generated: '2026-07-22'
method: searched
status: published
source: https://docs.tradier.com/docs/tradier-mcp
announced: 2026-07-16 (blog "Meet Your AI Trading Agent, Connect Tradier to Your Favorite AI Assistant")
server:
  name: tradier
  version: 0.0.1
  transport: http            # MCP Streamable HTTP
  url: https://mcp.tradier.com/mcp
  marketing: https://tradier.com/individuals/mcp-server
  knowledge_base: https://support.tradier.com/kb/guide/en/tradiers-mcp-server-eoA0tv3GlS/Steps/4946334
auth:
  methods: [apikey, oauth2]
  apikey:
    header: API_KEY
    query: api_key            # ChatGPT / Claude web connectors use ?api_key=...&paper_trading=...
    paper_trading_flag: PAPER_TRADING   # true = paper-trading token/account, false = live
    token_source: https://web.tradier.com/user/api
  oauth2:
    issuer: https://p-be-auth.tradier.com
    authorization_endpoint: https://p-be-auth.tradier.com/oauth2/authorize
    token_endpoint: https://p-be-auth.tradier.com/oauth2/token
    scopes_supported: [openid, mcp, claudeai]
    pkce: S256
    discovery: well-known/tradier-mcp-oauth-authorization-server.json
integrations: [ChatGPT web/desktop, Claude web/desktop, Claude Code, Gemini CLI, Cursor]
tool_count: 21
tools_list: mcp/tradier-mcp-tools.json   # live tools/list capture with full inputSchemas (anonymous session, 2026-07-22)
notes: >-
  The MCP initialize + tools/list handshake succeeds anonymously (schemas are
  public); tool CALLS require a Tradier API token via the API_KEY header or
  api_key query parameter, with PAPER_TRADING switching between live and paper
  accounts. The docs additionally list a search_tradier_docs documentation tool;
  the live server exposed 21 tools including get_company_profile (not in the
  docs table) at capture time.
tools:
  - {name: get_user_profile, category: account, description: Retrieves user profile information and account settings.}
  - {name: get_account_balances, category: account, description: Retrieves balances for a specific account.}
  - {name: get_account_historical_balances, category: account, description: Retrieves historical balances for a specific account.}
  - {name: get_positions, category: account, description: Retrieves current positions with symbol, quantity, cost basis, and value.}
  - {name: get_account_history, category: account, description: Retrieves historical account activity (trades, dividends, options, transfers).}
  - {name: get_gainloss, category: account, description: Retrieves realized and unrealized gain/loss reports.}
  - {name: get_orders, category: trading, description: Retrieves all orders for an account with full order detail.}
  - {name: place_equity_order, category: trading, description: Places an equity buy/sell order (market, limit, stop, stop_limit).}
  - {name: place_option_order, category: trading, description: Places a single-leg option order.}
  - {name: place_multileg_option_order, category: trading, description: Places a multileg option order with 2-4 legs (spreads, straddles).}
  - {name: place_oco_order, category: trading, description: Places a One-Cancels-Other order pair.}
  - {name: place_oto_order, category: trading, description: Places a One-Triggers-Other order pair.}
  - {name: place_otoco_order, category: trading, description: Places a One-Triggers-OCO bracket order.}
  - {name: cancel_order, category: trading, description: Cancels an existing order by account number and order ID.}
  - {name: get_market_quotes, category: market-data, description: Retrieves quotes with last price, change, volume, bid/ask.}
  - {name: get_historical_data, category: market-data, description: Retrieves daily/weekly/monthly historical price data.}
  - {name: get_options_chain, category: market-data, description: Retrieves an options chain for a symbol/expiration, optionally with Greeks.}
  - {name: get_market_calendar, category: market-data, description: Retrieves the market calendar of trading days and holidays.}
  - {name: get_company_profile, category: market-data, description: Retrieves company profile/fundamentals for symbols.}
  - {name: get_watchlists, category: watchlists, description: Retrieves all watchlists and their symbols.}
  - {name: add_to_watchlist, category: watchlists, description: Adds one or more symbols to a watchlist.}