MCP server · Finance and crypto
Tastytrade MCP server
by ferdousbhai
Lets your AI check your Tastytrade account, look up quotes and Greeks, and place or cancel trades for you.
This is a helper that connects your AI assistant to your Tastytrade brokerage account. Once it is set up, you can ask your AI things like what your balance is, what a stock is trading at, or to place an order, and it will talk to Tastytrade for you. It is handy for people who already trade on Tastytrade and want to do everyday account tasks by just typing a sentence.
What is an MCP server? The 30-second version
On its own, your AI can only chat. It cannot see your brokerage account or place a trade. An MCP server is a small helper program that gives your AI a new skill or a connection to an app or service. This one connects your AI to Tastytrade, so when you ask about your positions or want an order placed, the AI can actually look things up and act there for you.
What this MCP server does
You ask your AI a question in plain words, like what your account looks like or what a stock is trading at. The AI passes your request to this helper program. The helper logs in to Tastytrade using your saved credentials and asks Tastytrade for the information or the action. Tastytrade sends back the answer, and the helper hands it to your AI, which shows it to you in the chat. If you asked for a trade, the helper sends the order to Tastytrade and reports back what happened.
Click to zoomWhat you can do with it
- Check your account balances and open positions
- Get real-time quotes for stocks, options, futures, and indices
- Look up Greeks like delta, theta, and vega for options
- See IV rank, beta, and liquidity for symbols
- Place, reprice, or cancel orders
- Review your transaction and order history
- Manage your watchlists
Try asking your AI
- “Get my account balances and current positions”
- “What's my net liquidating value?”
- “Get real-time quotes for SPY and AAPL”
- “Buy to open 100 AAPL shares at mid”
- “Cancel order 12345”
What it gives back to you
You get answers right in the chat. Balances and positions come back as a short list, quotes come back as a small table with bid, ask, mid, and size, and order results come back with a compact summary including buying power and any warnings. History and watchlist requests come back as lists you can read or ask follow-up questions about. If you placed or changed an order, you see what the broker accepted.
Before you start
What you need
- A Tastytrade brokerage account
- An OAuth app set up on the Tastytrade website, which gives you a client ID, client secret, and refresh token
- Your Tastytrade account ID (only needed if your OAuth grant can see more than one account)
- An MCP client like the Claude desktop app, or a place to run the server
Good to know
This can place, reprice, and cancel real trades in your brokerage account, so double-check any order before you let it go through.
Install it with your AI
Add Tastytrade MCP server to your AI, no technical skills needed
You don't install anything by hand. You copy one prompt, paste it into an AI that can work on your computer, and it checks, installs and connects the server for you, asking you when it needs something.
Sign in to get the install prompt
Members get a ready-made prompt that lets the Claude desktop app check Tastytrade MCP server, install it and connect it for them, step by step. You don't need any technical skills: you copy, paste and answer a few questions. Your connected AI can also find and install any of the 4,066 MCP servers here for you.
Who it's for
People who already trade on Tastytrade and want to check their account, look up quotes, or place simple orders by typing instead of clicking around the platform.
