Trade Agent MCP

What is Trade Agent MCP about?

Trade Agent MCP provides a remote‑only MCP server that lets AI agents communicate with major stock and cryptocurrency brokerages using plain English. Users can create and execute trade orders, check account balances, and fetch real‑time asset information without running any local infrastructure.

How to use Trade Agent MCP?

1. Sign up at https://thetradeagent.ai and start a Pro plan free trial.
2. Link the desired brokerage (Charles Schwab, Robinhood, E*TRADE, Webull, Coinbase, Kraken, etc.).
3. Point your MCP‑compatible client to the endpoint https://mcp.thetradeagent.ai/sse.
4. Authenticate via the browser‑based OAuth flow.
5. Send natural‑language requests (e.g., "Buy $1000 of Tesla", "Show my accounts", "How's Apple doing?") and handle the server’s responses.

Key Features

• Create Trade: Supports market, limit, stop, and stop‑limit order types with sensible defaults.
• Execute Trade: Optionally auto‑execute or keep trades in draft for manual confirmation.
• Show Account Details: Lists linked brokerages, total portfolio value, and cash balances.
• Search Asset: Retrieves current price and metadata for any listed stock or cryptocurrency.
• Upcoming: Portfolio analytics and copy‑trading capabilities.

Use Cases

• Building conversational trading assistants that can place orders on behalf of users.
• Integrating automated trading strategies into chat‑bots or voice agents.
• Providing customers with real‑time portfolio snapshots and market insights via natural language.
• Enabling secure, OAuth‑based access to multiple broker accounts from a single AI service.

FAQ

Q: Do I need to host anything locally? A: No. The server is remote‑only; simply connect to the provided SSE endpoint.

Q: Which brokerages are supported? A: Currently Charles Schwab, Robinhood, E*TRADE, Webull, Coinbase, and Kraken. More will be added.

Q: How are orders confirmed? A: If auto‑execute is enabled in your settings, orders are sent immediately. Otherwise they remain in draft until you call the Execute Trade tool.

Trade Agent MCP Server

Endpoint: https://mcp.thetradeagent.ai/sse
Mode: Remote-only (no local deployment required)

Overview

The Trade Agent MCP Server brings stock and crypto trading support to agents. It enables natural-language interaction with stock and crypto brokerages—execute trades, query portfolio performance, and surface market insights by sending plain-English requests through the MCP protocol.

Supports Charles Schwab, Robinhood, E*TRADE, Webull, Coinbase, and Kraken. More to be added soon!

This server is remote so you don't need to run anything locally to connect. Just point your MCP-compatible agent platform to the URL above.

Tools

• 💬 Create Trade Creates a trade order to buy or sell an asset.

  ORDER TYPES:

  • market (default) → Executes immediately at current market price. No price fields required.
  • limit → Executes only at a specific limit_price or better. Requires limit_price.
  • stop → Triggers a market order when stop_price is reached. Requires stop_price.
  • stop_limit → Triggers a limit order when stop_price is reached. Requires BOTH stop_price and limit_price.

  EXAMPLES:

  • "Buy $1000 of Tesla"
  • "Buy $1000 of Tesla, but only if the price drops to$150 or lower"
  • "Sell 10 shares of Apple if the price falls to $140 or lower"
  • "Buy a share of Apple if it hits $200"
  • "Buy 10 shares of Apple if the price rises to $140, but don't pay more than$142 per share"

  DEFAULTS:

  • If no amount is given, your default amount is used.
  • If no account is given, your default account is used.
  • If no order type is given, the trade is a market order.
  • If auto-execute is enabled in settings, the trade will execute immediately. Otherwise, it gets created in draft state and requires a call to Execute Trade to complete. This allows you to review and confirm trades.

• 💬 Execute Trade Execute the trade on your brokerage.

• 💬 Show Account Details List your linked brokerages along with their current value and cash balance. Example: "Show my accounts"

• 💬 Search Asset Get current price and metadata for any stock or cryptocurrency. Example: "How's Apple doing?" or "What's the price of TSLA?"

• 📊 COMING SOON: Portfolio Queries
  Example: "How is my portfolio doing?" or "What’s my exposure to tech?"

• 🔍 COMING SOON: Copy Trading
  Example: "Put $1000 in Nancy Pelosi's portfolio."

Getting Started

1. First, create an account at https://thetradeagent.ai.
2. Sign up for the Pro plan's free trial.
3. Connect your brokerage of choice.

Connecting

1. Connect your MCP client to https://mcp.thetradeagent.ai/sse.
2. Authenticate through the browser-based OAuth flow.
3. You're now ready to start trading!