TradeStation MCP Server

A Model Context Protocol (MCP) server that provides TradeStation API integration for Claude Code and other MCP clients.

Features

• Real-time market data (quotes, bars, option chains)
• Account information (balances, positions, orders)
• Order preview and validation
• Automatic token refresh management
• Support for both simulation and live environments

Available Tools

Market Data

• marketData - Get real-time quotes for symbols
• barChart - Get historical price bars/candles
• getSymbolDetails - Get detailed symbol information
• getOptionExpirations - Get available option expiration dates
• getOptionStrikes - Get available option strike prices

Account Management

• getAccounts - List all brokerage accounts
• getBalances - Get account balances and buying power
• getPositions - Get current positions with P&L
• getOrders - Get order history with optional status filter
• getOrderDetails - Get detailed information for a specific order
• getExecutions - Get fills/executions for a specific order

Order Operations

• confirmOrder - Preview order costs and requirements (READ-ONLY, does not execute trades)

Setup

Prerequisites

• Node.js 18 or higher
• TradeStation developer account with API credentials
• Active TradeStation account (simulation or live)

Installation

1. Clone this repository:

git clone <repository-url>
cd mcp-tradesation

2. Install dependencies:

npm install

3. Copy the example environment file:

cp .env.example .env

4. Edit .env and add your TradeStation API credentials:

TRADESTATION_CLIENT_ID=your_client_id_here
TRADESTATION_CLIENT_SECRET=your_client_secret_here
TRADESTATION_REFRESH_TOKEN=your_refresh_token_here
TRADESTATION_REDIRECT_URI=http://localhost:3000/callback

5. Build the server:

npm run build

Getting TradeStation API Credentials

1. Go to TradeStation Developer Portal
2. Create a new application to get your Client ID and Client Secret
3. Complete the OAuth flow to obtain a refresh token
4. Add the credentials to your .env file

Configure in Claude Code

Add the following to your Claude Code MCP configuration file:

macOS/Linux: ~/.config/claude-code/mcp_config.json Windows: %APPDATA%\claude-code\mcp_config.json

{
  "mcpServers": {
    "tradestation": {
      "command": "node",
      "args": ["/path/to/mcp-tradesation/build/index.js"],
      "env": {
        "TRADESTATION_CLIENT_ID": "your_client_id_here",
        "TRADESTATION_CLIENT_SECRET": "your_client_secret_here",
        "TRADESTATION_REFRESH_TOKEN": "your_refresh_token_here",
        "TRADESTATION_REDIRECT_URI": "http://localhost:3000/callback"
      }
    }
  }
}

Alternatively, if you have a .env file in the project directory, you can omit the env section and the server will automatically load credentials from the .env file.

Usage

Once configured, the MCP tools will be automatically available in Claude Code. You can use them like this:

Get a quote for SPY
Show me a 5-minute chart for AAPL with the last 20 bars
What are my account balances?
List my current positions
Preview an order to buy 100 shares of SPY at market price

Development

Project Structure

mcp-tradesation/
├── src/
│   ├── index.ts           # Main MCP server implementation
│   └── test-*.js          # Test scripts for API endpoints
├── build/                 # Compiled JavaScript output
├── .env.example          # Example environment configuration
├── package.json          # Package dependencies and scripts
└── tsconfig.json         # TypeScript configuration

Testing

The project includes several test scripts to verify API functionality:

# Test token refresh and basic API access
node src/quick-token-test.js

# Test all MCP server functions
node src/test-mcp-functions.js

# Test specific endpoints
node src/test-specific-endpoints.js

Building

npm run build

This compiles the TypeScript source to JavaScript in the build/ directory.

Environment Variables

Variable	Required	Description
TRADESTATION_CLIENT_ID	Yes	Your TradeStation API client ID
TRADESTATION_CLIENT_SECRET	Yes	Your TradeStation API client secret
TRADESTATION_REFRESH_TOKEN	Yes	OAuth refresh token for authentication
TRADESTATION_REDIRECT_URI	Yes	OAuth redirect URI (must match app config)
TRADESTATION_ACCOUNT_ID	No	Default account ID for operations
TRADESTATION_ENV	No	Environment: 'simulation' or 'production' (default: simulation)

Troubleshooting

Token Errors

If you see authentication errors:

1. Verify your credentials in the .env file are correct
2. Ensure your refresh token hasn't expired
3. Check that your TradeStation account has API access enabled

Build Errors

If the build fails:

1. Ensure you have Node.js 18 or higher installed
2. Delete node_modules and build directories
3. Run npm install again
4. Run npm run build

MCP Connection Issues

If Claude Code can't connect to the server:

1. Verify the path to build/index.js in your MCP config is correct
2. Check that the server built successfully (build/index.js exists)
3. Review Claude Code logs for error messages

API Documentation

For detailed TradeStation API documentation, visit:

• TradeStation Developer Portal
• API Documentation

License

ISC

Contributing

Contributions are welcome! Please feel free to submit issues or pull requests.