Trading 212 MCP Server

A comprehensive Model Context Protocol (MCP) server for seamless integration with the Trading 212 API. This server enables AI assistants like Claude to interact with your Trading 212 investment account, providing full access to account management, portfolio tracking, order execution, and historical data analysis.

Features

🏦 Account Management

Get account information (currency, ID)
View cash balances (free, invested, blocked, total)
Retrieve comprehensive account summaries

📊 Portfolio Management

List all open positions
Get detailed position information by ticker
Real-time profit/loss tracking

📈 Order Management

View all active orders
Place market, limit, stop, and stop-limit orders
Cancel pending orders
Support for DAY and GTC (Good Till Cancelled) orders
Extended hours trading support

🔍 Market Data & Instruments

Search and filter thousands of tradeable instruments
Access instrument metadata (ISIN, currency, type, trading schedules)
View exchange information and trading hours

🥧 Investment Pies

List all investment pies (portfolio buckets)
Create new pies with custom allocations
Update and delete existing pies
Configure dividend reinvestment settings

📜 Historical Data

Access order history with pagination
Retrieve dividend payment records
View complete transaction history
Export data to CSV for specified time periods

⚡ Performance Features

Automatic rate limit tracking and headers
Zod schema validation for type safety
Comprehensive error handling
Support for both demo and live environments

Installation

Prerequisites

Node.js 18+ installed
Trading 212 account (Invest or ISA)
Trading 212 API key (see Setup Guide)

Install Dependencies

npm install

Build the Project

npm run build

Configuration

Getting Your API Key

Open the Trading 212 app (mobile or web)
Navigate to Settings → API (Beta)
Click Generate API Key
Configure permissions:
- ✅ Account data (read) - View account information
- ✅ History (read) - Access historical data
- ✅ Orders (read/write) - View and place orders
- ✅ Portfolio (read) - View positions
(Optional) Set IP address whitelist for additional security
Copy your API key and store it securely

⚠️ Security Warning: Never commit your API key to version control or share it publicly.

Environment Variables

Create a .env file in the project root:

# Required: Your Trading 212 API key
TRADING212_API_KEY=your_api_key_here

# Optional: Environment (demo or live), defaults to demo
TRADING212_ENVIRONMENT=demo

Environments:

demo - Paper trading environment (recommended for testing)
live - Real money trading environment

Usage with Claude Desktop

Configure Claude Desktop

Add this server to your Claude Desktop configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json

Windows: %APPDATA%/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "trading212": {
      "command": "node",
      "args": ["/absolute/path/to/trading212-mcp/dist/index.js"],
      "env": {
        "TRADING212_API_KEY": "your_api_key_here",
        "TRADING212_ENVIRONMENT": "demo"
      }
    }
  }
}

Restart Claude Desktop

After updating the configuration, restart Claude Desktop to load the MCP server.

Available Tools

Account Management

`get_account_info`

Retrieve account metadata including currency code and account ID.

Example:

Get my account information

`get_account_cash`

Get detailed cash balance information.

Returns: Free cash, total, invested, blocked amounts, and more.

Example:

How much cash do I have available?

`get_account_summary`

Get comprehensive account summary with all balances and P&L.

Example:

Show me my complete account summary

Portfolio Management

`get_portfolio`

List all open positions with current values and profit/loss.

Example:

What stocks do I own?

`get_position`

Get detailed information about a specific position.

Parameters:

ticker (string, required) - The ticker symbol (e.g., "AAPL", "TSLA")

Example:

Show me my Apple position details

Order Management

`get_orders`

Retrieve all active orders.

Example:

What are my pending orders?

`get_order`

Get detailed information about a specific order.

Parameters:

orderId (number, required) - The order ID

Example:

Show me details for order 12345

`cancel_order`

Cancel an active order.

Parameters:

orderId (number, required) - The order ID to cancel

Example:

Cancel order 12345

`place_market_order`

Place a market order to execute immediately at the current market price.

