Connect brokerage accounts to AI assistants: holdings, orders, asset lookup, and approved trading.
Connect Remote server
claude mcp add --transport http mcp https://mcp.tradeit.app/mcp
{
"mcpServers": {
"mcp": {
"url": "https://mcp.tradeit.app/mcp"
}
}
}
{
"servers": {
"mcp": {
"type": "http",
"url": "https://mcp.tradeit.app/mcp"
}
}
}
Settings > Connectors > Add custom connector
URL: https://mcp.tradeit.app/mcp
Tools 9 found in our last check
search_assetsLook up a stock or crypto asset by ticker symbol or name. Returns price and asset metadata.
create_tradeCreate a draft stock or crypto trade order for user to review. Use for single-leg equity or crypto buy/sell orders. This tool returns a draft order only; brokerage execution requires a separate tool.
create_options_tradeCreate a draft options trade order with one or more concrete legs. Use for single options, vertical spreads, and mixed equity/option strategies. Option legs require OCC symbols. Equity legs use occ: null. This tool returns a draft order only; brokerage execution is a separate to…
create_trade_linkPrepare a stock, crypto, or options trade instruction as a link, for requests such as "Buy 10 shares of Apple". A trade link is not a live order: it opens Trade It in the browser, where the user reviews, edits, and submits it through one of their connected brokerages. This tool…
get_accountsList the user's linked brokerage accounts with each account's ID, name, brokerage, total value, cash, buying power, and fractional share support. Use the returned IDs with other tools. Use refresh=true to request fresh balances when eligible. Currently supported: Charles Schwab,…
get_holdingsList the positions held in a brokerage account with each symbol, asset type, quantity, and average cost. Use refresh=true to request fresh brokerage data when eligible.
get_tradesGet the user's recent trades with cursor pagination, optionally filtered to one account or one status group. Use refresh=true to request fresh brokerage sync when eligible.
execute_tradeExecute a draft trade order by trade ID. Use only after the user explicitly requests to execute the specific trade. DO NOT call this immediately after create_trade or create_options_trade; the user must review and confirm first.
cancel_tradeCancel a draft or cancellable brokerage order by trade ID. For a submitted order, cancellation is requested from the brokerage and may race with an in-progress fill.
Details
| Endpoint | https://mcp.tradeit.app/mcp (Streamable HTTP) |
| First published | 15 Oct 2026 |
| Last updated | 15 Oct 2026 |
| Registry name | app.tradeit/mcp |
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