Portfolio Service MCP

Example Use Cases

• 1

  Fetch historical intraday or bar market data wrapped as a dataframe string for analysis or signal generation.

• 2

  Place and manage simple buy or sell orders programmatically against a TradeStation account using standardized tool calls.

• 3

  Retrieve account positions and balances to inform portfolio decisions or risk checks before executing trades.

Description

This repository implements a Model Context Protocol (MCP) server that wraps parts of the TradeStation API into five reusable tools (market bars, buy/sell orders, positions, and balances). It formats market data into dataframes, simplifies order placement (buy/sell), and surfaces brokerage state for agent workflows. The server is configured via environment variables for TradeStation credentials and can be run and debugged locally with the MCP Inspector.