Trade It API
Base URL:https://api.tradeit.app
Use the Trade It REST API to read connected brokerage accounts and holdings, create equity or options trade drafts, execute approved orders, and cancel eligible orders. These endpoints work without an embedded Trade It modal, so a partner can build the entire review and trading experience in its own application.
Authentication
Send either a Trade It API key or an OAuth access token as a bearer token for account, trading, and connection requests:
Authorization: Bearer <access_token_or_api_key>
Content-Type: application/jsonCreate an API key from the API keys page. For a multi-user partner integration, use OAuth so every request is authorized for the correct Trade It user.
OAuth discovery is available at:
https://tradeit.app/.well-known/oauth-authorization-serverNote
Keep the partner client_secret, API keys, access tokens, and refresh tokens on your server. Do not expose them in browser code.
Tool execution
The account and trading operations documented here use one canonical endpoint:
POST https://api.tradeit.app/api/tool/executeSelect the operation with tool_name and pass its input in params:
{
"tool_name": "get_accounts",
"params": {}
}Note
The response body is the operation result itself; it is not wrapped in a result property.
API reference
| Operation | tool_name | Purpose |
|---|---|---|
| Get accounts | get_accounts | List the user's connected brokerage accounts. |
| Get holdings | get_holdings | List positions for one brokerage account. |
| Get trades | get_trades | Read recent trades and refresh order state. |
| Create trade | create_trade | Create a stock or crypto trade draft. |
| Create options trade | create_options_trade | Create a single-leg or multi-leg options draft. |
| Execute trade | execute_trade | Submit a reviewed draft to the brokerage. |
| Cancel trade | cancel_trade | Cancel a draft or request brokerage cancellation. |
Responses use these data models, each documented field by field: Account Holding Trade
Brokerage connections
| Operation | Endpoint | Purpose |
|---|---|---|
| Delete connection | DELETE /api/brokerageConnection/{id} | Delete the user's entire connection, its accounts, and their stored trades across Trade It and all partners. |
Organization membership
| Operation | Endpoint | Purpose |
|---|---|---|
| Remove membership | DELETE /api/partner/membership | Remove a member using your client credentials and their Trade It user_id. |
Recommended trading flow
- Call Get accounts and let the user choose an account.
- Call Create trade or Create options trade.
- Render the returned order, including its account, action, quantity, order type, prices, and legs.
- Ask the user to approve that specific order.
- Only after approval, pass its
idto Execute trade. - Use Get trades to refresh the order state or Cancel trade when the user requests cancellation.
Explicit approval
Creating a draft and executing it are separate operations. It's best practice not to call execute_trade immediately after a create operation so users can review and explicitly approve trades. Note that an account configured for automatic execution may return an already submitted trade from a create call. Check the status to confirm.
OAuth scopes
Request only the scopes the integration needs:
| Scope | Used for |
|---|---|
brokerage:read | Accounts and holdings |
trade:read | Trade history and current order state |
trade:write | Creating, executing, and canceling trades |
tool:execute | Calling the tool execution endpoint |
Errors
Errors use a consistent JSON shape:
{
"error": "invalid_request",
"error_description": "The request body is invalid.",
"resolution": null,
"validation_errors": []
}Common status codes include 400 for invalid input or an invalid trade state, 401 for missing or invalid authentication, and 403 for insufficient access or an unavailable plan feature.
Partner setup
If you need OAuth credentials for a multi-user integration:
- Sign in at tradeit.app.
- Choose
Organizationon first login. - Complete the partner setup flow in the partner portal.
- Save the generated
client_idand one-timeclient_secret.
TIP
The Trade It Postman collection remains available as a runnable companion to this reference.
If you have questions or want to discuss your use case, contact us.