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io.github.KyuRish/trading212-mcp-server

MCP server for Trading 212 API - portfolio, orders, pies, dividends, and analytics

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Trading 212 MCP Server

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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