📌Overview

Purpose: To provide a Model Context Protocol server for seamless interaction with TastyTrade brokerage accounts, allowing users to monitor portfolios, analyze positions, and execute trades.

Overview: Tasty-Agent is a sophisticated server designed to connect Large Language Models with TastyTrade accounts, facilitating various functionalities such as portfolio management, trade execution, and market analysis.

Key Features:

• Portfolio Management: Enables users to track account balances, open positions, and transaction history, providing a comprehensive overview of portfolio performance.

• Trade Management: Allows scheduling and managing trades effortlessly, including features to view and remove pending trades.

• Market Analysis: Offers tools to retrieve current market metrics and price quotes, assisting users in making informed trading decisions.

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tasty-agent: A TastyTrade MCP Server

Overview

A Model Context Protocol server for interacting with TastyTrade brokerage accounts. This server allows Large Language Models to monitor portfolios, analyze positions, and execute trades through the TastyTrade platform.

Prerequisites

• Python 3.12
• uv package manager
• A TastyTrade account

Installation

Install uv if it’s not already installed:

curl -LsSf https://astral.sh/uv/install.sh | sh

Run tasty-agent using uvx:

uvx tasty-agent

Authentication

Set up TastyTrade credentials via the command line:

uvx tasty-agent setup

Tools

Portfolio Management

• Plotting Account History:

  • plot_nlv_history: Plots account net liquidating value over a specified period.
  • Input: time_back (e.g., '1d', '1m', etc.).

• Get Account Information:

  • get_account_balances: Returns current balances, including cash balance and buying power.

• Open Positions:

  • get_open_positions: Lists currently open positions.

• Transaction History:

  • get_transaction_history: Returns transaction history with an optional start date.

Trade Management

• Schedule a Trade:

  • schedule_trade: Schedule trades with various inputs (action, quantity, symbol, etc.).

• List Scheduled Trades:

  • list_scheduled_trades: Shows all pending scheduled trades.

• Remove a Scheduled Trade:

  • remove_scheduled_trade: Removes a designated scheduled trade.

Market Analysis

• Market Metrics:

  • get_metrics: Retrieves market metrics for specified symbols.

• Current Prices:

  • get_prices: Gets current bid and ask prices for a specific symbol.

Usage with Claude Desktop

Add the following to claude_desktop_config.json:

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

Note: Scheduled trades execute only while Claude Desktop is running.

Debugging

Use the MCP inspector for debugging:

npx @modelcontextprotocol/inspector uvx tasty-agent

Logs are available in:

• macOS: ~/Library/Logs/Claude/mcp*.log
• Windows: %APPDATA%\Claude\logs\mcp*.log

Development

For local development:

1. Use the MCP inspector.
2. Configure Claude Desktop as follows:

{
  "mcpServers": {
    "tastytrade": {
      "command": "path/to/uv/command/uv",
      "args": [
        "--directory",
        "path/to/tasty-agent",
        "run",
        "tasty-agent"
      ]
    }
  }
}

License

This MCP server is licensed under the MIT License.