iflow-mcp_rohananandpandit-trading212-mcp-server 0.1.0
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Requires Python: >=3.11

# Trading212 MCP Server

[![License](https://img.shields.io/badge/License-MIT-blue.svg)](LICENSE)
[![Version](https://img.shields.io/badge/Version-1.0.0-blue.svg)](CHANGELOG.md)
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## Overview

The Trading212 MCP server is a [Model Context Protocol](https://modelcontextprotocol.io/introduction) server implementation that provides seamless data connectivity to the Trading212 trading platform enabling advanced interaction capabilities.

## Core Features

### Trading212 API Integration
- Comprehensive account management:
  - Account metadata retrieval
  - Cash balance monitoring
  - Portfolio management with positions tracking
- Advanced order handling:
  - Market orders
  - Limit orders
  - Stop-limit orders
  - Order history and management
- Portfolio management:
  - Pies (portfolio buckets) management
  - Position tracking and search
  - Historical order data with pagination

### Market Data Access
- Tradeable instruments information
- Exchange data with working schedules
- Historical trading data access
- Real-time market connectivity

### Financial Analysis Tools
- Professional financial analysis capabilities
- Currency-aware data processing
- Comprehensive trading data analysis
- Risk management tools

### MCP Protocol Support
- Full MCP protocol implementation
- Resource-based API endpoints
- Tool-based functionality
- Prompt-based analysis capabilities

## Technical Requirements

- Python >= 3.11 (as specified in .python-version)
- Pydantic >= 2.11.4
- Hishel


## Tools

### Instruments Metadata
- `search_exchange`: Fetch exchanges, optionally filtered by name or ID
- `search_instrument`: Fetch instruments, optionally filtered by ticker or name

### Pies
- `fetch_pies`: Fetch all pies
- `duplicate_pie`: Duplicate a pie
- `create_pie`: Create a new pie
- `update_pie`: Update a specific pie by ID
- `delete_pie`: Delete a pie

### Equity Orders
- `fetch_all_orders`: Fetch all equity orders
- `place_limit_order`: Place a limit order
- `place_market_order`: Place a market order
- `place_stop_order`: Place a stop order
- `place_stop_limit_order`: Place a stop-limit order
- `cancel_order`: Cancel an existing order by ID
- `fetch_order`: Fetch a specific order by ID

### Account Data
- `fetch_account_cash`: Fetch account cash balance
- `fetch_account_metadata`: Fetch account id and currency


### Personal Portfolio
- `fetch_open_positions`: Fetch all open positions
- `search_specific_position_by_ticker`: Search for a position by ticker using POST endpoint
- `fetch_open_position_by_ticker`: Fetch a position by ticker (deprecated)

### Historical items
- `fetch_historical_order_data`: Fetch historical order data with pagination
- `fetch_paid_out_dividends`: Fetch historical dividend data with pagination
- `fetch_exports_list`: Lists detailed information about all csv account exports
- `request_export_csv`: Request a CSV export of the account's orders, dividends and transactions history
- `fetch_transaction_list`: Fetch superficial information about movements to and from your account

## Resources

### Account Resources
- `trading212://account/metadata`
- `trading212://account/cash`
- `trading212://account/portfolio`
- `trading212://account/portfolio/{ticker}`

### Order Resources
- `trading212://orders`
- `trading212://orders/{order_id}`

### Portfolio Resources
- `trading212://pies`
- `trading212://pies/{pie_id}`

### Market Resources
- `trading212://instruments`
- `trading212://exchanges`

### Reports Resources
- `trading212://history/exports`

## Prompts

### Data Analysis
- `analyse_trading212_data`: Analyse trading212 data with currency context

The prompt includes:
- Professional financial expertise
- Currency-aware analysis
- Cautious financial advice
- Dynamic currency information from account data

## Installation

### Clone repository
```bash
git clone https://github.com/RohanAnandPandit/trading212-mcp-server.git
```

### Environment Configuration
Copy `.env.example` to `.env` and configure:
```bash
cp .env.example .env
# Edit .env with your configuration
```

### Using Claude Desktop

#### Installing via Docker

- Clone the repository and build a local image to be utilized by your Claude desktop client

```sh
cd trading212-mcp-server
docker build -t mcp/trading212-mcp-server .
```

- Change your `claude_desktop_config.json` to match the following, replacing `REPLACE_API_KEY` with your actual key:

 > `claude_desktop_config.json` path
 >
 > - On MacOS: `~/Library/Application\ Support/Claude/claude_desktop_config.json`
 > - On Windows: `%APPDATA%/Claude/claude_desktop_config.json`

```json
{
  "mcpServers": {
    "trading212": {
      "command": "docker",
      "args": [
        "run",
        "-i",
        "-e",
        "TRADING212_API_KEY",
        "mcp/trading212"
      ],
      "env": {
        "TRADING212_API_KEY": "REPLACE_API_KEY"
      }
    }
  }
}
```

### Using uv

```json
{
 "mcpServers": {
  "trading212": {
    "command": "uv",
    "args": [
        "run",
        "--directory",
        "<insert path to repo>",
        "src/server.py"
    ],
    "env": {
        "TRADING212_API_KEY": "<insert api key>"
    }
  }
 }
}
```

### Generating API key
- You can generate the API key from your account settings
- Visit the [Trading212 help centre](https://helpcentre.trading212.com/hc/en-us/articles/14584770928157-How-can-I-generate-an-API-key) for more information
- If you are using the API key for the "Practice" account in Trading212 then set the `ENVIRONMENT` to `demo` in `.env`
- Set `ENVIRONMENT` to `live` if you are using the API key for real money


### Install packages

```
uv install
```

or 

```
pip install -r requirements.txt
```

#### Running

After connecting Claude client with the MCP tool via json file and installing the packages, Claude should see the server's mcp tools:

You can run the server yourself via:
In trading212-mcp-server repo: 
```
uv run src/server.py
```

### Using Python

```json
{
 "mcpServers": {
  "trading212": {
    "command": "<insert path to python>",
    "args": [
        "<insert path to repo>/src/server.py"
    ]
  }
 }
}
```

## License

This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.

## Support

For support, please:
- Open an issue in the GitHub repository

## Documentation

For the Trading212 API documentation, view the [Public API docs](https://t212public-api-docs.redoc.ly/).


## Legal Notice

This is an unofficial implementation of the Trading212 MCP protocol. Always consult official Trading212 documentation and terms of service before using this software.

## Credits

- Project maintained by [Rohan Pandit](https://github.com/RohanAnandPandit)

## Contributing
- Please read our [CONTRIBUTING.md](CONTRIBUTING.md) for more information on how to contribute to this project.