Trade It

Trade stock, crypto, and options on Robinhood, ETrade, Webull, Charles Schwab, Coinbase, or Kraken.
Open source Repository Open in the app JSON README (API)
About

Trade stock, crypto, and options on Robinhood, ETrade, Webull, Charles Schwab, Coinbase, or Kraken.
Details

Kind: MCP servers
Topic: Finance & crypto
Publisher: app.tradeit
Origin: official
Category: ferramentas
Transport: http
Version: 1.0.0
Stars: 58
Forks: 15
Last push: 2026-03-26T01:16:53Z
Repository state: ativo
License: CC0-1.0
Added: 2026-08-29 03:00:47
Updated: 2026-08-29 03:00:47
Origin id: app.tradeit/mcp
README

# Trade It MCP Server

## [👉 Full Documentation Here 👈](https://docs.tradeit.app)
Now available through the [_Official MCP Registry_](https://registry.modelcontextprotocol.io/?q=app.tradeit%2Fmcp)

## Table of contents

- [Overview](#overview)
- [Getting started](#getting-started)
- [Connecting](#connecting)
- [Tools](#tools)
  - [Safety model (draft-first)](#safety-model-draft-first)
  - [`search_assets`](#search_assets)
  - [`get_accounts`](#get_accounts)
  - [`create_trade`](#create_trade)
  - [`create_options_trade`](#create_options_trade)
    - [OCC option symbol format](#occ-option-symbol-format)
    - [Options JSON examples](#options-json-examples)
  - [`execute_trade`](#execute_trade)
- [Trade status reference](#trade-status-reference)
- [Brokerage IDs (API helpers)](#brokerage-ids-api-helpers)
- [Disclaimers](#disclaimers)

## Overview

The Trade It MCP Server brings stock, crypto, and options trading support to agents. It enables natural-language interaction with stock and crypto brokerages—execute trades, query portfolio performance, and surface market insights by sending plain-English requests through the MCP protocol.

**Endpoints:**  
- Streamable HTTP: `https://mcp.tradeit.app/mcp` 
- SSE: `https://mcp.tradeit.app/sse`

**Brokerage Support:**
- <img height="14" width="14" src="https://images.tradeit.app/brokerages/robinhood-logo.svg" alt="Robinhood Logo" /> **[Robinhood](https://robinhood.com)**
- <img height="14" width="14" src="https://images.tradeit.app/brokerages/charles_schwab-logo.svg" alt="Charles Scwhab Logo" /> **[Charles Schwab](https://schwab.com)**
- <img height="14" width="14" src="https://images.tradeit.app/brokerages/etrade-logo.svg" alt="ETrade Logo" /> **[E*Trade](https://etrade.com)**
- <img height="14" width="14" src="https://images.tradeit.app/brokerages/webull-logo.svg" alt="Webull Logo" /> **[Webull](https://webull.com)**
- <img height="14" width="14" src="https://images.tradeit.app/brokerages/public-logo.svg" alt="Public Logo" /> **[Public](https://public.com)**
- <img height="14" width="14" src="https://images.tradeit.app/brokerages/tastytrade-logo.svg" alt="Tastytrade Logo" /> **[Tastytrade](https://tastytrade.com)**

**Crypto Exchange Support:**
- <img height="14" width="14" src="https://images.tradeit.app/brokerages/coinbase-logo.svg" alt="Coinbase Logo" /> **[Coinbase](https://coinbase.com)**
- <img height="14" width="14" src="https://images.tradeit.app/brokerages/kraken-logo.svg" alt="Kraken Logo" /> **[Kraken](https://kraken.com)**

More to be added soon!

This server is **remote** so you don't need to run anything locally to connect. Just point your MCP-compatible agent platform to the URL above.

---

## Getting Started

1. First, create an account at https://tradeit.app.
2. Sign up for the Pro plan's free trial.
3. Connect your brokerage of choice.

## Connecting
1. Connect your MCP client to `https://mcp.tradeit.app/mcp` or `https://mcp.tradeit.app/sse`.
2. Authenticate through the browser-based OAuth flow.
3. You're now ready to start trading!

