new-tasty-trade-mcp 0.1.2

MCP server for the Tastytrade Open API

new-tasty-trade-mcp

An MCP server exposing the Tastytrade Open API to an LLM host (Claude Code, Claude Desktop, Cursor, …). Read-only account & market-data tools plus guarded live-trading tools (two-phase orders, size caps, audit log).

Published on PyPI — run it anywhere with uvx; no clone or local venv required. (The Python import name is tastytrade_mcp.)

Requirements

• Python 3.10+
• A Tastytrade OAuth app with a refresh token and client secret. Create it at my.tastytrade.com → Manage → My Profile → API → OAuth Applications, and select the read and trade scopes when creating the client/grant (without them the API returns 403 insufficient scopes).

Register with Claude Code

uvx fetches the package on demand, so there's nothing to install up front:

claude mcp add tastytrade \
  -e TASTY_ACCOUNT_NUMBER=... \
  -e TASTY_CLIENT_ID=... \
  -e TASTY_CLIENT_SECRET=... \
  -e TASTY_REFRESH_TOKEN=... \
  -- uvx new-tasty-trade-mcp

Restart Claude Code and the tools appear.

Other MCP clients (Claude Desktop, Cursor, Cline, …)

Add this to your mcpServers config (same shape across clients):

{
  "mcpServers": {
    "tastytrade": {
      "command": "uvx",
      "args": ["new-tasty-trade-mcp"],
      "env": {
        "TASTY_ACCOUNT_NUMBER": "...",
        "TASTY_CLIENT_ID": "...",
        "TASTY_CLIENT_SECRET": "...",
        "TASTY_REFRESH_TOKEN": "..."
      }
    }
  }
}

Optional env overrides:

• TASTY_MAX_ORDER_NOTIONAL_USD — reject orders above this notional (Limit orders only).
• TASTY_MAX_QUANTITY — reject orders above this total leg quantity.
• TASTY_LOG_FILE — audit-log path (default tastytrade-mcp-trades.log in the working directory). Set an absolute path to place it elsewhere.

Tools

Account (read): get_accounts, get_account, get_balances, get_positions, get_orders, get_order, get_transactions, get_trading_status, get_nlv_history.

Market (read): get_quote, get_option_chain, get_market_metrics, search_symbols, get_equity.

Trading (guarded): dry_run_order, place_order (two-phase: execute=false previews, execute=true submits after the size-cap check), modify_order, cancel_order.

Trading guardrails

• Two-phase: place_order always dry-runs first; it submits only when execute=true.
• Size caps: TASTY_MAX_QUANTITY and TASTY_MAX_ORDER_NOTIONAL_USD; orders over a cap are rejected before submission. Leave unset for no cap.
• Audit log: every place/modify/cancel (success or failure) and every dry-run appends a JSON line to TASTY_LOG_FILE.

Run directly (stdio)

uvx new-tasty-trade-mcp          # from anywhere
# or, installed in a venv:
python -m tastytrade_mcp

Development

Editable install from a clone (includes pytest, build, twine):

venv/bin/pip install -e 'mcp/tastytrade[dev]'

Common tasks via the Makefile (run from mcp/tastytrade/, or make -C mcp/tastytrade … from the repo root):

make test       # run the suite (httpx.MockTransport — no network, no live account)
make build      # clean -> test -> build wheel + sdist into dist/
make publish    # build -> twine upload (uses ~/.pypirc)
make install    # editable install with dev extras
make clean      # remove build/ and dist/

Re-publishing: bump version in pyproject.toml, then make publish (PyPI won't accept the same version twice).