Parameters:

ticker (string, required) - Ticker symbol
quantity (number, required) - Quantity to buy (positive) or sell (negative)
timeValidity (string, optional) - "DAY" or "GTC" (default: "DAY")

Example:

Buy 10 shares of Apple at market price

`place_limit_order`

Place a limit order to execute at a specified price or better.

Parameters:

ticker (string, required) - Ticker symbol
quantity (number, required) - Quantity to buy/sell
limitPrice (number, required) - Maximum buy price or minimum sell price
timeValidity (string, optional) - "DAY" or "GTC"

Example:

Place a limit order to buy 5 shares of Tesla at $200

`place_stop_order`

Place a stop order that becomes a market order when triggered.

Parameters:

ticker (string, required) - Ticker symbol
quantity (number, required) - Quantity to buy/sell
stopPrice (number, required) - Price that triggers the order
timeValidity (string, optional) - "DAY" or "GTC"

Example:

Place a stop order to sell 10 shares of MSFT if price drops below $300

`place_stop_limit_order`

Place a stop-limit order that becomes a limit order when triggered.

Parameters:

ticker (string, required) - Ticker symbol
quantity (number, required) - Quantity to buy/sell
stopPrice (number, required) - Price that triggers the order
limitPrice (number, required) - Limit price once triggered
timeValidity (string, optional) - "DAY" or "GTC"

Example:

Place a stop-limit order to sell GOOGL at $140 with stop at $145

Instruments & Market Data

`get_instruments`

List all tradeable instruments with optional search filtering.

Parameters:

search (string, optional) - Filter by ticker, name, or ISIN

Example:

Search for all Apple instruments

`get_exchanges`

Get information about exchanges and trading schedules.

Example:

Show me exchange trading hours

Investment Pies

`get_pies`

List all investment pies with their configurations.

Example:

Show me all my pies

`get_pie`

Get detailed information about a specific pie.

Parameters:

pieId (number, required) - The pie ID

Example:

Show details for pie 123

`create_pie`

Create a new investment pie.

Parameters:

name (string, required) - Pie name (1-50 characters)
icon (string, required) - Icon identifier
instrumentShares (object, required) - Ticker to allocation mapping
dividendCashAction (string, required) - "REINVEST" or "TO_ACCOUNT_CASH"
goal (number, optional) - Investment goal amount

Example:

Create a new pie called "Tech Portfolio" with 50% AAPL and 50% GOOGL, reinvesting dividends

`update_pie`

Update an existing pie configuration.

Parameters:

pieId (number, required) - The pie ID
Other parameters same as create_pie (all optional)

Example:

Update pie 123 to change allocation to 60% AAPL and 40% GOOGL

`delete_pie`

Delete an investment pie.

Parameters:

pieId (number, required) - The pie ID to delete

Example:

Delete pie 123

Historical Data

`get_order_history`

Get historical orders with pagination support.

Parameters:

cursor (number, optional) - Pagination cursor
limit (number, optional) - Results per page (default: 50)
ticker (string, optional) - Filter by ticker

Example:

Show me my order history for the last month

`get_dividends`

Get dividend payment history.

Parameters:

cursor (number, optional) - Pagination cursor
limit (number, optional) - Results per page
ticker (string, optional) - Filter by ticker

Example:

Show me all dividends received this year

`get_transactions`

Get complete transaction history.

Parameters:

cursor (number, optional) - Pagination cursor
limit (number, optional) - Results per page

Example:

Show me my recent transactions

`request_export`

Request a CSV export of account data.

Parameters:

timeFrom (string, required) - Start date (ISO 8601 format)
timeTo (string, required) - End date (ISO 8601 format)
includeDividends (boolean, optional) - Include dividends (default: true)
includeInterest (boolean, optional) - Include interest (default: true)
includeOrders (boolean, optional) - Include orders (default: true)
includeTransactions (boolean, optional) - Include transactions (default: true)

Example:

Export all my data from January 1st to December 31st 2024

Example Conversations

Portfolio Analysis

User: What's my current portfolio performance?

