Categories › Business & Finance › Market data, stocks & crypto
Connect brokerage accounts to AI assistants: holdings, orders, asset lookup, and approved trading.
Remote server: your requests and data go to mcp.tradeit.app. Claude Code: claude mcp add --transport http trade-it https://mcp.tradeit.app/mcp · Claude app: Settings → Connectors → Add custom connector.
The tools this server listed when we connected to it, in its own words.
search_assets — Look up a stock or crypto asset by ticker symbol or name. Returns price and asset metadata.create_trade — Create a draft stock or crypto trade order for user to review. Use for single-leg equity or crypto buy/sell orders. This tool returns a drafcreate_options_trade — Create a draft options trade order with one or more concrete legs. Use for single options, vertical spreads, and mixed equity/option strategcreate_trade_link — Prepare a stock, crypto, or options trade instruction as a link, for requests such as "Buy 10 shares of Apple". A trade link is not a live oget_accounts — List the user's linked brokerage accounts with each account's ID, name, brokerage, total value, cash, buying power, and fractional share supget_holdings — List the positions held in a brokerage account with each symbol, asset type, quantity, and average cost. Use refresh=true to request fresh bget_trades — Get the user's recent trades with cursor pagination, optionally filtered to one account or one status group. Use refresh=true to request freexecute_trade — Execute a draft trade order by trade ID. Use only after the user explicitly requests to execute the specific trade. DO NOT call this immediacancel_trade — Cancel a draft or cancellable brokerage order by trade ID. For a submitted order, cancellation is requested from the brokerage and may race Not tested by KitScout yet. When our harness runs it, pros, cons and the tasks we tried appear here, with the date and evidence.