Choose a workflow¶

Use an exact-name allowlist to limit the tools presented to a model. These are configuration recipes, not new presets or strategy implementations. All examples keep execution and alert deletion disabled; select sandbox or production and the matching profile explicitly. For example:

etrade-mcp serve --environment sandbox --profile default \
  --no-enable-order-execution --no-enable-alert-deletion \
  --tool-allowlist server_status,accounts_list,market_get_quote,orders_list,orders_preview_equity,orders_preview_change_equity

HTTP also requires its configured bearer token. For stdio, remove HTTP-only settings and add --transport stdio; see client connection guide.

Workflow	Suggested allowlist
Equity	server_status,accounts_list,market_get_quote,orders_list,orders_preview_equity,orders_preview_change_equity
Single option	server_status,accounts_list,market_get_quote,market_get_option_expirations,market_get_option_chain,orders_list,orders_preview_single_option,orders_preview_change_single_option
Selected spreads (vertical and iron condor)	server_status,accounts_list,market_get_quote,market_get_option_expirations,market_get_option_chain,orders_list,orders_preview_vertical,orders_preview_change_vertical,orders_preview_iron_condor,orders_preview_change_iron_condor
Market research only	server_status,market_get_quote,market_get_quotes,market_lookup_product,market_get_option_expirations,market_get_option_chain
Account/portfolio research	server_status,accounts_list,accounts_get_balance,portfolio_get_positions,transactions_list,transactions_get,orders_list,alerts_list,alerts_get
Complete read/preview catalog	Omit the allowlist with both execution switches disabled: 34 tools.
Complete catalog including execution	Omit the allowlist and explicitly enable both capabilities: 38 tools. This grants execution access to every authorized caller.

Add portfolio_get_positions when the workflow needs existing holdings. Add the general orders_preview/orders_preview_change tools explicitly when advanced fields, unsupported structures, or mixed opening/closing requests need a fallback. Only the host/user selects intent; the server does not infer a strategy, holdings, listed contracts, or permission to trade. Each order tool's packaged example and field guidance is visible through MCP discovery.

A deterministic controller can use a separate process scoped to server_status,orders_list,transactions_list,orders_place,orders_place_change,orders_cancel, with order execution enabled. Keep the model-facing process in preview mode. The controller must obtain the returned exact placement arguments and human approval, check account/order targeting and freshness, durably record a submission attempt, then invoke the corresponding mutation once. Record the acknowledgment and reconcile with explicit reads after any uncertain outcome. A material edit needs a new preview and approval; a new modification needs a new client order ID. This is the host's workflow, not a controller or journal implemented by this package. Alert deletion requires its separate switch and exact-target approval.