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About Trade It MCP

Trade It's hosted MCP connects an AI agent to linked brokerage and crypto exchange accounts to look up assets, view accounts, draft equity/options orders, and submit an order after explicit user confirmation.

What you can use it for

  • Look up stock and crypto symbols and prices
  • Inspect linked brokerage accounts and balances
  • Prepare equity/crypto or options orders for user review
  • Submit a reviewed order only when explicitly confirmed
Connection and setup
Hosting
Remote, vendor-hosted
Transport
Streamable HTTP; SSE
Endpoint
https://mcp.tradeit.app/mcp (Streamable HTTP); https://mcp.tradeit.app/sse (SSE)
Authentication
Browser-based OAuth after connecting an MCP client. Requires a Trade It account, Pro plan free trial per README, and brokerage/exchange connection.

Requirements

  • Trade It account
  • Trade It Pro plan trial/subscription as documented in README
  • Linked brokerage or supported crypto exchange account
  • MCP client supporting remote HTTP/OAuth or SSE

Setup steps

  1. Create an account at https://tradeit.app and follow Trade It's documented onboarding to connect the intended brokerage/exchange.
  2. Add https://mcp.tradeit.app/mcp as a remote Streamable HTTP MCP endpoint (or use the documented SSE endpoint if required by the client).
  3. Complete browser OAuth and grant access to the Trade It account.
  4. Verify with search_assets or get_accounts. Do not submit a draft or execute a trade as a connection test.
  5. For any requested order, review symbol, side, amount/unit, order type, account, and returned draft; call execute_trade only after the user explicitly confirms that specific order.
Tools 10

Maintainer README enumerates ten tools. create_trade/execute_trade/cancel_trade can affect trading workflows; no account calls were performed. Available operations depend on connected account, brokerage and permissions.

  • hello

    Check server connectivity and return a greeting.

    01
  • get_accounts

    List linked accounts and balances; also supports brokerage linking.

    02
  • get_holdings

    Retrieve holdings for a connected brokerage account.

    03
  • get_trades

    Retrieve trade history for a connected brokerage account.

    04
  • search_assets

    Look up stock or crypto by ticker/name and return price and metadata.

    05
  • create_trade

    Create a draft equity or crypto buy/sell order for review.

    06
  • create_options_trade

    Create a draft single- or multi-leg options order for review.

    07
  • execute_trade

    Submit a previously created draft order to the connected broker after explicit user confirmation.

    08
  • cancel_trade

    Cancel an eligible pending trade.

    09
  • create_trade_link

    Create a shareable trade link for user review and approval.

    10
Limitations and notes
  • Financial trading can result in loss; Trade It says it is not a financial advisor.
  • Tool access can place real trades. Never call execute_trade automatically or use it as a test; user must review and explicitly confirm.
  • Default amount/account/order behavior may apply if parameters are omitted; clarify ambiguity before drafting.
  • The README states the integration is available through a Pro plan free trial; confirm current terms on the vendor site.
  • Cannot withdraw funds, transfer assets, or take custody according to the maintainer documentation.
Original sources
  • official tool reference

    Maintainer README enumerates 10 tools; catalog now includes the five previously missing names. Access and schemas vary by account/client permissions. Draft-first brokerage workflow; execute_trade can place trades, so no financial calls were made.

  • official documentation or source

    Maintainer README enumerates 10 tools; catalog now includes the five previously missing names. Access and schemas vary by account/client permissions. Draft-first brokerage workflow; execute_trade can place trades, so no financial calls were made.

Documentation checked 2026-10-28T12:53:18.000Z. Connection has not been runtime tested.