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trading212-mcp-server

trading212-mcp-server

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github.com/KyuRishFinance10Updated 10w ago

About trading212-mcp-server

trading212-mcp-server connects AI assistants to Trading 212 accounts for portfolio queries, trading, pie management, and dividend analysis. It returns structured responses and supports demo trading.

Key features

  1. 01Query account, cash, and positions
  2. 02Place and manage trading orders
  3. 03Create and edit investment pies
  4. 04Analyze performance, dividends, and activity
  5. 05Search instruments and export records

Use cases

  1. 01Review portfolio P&L and allocation
  2. 02Place market, limit, or stop orders
  3. 03Analyze dividends by ticker and month
  4. 04Test trading workflows with virtual money

MCP support

As an MCP server, it exposes Trading 212 account, trading, portfolio, and analytics tools to compatible clients.

Configuration

Local server config is the same for every client. Copy it into your client’s MCP config file.

mcp.json · Universal config
{
"mcpServers": {
"kyurish-trading212": {
"command": "uvx",
"args": [
"trading212-mcp-server"
],
"env": {
"TRADING212_API_KEY": "<TRADING212_API_KEY>",
"TRADING212_API_SECRET": "<TRADING212_API_SECRET>",
"ENVIRONMENT": "<ENVIRONMENT>"
}
}
}
}
Run commanduvx trading212-mcp-server
Environment variables to set
TRADING212_API_KEYSecretTrading 212 API key from Settings > API (Beta)
TRADING212_API_SECRETSecretTrading 212 API secret from Settings > API (Beta)
ENVIRONMENTAPI environment: 'live' for real account, 'demo' for paper trading

Local servers need a runtime on your machine (e.g. Node.js 18+). Config file locations differ by client; see your client’s docs.

Packages
pypitrading212-mcp-server0.1.1

Tools

No tool list yet

Local servers expose tools only once running on your machine, and the maintainer has not provided a tool list.

Details

From the project README

Trading 212 MCP Server

PyPI Downloads License: MIT Glama Python MCP Tools

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?

CategoryToolsExamples
AnalyticsPortfolio summary, performance, dividends, activity"Show me my portfolio P&L"
TradingMarket, limit, stop, stop-limit orders"Buy 5 shares of AAPL"
PortfolioPositions, cash balance, account info"What's my cash balance?"
PiesCreate, update, duplicate, delete pies"Show my pie allocations"
Market DataInstrument search, exchange schedules"Search for Tesla"
HistoryPast 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)
ToolDescription
fetch_portfolio_summaryComplete portfolio snapshot with P&L and allocations
fetch_portfolio_performancePer-position returns, dividends, best/worst performers
fetch_dividend_summaryDividend income by ticker and month
fetch_recent_activityCombined timeline of trades and transactions
Account
ToolDescription
fetch_account_infoAccount metadata (currency, ID)
fetch_account_cashCash balance, invested value, P&L
fetch_all_open_positionsAll portfolio positions with live prices
search_specific_position_by_tickerSingle position lookup by ticker
Trading
ToolDescription
place_market_orderBuy/sell at current market price
place_limit_orderBuy/sell at specified price or better
place_stop_orderTrigger order at stop price
place_stop_limit_orderStop trigger with limit execution
fetch_all_ordersList all pending orders
fetch_orderGet specific order by ID
cancel_orderCancel a pending order
Pies
ToolDescription
fetch_piesList all investment pies
fetch_a_piePie details with instrument allocations
create_pieCreate a new pie with target weights
update_pieUpdate pie settings and allocations
duplicate_pieClone an existing pie
delete_pieRemove a pie
Market Data
ToolDescription
search_instrumentSearch tradeable instruments by ticker or name
search_exchangeSearch available exchanges
History
ToolDescription
fetch_historical_order_dataPast orders with pagination
fetch_paid_out_dividendsDividend payment history
fetch_transaction_listDeposits and withdrawals
fetch_exports_listList CSV export reports
request_csv_exportRequest a new CSV export

Compatibility

Tested with these MCP clients:

ClientStatus
Claude DesktopSupported
Claude CodeSupported
CursorSupported
WindsurfSupported
Any MCP-compatible clientSupported

Author

Built by Rishabh Dogra.

Support

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

Buy Me a Coffee

License

MIT

Comments

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