MCP server for managing Trading 212 portfolios, orders, pies, dividends, market data, and analytics.
Copy the AI prompt to install this server into Claude Code, Cursor, or another agent ā or use 1-click editor setup below.
The install command below didn't complete successfully in our automated test.
uvx trading212-mcp-serverDownloading cryptography (4.5MiB) Downloading pygments (1.2MiB) Downloading pydantic-core (2.0MiB) Downloaded pydantic-core Downloaded cryptography Downloaded pygments Installed 40 packages in 23ms Traceback (most recent call last): File "/home/user/.cache/uv/archive-v0/71N-8C9jKgTYIvih/bin/trading212-mcp-server", line 6, in <module> from trading212_mcp_server.server import main File "/home/user/.cache/uv/archive-v0/71N-8C9jKgTYIvih/lib/python3.11/site-packages/trading212_mcp_server/s
This is an experimental automated check and can have false negatives ā missing environment variables, a slow cold install, etc. It doesnāt necessarily mean somethingās wrong. Last checked 1mo ago.
š” Paste the JSON block into your client's configuration file under mcpServers, then restart the application.
Inspect callable tools, capabilities, and parameters exposed to AI agents by 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).
ENVIRONMENT=demo to test with virtual money first| 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 transactionsOr via pip:
From the Trading 212 app: Settings > API (Beta). You need both the API Key and Secret - the server uses Basic Auth.
Add to claude_desktop_config.json (Windows: %APPDATA%\Claude\, Mac: ~/Library/Application Support/Claude/):
Then set the environment variables in your shell or .env file.
Same command and env vars - configure per your client's MCP docs. Set ENVIRONMENT to demo for paper trading.
claude_desktop_config.json for source installs| 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 |
| 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 |
| 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 |
| 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 |
| Tool | Description |
|---|---|
search_instrument | Search tradeable instruments by ticker or name |
search_exchange | Search available exchanges |
| 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 |
Tested with these MCP clients:
| Client | Status |
|---|---|
| Claude Desktop | Supported |
| Claude Code | Supported |
| Cursor | Supported |
| Windsurf | Supported |
| Any MCP-compatible client | Supported |
Built by Rishabh Dogra.
If this server saves you time, a coffee would mean a lot.
MIT
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