Financial

Trade It MCP Server

Connect your account, then chat with AI to run tools.

Trade It is a platform that facilitates trading activities, allowing users to execute trades and manage their portfolios. It provides real-time market data and trading tools, making it suitable for both novice and experienced traders.

Agent guide included

Opens MCPBundles Studio with this server selected. After sign-in, chat and run tools from the same thread.

AI Skill
SKILL.md

Domain knowledge for Trade It — workflow patterns, data models, and gotchas for your AI agent.

Trade It connects to multiple brokerage accounts (Robinhood, ETrade, Coinbase, Kraken, etc.) to provide unified portfolio management and trade execution. The platform normalizes data across different brokerages, giving you a single interface to view holdings, execute trades, and track performance.

Core Capabilities

Market Data & Research: Look up real-time prices and metadata for stocks and cryptocurrencies by ticker symbol or company name.

Account Management: Connect and manage multiple brokerage accounts from different providers. View consolidated holdings across all linked accounts with normalized position data.

Trade Execution: Create and execute both equity and options trades. The platform uses a two-step process: first create draft orders for review, then execute only when explicitly confirmed. Supports complex options strategies with multiple legs for spreads and combinations.

Portfolio Tracking: Access recent trade history with pagination and request fresh account synchronization when needed.

Trading Workflow

All trades follow a safety pattern: create draft orders first, let users review the details, then execute only upon explicit confirmation. Never execute trades without clear user intent and approval of the specific order parameters.

Gotchas

  • Fresh data synchronization with brokerages may have rate limits or eligibility windows
  • Account linking requires proper authentication with each brokerage
  • Draft orders expire and must be executed promptly after creation

Frequently Asked Questions

What is the Trade It MCP server?

Trade It is a platform that facilitates trading activities, allowing users to execute trades and manage their portfolios. It provides real-time market data and trading tools, making it suitable for both novice and experienced traders. It provides tools that AI agents can use through the Model Context Protocol (MCP).

How do I connect Trade It to my AI agent?

Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/tradeit-mcp. Authentication is handled automatically.

What authentication does Trade It require?

Trade It uses API Key. Trade It requires credentials. Connect via MCPBundles and authentication is handled automatically.

Setup Instructions

Connect Trade It to any MCP client in minutes

https://mcp.mcpbundles.com/bundle/tradeit-mcp

One-click install:

The link prefills the Add custom connector dialog — you still review the values and click Add, then Connect to complete OAuth.

Or add manually

  1. Open claude.ai → Settings → Connectors.
  2. Click the + button and choose Add custom connector.
  3. Set Name to Trade It and paste the MCP URL into Remote MCP server URL.
  4. Click Add. Trade It will appear under Not connected — select it and click Connect to complete OAuth.
Name: Trade It
Remote MCP server URL: https://mcp.mcpbundles.com/bundle/tradeit-mcp
Authentication: OAuth

Custom connectors at claude.ai require a paid Claude plan (Pro, Max, Team, or Enterprise).

Maintain this listing

Operate Trade It? You can take over the listing's metadata.

Operate Trade It?

Take over this listing's metadata — name, description, category, logo, website, contact email, and skill content. Verification is a 6-digit code we email to one of the maintainer addresses your server already publishes in /.well-known/security.txt or /.well-known/mcpbundles.json. Free, takes about a minute.

Sign up to claim

Ready to use Trade It?

Sign in to connect your credentials and start running tools from the chat.