trading212-mcp-server 0.2.0

MCP server for Trading 212 - 32 tools for portfolio management, trading, pies, dividends, and analytics. Works with Claude, ChatGPT, Cursor, and any MCP client.

Trading 212 MCP Server

Connect your AI assistant to your Trading 212 brokerage account. Ask questions about your portfolio, place trades, manage pies, and analyze dividends - all through natural language.

Works with Claude Desktop, Claude Code, ChatGPT, Gemini, Cursor, Windsurf, and any client that supports the Model Context Protocol (MCP).

Why this server?

• 32 tools covering the full Trading 212 API, plus 4 analytics tools that combine multiple API calls into actionable insights
• Smart rate limiting - reads T212's rate limit headers, auto-waits, and retries on 429 (up to 3 times). No rate limit errors leak to your AI
• Zero config - install from PyPI, add your API key, done. No Docker, no database, no Redis
• Typed responses - every tool returns structured Pydantic models, not raw JSON
• Paper trading - set ENVIRONMENT=demo to test with virtual money first

What can it do?

Category	Tools	Examples
Analytics	Portfolio summary, performance, dividends, activity	"Show me my portfolio P&L"
Trading	Market, limit, stop, stop-limit orders	"Buy 5 shares of AAPL"
Portfolio	Positions, cash balance, account info	"What's my cash balance?"
Pies	Create, update, duplicate, delete pies	"Show my pie allocations"
Market Data	Instrument search, exchange schedules	"Search for Tesla"
History	Past orders, dividends, transactions, CSV exports	"Show my dividend history"

Analytics tools

These combine multiple API calls into single high-level responses:

• fetch_portfolio_summary - Complete snapshot: total value, P&L, cash, top holdings, allocation
• fetch_portfolio_performance - Per-position returns with dividends, best/worst performers
• fetch_dividend_summary - Income analysis grouped by ticker and month
• fetch_recent_activity - Combined timeline of trades and transactions

Quick start

Install

uvx trading212-mcp-server

Or via pip:

pip install trading212-mcp-server

Get your API credentials

From the Trading 212 app: Settings > API (Beta). You need both the API Key and Secret - the server uses Basic Auth.

Connect to Claude Desktop

Add to claude_desktop_config.json (Windows: %APPDATA%\Claude\, Mac: ~/Library/Application Support/Claude/):

{
  "mcpServers": {
    "trading212": {
      "command": "uvx",
      "args": ["trading212-mcp-server"],
      "env": {
        "TRADING212_API_KEY": "<your-api-key>",
        "TRADING212_API_SECRET": "<your-api-secret>",
        "ENVIRONMENT": "live"
      }
    }
  }
}

Connect to Claude Code

claude mcp add trading212 -- uvx trading212-mcp-server

Then set the environment variables in your shell or .env file.

Other clients (Cursor, Windsurf, ChatGPT, etc.)

Same command and env vars - configure per your client's MCP docs. Set ENVIRONMENT to demo for paper trading.

From source

git clone https://github.com/KyuRish/trading212-mcp-server.git
cd trading212-mcp-server
cp .env.example .env  # fill in your API keys
uv sync
uv run -m trading212_mcp_server.server

claude_desktop_config.json for source installs

{
  "mcpServers": {
    "trading212": {
      "command": "uv",
      "args": ["run", "--directory", "<path-to-repo>", "-m", "trading212_mcp_server.server"],
      "env": {
        "TRADING212_API_KEY": "<your-api-key>",
        "TRADING212_API_SECRET": "<your-api-secret>",
        "ENVIRONMENT": "live"
      }
    }
  }
}

All 32 tools

Analytics (composite)

Tool	Description
fetch_portfolio_summary	Complete portfolio snapshot with P&L and allocations
fetch_portfolio_performance	Per-position returns, dividends, best/worst performers
fetch_dividend_summary	Dividend income by ticker and month
fetch_recent_activity	Combined timeline of trades and transactions

Account

Tool	Description
fetch_account_info	Account metadata (currency, ID)
fetch_account_cash	Cash balance, invested value, P&L
fetch_all_open_positions	All portfolio positions with live prices
search_specific_position_by_ticker	Single position lookup by ticker

Trading

Tool	Description
place_market_order	Buy/sell at current market price
place_limit_order	Buy/sell at specified price or better
place_stop_order	Trigger order at stop price
place_stop_limit_order	Stop trigger with limit execution
fetch_all_orders	List all pending orders
fetch_order	Get specific order by ID
cancel_order	Cancel a pending order

Pies

Tool	Description
fetch_pies	List all investment pies
fetch_a_pie	Pie details with instrument allocations
create_pie	Create a new pie with target weights
update_pie	Update pie settings and allocations
duplicate_pie	Clone an existing pie
delete_pie	Remove a pie

Market Data

Tool	Description
search_instrument	Search tradeable instruments by ticker or name
search_exchange	Search available exchanges

History

Tool	Description
fetch_historical_order_data	Past orders with pagination
fetch_paid_out_dividends	Dividend payment history
fetch_transaction_list	Deposits and withdrawals
fetch_exports_list	List CSV export reports
request_csv_export	Request a new CSV export

Compatibility

Tested with these MCP clients:

Client	Status
Claude Desktop	Supported
Claude Code	Supported
Cursor	Supported
Windsurf	Supported
Any MCP-compatible client	Supported

Author

Built by Rishabh Dogra.

Support

If this server saves you time, a coffee would mean a lot.

License

MIT