What it can accessUses the networkChanges third-party account data
Best for
Experienced investors who want to automate trade execution
Users with multiple brokerage accounts who need a single interface
Active traders who want quick access to account balances and quotes
Not for
Beginners unfamiliar with investing or options
Users seeking investment advice or financial planning
Users who need to withdraw funds or transfer assets, as this server only places trades
Required permissions
Read account balances and holdings
Create and submit trade orders
Access linked brokerage accounts
Risks and side effects
Market volatility can lead to loss of principal
Options involve substantial risk and are not suitable for all investors
Orders may fail due to brokerage connection issues
Careful confirmation needed to avoid accidental executions
Setup
Before you start
Runtime:Hosted (no local runtime)
Create an account at https://tradeit.app.
Sign up for the Pro plan's free trial.
Connect your brokerage of choice.
Connect your MCP client to https://mcp.tradeit.app/mcp or https://mcp.tradeit.app/sse.
Authenticate through the browser-based OAuth flow.
Check that it works
Point your MCP client at https://mcp.tradeit.app/mcp (or /sse), complete the browser OAuth flow, and confirm the tools search_assets, get_accounts, create_trade, create_options_trade, and execute_trade appear in the client's tool list. Calling get_accounts and seeing your linked accounts proves the connection works.
Troubleshooting
Connection issues: Check your internet and ensure the MCP endpoint is correct.
Authentication errors: Ensure you've completed the OAuth flow and granted necessary permissions.
Order not executed: Confirm the order status is 'draft' and you've explicitly confirmed execution.
Unsupported assets: Ensure the asset you're trading is supported by your brokerage.
Things to try
Once connected, you can ask your AI assistant things like:
Search for TSLA and show me the current price.
Show my linked brokerage accounts and balances.
Buy $1000 of BTC at market.
Buy 1 SPY $520 call expiring Jun 20, 2025.
Tools 5
search_assets read-only
Search for a stock or crypto by ticker or name; returns price and metadata.
get_accounts read-only
List all linked brokerage accounts and balances.
create_trade writes
Create a draft equity or crypto order.
create_options_trade writes
Create a draft single-leg or multi-leg options order.
execute_trade destructive
Submit a previously created draft to the broker after explicit user confirmation.
No matching tools
Use cases
Execute trades based on natural language requests
Query portfolio balances and performance
Create draft orders for review, then confirm execution
Place options trades (spreads, straddles) on supported brokers
Supported clients
Claude Desktop
Listed from the project's documentation, not tested by this site.
Overview
The Trade It MCP server enables agents to trade stocks, cryptocurrencies, and options on platforms like Robinhood, E*Trade, Webull, Charles Schwab, Coinbase, or Kraken. It supports natural language interaction to execute trades, query portfolio performance, and surface market insights. The server is remote, so no local installation is required.