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](https://github.com/trade-it-inc/skills)**. Both offerings are available through the shared Trade It marketplace in Codex and Claude Code. ## Supported brokerages | Brokerage / exchange | Assets | | --- | --- | |
[Charles Schwab](https://schwab.com) | Stocks, options |
| 
[Coinbase](https://coinbase.com) | Crypto |
| 
[ETrade](https://etrade.com) | Stocks, options |
| 
[Kraken](https://kraken.com) | Crypto |
| 
[Moomoo](https://moomoo.com) | Stocks, options |
| 
[Public](https://public.com) | Stocks, Crypto, options |
| 
[Robinhood](https://robinhood.com) | Stocks, options |
| 
[Tastytrade](https://tastytrade.com) | Stocks, options |
| 
[TradeStation](https://tradestation.com) | Stocks, options |
| 
[TradeStation Paper](https://tradestation.com) | Stocks, options |
| 
[Webull](https://webull.com) | Stocks, options |
See the [brokerage guide](https://docs.tradeit.app/brokerages) for current availability, supported order types, and connection details. TradeStation Paper supports simulated trading.
## Install the plugin
### Codex
```bash
codex plugin marketplace add trade-it-inc/skills
codex plugin add trade-it@trade-it
```
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](https://developers.openai.com/plugins/build/plugins)
### Claude Code
```text
/plugin marketplace add trade-it-inc/skills
/plugin install trade-it@trade-it
```
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](https://code.claude.com/docs/en/discover-plugins)
### 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](https://code.visualstudio.com/docs/agent-customization/agent-plugins).
### Other assistants
Add this remote server using your assistant's [MCP connection settings](https://docs.tradeit.app/installation):
```text
https://mcp.tradeit.app/mcp
```
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:
```bash
npx skills add trade-it-inc/trade-it-mcp --skill trade-it-mcp
```
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](https://tradeit.app) if you have not already.
If your client supports bearer headers, you can instead use a [user-created API key](https://tradeit.app/account/api-keys). Keep keys in the client's credential settings. See [MCP authentication](https://docs.tradeit.app/mcp.html#authentication) and [API authentication](https://docs.tradeit.app/api.html#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.”
- “What is the status of my recent orders?”
- “Prepare an order for me to review before I decide whether to place it.”
- “Create a shareable Trade Link.”
## Tools
| Tool | Purpose |
| --- | --- |
| `hello` | Introduce the server and its capabilities. |
| `get_accounts` | Read linked accounts, balances, cash, and buying power. |
| `get_holdings` | Read positions for a selected account. |
| `get_trades` | Read order history and statuses with cursor pagination. |
| `search_assets` | Look up stocks and crypto assets with price information. |
| `create_trade` | Prepare a stock or crypto order. |
| `create_options_trade` | Prepare an order with concrete option or equity legs. |
| `execute_trade` | Submit a reviewed draft after approval of that specific order. |
| `cancel_trade` | Cancel a draft or request cancellation of a submitted order. |
| `create_trade_link` | Create a shareable trade configuration for review on Trade It. |
The authenticated server's tool list and schemas are authoritative. Some clients offer account data and Trade Links without trading tools. See the [workflow notes](skills/trade-it-mcp/references/tools.md) and [full tool documentation](https://docs.tradeit.app/tools/).
## Review before trading
Prefer a draft that you can review before execution. Account auto-execution settings can cause creation itself to submit an order; approve the exact order before any call that could submit it. The skill does not change those settings.
```mermaid
flowchart LR
A[Choose account and order] --> B[Create a draft]
B --> C[Review the order]
C --> D[Approve this order]
D --> E[Submit]
E --> F[Check returned status]
```
This diagram shows the draft workflow. An accepted order is not necessarily filled, and a cancellation request is not necessarily a completed cancellation. Check the returned status. Creating a Trade Link generates a URL; it does not place an order.
## Updates and troubleshooting
Update or remove the plugin through your assistant's plugin manager. For standalone skills, use `npx skills update trade-it-mcp` or `npx skills remove trade-it-mcp` in the installation's project/global scope.
| Symptom | Next step |
| --- | --- |
| Sign-in required or token expired | Complete OAuth again, or check the configured API key. |
| Tool unavailable | Inspect the authenticated tool list and granted permissions. |
| Old SSE connection fails | Switch to Streamable HTTP at `/mcp`. |
| Balances or holdings appear stale | Check available timestamps; request refresh only when supported and eligible. |
| Rate limited | Honor the returned retry/cooldown information. |
| Order submission outcome is uncertain | Inspect recent orders before trying to submit again. |
Brokerage support, order capabilities, and plan eligibility change over time. Use [supported brokerages](https://docs.tradeit.app/brokerages), the current docs, and the connected server's responses instead of a copied brokerage-ID list.
## This repository
This repository distributes connection metadata, plugin manifests, and user workflow guidance. The hosted server implementation lives in the [Trade It application repository](https://github.com/trade-it-inc/trade-it/tree/main/workers/mcp).
| File | Purpose |
| --- | --- |
| `plugin.json` | Portable Agent Plugins manifest. |
| `mcp.json` | Portable MCP connection using `streamable-http`. |
| `.mcp.json` | Native compatibility connection using `http`. |
| `.codex-plugin/`, `.claude-plugin/`, `.cursor-plugin/` | Assistant-specific manifests and presentation. |
| `skills/trade-it-mcp/` | User workflow skill, references, and branding. |
| `server.json` | Official MCP Registry metadata for `app.tradeit/mcp`. |
| `glama.json` | Glama directory maintainer metadata. |
Portable and native MCP files describe the same connection; clients load their supported format. Plugin versions and registry metadata versions are independent. See [CONTRIBUTING.md](CONTRIBUTING.md) for maintenance and registry publishing, and the shared [plugin release instructions](https://github.com/trade-it-inc/skills/blob/main/RELEASING.md).
## Help
- Setup and usage: [Trade It documentation](https://docs.tradeit.app/mcp).
- Account or connection support: [contact Trade It](https://tradeit.app/contact).
- Incorrect instructions or package metadata: [open an issue](https://github.com/trade-it-inc/trade-it-mcp/issues) with sanitized details.
- Vulnerabilities or exposed credentials: follow [SECURITY.md](SECURITY.md).
Repository content is available under [CC0-1.0](LICENSE). Trading involves risk. Trade It does not provide investment advice; review orders before approving them.