---

## Tools

MCP tools connect your agent to linked brokerages: search symbols, list accounts, create **draft** orders, then execute only after confirmation.

| MCP tool | What it does |
| --- | --- |
| `search_assets` | Look up a stock or crypto by ticker or name; returns price and metadata. |
| `get_accounts` | List linked accounts and balances; also used when linking a new brokerage. |
| `create_trade` | Create a **draft** equity/crypto buy or sell for review. |
| `create_options_trade` | Create a **draft** single- or multi-leg options order for review. |
| `execute_trade` | Submit a previously created draft to the broker **after** explicit user confirmation. |

### Safety model (draft-first)

Trades start as `draft` orders and are **not** sent to the broker until the user clearly confirms.

**Intended flow:**

1. Call `create_trade` or `create_options_trade` → you get a draft with a `trade_id`.
2. Show the user the full order details and how to proceed.
3. Call `execute_trade` **only** when the user explicitly asks to execute, confirm, or place the trade.
4. Do **not** call `execute_trade` automatically or immediately after creating a draft.

After creating a draft, make sure the user knows they can place the order when ready (e.g. via your client’s Execute control, if available).

**Optional steps before creating a draft:**

- `search_assets` — confirm ticker and context.
- `get_accounts` — pick the right `account_id` when the user cares which account to use.

**Execution flow:**

```
User requests trade
       ↓
[Optional] search_assets — confirm ticker, get current price
       ↓
[Optional] get_accounts — identify correct account_id
       ↓
create_trade / create_options_trade → draft with trade_id, status: "draft"
       ↓
Show draft details; user confirms
       ↓
execute_trade(trade_id)
       ↓
Status: "placed" or "failed" (with details)
```

**Account / order defaults:** If the user omits amount, account, or order type, Trade It applies their default amount, default account, and **market** orders where applicable. If **auto-execute** is enabled in Trade It settings, behavior may skip the manual execute step in some setups; when in doubt, still treat execution as user-confirmed.

---

### `search_assets`

Look up a stock or crypto by ticker or name.

- **Parameter:** `query` (string) — e.g. `"TSLA"`, `"Tesla"`, `"bitcoin"`.
- **Returns:** Price, ticker, exchange, asset type, and related metadata.

**Example:**

```json
{ "query": "TSLA" }
```

**Natural-language examples:** *"How's Apple doing?"* · *"What's the price of TSLA?"*

---

### `get_accounts`

List all linked brokerage accounts (and use this flow when the user wants to connect a new brokerage).

- **Parameters:** none.
- **Returns:** Accounts with `id`, `name`, `brokerage`, `balance`, `available_cash`. Use `account.id` as `account_id` in trade calls when a specific account is required.

**Natural-language example:** *"Show my accounts."*

---

### `create_trade`

Create a **draft** equity or crypto order.

**Parameters:**

| Field | Type | Required | Description |
| --- | --- | --- | --- |
| `symbol` | string | Yes | Ticker, e.g. `"TSLA"`. |
| `amount` | number | Yes | Size to trade. |
| `unit` | `"dollars"` or `"shares"` | Yes | Unit for `amount`. |
| `buy_or_sell` | `"buy"` or `"sell"` | Yes | Direction. |
| `order_type` | `"market"`, `"limit"`, `"stop"`, `"stop_limit"` | No | Defaults to `"market"`. |
| `limit_price` | number | If limit / stop_limit | Max or min price per share as applicable. |
| `stop_price` | number | If stop / stop_limit | Stop trigger price. |
| `time_in_force` | `"day"`, `"gtc"`, `"ioc"`, `"fok"` | No | Omit for brokerage default. |
| `account_id` | number | No | Omit for default account. |

**Order types:**

| Type | Use when | Price fields |
| --- | --- | --- |
| `market` | Fill at current market | None |
| `limit` | Only at `limit_price` or better | `limit_price` |
| `stop` | Market order triggers at `stop_price` | `stop_price` |
| `stop_limit` | Limit order triggers at `stop_price` | `stop_price` and `limit_price` |

**JSON examples:**

Buy $500 of Apple at market:

```json
{ "symbol": "AAPL", "amount": 500, "unit": "dollars", "buy_or_sell": "buy" }
```

