog…
TDQS
Scored across 27 tools
Each tool targets a distinct resource and action: overview, holdings, transactions, watchlist, price alerts, portfolio groups, and market data are cleanly separated. Even similar-looking tools like sc_transactions and sc_transaction are clearly plural-list vs singular-detail.
All tools share the sc_ prefix and use snake_case. Reads are sc_<noun> and mutations are sc_<noun>_<verb> (add/remove/create/update/delete/assign), forming a predictable and uniform convention.
With 27 tools, the surface exceeds the point where an agent can easily select among options. Several related operations could be consolidated into compound tools, e.g., portfolio group CRUD or watchlist read/write/delete.
The read side is quite complete: portfolio, transactions, analytics, market data, overnight savings, and configuration are covered. Missing order placement and savings-plan write actions are notable gaps, but the given scope is mostly coherent.
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