Income Screener MCP Server

A Python MCP server that connects Claude to E*Trade via pyetrade for income-oriented trading research:

• Real-time quotes (equities, preferreds, baby bonds)
• Option chain lookups
• Put-sell candidate screening with annualized yield filters
• Portfolio position monitoring

Architecture

Claude (Claude Code / Claude Desktop)
    ↓ MCP protocol (stdio)
server.py  (FastMCP + pyetrade)
    ↓ OAuth1 REST
E*Trade API (api.etrade.com)

Prerequisites

1. An active E*Trade brokerage account.
2. Developer API keys from developer.etrade.com. Production keys take 3–5 business days to approve.
3. Python 3.10+.

Setup

pip install -r requirements.txt
cp .env.example .env
# edit .env and set ETRADE_CONSUMER_KEY / ETRADE_CONSUMER_SECRET
python auth.py

auth.py walks the OAuth1 flow: it prints a URL (and tries to open your browser), you authorize the app on E*Trade's site, paste the verification code back into the terminal, and the resulting access tokens are written into .env.

Note: E*Trade access tokens expire at midnight ET. Re-run python auth.py each morning before using the server.

Running the server

python server.py

The server speaks MCP over stdio and is designed to be launched by an MCP client (Claude Desktop, Claude Code, etc.) rather than run interactively.

Claude Desktop config

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "income-screener": {
      "command": "python",
      "args": ["server.py"],
      "cwd": "/path/to/pyetrade-mcp"
    }
  }
}

Tools

Tool	Description
get_quote(symbols)	Real-time quotes for up to 25 symbols.
get_option_expire_dates(symbol)	Available option expirations for a symbol.
get_option_chain(symbol, chain_type, expiry_date, strike_price_near, num_strikes)	Pull an option chain window.
screen_put_candidates(symbols, max_strike_pct, min_annual_yield, min_open_interest, months_out)	Rank put-sell income candidates by annualized yield.
get_portfolio()	Positions for the first account on the authenticated profile.

Annualized yield

screen_put_candidates computes (bid / strike) * (365 / DTE) and filters by min_annual_yield. Results sort highest-yield first.

Default watchlists

If you call screen_put_candidates with no symbols, it uses a built-in equity list (HPQ, HPE, PFE, T, VZ, F, INTC, DOW, KHC, WBA). A preferred/baby-bond watchlist is defined in server.py for use with get_quote.

Notes

• server.py uses dev=False (production API). E*Trade's sandbox does not return real option chain data.
• Preferred stock symbol formatting (e.g. JPM-C vs JPMpC) may vary; test against your specific tickers.
• Calls in screen_put_candidates are serialized with a 0.5s delay to stay under E*Trade's rate limits.

Files

.
├── README.md
├── LICENSE
├── requirements.txt    # pyetrade, mcp[cli], python-dotenv
├── .env.example        # template — copy to .env and fill in
├── auth.py             # one-shot OAuth token refresh
└── server.py           # FastMCP server + all 5 tools