# Trade It

Hooks brokerage accounts up to an AI assistant: balances, positions, order history, asset lookup, and trades staged for your review.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 62
- Author: trade-it-inc
- License: CC0-1.0 · policy=link-only · description only; the file stays with the author
- Source: https://github.com/trade-it-inc/trade-it-mcp
- Updated: 2026-10-15
- HTML: https://affpapa.org/en/nevibecode/mcp/trade-it

## What it does

The server runs on Trade It's side, so nothing is hosted locally. Your assistant gets tools such as `get_accounts`, `get_holdings`, `get_trades` and `search_assets`, which expose linked accounts, cash, buying power and past orders, plus price data for a given ticker. The connection uses Streamable HTTP at `https://mcp.tradeit.app/mcp`. The older HTTP+SSE transport is gone; `/sse` survives only as an alias for the same address.

Installing the connection and authorizing an account are two different steps. In Claude, run `/mcp` and finish the browser OAuth flow when you hit a `401`; Codex asks for authentication as a new session starts. Brokerages are linked inside your Trade It account, and a personal connection cannot reach anyone else's holdings.

The list of brokerages includes Charles Schwab, Coinbase, E*TRADE, Kraken, Moomoo, Public, Robinhood, Tastytrade, TradeStation and Webull. TradeStation Paper is there for simulated trading. With no API key or OAuth session, the server just returns an authorization error and reads nothing. The plugin also ships a workflow skill, so if you add the standalone skill through `npx`, keep one or the other to avoid duplicated guidance.

## Requirements
- Remote server: `https://mcp.tradeit.app/mcp`

## Install

### Claude Code (native platform)

**Platform CLI: remote server**
```bash
claude mcp add --transport http mcp https://mcp.tradeit.app/mcp
```

### Codex

**Platform CLI: remote server**
```bash
codex mcp add trade-it --url https://mcp.tradeit.app/mcp
```

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "trade-it": {
            "url": "https://mcp.tradeit.app/mcp"
        }
    }
}
```

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "trade-it": {
            "type": "http",
            "url": "https://mcp.tradeit.app/mcp"
        }
    }
}
```

### Gemini CLI

**Platform CLI: remote server**
```bash
gemini mcp add -t http trade-it https://mcp.tradeit.app/mcp
```

## When to use it
- read balances and positions across linked accounts
- check the status of recent orders
- look up a stock or crypto ticker with its price
- stage an order and review it before sending
- create a shareable Trade Link

## Example prompts
- Show my connected accounts and what I hold in them
- What's the status of my latest orders?
- Draft an order for me to review before I place it

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