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trade-it-mcp

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SUMMARY

Guide to connect to Trade It's MCP server and trade stocks, crypto, and options

README.md

Trade It MCP Server

👉 Full Documentation Here 👈

Now available through the Official MCP Registry

Table of contents

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:

Crypto Exchange Support:

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.

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!

Tools

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

MCP tool What it does
search_assets Look up a stock or crypto by ticker or name; returns price and metadata.
get_accounts List linked accounts and balances; also used when linking a new brokerage.
create_trade Create a draft equity/crypto buy or sell for review.
create_options_trade Create a draft single- or multi-leg options order for review.
execute_trade Submit a previously created draft to the broker after explicit user 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.

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?"

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."

create_trade

Create a draft equity or crypto order.

Parameters:

Field Type Required Description
symbol string Yes Ticker, e.g. "TSLA".
amount number Yes Size to trade.
unit "dollars" or "shares" Yes Unit for amount.
buy_or_sell "buy" or "sell" Yes Direction.
order_type "market", "limit", "stop", "stop_limit" No Defaults to "market".
limit_price number If limit / stop_limit Max or min price per share as applicable.
stop_price number If stop / stop_limit Stop trigger price.
time_in_force "day", "gtc", "ioc", "fok" No Omit for brokerage default.
account_id number No Omit for default account.

Order types:

Type Use when Price fields
market Fill at current market None
limit Only at limit_price or better limit_price
stop Market order triggers at stop_price stop_price
stop_limit Limit order triggers at stop_price stop_price and limit_price

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"

create_options_trade

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

Parameters:

Field Type Required Description
symbol string Yes Underlying ticker, e.g. "SPY".
legs array Yes One or more legs (see below).
direction "debit" or "credit" Multi-leg "debit" = you pay; "credit" = you collect.
order_type "market", "limit", etc. No Defaults to "market".
limit_price number For limit Net debit/credit limit for the package.
time_in_force "day" or "gtc" No Omit for default.
account_id number No Omit for default account.

Each leg:

Field Type Required Description
type "option" or "equity" Yes Leg type.
action "buy" or "sell" Yes Side of the leg.
position_effect "open" or "close" Options Open a new position or close an existing one.
occ string or null Options OCC string (below); null for equity legs.
quantity number Yes Contracts (options) or shares (equity).

OCC option symbol format

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

Description OCC
Jun 20, 2025 $250 call 250620C00250000
Jun 20, 2025 $260 call 250620C00260000
Mar 21, 2025 $500 put 250321P00500000
Dec 19, 2025 $1,500 call 251219C01500000
Jan 16, 2026 $50 put 260116P00050000

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"

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".

Trade status reference

Status Meaning
draft Created; not yet sent to broker
pending Submitted; awaiting broker ack
placed Accepted; awaiting fill
partially_filled Partially filled
complete Fully filled
canceled Canceled
failed Rejected — check errors
disconnected Brokerage connection issue

Brokerage IDs (API helpers)

Brokerage ID Options
Robinhood 1 Yes
E*TRADE 2 Yes
Coinbase 3 Crypto only
Kraken 5 Crypto only
Charles Schwab 7 Yes
Webull 8 Yes
Public 11 Yes
Tastytrade 12 Yes

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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