tradestation-cli-mcp 0.2.1

TradeStation v3 API for Python: a typed client library, a CLI (ts), and an MCP server (ts-mcp) for market data, brokerage, and order execution across stocks, options, futures, and crypto.

tradestation-cli-mcp

A Python library, command-line interface (CLI), and Model Context Protocol (MCP) server for the TradeStation v3 REST API — real-time and streaming market data for stocks, options, futures, and crypto, plus brokerage accounts, balances, positions, and order execution. One pip install gives you all three on top of TradeStation:

Use it as…	What it gives you	How to invoke
A Python library	TradeStationClient (sync & async), Pydantic models, streaming iterators	import tradestation
A CLI	ts — Rich-formatted, colorful command-line tool covering every endpoint	ts …
An MCP server	ts-mcp — local Model Context Protocol server for Claude Code, Cursor, Windsurf, …	ts-mcp

One install gives you all three:

pip install tradestation-cli-mcp

Prefer an isolated install for the ts / ts-mcp command-line tools:

pipx install tradestation-cli-mcp        # or: uv tool install tradestation-cli-mcp

Optional pandas support (DataFrame helpers): pip install "tradestation-cli-mcp[pandas]". Requires Python 3.10+.

The package distributes the library (tradestation/…), a CLI built on top of it (tradestation/cli/…), and an MCP server also built on top of it (tradestation/mcp/…). The library is the only thing that speaks HTTP — the CLI and MCP server are thin layers over it.

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Status

Implemented and tested. All 42 TradeStation v3 endpoints are wrapped across the library, CLI, and MCP server:

Category	Endpoints	Live-verified vs SIM
MarketData (REST)	11 — quotes, bars, symbols, symbol lists, crypto pairs, option expirations/strikes/spread-types/risk-reward	✓
MarketData (streaming)	6 — quotes, bars, market depth ×2, option chain, option quotes	✓
Brokerage (REST)	9 — accounts, balances, BOD balances, positions, orders, orders-by-id, historical orders ×2, wallets	✓
Brokerage (streaming)	4 — orders, orders-by-id, positions, wallets	✓
OrderExecution	8 — confirm, place, replace, cancel, group confirm/place, activation triggers, routes	✓ (read-only + previews; placement mock-tested)
Auth	refresh-token exchange, encrypted credential store, proactive refresh	✓

• ~550 unit/CLI/MCP tests + live SIM integration tests, CI on Python 3.10–3.13 (lint, types, full suite).
• Equities, futures, and crypto all supported.
• Default environment is sim (paper trading) — safe by default.

Quick start

# Configure credentials once (prompts; stores encrypted under ~/.tscli/credentials)
ts auth set
ts auth status

# Market data
ts md quotes AAPL MSFT BTCUSD          # equities + crypto
ts md bars AAPL --barsback 100
ts md options expirations AAPL
ts md options chain AAPL --dte 30 --strikes 16   # calls │ strike │ puts, ATM-centered
ts md crypto pairs

# Account data
ts brokerage accounts
ts brokerage balances <account-id>
ts brokerage positions <account-id>

# Orders (always previews first; --dry-run never submits)
ts order place --account <id> --symbol AAPL --side buy --type market --qty 1 --dry-run
ts order routes
ts order triggers

# Live streaming (sticky-header table in a TTY; Ctrl-C to stop)
ts md stream quotes AAPL MSFT --for 30

# Any command: choose output format (works before or after the subcommand)
ts brokerage accounts --output json
ts --output csv md quotes AAPL

MCP server

ts-mcp                                  # stdio (default) — for Claude Desktop / Code / Cursor
ts-mcp --transport http --port 8765     # local HTTP
ts-mcp --toolsets market,brokerage      # disable trading tools
ts-mcp --read-only                      # block all order-placement tools

Example Claude Desktop config:

{
  "mcpServers": {
    "tradestation": { "command": "ts-mcp", "args": ["--toolsets", "market,brokerage,trading"] }
  }
}

Library

from tradestation import TradeStationClient
from tradestation.enums import Side
from tradestation.models import MarketOrderRequest

ts = TradeStationClient.from_default_credentials()   # reads ~/.tscli/credentials
# or: TradeStationClient.from_env()   (TS_CLIENT_ID / TS_CLIENT_SECRET / TS_REFRESH_TOKEN / TS_ENV)

quotes = ts.market_data.get_quotes(["AAPL", "MSFT"])
accounts = ts.brokerage.list_accounts()

# Preview an order without submitting it
preview = ts.order_execution.confirm_order(
    MarketOrderRequest(account_id=accounts[0].account_id, symbol="AAPL", quantity=1, side=Side.BUY)
)

Async + streaming:

from tradestation.async_client import AsyncTradeStationClient

async with AsyncTradeStationClient.from_env() as ts:
    async for event in ts.market_data.stream_quotes(["AAPL"]):
        print(event.raw)

Command reference

Every command supports --output table|json|jsonl|csv|tsv|yaml and --help. Run ts --help, ts md --help, ts brokerage --help, ts order --help to explore.

Group	Commands
ts auth	set · status · refresh · export · clear · doctor · login
ts md	quotes · bars · symbols
ts md crypto	pairs
ts md options	expirations · strikes · spread-types · chain · risk-reward
ts md stream	quotes · bars · depth-quotes · depth-agg · option-chain · option-quotes
ts brokerage (alias bk)	accounts · balances · bod · positions · orders · order · historical · wallets
ts brokerage stream	orders · order · positions · wallets
ts order	confirm · place · replace · cancel · routes · triggers
ts order group	confirm · place (OCO / bracket / OSO, JSON spec)
ts env	show · live · sim

Streaming commands accept --max N (stop after N frames) and --for SECONDS (timed run). See docs/04-cli-design.md for the full surface.

Credentials

ts auth set stores credentials at ~/.tscli/credentials, encrypted with Fernet (key in the OS keyring, with a PBKDF2 passphrase fallback). Access tokens (20-min lifetime) are cached and refreshed proactively; rotating refresh tokens are persisted atomically. See docs/02-auth-and-credentials.md.

For CI / containers, set TS_CLIENT_ID, TS_CLIENT_SECRET, TS_REFRESH_TOKEN, TS_ENV=sim and use from_env() / ts-mcp --allow-env-fallback.

Development

git clone [e-mail]:jonathansudhakar1/tradestation-cli-mcp.git
cd tradestation-cli-mcp
python -m venv .venv && . .venv/bin/activate
pip install -e ".[dev]"

make test        # pytest -m "not live"
make lint        # ruff check + ruff format --check
make typecheck   # mypy --strict

# Live tests hit sim-api.tradestation.com using .env (see .env.example)
pytest -m live

Models are partly generated from the vendored TradeStation OpenAPI spec; see docs/09-codegen-strategy.md.

Design docs

1. docs/00-overview.md — architecture, goals, prior art.
2. docs/01-project-structure.md — layout, packaging, entry points.
3. docs/02-auth-and-credentials.md — refresh-token flow, encrypted store.
4. docs/03-endpoint-inventory.md — every v3 endpoint wrapped.
5. docs/04-cli-design.md — full CLI surface.
6. docs/05-python-library.md — services, models, sync/async, streaming.
7. docs/06-mcp-server.md — FastMCP tools, transports, safety.
8. docs/07-output-style.md — Rich palette and table formats.
9. docs/08-references.md — TradeStation docs + prior art.
10. docs/09-codegen-strategy.md — codegen + spec pinning.

License

MIT — see LICENSE.