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Trade It MCP Server

Execute stock, crypto, and options trades directly from your AI agent.

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Overview

The Trade It MCP Server enables natural-language interactions with various financial brokerages and crypto exchanges. It allows AI agents to query portfolio performance, search for assets, and place trades across major platforms including Robinhood, Charles Schwab, and Coinbase. This server operates as a remote service, meaning no local installation is required. Users simply point their MCP-compatible client to the provided HTTP or SSE endpoints after configuring their brokerage connections through the Trade It web interface.

Our verdict

This server carries a high-risk score of 27/100, primarily due to it being a community-maintained project rather than an official vendor release, compounded by the fact that it has not yet undergone editorial review or security auditing. Given the sensitive nature of brokerage credentials and financial execution, users should exercise extreme caution before granting this tool access to live trading accounts.

  • Supports a wide range of popular stock and crypto brokerages
  • Zero direct dependencies reduces the local supply-chain surface
  • Remote-first architecture requires no local server setup
  • High security risk level with no official vendor maintenance
  • Last commit occurred over five months ago
  • Significant single-contributor bus-factor risk

Tools

ToolDescriptionRisk
search_assetsLook up a stock or crypto by ticker or name; returns price and metadata.low
get_accountsList linked accounts and balances; also used when linking a new brokerage.low
create_tradeCreate a draft equity/crypto buy or sell for review.medium
create_options_tradeCreate a draft single- or multi-leg options order for review.medium
execute_tradeSubmit a previously created draft to the broker after explicit user confirmation.high

Compatibility

ClientLocalDockerRemoteRead-only
Claude Desktop
Cursor
VS Code
Windsurf
ChatGPT

Frequently asked questions

Do I need to install software locally to run the Trade It MCP server?

No, this is a remote server. You only need to point your MCP-compatible agent platform to the provided HTTP or SSE endpoints.

What are the prerequisites for using the Trade It MCP server?

You must create an account at tradeit.app, sign up for the Pro plan's free trial, and connect your brokerage of choice.

How do I authenticate with the server?

After connecting your MCP client to the server URL, you must complete a browser-based OAuth flow.

Are trades executed immediately upon creation?

No, the server uses a draft-first safety model. Trades remain in a draft state and are only submitted to the broker after explicit user confirmation via the execute_trade tool.

What happens if a user does not specify an account or order type in their request?

The system automatically applies the user's default account, default amount, and uses market orders where applicable.

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