Install and authenticate¶

Install the published package with Python 3.11+ and uv:

uv tool install --with-executables-from etrade-python etrade-mcp
etrade-mcp --version
etrade --version

uv builds the package and exposes both etrade-mcp and the client's etrade authentication CLI from the same isolated tool environment. If you already have a compatible etrade CLI installed (etrade-python>=1.1,<2), use uv tool install etrade-mcp to keep that executable and avoid a conflict. For development, use the setup commands in CONTRIBUTING.md and launch with uv run etrade-mcp instead.

Provide ETRADE_CONSUMER_KEY and ETRADE_CONSUMER_SECRET through your protected process environment. They are required even when no access token is stored. The adapter does not load .env automatically. Use the client CLI for interactive OAuth setup, with the same environment and profile as the server:

export ETRADE_ENVIRONMENT=sandbox
etrade auth login --profile default

For checkout-based development, run uv run etrade auth login --profile default instead, with the same environment and profile as uv run etrade-mcp.

The client manages OAuth signing, renewal, expiration, and OS-keyring storage. etrade-python>=1.1,<2 supplies credential coordination across cooperating local processes. All processes sharing a profile must use that coordinated client; older processes are not protected. Configure separate processes for separate profiles/environments. Consumer keys must match the selected broker environment. OAuth verifier exchange, explicit renewal, and revocation remain in etrade auth; they are not exposed as model-callable tools.