# 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.
Canonical: https://www.mcpfolio.com/servers/trade-it
Last updated: 2026-10-28
## Catalog record

- Publisher: Trade It
- Categories: search

## Website

https://tradeit.app/

## Repository

https://github.com/trade-it-inc/trade-it-mcp

## Transports

Streamable HTTP; 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.

## Tools

- **hello**: Check server connectivity and return a greeting.
- **get_accounts**: List linked accounts and balances; also supports brokerage linking.
- **get_holdings**: Retrieve holdings for a connected brokerage account.
- **get_trades**: Retrieve trade history for a connected brokerage account.
- **search_assets**: Look up stock or crypto by ticker/name and return price and metadata.
- **create_trade**: Create a draft equity or crypto buy/sell order for review.
- **create_options_trade**: Create a draft single- or multi-leg options order for review.
- **execute_trade**: Submit a previously created draft order to the connected broker after explicit user confirmation.
- **cancel_trade**: Cancel an eligible pending trade.
- **create_trade_link**: Create a shareable trade link for user review and approval.

## Sources

- [official_tool_reference](https://github.com/trade-it-inc/trade-it-mcp)
- [official_documentation_or_source](https://github.com/trade-it-inc/trade-it-mcp)

## Setup

Use the interactive setup panel on [the detail page](https://www.mcpfolio.com/servers/trade-it) to view instructions for each supported client.