Trade It MCP Server

Trade It MCP Server

👉 Full Documentation Here 👈

Now available through the Official MCP Registry

Table of contents

• Overview
• Getting started
• Connecting
• Tools
  • Safety model (draft-first)
  • search_assets
  • get_accounts
  • create_trade
  • create_options_trade
    • OCC option symbol format
    • Options JSON examples
  • execute_trade
• Trade status reference
• Brokerage IDs (API helpers)
• Disclaimers

Overview

The Trade It MCP Server brings stock, crypto, and options trading support to agents. It enables natural-language interaction with stock and crypto brokerages—execute trades, query portfolio performance, and surface market insights by sending plain-English requests through the MCP protocol.

Endpoints:

• Streamable HTTP: https://mcp.tradeit.app/mcp
• SSE: https://mcp.tradeit.app/sse

Brokerage Support:

• Robinhood
• Charles Schwab
• E*Trade
• Webull
• Public
• Tastytrade

Crypto Exchange Support:

• Coinbase
• Kraken

More to be added soon!

This server is remote so you don't need to run anything locally to connect. Just point your MCP-compatible agent platform to the URL above.

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Getting Started

1. First, create an account at https://tradeit.app.
2. Sign up for the Pro plan's free trial.
3. Connect your brokerage of choice.

Connecting

1. Connect your MCP client to https://mcp.tradeit.app/mcp or https://mcp.tradeit.app/sse.
2. Authenticate through the browser-based OAuth flow.
3. You're now ready to start trading!

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Tools

MCP tools connect your agent to linked brokerages: search symbols, list accounts, create draft orders, then execute only after confirmation.

Safety model (draft-first)

Trades start as draft orders and are not sent to the broker until the user clearly confirms.

Intended flow:

1. Call create_trade or create_options_trade → you get a draft with a trade_id.
2. Show the user the full order details and how to proceed.
3. Call execute_trade only when the user explicitly asks to execute, confirm, or place the trade.
4. Do not call execute_trade automatically or immediately after creating a draft.

After creating a draft, make sure the user knows they can place the order when ready (e.g. via your client’s Execute control, if available).

Optional steps before creating a draft:

• search_assets — confirm ticker and context.
• get_accounts — pick the right account_id when the user cares which account to use.

Execution flow:

User requests trade
       ↓
[Optional] search_assets — confirm ticker, get current price
       ↓
[Optional] get_accounts — identify correct account_id
       ↓
create_trade / create_options_trade → draft with trade_id, status: "draft"
       ↓
Show draft details; user confirms
       ↓
execute_trade(trade_id)
       ↓
Status: "placed" or "failed" (with details)

Account / order defaults: If the user omits amount, account, or order type, Trade It applies their default amount, default account, and market orders where applicable. If auto-execute is enabled in Trade It settings, behavior may skip the manual execute step in some setups; when in doubt, still treat execution as user-confirmed.

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search_assets

Look up a stock or crypto by ticker or name.

• Parameter: query (string) — e.g. "TSLA", "Tesla", "bitcoin".
• Returns: Price, ticker, exchange, asset type, and related metadata.

Example:

{ "query": "TSLA" }

Natural-language examples: "How's Apple doing?" · "What's the price of TSLA?"

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get_accounts

List all linked brokerage accounts (and use this flow when the user wants to connect a new brokerage).

• Parameters: none.
• Returns: Accounts with id, name, brokerage, balance, available_cash. Use account.id as account_id in trade calls when a specific account is required.

Natural-language example: "Show my accounts."

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create_trade

Create a draft equity or crypto order.

Parameters:

Order types:

JSON examples:

Buy $500 of Apple at market:

{ "symbol": "AAPL", "amount": 500, "unit": "dollars", "buy_or_sell": "buy" }

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

{ "symbol": "NVDA", "amount": 10, "unit": "shares", "buy_or_sell": "buy", "order_type": "limit", "limit_price": 800 }

Sell 5 shares of Meta if the price falls to $450 (stop):

{ "symbol": "META", "amount": 5, "unit": "shares", "buy_or_sell": "sell", "order_type": "stop", "stop_price": 450 }

Buy 10 AAPL if it breaks above $200, paying at most $202/share:

{ "symbol": "AAPL", "amount": 10, "unit": "shares", "buy_or_sell": "buy", "order_type": "stop_limit", "stop_price": 200, "limit_price": 202 }

Buy $1,000 of Bitcoin:

{ "symbol": "BTC", "amount": 1000, "unit": "dollars", "buy_or_sell": "buy" }

Sell 100 shares of Tesla, good till canceled:

{ "symbol": "TSLA", "amount": 100, "unit": "shares", "buy_or_sell": "sell", "time_in_force": "gtc" }

Natural-language examples: "Buy $1000 of Tesla" · "Buy $1000 of Tesla only if the price drops to $150 or lower" · "Sell 10 shares of Apple if the price falls to $140" · "Buy a share of Apple if it hits $200" · "Buy 10 shares of Apple if it rises to $140, but don't pay more than $142"

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create_options_trade

Create a draft single-leg or multi-leg options order (spreads, straddles, etc.).

