Trading Advisor
Claude powered advisor system for option traders
What is Trading Advisor?
Trading Advisor is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to claude powered advisor system for option traders
Claude powered advisor system for option traders
This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- Claude powered advisor system for option traders
Use Cases
Maintainer
Works with
Installation
Manual Installation
npx trading-skillsConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
How to Set Up and Use Trading Advisor
Trading Skills is a Python-based MCP server that exposes 32 specialized tools giving Claude and other AI assistants deep option-trading capabilities — from real-time stock quotes and technical indicators (RSI, MACD, Bollinger Bands) to options Greeks (Delta, Gamma, Theta, Vega), spread builders (vertical spreads, iron condors, straddles), and whale-detection signals via the Massive API. It also integrates with Interactive Brokers TWS for read-only portfolio visibility and conditional stop-loss placement, plus generates comprehensive PDF analysis reports. Traders who want an AI co-pilot that can access real market data and perform quantitative analysis use this server to turn Claude into an informed options-trading advisor.
Prerequisites
- Python 3.10+ and pip or uv package manager installed
- A Massive API key for whale-detection and options-flow features (MASSIVE_API_KEY)
- Interactive Brokers TWS (optional) running on port 7497 (paper) or 7496 (live) for portfolio tools
- Claude Desktop or another MCP-compatible client
- Basic familiarity with options trading concepts
Install the trading-skills package
Install the package from PyPI using pip. This installs the trading-skills-mcp command-line entry point.
pip install trading-skillsFind the installed binary path
After installation, locate the exact path to the trading-skills-mcp executable. You will need this absolute path in your MCP config.
# macOS/Linux
which trading-skills-mcp
# Windows
where trading-skills-mcpConfigure the Massive API key
For whale-detection and unusual options-flow features, set your MASSIVE_API_KEY. When using Claude Desktop, pass it in the env block of the config file.
# .env (for local/Claude Code usage)
MASSIVE_API_KEY=your_massive_api_key_hereConfigure Interactive Brokers TWS (optional)
To enable portfolio and stop-loss tools, open TWS, go to Configure → API → Settings, enable 'Enable ActiveX and Socket Clients', and ensure the API port matches the expected value.
# Paper trading port: 7497
# Live trading port: 7496Add the server to Claude Desktop config
Edit your claude_desktop_config.json to register the trading-skills MCP server with your Massive API key.
{
"mcpServers": {
"trading-skills": {
"command": "/path/to/trading-skills-mcp",
"env": {
"MASSIVE_API_KEY": "your_massive_api_key_here"
}
}
}
}Restart Claude Desktop and verify
Restart Claude Desktop after saving the config. You should see the trading-skills tools available — you can ask Claude to list available market tools to verify the connection.
Trading Advisor Examples
Client configuration
Full claude_desktop_config.json entry for the Trading Skills MCP server with Massive API key.
{
"mcpServers": {
"trading-skills": {
"command": "/usr/local/bin/trading-skills-mcp",
"env": {
"MASSIVE_API_KEY": "your_massive_api_key_here"
}
}
}
}Prompts to try
Example prompts to use with Claude once the Trading Skills server is connected.
- "What are the current RSI and MACD values for AAPL?"
- "Show me the options Greeks for TSLA $250 call expiring next Friday."
- "Build an iron condor on SPY for this week with 30-delta wings."
- "Are there any unusual whale options flows on NVDA today?"
- "Scan for stocks that look bullish based on technical indicators."
- "Generate a comprehensive analysis report for MSFT."Troubleshooting Trading Advisor
Market data tools return empty results or authentication errors
Ensure MASSIVE_API_KEY is correctly set in the env block of your claude_desktop_config.json. Verify the key is valid by testing it against the Massive API directly.
Interactive Brokers portfolio tools fail to connect
Confirm TWS is running with API access enabled (Configure → API → Settings → Enable ActiveX and Socket Clients). Check that the port matches: 7497 for paper trading and 7496 for live trading.
Command not found error when Claude Desktop tries to launch the server
Use the full absolute path returned by 'which trading-skills-mcp' in the command field of your config instead of relying on PATH resolution, as Claude Desktop may not inherit your shell PATH.
Frequently Asked Questions about Trading Advisor
What is Trading Advisor?
Trading Advisor is a Model Context Protocol (MCP) server that claude powered advisor system for option traders It connects AI assistants to external tools and data sources through a standardized interface.
How do I install Trading Advisor?
Follow the installation instructions on the Trading Advisor GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.
Which AI clients work with Trading Advisor?
Trading Advisor works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is Trading Advisor free to use?
Yes, Trading Advisor is open source and available under the MIT license. You can use it freely in both personal and commercial projects.
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