TradeStation FAQs

Question 1

What is the TradeStation MCP Server?

Accepted Answer

The TradeStation MCP Server is a Model Context Protocol (MCP) server that provides seamless integration with TradeStation API functionalities, including market data, account management, and order operations, for AI clients like Claude Code.

Question 2

How do I configure TradeStation API credentials for this server?

Accepted Answer

You need a TradeStation developer account to obtain a Client ID, Client Secret, and an OAuth refresh token. These credentials are then configured as environment variables or within your Claude Code MCP configuration file.

Question 3

What financial data and account management features are available?

Accepted Answer

Users can access real-time market data (quotes, bars, option chains), retrieve comprehensive account information (balances, positions, orders), and get detailed symbol data. It also supports automatic TradeStation API token refresh.

Question 4

Does this tool support both simulated and live trading environments?

Accepted Answer

Yes, the TradeStation MCP Server is designed to work with both TradeStation's simulation (paper trading) and live trading environments, making it suitable for development, testing, and real-world deployment.

Question 5

Can I execute trades directly through the MCP server?

Accepted Answer

This server provides a `confirmOrder` tool for previewing order costs and requirements without execution. It primarily focuses on data retrieval and order validation, not direct trade placement.

TradeStation

TradeStation

Key Features

Use Cases

Key Features

Use Cases