Trading212 Mcp Server

io.github.KyuRish由 GitHub 账号 KyuRish 发布v0.1.1更新于 Oct 24, 2026

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

已验证STDIO仅桌面金融数据与分析

服务详情

标识符: io.github.KyuRish/trading212-mcp-server
传输: STDIO
运行时: Desktop only
信任: Verified
发布于: Sep 16, 2026

安全提示

MCP 服务会接收对话中的工具调用请求，并可能执行外部操作。启用前请先了解该服务能做什么，并只授予它所需的权限。

注册中心已验证此条目所属的 GitHub 账号 KyuRish。这并不表明该账号就是产品方。

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概览

AI 生成的概览

将 AI 助手连接到 Trading 212 券商账户，用于查看投资组合、下单、管理派和分红分析。

可以做什么: 读取账户数据：账户信息、现金余额、持仓列表与按代码查询单个持仓
下单与管理订单：市价、限价、止损、止损限价单，列出并撤销挂单
管理投资派：列出、查看、创建、更新、复制和删除派
查询市场数据：搜索可交易标的与交易所
查看历史：历史订单、已派发分红、资金流水与 CSV 导出申请
运行组合分析：组合概览、各持仓表现、分红汇总与近期活动
适用场景: 适合用自然语言询问 Trading 212 账户情况、查看余额与收益、分析分红收入，或在不打开应用的情况下下单和管理投资派。
运行要求: 以本地 Python 包运行（PyPI，通过 uvx 或 pip 启动）。需要从 Settings > API (Beta) 获取的 Trading 212 API 密钥与密钥串，分别通过 TRADING212_API_KEY 和 TRADING212_API_SECRET 提供，并设置 ENVIRONMENT 为 live 或 demo。需要访问 Trading 212 API 的网络连接。

安装前请注意

该服务器持有可下真实订单、撤销订单和删除投资派的券商 API 凭据；在熟悉前建议将 ENVIRONMENT 设为 demo 使用模拟资金。下单和修改派会实际作用于账户，助手的请求会发送给 Trading 212。请勿将 API 密钥与密钥串写入共享配置文件。

安装

在 SourceWeft 中

打开控制台中的 Trading212 Mcp Server，将其添加到工作区。
为需要使用其工具的对话启用该服务。

Desktop only，通过 STDIO。 STDIO 服务会启动本地进程，因此需要 SourceWeft 桌面宿主。

其他 MCP 客户端

参照仓库中的启动说明。

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

来源：README.md，提交 850da6b

工具

SourceWeft 尚未在沙箱中启动过该软件包，因此其工具未知。

版本历史

v0.1.1最新Sep 16, 2026

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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