portfolio_service MCP server

November 29, 2024 ยท View on GitHub

A Model Context Protocol server implementing popular broker api's

Supported APIs

  • Currently only TradeStation API is supported (partially)

Components

Tools

The server implements five tools that are based on TradeStation API:

  1. tradestation_get_bars - wraps the output of TradeStation GetBars in a dataframe and returns it's __str__
  2. tradestation_place_buy_order - Same as TradeStation PlaceOrder but only for buy orders
  3. tradestation_place_sell_order - Same as TradeStation PlaceOrder but only for sell orders
  4. tradestation_get_positions - Same as TradeStation GetPositions
  5. tradestation_get_balances - Same as TradeStation GetBalances

see the exact schemas in the definition file here

Configuration

The server is configured via environment variables:

TRADESTATION_API_KEY="your_api_key"
TRADESTATION_API_SECRET="your_api_secret"
TS_REFRESH_TOKEN="your_refresh_token"
TS_ACCOUNT_ID="your_account_id"

If you are unsure about how to get the values of the environment variables, I have a blog post that explains it here

Quickstart

Install

Claude Desktop

On MacOS: ~/Library/Application\ Support/Claude/claude_desktop_config.json

On Windows: %APPDATA%/Claude/claude_desktop_config.json

"mcpServers": {
  "portfolio_service": {
    "command": "uv",
    "args": [
      "--directory",
      "<path_to_project>/portfolio_service",
      "run",
      "portfolio_service"
    ]
  }
}

Development

Building and Publishing

  1. Sync dependencies and update lockfile:
uv sync

Debugging

Since MCP servers run over stdio, debugging can be challenging. For the best debugging experience, we strongly recommend using the MCP Inspector.

You can launch the MCP Inspector via npm with this command:

npx @modelcontextprotocol/inspector uv --directory <path_to_project>/portfolio_service run portfolio-service

Upon launching, the Inspector will display a URL that you can access in your browser to begin debugging.