Parameters:

Each leg:

OCC option symbol format

OCC strings follow: YYMMDD + C or P + 8-digit strike (strike × 1000, zero-padded).

Strike encoding: multiply dollars by 1,000 and pad to 8 digits (e.g. $250 → 00250000; $50.50 → 00050500).

Options JSON examples

Single call — buy 1 SPY $520 call exp Jun 20, 2025:

{
  "symbol": "SPY",
  "legs": [
    { "type": "option", "action": "buy", "position_effect": "open", "occ": "250620C00520000", "quantity": 1 }
  ]
}

Bull call spread (debit) — buy $250 call, sell $260 call, same expiry:

{
  "symbol": "TSLA",
  "direction": "debit",
  "legs": [
    { "type": "option", "action": "buy", "position_effect": "open", "occ": "250620C00250000", "quantity": 1 },
    { "type": "option", "action": "sell", "position_effect": "open", "occ": "250620C00260000", "quantity": 1 }
  ]
}

Bear put spread (debit):

{
  "symbol": "SPY",
  "direction": "debit",
  "legs": [
    { "type": "option", "action": "buy", "position_effect": "open", "occ": "250620P00520000", "quantity": 1 },
    { "type": "option", "action": "sell", "position_effect": "open", "occ": "250620P00510000", "quantity": 1 }
  ]
}

Bull put spread (credit):

{
  "symbol": "SPY",
  "direction": "credit",
  "legs": [
    { "type": "option", "action": "sell", "position_effect": "open", "occ": "250620P00510000", "quantity": 1 },
    { "type": "option", "action": "buy", "position_effect": "open", "occ": "250620P00500000", "quantity": 1 }
  ]
}

Spread with limit — net debit $3.50 or better:

{
  "symbol": "TSLA",
  "direction": "debit",
  "order_type": "limit",
  "limit_price": 3.50,
  "legs": [
    { "type": "option", "action": "buy", "position_effect": "open", "occ": "250620C00250000", "quantity": 1 },
    { "type": "option", "action": "sell", "position_effect": "open", "occ": "250620C00260000", "quantity": 1 }
  ]
}

Close a long call — sell to close 2 AAPL $200 calls exp Mar 21, 2025:

{
  "symbol": "AAPL",
  "legs": [
    { "type": "option", "action": "sell", "position_effect": "close", "occ": "250321C00200000", "quantity": 2 }
  ]
}

Straddle — long $250 call and $250 put, same expiry:

{
  "symbol": "TSLA",
  "direction": "debit",
  "legs": [
    { "type": "option", "action": "buy", "position_effect": "open", "occ": "250620C00250000", "quantity": 1 },
    { "type": "option", "action": "buy", "position_effect": "open", "occ": "250620P00250000", "quantity": 1 }
  ]
}

Natural-language examples: "Buy 1 AAPL $300 call expiring next month" · "Covered call on MSFT at $500 strike" · "TSLA call spread: buy $475 / sell $485, next week" · "ATM straddle on SPY this Friday" · "2 AMZN puts, limit $3.50" · "Sell AMZN260130P00200000"

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execute_trade

Send a draft to the brokerage after the user has reviewed it.

• Parameter: trade_id (number) — the draft’s id from create_trade or create_options_trade.
• Returns: Updated trade; status "placed" or "failed" (with error details).

Call only when the user clearly confirms (e.g. execute, confirm, place it, go ahead). Confirm the trade that matches what they just reviewed.

Do not call automatically right after creating a draft, without showing order details, or when status is not "draft".

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Trade status reference

Brokerage IDs (API helpers)

Clarification: Ask once, with everything you need, when: order type is ambiguous (e.g. “buy TSLA at $200” — limit vs stop), options are missing expiry/strike, multiple accounts apply and none is chosen, or a symbol could mean more than one asset. Skip redundant questions when defaults are clear (default amount, market order, primary account).

Disclaimers

• Investing involves risk, including possible loss of principal.
• Trade It is not a financial advisor and does not provide investment advice.
• Options involve substantial risk and are not appropriate for all investors.
• Trade It cannot withdraw funds, transfer assets, or take custody — it can only place trades through your linked brokerages.

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