iflow-mcp_rohananandpandit-trading212-mcp-server 0.1.0

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Trading212 MCP Server

Overview

The Trading212 MCP server is a Model Context Protocol server implementation that provides seamless data connectivity to the Trading212 trading platform enabling advanced interaction capabilities.

Core Features

Trading212 API Integration

• Comprehensive account management:
  • Account metadata retrieval
  • Cash balance monitoring
  • Portfolio management with positions tracking
• Advanced order handling:
  • Market orders
  • Limit orders
  • Stop-limit orders
  • Order history and management
• Portfolio management:
  • Pies (portfolio buckets) management
  • Position tracking and search
  • Historical order data with pagination

Market Data Access

• Tradeable instruments information
• Exchange data with working schedules
• Historical trading data access
• Real-time market connectivity

Financial Analysis Tools

• Professional financial analysis capabilities
• Currency-aware data processing
• Comprehensive trading data analysis
• Risk management tools

MCP Protocol Support

• Full MCP protocol implementation
• Resource-based API endpoints
• Tool-based functionality
• Prompt-based analysis capabilities

Technical Requirements

• Python >= 3.11 (as specified in .python-version)
• Pydantic >= 2.11.4
• Hishel

Tools

Instruments Metadata

• search_exchange: Fetch exchanges, optionally filtered by name or ID
• search_instrument: Fetch instruments, optionally filtered by ticker or name

Pies

• fetch_pies: Fetch all pies
• duplicate_pie: Duplicate a pie
• create_pie: Create a new pie
• update_pie: Update a specific pie by ID
• delete_pie: Delete a pie

Equity Orders

• fetch_all_orders: Fetch all equity orders
• place_limit_order: Place a limit order
• place_market_order: Place a market order
• place_stop_order: Place a stop order
• place_stop_limit_order: Place a stop-limit order
• cancel_order: Cancel an existing order by ID
• fetch_order: Fetch a specific order by ID

Account Data

• fetch_account_cash: Fetch account cash balance
• fetch_account_metadata: Fetch account id and currency

Personal Portfolio

• fetch_open_positions: Fetch all open positions
• search_specific_position_by_ticker: Search for a position by ticker using POST endpoint
• fetch_open_position_by_ticker: Fetch a position by ticker (deprecated)

Historical items

• fetch_historical_order_data: Fetch historical order data with pagination
• fetch_paid_out_dividends: Fetch historical dividend data with pagination
• fetch_exports_list: Lists detailed information about all csv account exports
• request_export_csv: Request a CSV export of the account's orders, dividends and transactions history
• fetch_transaction_list: Fetch superficial information about movements to and from your account

Resources

Account Resources

• trading212://account/metadata
• trading212://account/cash
• trading212://account/portfolio
• trading212://account/portfolio/{ticker}

Order Resources

• trading212://orders
• trading212://orders/{order_id}

Portfolio Resources

• trading212://pies
• trading212://pies/{pie_id}

Market Resources

• trading212://instruments
• trading212://exchanges

Reports Resources

• trading212://history/exports

Prompts

Data Analysis

• analyse_trading212_data: Analyse trading212 data with currency context

The prompt includes:

• Professional financial expertise
• Currency-aware analysis
• Cautious financial advice
• Dynamic currency information from account data

Installation

Clone repository

git clone https://github.com/RohanAnandPandit/trading212-mcp-server.git

Environment Configuration

Copy .env.example to .env and configure:

cp .env.example .env
# Edit .env with your configuration

Using Claude Desktop

Installing via Docker

• Clone the repository and build a local image to be utilized by your Claude desktop client

cd trading212-mcp-server
docker build -t mcp/trading212-mcp-server .

• Change your claude_desktop_config.json to match the following, replacing REPLACE_API_KEY with your actual key:

claude_desktop_config.json path

• On MacOS: ~/Library/Application\ Support/Claude/claude_desktop_config.json
• On Windows: %APPDATA%/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "trading212": {
      "command": "docker",
      "args": [
        "run",
        "-i",
        "-e",
        "TRADING212_API_KEY",
        "mcp/trading212"
      ],
      "env": {
        "TRADING212_API_KEY": "REPLACE_API_KEY"
      }
    }
  }
}

Using uv

{
 "mcpServers": {
  "trading212": {
    "command": "uv",
    "args": [
        "run",
        "--directory",
        "<insert path to repo>",
        "src/server.py"
    ],
    "env": {
        "TRADING212_API_KEY": "<insert api key>"
    }
  }
 }
}

Generating API key

• You can generate the API key from your account settings
• Visit the Trading212 help centre for more information
• If you are using the API key for the "Practice" account in Trading212 then set the ENVIRONMENT to demo in .env
• Set ENVIRONMENT to live if you are using the API key for real money

Install packages

uv install

or

pip install -r requirements.txt

Running

After connecting Claude client with the MCP tool via json file and installing the packages, Claude should see the server's mcp tools:

You can run the server yourself via: In trading212-mcp-server repo:

uv run src/server.py

Using Python

{
 "mcpServers": {
  "trading212": {
    "command": "<insert path to python>",
    "args": [
        "<insert path to repo>/src/server.py"
    ]
  }
 }
}

License

This project is licensed under the MIT License - see the LICENSE file for details.

Support

For support, please:

• Open an issue in the GitHub repository

Documentation

For the Trading212 API documentation, view the Public API docs.

Legal Notice

This is an unofficial implementation of the Trading212 MCP protocol. Always consult official Trading212 documentation and terms of service before using this software.

Credits

• Project maintained by Rohan Pandit

Contributing

• Please read our CONTRIBUTING.md for more information on how to contribute to this project.