Trading 212 MCP Server
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" |
These combine multiple API calls into single high-level responses:
fetch_portfolio_summary - Complete snapshot: total value, P&L, cash, top holdings, allocationfetch_portfolio_performance - Per-position returns with dividends, best/worst performersfetch_dividend_summary - Income analysis grouped by ticker and monthfetch_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
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"
}
}
}
}
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