Broker Buddy Server

FastMCP server exposing brokerage and market tools (Angel One, Coinbase, News) via the Model Context Protocol (MCP).

Tools

• Angel One:
  • get_portfolio_holdings
  • execute_delivery_trade
• Coinbase:
  • get_portfolio
• External:
  • scrape_stock_news_summaries
• System:
  • tool:health

Quick setup

1. Prereqs: Python 3.13+ and uv.
2. Install:

git clone <repository-url>
cd broker-buddy-mcp-server
make setup

3. Run:

make run
# or
uv run broker-buddy-mcp

Default: http://127.0.0.1:9000/mcp/.

Required headers

• x-user-id: unique user id
• x-scopes: comma-separated scopes (e.g., portfolio:read,portfolio:trade)

.env example

Create a .env in the repo root. See src/configs/angel_one_secrets.py for full field docs.

# ---- Angel One (required) ----
ANGELONE_HISTORY_API_KEY=...
ANGELONE_HISTORY_SECRET_KEY=...
ANGELONE_TRADING_API_KEY=...
ANGELONE_TRADING_SECRET_KEY=...
ANGELONE_TOTP_SECRET=...
ANGELONE_CLIENT_CODE=...
ANGELONE_PIN=...
# Optional (for eDIS flows)
# ANGELONE_DP_ID=
# ANGELONE_BO_ID=

# ---- Coinbase (if using Coinbase tools) ----
COINBASE_API_KEY=...
COINBASE_API_SECRET=...

# ---- Server (optional) ----
FASTMCP_HOST=127.0.0.1
FASTMCP_PORT=9000
FASTMCP_PATH=/mcp/

# Hide tools by tags (optional, comma-separated). Leave empty to show all.
EXCLUDE_TOOLS_TAGS=

Cursor config (optional)

Add to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "broker-buddy-mcp": {
      "transport": "http",
      "url": "http://127.0.0.1:9000/mcp/",
      "headers": {
        "x-user-id": "sample-user-123",
        "x-scopes": "portfolio:read,portfolio:trade"
      }
    }
  }
}

Notes

• Keep your .env private; never commit secrets.
• Scopes control access; set minimally required scopes.