Buy 10 shares of NVDA only if it drops to $800 or below:

```json
{ "symbol": "NVDA", "amount": 10, "unit": "shares", "buy_or_sell": "buy", "order_type": "limit", "limit_price": 800 }
```

Sell 5 shares of Meta if the price falls to $450 (stop):

```json
{ "symbol": "META", "amount": 5, "unit": "shares", "buy_or_sell": "sell", "order_type": "stop", "stop_price": 450 }
```

Buy 10 AAPL if it breaks above $200, paying at most $202/share:

```json
{ "symbol": "AAPL", "amount": 10, "unit": "shares", "buy_or_sell": "buy", "order_type": "stop_limit", "stop_price": 200, "limit_price": 202 }
```

Buy $1,000 of Bitcoin:

```json
{ "symbol": "BTC", "amount": 1000, "unit": "dollars", "buy_or_sell": "buy" }
```

Sell 100 shares of Tesla, good till canceled:

```json
{ "symbol": "TSLA", "amount": 100, "unit": "shares", "buy_or_sell": "sell", "time_in_force": "gtc" }
```

**Natural-language examples:** *"Buy $1000 of Tesla"* · *"Buy $1000 of Tesla only if the price drops to $150 or lower"* · *"Sell 10 shares of Apple if the price falls to $140"* · *"Buy a share of Apple if it hits $200"* · *"Buy 10 shares of Apple if it rises to $140, but don't pay more than $142"*

---

### `create_options_trade`

Create a **draft** single-leg or multi-leg options order (spreads, straddles, etc.).

**Parameters:**

| Field | Type | Required | Description |
| --- | --- | --- | --- |
| `symbol` | string | Yes | Underlying ticker, e.g. `"SPY"`. |
| `legs` | array | Yes | One or more legs (see below). |
| `direction` | `"debit"` or `"credit"` | Multi-leg | `"debit"` = you pay; `"credit"` = you collect. |
| `order_type` | `"market"`, `"limit"`, etc. | No | Defaults to `"market"`. |
| `limit_price` | number | For limit | Net debit/credit limit for the package. |
| `time_in_force` | `"day"` or `"gtc"` | No | Omit for default. |
| `account_id` | number | No | Omit for default account. |

**Each leg:**

| Field | Type | Required | Description |
| --- | --- | --- | --- |
| `type` | `"option"` or `"equity"` | Yes | Leg type. |
| `action` | `"buy"` or `"sell"` | Yes | Side of the leg. |
| `position_effect` | `"open"` or `"close"` | Options | Open a new position or close an existing one. |
| `occ` | string or `null` | Options | OCC string (below); `null` for equity legs. |
| `quantity` | number | Yes | Contracts (options) or shares (equity). |

#### OCC option symbol format

OCC strings follow: `YYMMDD` + `C` or `P` + 8-digit strike (strike × 1000, zero-padded).

| Description | OCC |
| --- | --- |
| Jun 20, 2025 $250 call | `250620C00250000` |
| Jun 20, 2025 $260 call | `250620C00260000` |
| Mar 21, 2025 $500 put | `250321P00500000` |
| Dec 19, 2025 $1,500 call | `251219C01500000` |
| Jan 16, 2026 $50 put | `260116P00050000` |

Strike encoding: multiply dollars by 1,000 and pad to 8 digits (e.g. $250 → `00250000`; $50.50 → `00050500`).

#### Options JSON examples

**Single call** — buy 1 SPY $520 call exp Jun 20, 2025:

```json
{
  "symbol": "SPY",
  "legs": [
    { "type": "option", "action": "buy", "position_effect": "open", "occ": "250620C00520000", "quantity": 1 }
  ]
}
```

**Bull call spread (debit)** — buy $250 call, sell $260 call, same expiry:

```json
{
  "symbol": "TSLA",
  "direction": "debit",
  "legs": [
    { "type": "option", "action": "buy", "position_effect": "open", "occ": "250620C00250000", "quantity": 1 },
    { "type": "option", "action": "sell", "position_effect": "open", "occ": "250620C00260000", "quantity": 1 }
  ]
}
```

