# Trade It (MCP server)

> Trade It is an MCP server that adds finance tools to AI assistants such as Claude Code, Cursor and VS Code. Connect brokerage accounts to AI assistants: holdings, orders, asset lookup, and approved trading. It has 62 GitHub stars, is released under the CC0-1.0 license and runs as a remote server at https://mcp.tradeit.app/mcp.

Your brokerage accounts, connected to your AI assistant. Documentation · MCP setup · Supported brokerages · For developers

## Key facts

| Fact | Value |
|---|---|
| Repository | https://github.com/trade-it-inc/trade-it-mcp |
| GitHub stars | 62 |
| License | CC0-1.0 |
| Language | Unknown |
| Transport | streamable-http |
| Packages | none (remote only) |
| Remote URL | https://mcp.tradeit.app/mcp |
| Needs API key | no |
| Official | yes |
| Works with | Claude Code, Cursor, VS Code, Claude.ai, ChatGPT |
| Category | Finance |
| Latest release | none |
| Last commit | Oct 15, 2026 |
| MCP registry name | app.tradeit/mcp |

## Install

### Claude Desktop

```
Settings > Connectors > Add custom connector
URL: https://mcp.tradeit.app/mcp
```

Remote servers are added as a custom connector, not in claude_desktop_config.json.

### Claude Code

```sh
claude mcp add --transport http trade-it "https://mcp.tradeit.app/mcp"
```

### Cursor (.cursor/mcp.json)

```json
{
  "mcpServers": {
    "trade-it": {
      "url": "https://mcp.tradeit.app/mcp"
    }
  }
}
```

### VS Code (.vscode/mcp.json)

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

Config formats checked against the official docs on 2026-10-07.

## Tools

- `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.

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