tasty-agent 2.3.0

A Model Context Protocol server for interacting with TastyTrade brokerage accounts

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. Includes rate limiting (5 req/sec) to prevent API errors.

Authentication

OAuth Setup:

1. Create an OAuth app at https://my.tastytrade.com/app.html#/manage/api-access/oauth-applications
2. Check all scopes, save your client ID and client secret
3. Create a "New Personal OAuth Grant" in your OAuth app settings (check all scopes)
4. Copy the generated refresh token
5. Configure the MCP server with your credentials (see Usage section below)

MCP Tools

Account & Portfolio

• get_balances() - Account balances and buying power
• get_positions() - All open positions with current values
• get_net_liquidating_value_history(time_back='1y') - Portfolio value history ('1d', '1m', '3m', '6m', '1y', 'all')
• get_history(start_date=None) - Transaction history (format: YYYY-MM-DD, default: last 90 days)

Market Data & Research

• get_quote(symbol, option_type=None, strike_price=None, expiration_date=None, timeout=10.0) - Real-time quotes for stocks and options via DXLink streaming
• get_greeks(symbol, option_type, strike_price, expiration_date, timeout=10.0) - Greeks (delta, gamma, theta, vega, rho) for options via DXLink streaming
• get_market_metrics(symbols) - IV rank, percentile, beta, liquidity for multiple symbols
• market_status(exchanges=['Equity']) - Market hours and status ('Equity', 'CME', 'CFE', 'Smalls')
• search_symbols(symbol) - Search for symbols by name/ticker
• get_current_time_nyc() - Current time in New York timezone (market time)

Order Management

• get_live_orders() - Currently active orders
• place_order(symbol, order_type, action, quantity, price=None, strike_price=None, expiration_date=None, time_in_force='Day', dry_run=False, override_price_protection=False) - Smart order placement with automatic price discovery and protection
  • Auto-pricing: Uses mid-price between bid/ask (rounded to nearest 5¢) when price=None
  • Price protection: Prevents buying above ask or selling below bid (unless overridden)
• delete_order(order_id) - Cancel orders by ID

Watchlist Management

• get_watchlists(watchlist_type='private', name=None) - Get watchlists ('public'/'private', all if name=None)
• manage_private_watchlist(action, symbol, instrument_type, name='main') - Add/remove symbols from private watchlists
• delete_private_watchlist(name) - Delete private watchlist

MCP Client Configuration

Add to your MCP client configuration (e.g., claude_desktop_config.json):

{
  "mcpServers": {
    "tastytrade": {
      "command": "uvx",
      "args": ["tasty-agent"],
      "env": {
        "TASTYTRADE_CLIENT_SECRET": "your_client_secret",
        "TASTYTRADE_REFRESH_TOKEN": "your_refresh_token",
        "TASTYTRADE_ACCOUNT_ID": "your_account_id"
      }
    }
  }
}

Examples

"Get my account balances and current positions"
"Get real-time quote for SPY"
"Get quote for TQQQ C option with strike 100 expiring 2026-01-16"
"Get Greeks (delta, gamma, theta, vega, rho) for AAPL P option with strike 150 expiring 2024-12-20"
"Buy 100 AAPL shares" (auto-pricing)
"Buy 100 AAPL at $150" (with protection)
"Buy 17 TQQQ calls, strike 100, exp 2026-01-16"
"Cancel order 12345"
"Get my private watchlists"
"Add TSLA to my main watchlist"
"Remove AAPL from my tech watchlist"

Background Trading Bot

Run automated trading strategies with background.py:

# Run once with instructions
uv run background.py "Check my portfolio and rebalance if needed"

# Run every hour
uv run background.py "Monitor SPY and alert on significant moves" --hourly

# Run every day
uv run background.py "Generate daily portfolio summary" --daily

# Custom period (seconds)
uv run background.py "Scan for covered call opportunities" --period 1800  # every 30 minutes

# Schedule start time (NYC timezone)
uv run background.py "Execute morning trading strategy" --schedule "9:30am" --hourly

# Market open shorthand (9:30am)
uv run background.py "Buy the dip strategy" --market-open --hourly

Development

Testing with client.py

For interactive testing during development:

# Install dev dependencies
uv sync --group dev

# Set up environment variables in .env file:
# TASTYTRADE_CLIENT_SECRET=your_secret
# TASTYTRADE_REFRESH_TOKEN=your_token  
# TASTYTRADE_ACCOUNT_ID=your_account_id (optional)
# OPENAI_API_KEY=your_openai_key

# Run the interactive client
uv run client.py

The client provides a chat interface to test MCP tools directly. Example commands:

• "Get my account balances"
• "Get quote for SPY"
• "Place dry-run order: buy 100 AAPL at $150"

Debug with MCP inspector

npx @modelcontextprotocol/inspector uvx tasty-agent

License

MIT