OpenEtradeMcp

An MCP (Model Context Protocol) server that exposes ETRADE API operations as tools for AI agents. This allows AI assistants like Claude and GitHub Copilot to interact with ETRADE’s trading platform.

NuGet Packages

Features

• OAuth 1.0a Authentication: Interactive OAuth flow designed to work seamlessly with AI agents
• E*TRADE API Tools: Auto-generated tools from E*TRADE’s OpenAPI specification
• Order Confirmation Safety Gate: Optional MCP elicitation-based confirmation for order placement, cancellation, and modification — prevents unintended trades by requiring explicit user approval via a native client dialog that the LLM cannot bypass
• Sandbox Support: Test safely with E*TRADE’s sandbox environment
• Global Tool: Install as a .NET global tool for easy access

Prerequisites

• .NET 8.0/9.0/10.0 SDK
• E*TRADE Developer Account with API access
• Consumer Key and Consumer Secret from E*TRADE Developer Portal

Installation

As a .NET Global Tool

dotnet tool install --global OpenEtradeMcp.Server

From Source

git clone https://github.com/kerryjiang/OpenEtradeMcp.git
cd OpenEtradeMcp
dotnet build

Configuration

Environment Variables

export ETRADE_ConsumerKey="your-consumer-key"
export ETRADE_ConsumerSecret="your-consumer-secret"
export ETRADE_UseSandbox="true"  # Optional: use sandbox environment

Command Line Arguments

etrade-mcp --ConsumerKey=your-key --ConsumerSecret=your-secret --UseSandbox=true

Running the Server

Using the Global Tool

etrade-mcp

From Source

cd src/OpenEtradeMcp.Server
dotnet run

MCP Client Configuration

Claude Desktop

Add to your Claude Desktop config file:

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

{
  "mcpServers": {
    "etrade": {
      "command": "/Users/{YourUserName}/.dotnet/tools/etrade-mcp",
      "env": {
        "ETRADE_ConsumerKey": "your-consumer-key",