What is Tasty Agent

Tasty-agent is a Model Context Protocol (MCP) server designed to interact with TastyTrade brokerage accounts, enabling Large Language Models to manage portfolios, analyze positions, and execute trades seamlessly.

Use cases

Use cases for tasty-agent include automated portfolio monitoring, historical performance analysis, trade scheduling, and transaction tracking, making it ideal for traders looking to enhance their trading strategies with automation.

How to use

To use tasty-agent, first ensure you have Python 3.12 and the uv package manager installed. Then, run the command ‘uvx tasty-agent’ to start the server. Set up your TastyTrade credentials securely using ‘uvx tasty-agent setup’.

Key features

Key features of tasty-agent include portfolio management tools such as plotting net liquidating value history, retrieving account balances, viewing open positions, and accessing transaction history. It also supports trade management by allowing users to schedule trades.

Where to use

Tasty-agent is primarily used in financial technology and trading sectors, particularly for individuals and organizations that utilize TastyTrade for managing investment portfolios.

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.

Installation

uvx tasty-agent

Authentication

Set up credentials (stored in system keyring):

uvx tasty-agent setup

Or use environment variables:

• TASTYTRADE_USERNAME
• TASTYTRADE_PASSWORD
• TASTYTRADE_ACCOUNT_ID (optional)

MCP Tools

Account & Portfolio

• get_balances() - Account balances and buying power
• get_positions() - All open positions with current values
• get_net_liquidating_value_history(time_back='1y') - Portfolio value history (‘1d’, ‘1m’, ‘3m’, ‘6m’, ‘1y’, ‘all’)
• get_history(start_date=None) - Transaction history (format: YYYY-MM-DD, default: last 90 days)

Market Data & Research

• get_option_streamer_symbols(underlying_symbol, expiration_date, min_strike_price, max_strike_price, option_type) - Get option chain streamer symbols (option_type: ‘C’ or ‘P’, expiration_date: YYYY-MM-DD)
• get_quote(streamer_symbols, timeout=10.0) - Real-time quotes via DXLink streaming
• get_market_metrics(symbols) - IV rank, percentile, beta, liquidity for multiple symbols
• market_status(exchanges=['Equity']) - Market hours and status (‘Equity’, ‘CME’, ‘CFE’, ‘Smalls’)
• search_symbols(symbol) - Search for symbols by name/ticker

Order Management

• get_live_orders() - Currently active orders
• place_order(legs, order_type='Limit', time_in_force='Day', price=None, dry_run=False) - Place orders
• delete_order(order_id) - Cancel orders by ID

Watchlist Management

• get_public_watchlist_names() - Get available public watchlist names
• get_public_watchlist_entries(name) - Get entries from a public watchlist
• get_private_watchlists(name=None) - Get private watchlists (all if name=None, specific if name provided)
• create_private_watchlist(name, entries=[], group_name='main') - Create new private watchlist
• add_symbol_to_private_watchlist(watchlist_name, symbol, instrument_type) - Add symbol to existing watchlist
• remove_symbol_from_private_watchlist(watchlist_name, symbol, instrument_type) - Remove symbol from watchlist
• delete_private_watchlist(name) - Delete private watchlist

Order Format

Orders use legs formatted as follows:

[
  {
    "symbol": "AAPL",
    "quantity": "100",
    "action": "Buy",
    "instrument_type": "Equity"
  }
]

Actions:

• Equity: Buy, Sell
• Options: Buy to Open, Sell to Open, Buy to Close, Sell to Close
• Futures: Buy, Sell

Instrument Types: Equity, Equity Option, Future, Future Option, Cryptocurrency, Warrant

Watchlist Entry Format

Watchlist entries use this format:

[
  {
    "symbol": "AAPL",
    "instrument_type": "Equity"
  },
  {
    "symbol": "AAPL240119C00150000",
    "instrument_type": "Equity Option"
  }
]

Key Features

• Multi-leg strategies with complex option spreads
• Real-time streaming quotes via DXLink WebSocket
• Watchlist management for portfolio organization
• Dry-run testing for all order operations
• Automatic symbol normalization for options
• Fresh data always from TastyTrade API

Usage with Claude Desktop

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "tastytrade": {
      "command": "uvx",
      "args": [
        "tasty-agent"
      ]
    }
  }
}

Examples

"Get my account balances and current positions"
"Show AAPL option streamer symbols for next Friday expiration"
"Get real-time quote for SPY"
"Place dry-run order: buy 100 AAPL shares at market"
"Cancel order 12345"
"Create a watchlist called 'Tech Stocks' with AAPL and MSFT"
"Add TSLA to my Tech Stocks watchlist"

Development

Debug with MCP inspector:

npx @modelcontextprotocol/inspector uvx tasty-agent

License

MIT License