TastyTrade Trading

Interact with TastyTrade brokerage accounts via the tasty-agent MCP server. Covers portfolio monitoring, market data streaming, options analysis, and order management.

Workflow

1. Check market status — call market_status to confirm the relevant exchange is open before placing orders or fetching live quotes.
2. Review account state — use account_overview with include=["balances","positions"] to see net liquidating value and current holdings.
3. Research — gather data with the appropriate tool:
   • get_quotes for real-time stock/option/futures quotes via DXLink streaming
   • get_greeks for delta, gamma, theta, vega, rho on specific option contracts
   • get_market_metrics for IV rank, IV percentile, beta, and liquidity across symbols
   • search_symbols to look up tickers by name
4. Plan the trade — verify positions with account_overview, check Greeks for risk, and confirm the user's intent before proceeding.
5. Execute — use place_order for new orders, replace_order to reprice existing live orders at the current mid, or cancel_order to cancel. Always require explicit user confirmation before placing.
6. Track — use get_history for transaction or order history, list_orders for live orders, and watchlist to manage symbol lists.

Key Rules