Trade Agent MCP Server

What is Trade Agent MCP Server about?

The Trade Agent MCP Server provides a remote‑only endpoint that lets AI agents interact with major stock and crypto brokerages using natural‑language commands. It handles order creation, execution, account overview, and asset lookup without requiring any local server setup.

How to use Trade Agent MCP Server?

1. Create an account at https://thetradeagent.ai and start a free Pro trial.
2. Link the desired brokerage (e.g., Charles Schwab, Robinhood, 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 that the server initiates.
5. Send plain‑English requests such as "Buy $1000 of Tesla" or "Show my accounts"; the server will translate them into brokerage API calls.

Key features of Trade Agent MCP Server

• Create Trade – Supports market, limit, stop, and stop‑limit orders with sensible defaults.
• Execute Trade – Separate action to confirm and send drafts to the brokerage.
• Show Account Details – Lists linked brokerages with balances and total portfolio value.
• Search Asset – Retrieves current price and metadata for any listed stock or cryptocurrency.
• Remote‑only – No local deployment; just connect to the SSE endpoint.
• Future extensions – Portfolio queries and copy‑trading capabilities are announced.

Use cases of Trade Agent MCP Server

• Automated trading agents that place buys/sells based on market signals or user prompts.
• Personal finance chatbots that can check balances, view positions, and execute trades on behalf of users.
• Research assistants that fetch real‑time asset data while drafting investment reports.
• Education platforms that simulate trading interactions without managing infrastructure.

FAQ

Q: Do I need to run any server locally? A: No. The service is hosted remotely; simply connect to the provided SSE URL.

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

Q: How are orders confirmed? A: By default orders are drafts; call the Execute Trade tool to finalize. If auto‑execute is enabled in your settings, drafts are sent immediately.

Q: Is there a free tier? A: Access is via the Pro plan’s free trial; after that a subscription is required.

Q: What authentication method is used? A: Browser‑based OAuth flow managed by the server.

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!