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Tradier MCP

Tradier Brokerage · Brokerage & Trade Execution

MCP ServerOfficial

Tradier's official remote MCP server connects a Tradier Brokerage account to AI assistants over Streamable HTTP. Its 21 tools cover profile, balances, positions, orders, gain/loss and account history, quotes, historical prices, options chains with Greeks, watchlists and documentation search, and they place and cancel equity, single-leg, multileg and OCO/OTO/OTOCO orders. A paper-trading flag switches between live and paper accounts.

brokeragetrade executionoptionsmarket dataaccount reportingpaper tradingwatchlists
Status
Official
Auth
API key
Hosting
Remote
Community rating
Not rated yet
Role
System

Provides one system's data and actions. Reads and writes inside a single product of record; it can act, but only within its own walls. More on System servers → All seven roles →

Open documentation →

Caveats

  • The 21 listed tools and supported client integrations are vendor-reported and have not been independently verified.
  • This is not read-only: vendor-reported tools can place equity and options orders, cancel orders and add symbols to watchlists. The page does not specify mandatory human approval controls.
  • Vendor instructions require both the appropriate live or paper API token and the matching paper-trading flag; the documented configuration examples select live trading.
  • The vendor documents a hosted endpoint and API-token access, including query-string credentials for web connectors, but does not specify server-side retention or connected AI clients' handling of account data.
  • The page describes Tradier Brokerage account access but does not establish advisor-specific multi-client access, allocation workflows or bulk rebalancing.
  • The vendor notes that many supported AI clients require a paid subscription for MCP integration; availability depends on the selected client.
  • Start with read-only scopes and keep client-side approval prompts on until the connection is proven.
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How to connect Tradier MCP

Step 1

Remote server: paste a URL

Tradier MCP publishes a remote (Streamable HTTP) endpoint, so nothing is installed locally. Add it as a custom connector in Claude, ChatGPT or your IDE and paste the endpoint below.

Endpoint

https://mcp.tradier.com/mcp

Client config snippet

{
  "mcpServers": {
    "12a0d2cc-08bc-41c3-90ca-32575e70cf2e": {
      "url": "https://mcp.tradier.com/mcp"
    }
  }
}

Step 2

Authenticate with API key

Create a key in the vendor's dashboard and store it as an environment variable in your client config. Never paste it into a chat window.

Step 3

Verify, then widen access

Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.

Prompts that use this server

Starter prompts from the Practice Stacks that rely on Brokerage & Trade Execution.

Proposed rebalance orders (not staged)

A trade blotter you review before anything touches the market.

Trade & RebalanceWealth PlatformsBrokerage & Trade Execution

Prepare, do not stage or submit, a proposed rebalance for <account>. Take targets and current positions from the wealth platform, then use the brokerage or execution tools read-only to check tradability for each name: current quote, lot sizes, restrictions and anything that cannot be traded as intended. Show symbol, side, quantity, estimated value, rationale tied to the target model, and a tradability note with its source. Note cash impact and any position that would breach a restriction. Stop and show me the blotter for explicit approval before any order is created anywhere.

Guardrail · Proposal only. Keep trade approvals on; no order should exist without your say-so.

Post-trade reconciliation

Confirm fills matched intent, with breaks flagged.

Trade & RebalanceBrokerage & Trade ExecutionCustody & Clearing

Read-only: reconcile yesterday's executed trades against the intended blotter for <account or household>. Show intended vs. filled quantity and price, unfilled or partially filled orders, and any unexpected trade. Mask account numbers to the last four digits. Do not cancel, resubmit or correct anything, list the breaks for me to handle.

Guardrail · Read-only. Breaks get resolved by a human through the system of record.

Digital asset holdings snapshot

One consolidated view across exchanges and wallets.

Crypto & Digital AssetsCrypto & Digital AssetsBrokerage & Trade Execution

Read-only: consolidate my digital asset holdings across every connected source, exchange accounts, on-chain wallet or explorer tools, and any brokerage account holding crypto or crypto ETPs, into one table: asset, quantity, venue, source tool, USD value and share of total. Show a per-source subtotal so I can see which tool reported what, and flag any asset that appears in more than one source so it is not double-counted. Mask wallet addresses beyond the first and last four characters. Do not trade, transfer, approve or sign anything.

Guardrail · Read-only keys only. Never give a chat tool withdrawal or signing permissions.

Read the full connection guide →