Trade It Documentation

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Trade It MCP Server ​

URL:https://mcp.tradeit.app

Trade It connects AI assistants directly to your brokerage accounts, enabling you to search assets, review account balances, and place real trades — all through natural language.

What Trade It Can Do ​

Trade It exposes these tools to MCP-compatible clients:

  • Search assets — Look up stocks and crypto by ticker or name, with real-time prices
  • View accounts — List all linked brokerage accounts with balances
  • View holdings — List holdings for a specific linked account
  • View trades — List trade orders
  • Create trades — Draft buy/sell orders for stocks, ETFs, and options for user review
  • Execute trades — Place confirmed draft trades with your broker
  • Options trading — Multi-leg options strategies with full OCC format support

Holdings are cached daily by default. Paid plans can request refresh: true on get_holdings and get_trades to pull fresh brokerage data, subject to a 1 request per minute limit per account.

For the full tool reference, see Tools.

Authentication ​

OAuth 2.0 ​

Trade It uses OAuth 2.0 by default. When you first connect the server, you'll be redirected to sign in with your Trade It account. Create an account at tradeit.app if you don't have one.

Once signed in, Trade It securely manages your brokerage connections. No credentials are stored by the AI client.

API Key ​

If you prefer not to use the interactive OAuth flow, you can also create API keys from your account instead. Keys can be revoked at any time.

Getting Started ​

See Installation for step-by-step setup instructions for Claude, Cursor, VS Code, Codex, and other MCP-compatible clients.

Usage Examples ​

Example 1: Search for a Stock ​

User: What's the current price of Tesla?

Trade It calls search_assets and returns the current price, company name, ticker, exchange, and asset type.

Example 2: Place a Trade ​

User: Buy $500 of Apple stock

Trade It calls create_trade and creates a draft market order. The AI confirms the order details and reminds you to press Execute when ready. Your trade is never submitted without explicit confirmation.

Example 3: Review Your Accounts ​

User: Show me my brokerage accounts

Trade It calls get_accounts and returns all linked accounts with balances, available cash, and brokerage names. You can follow up with trade instructions targeting a specific account.

Example 4: Limit Order ​

User: Buy 10 shares of NVDA only if it drops below $800

Trade It calls create_trade with order_type: "limit" and limit_price: 800, creating a draft limit order ready for your confirmation.

Example 5: Options Debit Spread ​

User: Buy a TSLA bull call spread — buy the $250 call and sell the $260 call, both expiring June 20, 2025

Trade It calls create_options_trade with two legs and direction: "debit":

LegActionTypeStrikeExpiryOCC
1BuyCall$250Jun 20, 2025250620C00250000
2SellCall$260Jun 20, 2025250620C00260000

The result is a draft spread order showing both legs, the net debit (maximum loss), and the maximum potential gain ($10 spread width minus the net debit paid). The order is submitted to your broker only after you explicitly confirm.

Example 6: Review Holdings for an Account ​

User: Show me the holdings for account 123

Trade It calls get_holdings with account_id: 123 and returns a normalized list of holdings for that linked brokerage account. The output formats stocks, crypto, and options into a single holdings list.

Example 7: Refresh Latest Trades ​

User: Refresh my latest trades

Trade It calls get_trades with refresh: true and returns a paginated trade page including trades, next_cursor, and has_more. Pass next_cursor into the next call to continue paging through older trades. Fresh refreshes are available to paid plans and partner-linked users, with a 1-minute cooldown per linked account.

Privacy & Support ​