tasty

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 built-in rate limiting (2 requests/second) to prevent API errors.

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"
      }
    }
  }
}

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

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

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

# Deploy
uvx modal deploy examples/modal_deploy.py