Claude: Let me check your account summary and portfolio.
[Calls get_account_summary and get_portfolio]

You have a total portfolio value of $10,523.45 with an overall profit of $523.45 (+5.2%).

Your positions:
- AAPL: 10 shares at $150.00 (avg $145.00) - +$50.00 profit
- GOOGL: 5 shares at $140.00 (avg $135.00) - +$25.00 profit
- TSLA: 8 shares at $200.00 (avg $210.00) - -$80.00 loss

Order Placement

User: Buy 5 shares of Microsoft at market price

Claude: I'll place a market order for 5 shares of MSFT.
[Calls place_market_order]

Order placed successfully:
- Order ID: 12345
- Ticker: MSFT
- Quantity: 5
- Type: MARKET
- Status: CONFIRMED
- Filled at: $350.25 per share

Historical Analysis

User: How much have I received in dividends this year?

Claude: Let me check your dividend history.
[Calls get_dividends]

You've received $125.50 in dividends this year:
- AAPL: $45.00 (3 payments)
- MSFT: $50.50 (4 payments)
- JNJ: $30.00 (2 payments)

Rate Limits

Trading 212 API enforces rate limits on a per-endpoint basis. This MCP server automatically tracks rate limit information via response headers:

x-ratelimit-limit - Maximum requests allowed
x-ratelimit-remaining - Requests remaining
x-ratelimit-reset - Unix timestamp when limit resets

Known Limits:

Account Summary: 1 request / 5 seconds
Market Orders: 1 request / 2 seconds
Limit Orders: 1 request / 2 seconds

The server will throw an error if you exceed rate limits. Always check the error messages for rate limit information.

Error Handling

All errors are returned with descriptive messages:

{
  "error": "Trading 212 API Error (401): Invalid API key"
}

Common errors:

401 Unauthorized - Invalid API key
403 Forbidden - Insufficient permissions
404 Not Found - Resource doesn't exist
429 Too Many Requests - Rate limit exceeded
500 Internal Server Error - Trading 212 service issue

Development

Run in Development Mode

npm run dev

Build for Production

npm run build

Watch Mode (Auto-rebuild)

npm run watch

API Documentation

For complete API documentation, visit:

Supported Account Types

✅ Invest Accounts (General trading accounts)
✅ ISA Accounts (UK tax-advantaged accounts)
❌ CFD Accounts (Not supported by Trading 212 API)

Limitations

API is currently in BETA and under active development
No WebSocket/streaming support (REST only)
Pies API is deprecated and won't receive further updates
CFD accounts are not supported
Rate limits apply per account (not per API key)

Security Best Practices

Never commit API keys to version control
Use environment variables for sensitive configuration
Enable IP whitelisting if possible
Test in demo environment before using live
Use minimal permissions needed for your use case
Rotate API keys regularly
Monitor API usage through rate limit headers

Troubleshooting

Server Not Appearing in Claude Desktop

Verify the path in claude_desktop_config.json is absolute
Ensure the project is built (npm run build)
Check that dist/index.js exists
Restart Claude Desktop completely
Check Claude Desktop logs for errors

Authentication Errors

Verify API key is correct in .env or config
Check that API key has required permissions
Ensure you're using the correct environment (demo/live)
Verify IP whitelist settings if enabled

Rate Limit Errors

Wait for the rate limit window to reset
Check x-ratelimit-reset header for reset time
Reduce frequency of API calls
Implement caching where appropriate

Contributing

Contributions are welcome! Please:

Fork the repository
Create a feature branch
Make your changes with tests
Submit a pull request

License

MIT License - see LICENSE file for details

Disclaimer

This is an unofficial integration. Always test thoroughly in the demo environment before using with real money. Trading involves risk, and you should only invest what you can afford to lose.

Support

For issues with this MCP server:

Open an issue on GitHub

For Trading 212 API issues:

Visit Trading 212 Help Center
Check Trading 212 API Documentation

Acknowledgments

Built with:

Made with ❤️ for the Trading 212 and AI community