Trade It

app.tradeitPublished by tradeit.appOfficial publisherv1.0.1Updated Oct 24, 2026

Connect brokerage accounts to AI assistants: holdings, orders, asset lookup, and approved trading.

VerifiedStreamable HTTPWeb executableFinance Business & Commerce

Server details

Identifier: app.tradeit/mcp
Transport: Streamable HTTP
Runtime: Web executable
Trust: Verified
Published: Sep 16, 2026

Security note

MCP servers receive tool arguments from a conversation and may perform external actions. Review what a server can do before you enable it, and give it only the access it needs.

The registry verified that this server's namespace belongs to tradeit.app, which also runs its endpoint. That identifies the publisher; it does not make the server's tools safe.

SourceWeft's checks cover whether the listing is complete and the endpoint answered; they do not review the server's code or what its tools do.

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Overview

AI-generated overview

Remote MCP server that connects brokerage accounts to an AI assistant for reviewing holdings, orders and assets, and preparing or submitting trades.

What you can do: Read accounts, balances, cash, buying power and positions
Review order history and statuses with paginated results
Look up stocks and crypto assets with price information
Prepare stock, crypto and options orders as drafts
Submit a reviewed draft, cancel drafts or submitted orders, and create shareable trade links
When to use it: Useful when you want an assistant to summarize brokerage accounts and holdings, check recent order status, or draft and review trades across supported brokerages such as Schwab, Robinhood, Coinbase or Kraken before deciding to place them.
Requirements: A remote Streamable HTTP endpoint; no local server or Node.js needed for a direct connection. A Trade It account with at least one connected brokerage, plus browser-based OAuth sign-in (or a user-created API key where the client supports bearer headers). The optional standalone skill installer uses npx and Node.js.

Before you install

It can place real trades: execute_trade submits an order, and account auto-execution settings may cause draft creation itself to submit one, so approve the exact order first. Cancellation requests may not complete and accepted orders may not fill. OAuth grants access to your Trade It account and brokerage data; keep API keys in the client's credential settings. Trading involves risk and no investment advice is provided.

Installation

In SourceWeft

Open Trade It in the dashboard and add it to a workspace.
Connect the required credentials. They are stored privately and never shown on public pages.
Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/app.tradeit%2Fmcp/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "trade-it": {
      "type": "http",
      "url": "https://mcp.tradeit.app/mcp"
    }
  }
}

README

[Trade It]

Trade It

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
[Image] Charles Schwab	Stocks, options
[Image] Coinbase	Crypto
[Image] ETrade	Stocks, options
[Image] Kraken	Crypto
[Image] Moomoo	Stocks, options
[Image] Public	Stocks, Crypto, options
[Image] Robinhood	Stocks, options
[Image] Tastytrade	Stocks, options
[Image] TradeStation	Stocks, options
[Image] TradeStation Paper	Stocks, options
[Image] 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

Open Settings → Plugins.
Paste https://github.com/trade-it-inc/trade-it-mcp into the plugin search box.
Install Trade It, then connect its MCP server and authenticate when prompted.

VS Code / GitHub Copilot

Enable chat.plugins.enabled in settings.
Run Chat: Install Plugin From Source in the Command Palette.
Enter https://github.com/trade-it-inc/trade-it-mcp and install Trade It.
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

Authenticate through the browser-based OAuth flow when your assistant encounters an MCP/API 401.
Review and approve the requested access to your Trade It account.
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.”
“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 and full tool documentation.

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]

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, 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.

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 for maintenance and registry publishing, and the shared plugin release instructions.

Help

Setup and usage: Trade It documentation.
Account or connection support: contact Trade It.
Incorrect instructions or package metadata: open an issue with sanitized details.
Vulnerabilities or exposed credentials: follow SECURITY.md.

Repository content is available under CC0-1.0. Trading involves risk. Trade It does not provide investment advice; review orders before approving them.

Source: README.md at commit 1605eb7

Tools

This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

v1.0.1LatestOct 15, 2026
v1.0.0Sep 16, 2026

Score

85% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

Reached in the last 30 daysRequired25 pts
Auth declaredRequired10 pts
Tools listed15 pts
Answer tools/list without a credential, or ship a package that starts in a sandbox without one.
DescriptionRequired15 pts
Logo10 pts
Documentation15 pts
License10 pts