tasty-agent: A TastyTrade MCP Server

A Model Context Protocol server for TastyTrade brokerage accounts. Enables LLMs to monitor portfolios, analyze positions, and execute trades with comprehensive market data and order management capabilities.

Installation

uvx tasty-agent

Authentication

Set up credentials via command line (stored in system keyring):

uvx tasty-agent setup

Or set environment variables:

• TASTYTRADE_USERNAME
• TASTYTRADE_PASSWORD
• TASTYTRADE_ACCOUNT_ID (optional - uses first account if multiple)

MCP Tools

Account Information

• get_account_balances - Get current cash balance, buying power, net liquidating value, and maintenance excess

  • Always returns fresh data from TastyTrade API
  • No parameters required

• get_current_positions - Get all open stock and option positions

  • Includes symbol, type, quantity, mark price, and current value
  • Always returns fresh data with current mark prices
  • No parameters required

• get_live_orders - Get all currently live (open) orders

  • Shows order ID, symbol, action, quantity, type, price, and status
  • Always returns fresh data from TastyTrade API
  • No parameters required

Trading Operations

• place_trade - Execute stock/option trades

  • Supports: Buy to Open, Sell to Close
  • Auto-calculates mid-price or accepts custom limit price
  • Market hours validation (preventive for live trades)
  • Dry-run testing capability
  • Parameters: action, quantity, underlying_symbol, strike_price*, option_type*, expiration_date*, order_price*, dry_run

• cancel_order - Cancel live orders by ID

  • Dry-run testing supported
  • Parameters: order_id, dry_run

• modify_order - Modify existing order quantity or price

  • Single-leg orders only
  • Validates order is editable before modification
  • Parameters: order_id, new_quantity*, new_price*, dry_run

Portfolio Analysis

• get_nlv_history - Net Liquidating Value history with OHLC data

  • Time periods: 1d, 1m, 3m, 6m, 1y, all
  • Returns formatted table with dates sorted most recent first
  • Parameters: time_back (default: 1y)

• get_transaction_history - Detailed transaction history

  • Defaults to last 90 days if no start date provided
  • Includes date, sub-type, description, and net value
  • Parameters: start_date* (YYYY-MM-DD format)

Market Data & Analysis

• get_metrics - Comprehensive market metrics for symbols

  • IV Rank, IV Percentile, Beta, Liquidity Rating, Lendability, Earnings dates
  • Supports multiple symbols in single request
  • Parameters: symbols (list of strings)

• get_prices - Real-time bid/ask quotes via DXLink streaming

  • Supports both stocks and options
  • May return stale data when market is closed
  • Parameters: underlying_symbol, expiration_date*, option_type*, strike_price*

• check_market_status - Current market status with next open time

  • Uses NYSE calendar for accurate trading hours
  • Shows time remaining until next market open when closed
  • No parameters required

Utilities

• wait - Wait for a specified duration in seconds
  • Duration limited between 1-60 seconds per call
  • Use multiple calls for longer waits
  • Parameters: duration_seconds (default: 60)

* Optional parameters

Key Features

Performance & Efficiency

• Fresh Data: Account information always fetched live from TastyTrade API
• Efficient Streaming: Real-time quotes via DXLink WebSocket
• Optimized Operations: Direct API calls minimize latency

Safety & Validation

• Market Hours Protection: Prevents live trades when market is closed
• Price Validation: Automatic bid-ask range checking and adjustment
• Dry-Run Testing: Test all operations without executing
• Order Status Validation: Confirms orders are modifiable before changes

Intelligence & Automation

• Auto-Pricing: Mid-price calculation when no price specified
• Price Adjustment: User prices adjusted to valid bid-ask range when necessary
• Instrument Resolution: Automatic option chain lookup and instrument creation
• Error Handling: Comprehensive error messages and warnings

Usage with Claude Desktop

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "tastytrade": {
      "command": "uvx",
      "args": ["tasty-agent"]
    }
  }
}

Examples

Basic Trading

"Buy 100 shares of AAPL at market price"
"Sell 50 shares of TSLA at $250"
"Test buying 5 NVDA call options, strike 500, expiring 2024-12-20" (dry run)

Order Management

"Get my live orders"
"Cancel order 12345"
"Change order 67890 quantity to 200 shares"
"Modify order 11111 price to $150"

Portfolio Analysis

"Get my current positions"
"Get my account balance and buying power"
"Get my portfolio performance over the last 6 months"
"Show transaction history from 2024-01-01"

Market Research

"Get current prices for AAPL December 200 calls"
"Check metrics for TSLA, NVDA, AAPL"
"Is the market currently open?"
"Get IV rank and earnings data for SPY, QQQ, IWM"

Development

Debug with MCP inspector:

npx @modelcontextprotocol/inspector uvx tasty-agent

License

MIT License