Webull Cloud
Best for
The safest connection on this page. Webull hosts the server itself, the OAuth connection is read-only by design, and there is no local install or API key to manage. Balances, positions, order history, watchlists and real-time market data across stocks, ETFs, options, futures and crypto.
Watch for
Read-only means read-only. If your workflow needs to place an order, this is not the server for it. Webull is also a retail brokerage rather than an advisory custodian, so it answers questions about a Webull account, not about a book of client households.
Listing and connection details →MONEX MCP Server
Best for
Information retrieval only, with no trade execution through AI at all, and notable for having cleared OpenAI's review process. Holdings, deposit and withdrawal history, order status and mutual fund information, queried without opening the Monex site or app.
Watch for
Monex Securities is a Japanese brokerage. Unless you or your clients hold Monex accounts, this is a reference point rather than a tool. Its value here is as evidence that a major brokerage looked at agentic trading and shipped read-only instead.
Listing and connection details →TradeStation MCP
Best for
The most carefully built trading connection here. It places orders, but every order requires explicit confirmation and runs inside the account's existing permissions and risk limits, so the broker's own controls stay in force rather than being bypassed.
Watch for
Gated. It requires a $10,000 minimum balance and an active Claude Pro subscription, and Claude is the only supported client today. Per-order confirmation is a real control, but it becomes confirmation fatigue if you let an agent propose many orders in a session.
Listing and connection details →Alpaca
Best for
The best place to learn how an agent actually behaves before it touches real money. Alpaca's paper-trading environment is the only sandbox on this page, and order placement is a first-class capability rather than an afterthought.
Watch for
Order placement being core means a live key is a loaded instrument. API keys are also long-lived credentials you store and rotate yourself, unlike the OAuth connections elsewhere here.
Listing and connection details →Charles Schwab Brokerage
Best for
The highest-demand custodial name in this directory, and the only route to Schwab brokerage data through MCP today.
Watch for
Unofficial. Not written, reviewed or supported by Schwab. Implementations vary, some can place orders, and nothing commits any author to tracking Schwab API changes. Connecting brokerage credentials to third-party software may also conflict with your account agreement, which is worth checking before rather than after.
Listing and connection details →Interactive Brokers
Best for
The deepest instrument coverage reachable here, and a familiar shape for anyone who has built against the IBKR API before.
Watch for
Unofficial and unsupported, and most implementations include order entry. It also needs a running local gateway or TWS session, so this is not a hands-off remote connection, and that session becomes one more thing to secure.
Listing and connection details →Endpoints and install commands are not repeated here, take them verbatim from each server's listing page, which is the version we keep current.
