easy-equities-mcp

An MCP server for Easy Equities and Satrix that lets any MCP-compatible client (e.g. Claude Desktop, Claude Code, Continue) query your investment accounts on demand.

Built on top of the unofficial easy-equities-client Python library.

Warning

Unofficial. Not affiliated with Easy Equities or Satrix. Intended for personal use. You are responsible for your credentials and for respecting Easy Equities' terms of service.

Features

• Multiple accounts — configure any number of Easy Equities or Satrix logins side-by-side and reference them by name.
• No credentials in chat — usernames and passwords are loaded from environment variables or a .env file, never passed through the MCP client.
• Cookie persistence — successful logins are cached to disk so subsequent starts don't re-authenticate (and won't retrigger OTP).
• Refresh from chat — when cookies expire, the MCP client can refresh a session with a single tool call; no terminal required.
• CLI fallback — an easy-equities-mcp-login command is included for seeding cookies before the MCP client is running.

Tools exposed

Tool	Description
list_sessions	List active logged-in session names.
refresh_session(session)	Re-authenticate one session from config and save fresh cookies.
refresh_all_sessions()	Re-authenticate every configured session.
list_accounts(session)	List all accounts for a session (id, name, trading currency).
get_holdings(session, account_id, include_shares=False)	Holdings for an account.
get_valuations(session, account_id)	Valuation summary for an account.
get_transactions(session, account_id)	Transactions for the last year.
get_transactions_for_period(session, account_id, start_date, end_date)	Transactions between two YYYY-MM-DD dates.
get_historical_prices(session, contract_code, period="OneYear")	Historical prices. period is OneMonth, ThreeMonths, SixMonths, OneYear, or Max.

Installation

Requires Python 3.13+. The recommended runner is uv.

Option A — Run directly with uvx (zero install)

uvx easy-equities-mcp            # run the MCP server
uvx easy-equities-mcp-login --list

Option B — pip install

pip install easy-equities-mcp

Option C — From source

git clone https://github.com/heinrich321/easyequities-mcp.git
cd easyequities-mcp
uv sync
uv run easy-equities-mcp

Configuration

Define your sessions

Each session is defined by three environment variables:

EE_SESSION_<NAME>_USERNAME=...
EE_SESSION_<NAME>_PASSWORD=...
EE_SESSION_<NAME>_PLATFORM=easyequities   # or "satrix" — defaults to easyequities

<NAME> is any label you choose (letters, digits, underscores). It becomes the lowercased session key you pass to the MCP tools. You can define as many sessions as you want.

Example:

EE_SESSION_PERSONAL_USERNAME=you@example.com
EE_SESSION_PERSONAL_PASSWORD=hunter2
EE_SESSION_PERSONAL_PLATFORM=easyequities

EE_SESSION_TFSA_USERNAME=you@example.com
EE_SESSION_TFSA_PASSWORD=hunter2
EE_SESSION_TFSA_PLATFORM=satrix

You can reference personal and tfsa from chat after that.

Where to put the config

The server loads the first .env file it finds, in this order:

1. $EE_MCP_ENV_FILE (an explicit path)
2. ~/.config/easy-equities-mcp/.env — recommended for personal use
3. ./.env in the current working directory (handy for local dev)

Existing environment variables always win, so you can also skip the file and put everything in your MCP client's config block — see below.

Optional settings

Variable	Default	Description
EE_MCP_ENV_FILE	unset	Explicit path to a .env file.
EE_MCP_COOKIE_DIR	~/.easy-equities-mcp	Where session cookies are cached.

Using it with Claude Desktop

1. Install the server (see above).

2. Put your session credentials in ~/.config/easy-equities-mcp/.env, or define them in the env block below.

3. Edit your Claude Desktop config:

   • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
   • Windows: %APPDATA%\Claude\claude_desktop_config.json

   Add the server. If you installed via pip / uvx:

   {
     "mcpServers": {
       "easy-equities": {
         "command": "uvx",
         "args": ["easy-equities-mcp"]
       }
     }
   }

   Or, equivalently with credentials in the config (skip the .env file):

   {
     "mcpServers": {
       "easy-equities": {
         "command": "uvx",
         "args": ["easy-equities-mcp"],
         "env": {
           "EE_SESSION_PERSONAL_USERNAME": "you@example.com",
           "EE_SESSION_PERSONAL_PASSWORD": "hunter2",
           "EE_SESSION_PERSONAL_PLATFORM": "easyequities"
         }
       }
     }
   }

   Or, from a local checkout:

   {
     "mcpServers": {
       "easy-equities": {
         "command": "uv",
         "args": ["run", "--directory", "/absolute/path/to/easyequities-mcp", "easy-equities-mcp"]
       }
     }
   }

4. Restart Claude Desktop.

Typical chat flow

You:    Show me my current holdings.
Claude: [calls list_sessions → list_accounts("personal") → get_holdings("personal", "12345")]

When cookies eventually expire:

You:    My personal session keeps failing.
Claude: [calls refresh_session("personal")]

No terminal required.

CLI

easy-equities-mcp-login is a small helper for when the MCP client isn't running yet — for example, if you want to seed cookies after a fresh OTP challenge.

easy-equities-mcp-login --list           # list configured sessions
easy-equities-mcp-login personal         # log in and save cookies

OTP / 2FA

The underlying library does a plain form POST and does not implement EE's OTP flow. In practice EE only challenges on a new device/IP and then sets a trust cookie, so the typical workaround is:

1. Log in once via the EE website in a browser on the same machine (satisfies the OTP challenge and marks the device as trusted).
2. Run easy-equities-mcp-login <name> or call the refresh_session MCP tool — the Python client inherits the trusted-device status and saves its own cookies.
3. From then on, the MCP server reuses those cookies on every restart.

If EE still challenges the CLI login after trusting the device in a browser, please open an issue with the error message so OTP support can be added.

Security notes

• The server stores session cookies under ~/.easy-equities-mcp/ with mode 0700/0600. Anyone with access to that directory can impersonate the logged-in user.
• .env files should be kept at 0600 and never committed. The repo's .gitignore excludes them by default.
• No credentials are ever sent through the MCP channel itself. Only metadata like session names.

Development

git clone https://github.com/heinrich321/easyequities-mcp.git
cd easyequities-mcp
uv sync
uv run pytest

The server uses stdio transport. You can poke at it directly with JSON-RPC:

printf '%s\n%s\n%s\n' \
  '{"jsonrpc":"2.0","id":1,"method":"initialize","params":{"protocolVersion":"2024-11-05","capabilities":{},"clientInfo":{"name":"test","version":"1.0"}}}' \
  '{"jsonrpc":"2.0","method":"notifications/initialized","params":{}}' \
  '{"jsonrpc":"2.0","id":2,"method":"tools/list","params":{}}' \
  | uv run easy-equities-mcp

Credits

• easy-equities-client by Dean Malan — the library this server wraps.
• Model Context Protocol by Anthropic.

License

MIT