Trade It

What Trade It MCP server does

Trade It MCP server gives an MCP-compatible agent access to connected brokerage and exchange accounts. It supports stock, crypto, and options workflows across Robinhood, Charles Schwab, E*Trade, Webull, Public, Tastytrade, Coinbase, and Kraken, subject to the capabilities of the linked provider.

The available operations cover asset discovery, account selection, equity and crypto orders, options orders, and final submission. Asset searches return identifying information such as ticker, price, exchange, asset type, and related metadata. Account results include account identifiers, brokerage names, balances, and available cash.

How it works

Trade It MCP server uses a draft-first order flow. An agent can first search for a symbol and list accounts when needed, then call create_trade for an equity or crypto order or create_options_trade for an options order. Each creation call produces a draft and a trade_id; the agent should show the order details and wait for clear user approval before calling execute_trade.

Equity and crypto orders can use dollar or share amounts, buy or sell direction, and market, limit, stop, or stop-limit order types. Optional time-in-force and account settings can be supplied. Options orders may contain one or multiple legs, including structures such as spreads and straddles, with debit or credit direction for multi-leg orders.

If amount, account, or order type is omitted, the service applies configured defaults where applicable. Market order behavior is the default for supported orders. Trade execution reports a placed or failed status with details. Auto-execute settings may alter the manual confirmation flow in some configurations, so clients should still treat execution as requiring user confirmation.

Setup and configuration

Create an account at tradeit.app, start the Pro plan free trial, and connect a supported brokerage or exchange. Then configure an MCP client to use one of these remote endpoints:

• Streamable HTTP: https://mcp.tradeit.app/mcp
• SSE: https://mcp.tradeit.app/sse

Authentication uses a browser-based OAuth flow. Because Trade It is remote, the client does not need to run a local server process. The get_accounts flow is also used when the user wants to connect a new brokerage.

Tools and capabilities

The Trade It MCP server exposes five tools:

• search_assets: Finds a stock or crypto asset by ticker or name.
• get_accounts: Lists linked accounts, balances, and available cash.
• create_trade: Builds a draft equity or crypto buy or sell order.
• create_options_trade: Builds a draft single-leg or multi-leg options order.
• execute_trade: Sends an existing draft to the connected brokerage after confirmation.

For account-specific orders, use the account ID returned by get_accounts. A draft should not be submitted automatically after it is created. The client should present the symbol, direction, size, order conditions, and account information before requesting confirmation.

Limitations and notes

Trade It MCP server only supports the brokerages and exchanges listed in its documentation: Robinhood, Charles Schwab, E*Trade, Webull, Public, Tastytrade, Coinbase, and Kraken. The provided tools do not describe portfolio-performance or market-insight-specific functions beyond the asset and account data returned by the listed tools.

Order availability and behavior can depend on the connected provider. Options use an underlying symbol and an array of legs; clients must provide the required options details, including the documented OCC option symbol format where applicable. The service applies defaults when optional order fields are omitted, so agents should state those assumptions before creating a draft.