trading_skills

Trading Skills MCP server provides Claude Desktop integration for 23 trading analysis tools via a lightweight Python-based MCP endpoint. It exposes market data, analytics, scanners, and portfolio-related capabilities that you can invoke from Claude Desktop to perform tasks such as price lookups, technical indicators, correlation checks, PMCC and spread analyses, and portfolio reports. Once connected, you can ask Claude to run specific tools (e.g., stock_quote, technical_analysis, option_chain, scanner_bullish) on your symbols or to generate consolidated reports that incorporate fundamentals, earnings, risk metrics, and observations about your portfolio. The server is designed to be used as a Claude Desktop extension, enabling quick, conversational access to complex financial analysis without leaving the chat interface.

Typical workflows include scanning for bullish setups, checking PMCC viability, analyzing correlation for diversification, and generating portfolio action reports. The available tools cover Market Data, Technical Analysis, Options, Spreads, Scanners, and IB Portfolio-related actions, so you can perform end-to-end analysis and reporting directly from Claude Desktop.

Prerequisites:\n- Python 3.12+\n- pip (Python package manager)\n- Claude Desktop installed (optional but required for MCP integration)\n- Internet access to install the package from GitHub or PyPI (if available)\n\nInstallation steps:\n1. Install the trading-skills MCP package:\nbash\npip install trading-skills\n\n2. Locate the installed MCP script or entry point. On Unix-like systems you can typically find the executable named trading-skills-mcp in your Python scripts directory. On macOS/Linux you can discover it with:\nbash\nwhich trading-skills-mcp\n\nOn Windows, you may use:\ncmd\nwhere trading-skills-mcp\n\nIf the executable is not in your PATH, locate it manually in the Python Scripts directory (for example: C:\Users<YourUsername>\AppData\Local\Programs\Python\Python<Version>\Scripts).\n3. Configure Claude Desktop to connect to the MCP server. Open Claude Desktop → Settings → Developer → Edit Config and add the MCP server entry as described below.\n4. Restart Claude Desktop and test with example queries like: 'Show stock_quote for AAPL' or 'Run scanner-bullish on MSFT, NVDA'.

Tips and notes:\n- Ensure Python 3.12+ is used to avoid compatibility issues.\n- If you install via pip, the trading-skills executable may appear as trading-skills-mcp; use that path in Claude Desktop settings.\n- When configuring Claude Desktop, the MCP server can be referenced by the key 'trading-skills'. Use the full path to the executable if Claude cannot auto-resolve it.\n- Some features require IB integration (e.g., portfolio actions or real-time IB data); ensure your IB credentials and connections are set up if you plan to use those capabilities.\n- If you encounter MCP errors in Claude Desktop, try restarting Claude Desktop after saving configuration and re-run the example queries.\n- You can also run MCP directly from GitHub using uvx with the --from option as shown in the mcp_config to fetch the latest code.