MCP Trade Plan Service MCP Server

Local setup required. This server has to be cloned and prepared on your machine before you register it in Claude Code.
1

Set the server up locally

Run this once to clone and prepare the server before adding it to Claude Code.

Run in terminal
python3 -m venv .venv
source .venv/bin/activate
pip install -r requirements.txt
uvicorn app.main:app --reload --host 0.0.0.0 --port 8000
2

Register it in Claude Code

After the local setup is done, run this command to point Claude Code at the built server.

Run in terminal
claude mcp add mcp-trader -- python "<FULL_PATH_TO_MCP_TRADER>/dist/index.js"

Replace <FULL_PATH_TO_MCP_TRADER>/dist/index.js with the actual folder you prepared in step 1.

README.md

Minimal REST service for managing trade plans.

MCP Trade Plan Service

Minimal REST service for managing trade plans.

Endpoints

  • POST /trade-plans
  • GET /trade-plans?account_id=&strategy_id=&status=
  • GET /trade-plans/{id}
  • POST /trade-plans/{id}/close
  • POST /trade-plans/{id}/cancel

Run

python3 -m venv .venv
source .venv/bin/activate
pip install -r requirements.txt
uvicorn app.main:app --reload --host 0.0.0.0 --port 8000

Example create payload

{
  "account_id": "paper-1",
  "strategy_id": "signal_calls_v1",
  "signal": {
    "signal_id": "sig-2026-02-26-145500",
    "source": "model_x",
    "ts": "2026-02-26T21:55:00Z"
  },
  "instrument": {
    "underlying": "TSLA",
    "type": "option",
    "selector": {
      "ticker": "TSLA240503P00115000"
    }
  },
  "entry": {
    "qty": 2,
    "order": {
      "type": "limit",
      "cancel_if_not_filled_sec": 45
    },
    "max_debit_usd": 400
  },
  "take_profit": {
    "mode": "percent",
    "pct": 0.3,
    "order": {
      "type": "limit",
      "limit_price_method": "mid",
      "time_in_force": "gtc"
    }
  },
  "position_rules": {
    "max_open_plans_per_underlying": 1,
    "close_on_expiry_days_lte": 1
  },
  "idempotency_key": "signal_calls_v1:paper-1:sig-2026-02-26-145500"
}

Tools (5)

create_trade_planCreates a new trade plan with specific entry and take-profit strategies.
list_trade_plansRetrieves a list of trade plans based on account, strategy, or status filters.
get_trade_planFetches details for a specific trade plan by ID.
close_trade_planCloses an active trade plan.
cancel_trade_planCancels a pending trade plan.

Configuration

claude_desktop_config.json
{"mcpServers": {"mcp-trader": {"command": "python", "args": ["/path/to/mcp-trader/app/main.py"]}}}

Try it

Create a new trade plan for TSLA options using the signal_calls_v1 strategy.
List all active trade plans for my paper-1 account.
Close the trade plan with ID 12345.
Check the status of my recent trade plan for the TSLA ticker.

Frequently Asked Questions

What are the key features of MCP Trade Plan Service?

Create and manage automated trade plans via REST API. Support for signal-based entry rules. Configurable take-profit strategies including percentage-based limits. Position management rules for underlying assets. Idempotency support for trade execution.

What can I use MCP Trade Plan Service for?

Automating entry and exit points for option trading strategies. Managing multiple trading plans across different accounts. Integrating AI-generated trading signals into an execution workflow. Enforcing risk management rules like max open plans per underlying.

How do I install MCP Trade Plan Service?

Install MCP Trade Plan Service by running: python3 -m venv .venv && source .venv/bin/activate && pip install -r requirements.txt && uvicorn app.main:app --reload --host 0.0.0.0 --port 8000

What MCP clients work with MCP Trade Plan Service?

MCP Trade Plan Service works with any MCP-compatible client including Claude Desktop, Claude Code, Cursor, and other editors with MCP support.

Turn this server into reusable context

Keep MCP Trade Plan Service docs, env vars, and workflow notes in Conare so your agent carries them across sessions.

Need the old visual installer? Open Conare IDE.
Open Conare