Trading212 Mcp Server

io.github.KyuRishPublished by GitHub account KyuRishv0.1.1Updated Oct 24, 2026

MCP server for Trading 212 API - portfolio, orders, pies, dividends, and analytics

VerifiedSTDIODesktop onlyFinance Data & Analytics

Server details

Identifier: io.github.KyuRish/trading212-mcp-server
Transport: STDIO
Runtime: Desktop only
Trust: Verified
Published: Sep 16, 2026

Security note

MCP servers receive tool arguments from a conversation and may perform external actions. Review what a server can do before you enable it, and give it only the access it needs.

The registry verified the GitHub account KyuRish for this listing. That does not show the account is the product's maker.

SourceWeft's checks cover whether the listing is complete and the endpoint answered; they do not review the server's code or what its tools do.

Add a badge to your README

Show readers this MCP server is listed on SourceWeft. The badge links to this page.

[![Listed on SourceWeft](https://sourceweft.com/badge/mcp/io.github.KyuRish%2Ftrading212-mcp-server.svg)](https://sourceweft.com/mcp/io.github.KyuRish%2Ftrading212-mcp-server?utm_source=readme&utm_medium=badge)

Overview

AI-generated overview

Connects an AI assistant to a Trading 212 brokerage account to review portfolios, place orders, manage pies and analyze dividends.

What you can do: Read account data: account info, cash balance, open positions and single-position lookups
Place and manage orders: market, limit, stop and stop-limit orders, list and cancel pending orders
Manage investment pies: list, inspect, create, update, duplicate and delete pies
Look up market data: search tradeable instruments and exchanges
Review history: past orders, paid dividends, transactions and CSV export requests
Run composite analytics: portfolio summary, per-position performance, dividend summary and recent activity
When to use it: Useful when you want to ask questions about a Trading 212 portfolio in natural language, check balances and performance, review dividend income, or place and manage orders and pies without opening the app.
Requirements: Runs locally as a Python package (PyPI, launched with uvx or pip). Needs a Trading 212 API key and secret from Settings > API (Beta), supplied as TRADING212_API_KEY and TRADING212_API_SECRET, plus ENVIRONMENT set to live or demo. Network access to the Trading 212 API is required.

Before you install

The server holds brokerage API credentials that can place and cancel real orders and delete pies; set ENVIRONMENT to demo for paper trading until confident. Order placement and pie changes act on the account, and the assistant's requests are sent to Trading 212. Keep the API key and secret out of shared configuration files.

Installation

In SourceWeft

Open Trading212 Mcp Server in the dashboard and add it to a workspace.
Enable the server for the chats that should use its tools.

Desktop only via STDIO. STDIO servers start a local process, so they need the SourceWeft desktop host.

Other MCP clients

Follow the launch instructions in the repository.

README

Trading 212 MCP Server

[PyPI] [Downloads] [License: MIT] [Glama] [Python] [MCP] [Tools]

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

Or via pip:

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/):

json

{  "mcpServers": {    "trading212": {      "command": "uvx",      "args": ["trading212-mcp-server"],      "env": {        "TRADING212_API_KEY": "<your-api-key>",        "TRADING212_API_SECRET": "<your-api-secret>",        "ENVIRONMENT": "live"      }    }  }}

{  "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

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

bash

git clone https://github.com/KyuRish/trading212-mcp-server.gitcd trading212-mcp-servercp .env.example .env  # fill in your API keysuv syncuv run -m trading212_mcp_server.server

git clone https://github.com/KyuRish/trading212-mcp-server.gitcd trading212-mcp-servercp .env.example .env  # fill in your API keysuv syncuv run -m trading212_mcp_server.server

claude_desktop_config.json for source installs

json

{  "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"      }    }  }}

{  "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"      }    }  }}

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

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:

Author

Built by Rishabh Dogra.

Support

If this server saves you time, a coffee would mean a lot.

[Buy Me a Coffee]

License

MIT

Source: README.md at commit 850da6b

Tools

SourceWeft has not started this package in its sandbox yet, so its tools are not known.

Version history

v0.1.1LatestSep 16, 2026

Score

50% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

Reached in the last 30 days25 pts
Keep the endpoint answering the MCP handshake; SourceWeft probes it every 30 days.
Auth declared10 pts
Declare the credential headers in the registry entry, or keep the endpoint answering the probe so its auth can be classified.
Tools listed15 pts
Answer tools/list without a credential, or ship a package that starts in a sandbox without one.
DescriptionRequired15 pts
Logo10 pts
Documentation15 pts
License10 pts

Tool	Description
`search_instrument`	Search tradeable instruments by ticker or name
`search_exchange`	Search available exchanges

Client	Status
Claude Desktop	Supported
Claude Code	Supported
Cursor	Supported
Windsurf	Supported
Any MCP-compatible client	Supported