About
The Trade It MCP Server lets agents execute trades, query portfolios, and access market data for major brokerages via plain‑English requests over the MCP protocol. It supports Schwab, Robinhood, E*TRADE, Webull, Coinbase, and Kraken.
Capabilities
The Trade It MCP Server bridges the gap between conversational AI agents and real‑world financial markets. By exposing a simple, natural‑language interface over the Model Context Protocol, it allows assistants to place trades, retrieve portfolio data, and surface market insights without the need for custom API wrappers or manual authentication flows. Developers can therefore focus on building richer user experiences while delegating the heavy lifting of brokerage integration to this remote service.
At its core, the server supports major U.S. stock brokerages—Charles Schwab, Robinhood, E*TRADE, and Webull—as well as leading crypto exchanges like Coinbase and Kraken. When an agent receives a user request such as “Buy $1,000 of Tesla” or “Show my accounts,” the server parses the intent, maps it to the appropriate brokerage API call, and returns a structured response. This end‑to‑end flow eliminates boilerplate code for authentication, order creation, and status polling, enabling developers to prototype trading workflows in minutes.
Key capabilities include:
- Create Trade: Accepts plain English descriptions of market, limit, stop, and stop‑limit orders. The server handles defaults for amount, account, and order type, and supports an optional auto‑execute mode that either drafts or immediately executes the trade.
- Execute Trade: Finalizes pending orders, giving agents control over confirmation steps.
- Show Account Details: Provides a quick snapshot of linked brokerages, current equity value, and cash balances.
- Search Asset: Retrieves real‑time price and metadata for any listed stock or cryptocurrency, enabling agents to answer “How’s Apple doing?” style queries.
- Upcoming Features: Portfolio analysis and copy‑trading will allow agents to discuss exposure, performance, or replicate successful strategies.
In practice, a financial advisory chatbot could ask the user for trade intentions, validate risk parameters, and submit orders through Trade It’s MCP interface—all while maintaining a conversational tone. A portfolio manager could request real‑time exposure reports, and the server would aggregate data from multiple brokerages in a single response. Because the service is remote‑only, developers need not host or maintain any brokerage‑specific code; they simply point their MCP client to and authenticate via the browser‑based OAuth flow.
Trade It’s standout advantage lies in its zero‑config, multi‑brokerage support combined with a natural‑language parsing layer that abstracts away the intricacies of each brokerage’s API. This makes it an ideal building block for any AI‑powered financial application, from personal finance assistants to automated trading bots.
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