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Trade It

app.tradeit/mcp · v1.0.1

Connect brokerage accounts to AI assistants: holdings, orders, asset lookup, and approved trading.

Connect Remote server

Terminal
claude mcp add --transport http mcp https://mcp.tradeit.app/mcp
~/.cursor/mcp.json
{
  "mcpServers": {
    "mcp": {
      "url": "https://mcp.tradeit.app/mcp"
    }
  }
}
.vscode/mcp.json
{
  "servers": {
    "mcp": {
      "type": "http",
      "url": "https://mcp.tradeit.app/mcp"
    }
  }
}
Claude Desktop
Settings > Connectors > Add custom connector
URL: https://mcp.tradeit.app/mcp

Tools 9 found in our last check

  • search_assets

    Look up a stock or crypto asset by ticker symbol or name. Returns price and asset metadata.

  • create_trade

    Create 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_trade

    Create 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_link

    Prepare 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_accounts

    List 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_holdings

    List 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_trades

    Get 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_trade

    Execute 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_trade

    Cancel 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

Endpointhttps://mcp.tradeit.app/mcp (Streamable HTTP)
First published15 Oct 2026
Last updated15 Oct 2026
Registry nameapp.tradeit/mcp

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