trade-it-inc/trade-it-mcp

Your brokerage accounts, connected to your AI assistant.
Documentation ·
MCP setup ·
Supported brokerages ·
For developers
Review brokerage accounts, holdings, and orders, look up assets, and review trades with your AI assistant. The **Trade It** plugin bundles a hosted MCP connection and a workflow skill. Available tools depend on your client and permissions.
Building a product with our SDK or API? Use **Trade It Developer**. Both offerings are available through the shared Trade It marketplace in Codex and Claude Code.
Supported brokerages
| Brokerage / exchange | Assets |
| --- | --- |
| Charles Schwab | Stocks, options |
| Coinbase | Crypto |
| ETrade | Stocks, options |
| Kraken | Crypto |
| Moomoo | Stocks, options |
| Public | Stocks, Crypto, options |
| Robinhood | Stocks, options |
| Tastytrade | Stocks, options |
| TradeStation | Stocks, options |
| TradeStation Paper | Stocks, options |
| Webull | Stocks, options |
See the brokerage guide for current availability, supported order types, and connection details. TradeStation Paper supports simulated trading.
Install the plugin
Codex
Start a new session and authenticate the Trade It MCP connection when prompted. Select Trade It through /skills or the $ picker, or ask to see your accounts. Codex plugin documentation
Claude Code
Start a new session and use /mcp to authenticate Trade It. Invoke /trade-it:trade-it-mcp or ask about your brokerage accounts. Claude Code plugin documentation
Cursor
1. Open **Settings → Plugins**.
2. Paste https://github.com/trade-it-inc/trade-it-mcp into the plugin search box.
3. Install **Trade It**, then connect its MCP server and authenticate when prompted.
VS Code / GitHub Copilot
1. Enable **chat.plugins.enabled** in settings.
2. Run **Chat: Install Plugin From Source** in the Command Palette.
3. Enter https://github.com/trade-it-inc/trade-it-mcp and install **Trade It**.
4. Start a new chat and authenticate the MCP connection when prompted.
See the VS Code plugin documentation.
Other assistants
Add this remote server using your assistant's MCP connection settings:
Use **Streamable HTTP**. Trade It runs the server; no local server, Node.js, or React SDK is needed for a direct remote connection. The old HTTP+SSE transport is no longer supported. /sse is only a legacy URL alias for the current handler; it is not an SSE connection endpoint.
If your assistant also supports standalone skills, you can optionally install the workflow guidance:
This optional installer requires Node.js/npm. Run it from your project, or add --global for a personal installation. It installs instructions only; configure the MCP connection separately. Choose either the plugin or a standalone skill copy to avoid duplicate guidance.
Connect your account
1. Authenticate through the browser-based OAuth flow when your assistant encounters an MCP/API 401.
2. Review and approve the requested access to your Trade It account.
3. Connect a brokerage on Trade It if you have not already.
If your client supports bearer headers, you can instead use a user-created API key. Keep keys in the client's credential settings. See MCP authentication and API authentication.
Installing the plugin and authorizing an account are separate steps. Your connections belong to your Trade It account. A personal MCP connection does not grant access to another user's accounts.
Try it
- “Show my connected accounts and holdings.”