**Bear put spread (debit):**

```json
{
  "symbol": "SPY",
  "direction": "debit",
  "legs": [
    { "type": "option", "action": "buy", "position_effect": "open", "occ": "250620P00520000", "quantity": 1 },
    { "type": "option", "action": "sell", "position_effect": "open", "occ": "250620P00510000", "quantity": 1 }
  ]
}
```

**Bull put spread (credit):**

```json
{
  "symbol": "SPY",
  "direction": "credit",
  "legs": [
    { "type": "option", "action": "sell", "position_effect": "open", "occ": "250620P00510000", "quantity": 1 },
    { "type": "option", "action": "buy", "position_effect": "open", "occ": "250620P00500000", "quantity": 1 }
  ]
}
```

**Spread with limit** — net debit $3.50 or better:

```json
{
  "symbol": "TSLA",
  "direction": "debit",
  "order_type": "limit",
  "limit_price": 3.50,
  "legs": [
    { "type": "option", "action": "buy", "position_effect": "open", "occ": "250620C00250000", "quantity": 1 },
    { "type": "option", "action": "sell", "position_effect": "open", "occ": "250620C00260000", "quantity": 1 }
  ]
}
```

**Close a long call** — sell to close 2 AAPL $200 calls exp Mar 21, 2025:

```json
{
  "symbol": "AAPL",
  "legs": [
    { "type": "option", "action": "sell", "position_effect": "close", "occ": "250321C00200000", "quantity": 2 }
  ]
}
```

**Straddle** — long $250 call and $250 put, same expiry:

```json
{
  "symbol": "TSLA",
  "direction": "debit",
  "legs": [
    { "type": "option", "action": "buy", "position_effect": "open", "occ": "250620C00250000", "quantity": 1 },
    { "type": "option", "action": "buy", "position_effect": "open", "occ": "250620P00250000", "quantity": 1 }
  ]
}
```

**Natural-language examples:** *"Buy 1 AAPL $300 call expiring next month"* · *"Covered call on MSFT at $500 strike"* · *"TSLA call spread: buy $475 / sell $485, next week"* · *"ATM straddle on SPY this Friday"* · *"2 AMZN puts, limit $3.50"* · *"Sell AMZN260130P00200000"*

---

### `execute_trade`

Send a **draft** to the brokerage after the user has reviewed it.

- **Parameter:** `trade_id` (number) — the draft’s `id` from `create_trade` or `create_options_trade`.
- **Returns:** Updated trade; status `"placed"` or `"failed"` (with error details).

**Call only when** the user clearly confirms (e.g. execute, confirm, place it, go ahead). Confirm the trade that matches what they just reviewed.

**Do not** call automatically right after creating a draft, without showing order details, or when status is not `"draft"`.

---

### Trade status reference

| Status | Meaning |
| --- | --- |
| `draft` | Created; not yet sent to broker |
| `pending` | Submitted; awaiting broker ack |
| `placed` | Accepted; awaiting fill |
| `partially_filled` | Partially filled |
| `complete` | Fully filled |
| `canceled` | Canceled |
| `failed` | Rejected — check errors |
| `disconnected` | Brokerage connection issue |

### Brokerage IDs (API helpers)

| Brokerage | ID | Options |
| --- | ---: | --- |
| Robinhood | 1 | Yes |
| E\*TRADE | 2 | Yes |
| Coinbase | 3 | Crypto only |
| Kraken | 5 | Crypto only |
| Charles Schwab | 7 | Yes |
| Webull | 8 | Yes |
| Public | 11 | Yes |
| Tastytrade | 12 | Yes |

**Clarification:** Ask once, with everything you need, when: order type is ambiguous (e.g. “buy TSLA at $200” — limit vs stop), options are missing expiry/strike, multiple accounts apply and none is chosen, or a symbol could mean more than one asset. Skip redundant questions when defaults are clear (default amount, market order, primary account).

### Disclaimers

- Investing involves risk, including possible loss of principal.
- Trade It is not a financial advisor and does not provide investment advice.
- Options involve substantial risk and are not appropriate for all investors.
- Trade It cannot withdraw funds, transfer assets, or take custody — it can only place trades through your linked brokerages.

---