# Trade It MCP Server Source: https://docs.tradeit.app/mcp 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 [#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 - **Create Trade Links** — Generate shareable trades that other users can review, edit, and execute on their own brokerage accounts - **Execute trades** — Place confirmed draft trades with your broker - **Cancel trades** — Cancel drafts or request cancellation of eligible submitted orders - **Options trading** — Multi-leg options strategies with full OCC format support > **Note** > > 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](/tools/). ## Authentication [#authentication] #### OAuth 2.0 [#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](https://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 [#api-key] If you prefer not to use the interactive OAuth flow, you can also create [API keys](https://tradeit.app/account/api-keys) from your account instead. Keys can be revoked at any time. ## Getting Started [#getting-started] See [Installation](/installation) for step-by-step setup instructions for Claude, Cursor, VS Code, Codex, and other MCP-compatible clients. ## Usage Examples [#usage-examples] ### Example 1: Search for a Stock [#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 [#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: Share A Trade Link [#example-3-share-a-trade-link] > **User:** Create a Trade Link for buying $500 of Apple stock Trade It calls `create_trade_link` and returns a shareable URL. Opening the URL lets another user review the trade, edit details if needed, and place it through their own connected brokerage. --- ### Example 4: Review Your Accounts [#example-4-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 5: Limit Order [#example-5-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 6: Options Debit Spread [#example-6-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"`: | Leg | Action | Type | Strike | Expiry | OCC | |-----|--------|------|--------|--------|-----| | 1 | Buy | Call | $250 | Jun 20, 2025 | `250620C00250000` | | 2 | Sell | Call | $260 | Jun 20, 2025 | `250620C00260000` | 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 7: Review Holdings for an Account [#example-7-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 8: Refresh Latest Trades [#example-8-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 [#privacy-support] - **Privacy Policy:** [tradeit.app/privacy-policy](https://tradeit.app/privacy-policy) - **Support:** [support@tradeit.app](mailto:support@tradeit.app) or [tradeit.app/contact](https://tradeit.app/contact)