Trading212 Mcp Server

io.github.KyuRish由 GitHub 帳號 KyuRish 發布v0.1.1更新於 Oct 24, 2026

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

已驗證STDIO僅桌面金融資料與分析

服務詳細資訊

識別碼: io.github.KyuRish/trading212-mcp-server
傳輸: STDIO
執行環境: Desktop only
信任: Verified
發布於: Sep 16, 2026

安全提示

MCP 服務會接收對話中的工具呼叫請求，並可能執行外部操作。啟用前請先了解該服務能做什麼，並只授予它所需的權限。

註冊中心已驗證此條目所屬的 GitHub 帳號 KyuRish。這並不表明該帳號就是產品方。

SourceWeft 的檢查只涵蓋條目是否完整、端點是否回應；不審查伺服器的程式碼，也不審查其工具的行為。

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向讀者展示該 MCP 服務已收錄於 SourceWeft，徽章連結到本頁。

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概覽

AI 產生的概覽

將 AI 助理連接到 Trading 212 券商帳戶，用來檢視投資組合、下單、管理派和分紅分析。

可以做什麼: 讀取帳戶資料：帳戶資訊、現金餘額、持倉清單與依代號查詢單一持倉
下單與管理訂單：市價、限價、停損、停損限價單，列出並取消未成交訂單
管理投資派：列出、檢視、建立、更新、複製和刪除派
查詢市場資料：搜尋可交易標的與交易所
檢視歷史：歷史訂單、已發放股利、資金流水與 CSV 匯出申請
執行組合分析：組合總覽、各持倉報酬、股利彙總與近期活動
適用情境: 適合以自然語言詢問 Trading 212 帳戶狀況、查看餘額與報酬、分析股利收入，或不必開啟應用程式就能下單與管理投資派。
執行需求: 以本機 Python 套件執行（PyPI，透過 uvx 或 pip 啟動）。需要從 Settings > API (Beta) 取得的 Trading 212 API 金鑰與密鑰，分別以 TRADING212_API_KEY 和 TRADING212_API_SECRET 提供，並將 ENVIRONMENT 設為 live 或 demo。需要連線至 Trading 212 API 的網路存取。

安裝前請注意

此伺服器持有可下真實訂單、取消訂單與刪除投資派的券商 API 憑證；熟悉前建議將 ENVIRONMENT 設為 demo 使用虛擬資金。下單與修改派會實際作用於帳戶，助理的請求會傳送給 Trading 212。請勿將 API 金鑰與密鑰寫入共用的設定檔。

安裝

在 SourceWeft 中

開啟儀表板中的 Trading212 Mcp Server，將其新增到工作區。
為需要使用其工具的對話啟用該服務。

Desktop only，透過 STDIO。 STDIO 服務會啟動本機處理程序，因此需要 SourceWeft 桌面主機。

其他 MCP 客戶端

參照儲存庫中的啟動說明。

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

來源：README.md，提交 850da6b

工具

SourceWeft 尚未在沙箱中啟動過該軟體包，因此其工具未知。

版本歷史

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