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TradeStation MCP Server

Provides real-time market data, account access, and read-only order previews for TradeStation via MCP.

Installation

Add the following to your MCP client configuration file.

Configuration

{
  "mcpServers": {
    "maven81g-tradestation_mcp": {
      "command": "node",
      "args": [
        "/path/to/mcp-tradesation/build/index.js"
      ],
      "env": {
        "TRADESTATION_ENV": "simulation",
        "TRADESTATION_CLIENT_ID": "your_client_id_here",
        "TRADESTATION_ACCOUNT_ID": "ABC123",
        "TRADESTATION_REDIRECT_URI": "http://localhost:3000/callback",
        "TRADESTATION_CLIENT_SECRET": "your_client_secret_here",
        "TRADESTATION_REFRESH_TOKEN": "your_refresh_token_here"
      }
    }
  }
}

You can integrate TradeStation with Claude Code and other MCP clients through this MCP server. It provides real-time market data, account information, order previews, and token management, enabling you to build trading workflows and automations with ease.

How to use

After you start the MCP server, you gain access to a set of tools that let you fetch live quotes, view historical price data, manage accounts, and preview orders. You can request real-time quotes for symbols, pull market bars, inspect symbol details, and obtain available option expirations and strike prices. You can also list accounts, check balances and positions, review orders and executions, and preview (read-only) orders to understand costs and requirements before trading.

How to install

Prerequisites you need before installing the MCP server are Node.js 18 or higher and a TradeStation developer account with API credentials. You also need an active TradeStation account for simulation or live mode.

Install steps you should follow to set up the MCP server locally are concrete and repeatable:

1. Clone the repository. Use your preferred path and replace the placeholder with the actual repository URL.

2. Install dependencies.

3. Copy the example environment file to a new .env file.

4. Edit the environment file with your TradeStation API credentials.

5. Build the server.

Configure in Claude Code

You configure the MCP server for Claude Code using a standard JSON configuration that points to the local runtime and loads credentials from environment variables. The configuration runs the MCP server as a local process so Claude Code can communicate with it directly.

Environment and credentials

The server uses OAuth credentials from TradeStation to authenticate API calls. You will set four required values and two optional values in the environment: TRADESTATION_CLIENT_ID, TRADESTATION_CLIENT_SECRET, TRADESTATION_REFRESH_TOKEN, TRADESTATION_REDIRECT_URI. Optionally, you can set TRADESTATION_ACCOUNT_ID as a default account and TRADESTATION_ENV to select simulation or production.

Troubleshooting

If you run into authentication issues, verify that your credentials are correct, ensure the refresh token is still valid, and confirm your TradeStation API access is enabled. If the server cannot start, confirm the build completed successfully and that the index file exists in the build directory. Check logs in Claude Code for error messages and confirm the path to build/index.js is accurate in your MCP configuration.

Notes and tips

The server can operate in simulation or live modes. Use TRADESTATION_ENV to switch between environments and TRADESTATION_ACCOUNT_ID to specify a default account if you want to preselect one for operations.

Available tools

marketData

Get real-time quotes for symbols

barChart

Get historical price bars or candles

getSymbolDetails

Get detailed information for a symbol

getOptionExpirations

Get available option expiration dates for a symbol

getOptionStrikes

Get available option strike prices for a symbol

getAccounts

List all brokerage accounts accessible via TradeStation integration

getBalances

Get account balances and buying power

getPositions

Get current positions with P&L information

getOrders

Get order history with optional status filter

getOrderDetails

Get detailed information for a specific order

getExecutions

Get fills/executions for a specific order

confirmOrder

Preview order costs and requirements (read-only, does not execute trades)