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. Features automated IV analysis prompts and compact tool output.

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

• `account_overview(include=["balances","positions"])` - Account balances (including net liquidating value) and open positions.

Market Data & Research

• `get_quotes(instruments, timeout=10.0)` - Real-time quotes for stocks, options, futures, and indices via DXLink streaming
• `get_greeks(options, timeout=10.0)` - Greeks (delta, gamma, theta, vega, rho) for equity and futures options via DXLink streaming
• `get_market_metrics(symbols)` - IV rank, percentile, beta, liquidity for multiple symbols
• `market_status(exchanges=['Equity'])` - Market hours, status, holidays, and current NYC time ('Equity', 'CME', 'CFE', 'Smalls')
• `search_symbols(symbol, limit=10)` - Search for symbols by name/ticker

History

• `get_history(type, days=None, underlying_symbol=None, transaction_type=None, page_offset=0, limit=25)` - Transaction history (`type="transactions"`, default 90 days) or order history (`type="orders"`, default 7 days). Paginated — use `page_offset` and `limit` for large result sets. Filter transactions by `"Trade"` or `"Money Movement"`.

Order Management

• `place_order(legs, target_value=None, time_in_force="Day", dry_run=false)` - Place multi-leg orders with quote-derived mid pricing only. The tool fetches live quotes for the exact resolved instruments, computes the signed net mid, validates the final limit against bid/ask guardrails, and optionally sizes quantity from `target_value`.
  • `quantity` is the actual share/contract count. `target_value=50000` sizes an equity or equity-option order from quote-derived pricing; omit `quantity` for single-leg target-value orders. For multi-leg spreads with `target_value`, use `quantity` only to express the leg ratio, such as 1:1 or 2:1.
  • Order prices are aligned to the broker's valid tick grid before submission. Option orders require tastytrade option tick-size data; if it is unavailable, the tool fails before placement instead of submitting an invalid price increment.
  • Order actions follow the tastytrade Python SDK contract: equities and options use `Buy to Open`, `Buy to Close`, `Sell to Open`, or `Sell to Close`; futures use `Buy` or `Sell`.
• `replace_order(order_id)` - Reprice an existing live order at the current quote-derived mid.
• `cancel_order(order_id)` - Cancel an order.
• `list_orders()` - Get all live orders.
• Tool outputs are compact: quote tables include actionable bid/ask/mid/size fields; order results include compact order, buying-power, fee, warning/error, and sizing summaries.

Watchlist Management

• `watchlist(action, ...)` - Unified watchlist management:
  • `action="list"` - No `name` returns compact watchlist metadata (`name`, `group`, `symbol_count`); with `name`, returns compact symbol entries.
  • `action="add"` - Add symbols to a watchlist (creates if doesn't exist)
  • `action="remove"` - Remove symbols from a watchlist
  • `action="delete"` - Delete a watchlist

MCP Prompts

• IV Rank Analysis - Automated prompt to analyze IV rank extremes across positions and watchlists for entry/exit opportunities

Usage

Local (stdio)

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"
      }
    }
  }
}

`TASTYTRADE_ACCOUNT_ID` may be omitted only when the OAuth grant exposes one

brokerage account. Set it explicitly when the grant exposes multiple accounts.

Remote (Modal)

Deploy as a remote MCP server on Modal with proxy auth:

uvx modal setup

# Create secrets
uvx modal secret create tasty-agent-secrets \
  TASTYTRADE_CLIENT_SECRET=your_secret \
  TASTYTRADE_REFRESH_TOKEN=your_token \
  TASTYTRADE_ACCOUNT_ID=your_account_id  # optional for single-account grants

# Create a proxy auth token at https://modal.com/settings/proxy-auth-tokens

# Export your workspace host
export MODAL_HOST=--tasty-agent-mcp-server.modal.run

# Deploy
uvx modal deploy examples/modal_deploy.py

Clients authenticate with `Modal-Key` and `Modal-Secret` headers. See `examples/modal_deploy.py`.

Programmatic (Python client)

Connect to a remote tasty-agent and call tools directly:

# List all tools
uv run examples/mcp_client.py

# Call a tool
uv run examples/mcp_client.py market_status
uv run examples/mcp_client.py get_market_metrics '{"symbols": ["AAPL", "SPY"]}'

See `examples/mcp_client.py` for the full client code.

Examples

"Get my account balances and current positions"
"What's my net liquidating value?"
"Get real-time quotes for SPY and AAPL"
"Get quotes for a TQQQ call at strike 100 expiring YYYY-MM-DD" (use a concrete listed expiration)
"Get Greeks for an AAPL put at strike 150 expiring YYYY-MM-DD" (use a concrete listed expiration)
"Get Greeks for an /ES call at strike 5800 expiring YYYY-MM-DD" (use a concrete listed expiration)
"Buy to open 100 AAPL shares at mid"
"Buy to open 17 TQQQ calls at strike 100 expiring YYYY-MM-DD" (use a concrete listed expiration)
"Buy $50K of TSLA calls at strike 300 expiring YYYY-MM-DD" (use a concrete listed expiration)
"Place an AAPL 150/155 call spread expiring YYYY-MM-DD" (use a concrete listed expiration)
"Buy one /ES-CONTRACT future at mid" (use a concrete active contract symbol)
"Reprice order 12345 at mid"
"Cancel order 12345"
"Show my live orders"
"Get my trading history from January"
"Get my order history for SPY"
"Get my private watchlists"
"Add TSLA and NVDA to my tech watchlist"

Development

# Run tests
uv run pytest

# Interactive chat client (requires .env with credentials + OPENAI_API_KEY)
uv run examples/chat.py

# Debug with MCP inspector
npx @modelcontextprotocol/inspector uvx tasty-agent

License

MIT