| name | tradestation |
| description | Call TradeStation REST API v3 from the agent (accounts, balances, positions, bars) and place orders via mrctl two-step confirmation. Admin-only; requires Mercury host OAuth setup and token refresh job. |
| allowed-tools | Bash |
TradeStation (Mercury extension)
This skill is for admin callers only. Mercury injects TRADESTATION_ACCESS_TOKEN and TRADESTATION_API_BASE only when the user has the tradestation permission (default: admins only).
Host setup
- Register an OAuth app with TradeStation (
TS_CLIENT_ID, TS_CLIENT_SECRET, redirect URI, scopes such as openid profile offline_access MarketData ReadAccount).
- Orders: add TradeStation scopes required for order placement (see TradeStation scopes); re-authenticate after changing scopes.
- Complete OAuth once (via your dashboard) and put the credentials in the Mercury host
.env as either the MERCURY_* names or the legacy TS_* names (TS_CLIENT_ID, TS_CLIENT_SECRET, TS_REFRESH_TOKEN, optional TS_ACCESS_TOKEN). The refresh job accepts both.
- Optional:
MERCURY_TS_TOKEN_URL, MERCURY_TS_API_BASE, MERCURY_TS_ENVIRONMENT (SIM / LIVE — documented for parity; v3 base URL is unchanged)
- Live orders: by default, only SIM accounts (AccountID matching
SIM…) may place orders via Mercury. To allow non-SIM accounts, set MERCURY_TS_ALLOW_LIVE_ORDERS=true on the host (real-money risk).
- Restart Mercury so the extension job runs (refresh every 10 minutes).
If refresh fails, the container may receive TRADESTATION_AUTH_ERROR with a short code (e.g. refresh_failed:..., no_refresh_token). Tell the user to re-authenticate and update host env / tokens.
CLI — reads (Bun)
Scripts live next to this skill. In the agent container the skill is typically mounted under /home/node/.pi/agent/skills/tradestation/.
bun /home/node/.pi/agent/skills/tradestation/scripts/ts-cli.ts accounts
bun /home/node/.pi/agent/skills/tradestation/scripts/ts-cli.ts balances ACCOUNT_KEY
bun /home/node/.pi/agent/skills/tradestation/scripts/ts-cli.ts positions ACCOUNT_KEY
bun /home/node/.pi/agent/skills/tradestation/scripts/ts-cli.ts bars SYMBOL [barsback]
Examples:
bun /home/node/.pi/agent/skills/tradestation/scripts/ts-cli.ts accounts
bun /home/node/.pi/agent/skills/tradestation/scripts/ts-cli.ts balances SIM123456789
bun /home/node/.pi/agent/skills/tradestation/scripts/ts-cli.ts positions SIM123456789
bun /home/node/.pi/agent/skills/tradestation/scripts/ts-cli.ts bars AAPL 20
bun /home/node/.pi/agent/skills/tradestation/scripts/ts-cli.ts bars '%40ES' 10
Use a URL-encoded symbol for futures (e.g. @ES as %40ES) or pass @ES quoted so the shell does not expand it.
Orders — two-step confirmation (mrctl)
Order placement runs on the Mercury host (not inside ts-cli) so the flow can be audited and gated. Use mrctl from the agent container (same headers as other mrctl commands).
- Propose (no
--confirm): calls TradeStation orderconfirm, stores a pending id (~15 minutes), returns a summary and pendingId.
- Human check: show the summary on any chat platform. The user can confirm with plain text, e.g.
CONFIRM <pendingId>, or tell you to run step 3.
- Execute: same flags as step 1 plus
--confirm --pending-id <pendingId>.
Example (SIM account):
mrctl tradestation order --account SIM123456789 --symbol AAPL --quantity 1 --action SELL --type Market --duration DAY
mrctl tradestation order --account SIM123456789 --symbol AAPL --quantity 1 --action SELL --type Market --duration DAY --confirm --pending-id '<uuid-from-step-1>'
Optional: --route Intelligent (default), --limit-price, --stop-price, --expiration-date (for time-in-force), --type (default Market).
Rules: Do not skip human confirmation. Do not place live orders unless the user explicitly wants that and MERCURY_TS_ALLOW_LIVE_ORDERS is enabled on the host.
Scope
Read helpers: accounts, balances, positions, bars. Orders: host-side via mrctl tradestation order only. Not a full API mirror; no streaming in-container.
