Trading 212 MCP Server

<!-- mcp-name: io.github.KyuRish/trading212-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" |

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

<details> <summary><code>claude_desktop_config.json</code> for source installs</summary>

{
  "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"
      }
    }
  }
}

</details>

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