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KyuRish/trading212-mcp-server

MCP server for Trading 212 - portfolio analytics, order management, pies, dividends. Works with Claude, ChatGPT, Cursor, Windsurf.

Unclaimed MIT mcpmcp-server
64Good

Scored 11 days ago · breakdown

About KyuRish/trading212-mcp-server

KyuRish/trading212-mcp-server is an MCP server published by KyuRish in the Developer Tools category: mCP server for Trading 212 - portfolio analytics, order management, pies, dividends. Works with Claude, ChatGPT, Cursor, Windsurf.

The repository has 10 stars and 4 forks, with the last commit 2 months ago. Recent commit activity is the strongest signal that reported issues will get attention.

Install

From source
git clone https://github.com/KyuRish/trading212-mcp-server

This server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.

Tools (4)

fetch_dividend_summaryDividend income by ticker and month

Parameters not published.

fetch_portfolio_performancePer-position returns, dividends, best/worst performers

Parameters not published.

fetch_portfolio_summaryComplete portfolio snapshot with P&L and allocations

Parameters not published.

fetch_recent_activityCombined timeline of trades and transactions

Parameters not published.

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Security checks

Static checks derived from the repository 4 days ago. Heuristics on the source, not an audit.

  • ✓README presentThe repository ships documentation.
  • ✓License declaredUsable under a stated license.
  • ✓Tests presentA test suite exists in the repository.
  • ✓Dependencies pinnedA lockfile pins dependency versions.
  • ✓No dynamic code executionSource scan found no eval, dynamic Function, or shell execution.
  • !Scoped permissionsDoesn't declare a permission scope. Assume it can do anything its process can.

Releases

v0.4.0v0.4.0 · 20 Aug 2026Policy shift: read-side enums (Order/HistoricalOrder/Pie/Tax/Instrument/Report status, type, strategy, source fields) accept any string so T212 can add enum values without breaking clients. Write-side enums (TimeValidity,…
v0.3.1v0.3.1 · 13 Aug 2026Update Order model for T212's reshaped response. Fix silent break on creation_time (renamed to created_at). Add new fields: side, currency, time_in_force, extended_hours, initiated_from, instrument (nested).
v0.3.0v0.3.0 · 17 Jun 2026Fix Position decoding crash on T212's new INSTRUMENT_AUTOINVEST source value. Position.frontend and HistoricalOrder.executor now accept any string.
v0.2.1v0.2.1 · 10 Apr 2026A-grade tool descriptions All 28 tool descriptions rewritten for Glama TDQS quality scoring: Purpose Clarity: Every tool starts with what it does Usage Guidelines: When to use this tool vs alternatives Behavioral Transparency: Side effects…
v0.2.0v0.2.0 · 10 Apr 2026What's new MCP tool annotations - all 28 tools now declare `readOnlyHint`, `destructiveHint`, and `idempotentHint` flags, helping AI clients auto-approve safe read-only operations Better PyPI metadata - expanded keywords, classifiers, and…

README

Trading 212 MCP Server

PyPI Downloads 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?

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
{
  "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.

Buy Me a Coffee

License

MIT

README fetched from the repository 4 days ago. The original is authoritative.

Questions

About KyuRish/trading212-mcp-server

How do I install KyuRish/trading212-mcp-server?

No package has been published for this server, so install it from source: clone the repository and follow its README.

Is KyuRish/trading212-mcp-server safe to use with an AI agent?

Its trust score is 64 out of 100 (good). It passes 5 of the 6 static security checks run so far; the failures are listed above. It has no ConduID identity yet, so agent calls to it are not receipted.

Is KyuRish/trading212-mcp-server still maintained?

Yes — the latest release is v0.4.0 (20 Aug 2026), and the last commit was 2 months ago. The repository has 10 stars.