What is MCP?

The Model Context Protocol (MCP) is a powerful way to connect external tools and data sources directly to modern LLMs, transforming them from general assistants into fully interactive and specialized work partners. By integrating with common AI models and providing tools / greater context, MCP makes it easy to build rich workflows, automate routine tasks, and accelerate learning—without needing complex retraining.

Tradier has taken this great step forward with its new custom MCP server, which seamlessly links brokerage capabilities to LLMs like ChatGPT, Claude, Cursor, and more. Through this tool, users can access real-time market data, retrieve account details, query documentation, and even place trades—all from within their AI assistant. It’s a major leap forward in blending financial technology with conversational AI, empowering traders, developers, and learners to work smarter, faster, and more intuitively.

Tradier's MCP Server supports the Streamable HTTP transport protocol allowing seamless integration.

Available Tools

The Tradier MCP Server provides comprehensive tools for trading, market data, and documentation. There tools can be accessed either with the tool name or with natural language in the connected AI tool.

Tool Name	Description
`get_user_profile`	Retrieves user profile information, including account details and profile settings.
`get_account_balances`	Retrieves balances for a specific account.
`get_account_historical_balances`	Retrieves historical balances for a specific account.
`get_positions`	Retrieves current positions for a specific account, including symbol, quantity, cost basis, and current value.
`get_orders`	Retrieves all orders for a specific account with details like ID, symbol, side, quantity, price, type, and status.
`get_market_quotes`	Retrieves market quotes for specified symbols with last price, change, percent change, volume, and bid/ask.
`place_equity_order`	Places an equity (stock) order including buy/sell, quantity, type, duration, price, and stop price.
`place_option_order`	Places a single-leg options order with full symbol, side, quantity, type, duration, and optional price.
`place_multileg_option_order`	Places a multileg option order (spreads, straddles, etc.) with 2-4 legs supporting debit/credit/market orders.
`place_oco_order`	Places an OCO (One-Cancels-Other) order - two orders where if one executes, the other is cancelled.
`place_oto_order`	Places an OTO (One-Triggers-Other) order - first order must execute before second order is submitted.
`place_otoco_order`	Places an OTOCO order - first order triggers two additional orders that form an OCO bracket.
`cancel_order`	Cancels an existing order by account number and order ID.
`get_market_calendar`	Retrieves market calendar showing trading days and holidays.
`get_options_chain`	Retrieves options chain for a symbol and expiration date, optionally including Greeks.
`get_watchlists`	Retrieves all watchlists for the user, including their symbols.
`add_to_watchlist`	Adds one or more symbols to a specified watchlist.
`get_gainloss`	Retrieves gain/loss report for an account, including realized and unrealized P&L.
`get_account_history`	Retrieves historical activity for an account including trades, dividends, options, transfers, and transactions.
`get_historical_data`	Retrieves historical price data for a symbol with daily, weekly, or monthly intervals.
`search_tradier_docs`	Searches comprehensive Tradier API documentation for order types, strategies, and trading concepts.

Documentation Tool

The search_tradier_docs tool provides comprehensive, built-in documentation about Tradier API features and trading concepts. This helps AI assistants provide accurate, context-aware guidance. You can also point a generall LLM tool fist at our LLMs.txt in order to help it gather context on our API offering.

Searchable Topics

Order Types:

OCO (One-Cancels-Other) orders
OTO (One-Triggers-Other) orders
OTOCO (One-Triggers-One-Cancels-Other) orders
Multileg option orders
Equity and option order basics

Option Strategies:

Iron Condor
Vertical Spreads (Bull Call, Bear Put, etc.)
Straddles and Strangles
Butterfly Spreads

Trading Concepts:

Option symbol formatting (OCC standard)
Account types and permissions
Order types (Market, Limit, Stop, Stop Limit)
Order duration (Day, GTC, Pre, Post)
Order sides (Buy, Sell, Buy to Open, etc.)

General Information:

Getting started guide
Common workflows
Best practices

Example Usage

Query: "OCO orders"
Returns: Detailed explanation of OCO orders, requirements, use cases, and examples

Query: "iron condor"
Returns: Complete strategy guide including structure, risk/reward, and implementation

Query: "option symbols"
Returns: OCC symbol format specification with examples

Live vs. Paper Trading

For each integration you can submit "PAPER_TRADING": true/false. If you wish to use your live account and live market data you can submit your production API token and PAPER_TRADING: false. If you wish to work with your paper trading account you will submit your paper trading API token and true. You can always make these edits in the configuration files later to switch be between the live and paper trading environments.

Integrating Tradier MCP

The Tradier MCP integration is currently available for ChatGPT, Claude Web andDesktop, Claude Code, Gemini CLI, andCursor. We are working to integrate with the webversions of the most populate LLMs as well as additional tools like perplexity. Many popular LLMs require a subscription (beyond the free version) in order to integrate with MCP systems. Make sure to look up the requirements for the LLM you are working with.

Retrieving Your API Tokens

To get your API tokens, log in to your Tradier Brokerage account on tradier.com and visit your API settings, where you will find your live and paper trading tokens.

ChatGPT Web and Desktop

Log in to your ChatGPT subscription on chatgpt.com
Go to settings > Apps > Advanced Settings and enable developer mode
Back up a menu to Apps or go to settings > Apps > Create Custom App
Enter the details of the custom MCP app you wish to add
1. Name: Tradier MCP
2. MCP Server URL: https://mcp.tradier.com/mcp?api_key={YOUR API KEY}&paper_trading=false
3. Auth = No Auth
4. Agree to the MCP Server risk statement
Click create

Once this is completed, Tradier MCP will also be available on ChatGPT desktop after a restart of the application.

Claude Web and Desktop

For Claude web and desktop MCP integrations, first log into your account on claude.ai
Visit the settings page under your profile and then navigate to Connectors
Click on add custom connector and add the following:
1. For Name: Tradier MCP
2. Remote MCP server URL: https://mcp.tradier.com/mcp?api_key={YOUR API KEY}&paper_trading=false
Then click Add

This will add the Tradier MCP server to your Claude connection and make it available in the web and desktop versions of Claude

Claude Code

If Claude CLI is not already installed on your system:

brew install --cask claude-code

In a terminal run:

claude mcp add --transport http tradier https://mcp.tradier.com/mcp \
  --header "API_KEY: your_api_key_here" \
  --header "PAPER_TRADING: false"

Open Claude Code with command 'claude' in a terminal
Start Gemini and run commands like @tool get_user_profile is a good place to start, as then you have your account number

Gemini CLI

npm install -g @google/gemini-cli
Edit ~/.gemini/setting.json adding:

{
  "mcpServers": {
    "tradier": {
      "httpUrl": "https://mcp.tradier.com/mcp",
      "headers": {
        "API_KEY": "your_api_key_here",
        "PAPER_TRADING": "false"
      }
    }
  }
}

In a terminal, run gemini mcp list to confirm Tradier MCP is present
Start Gemini and run commands like @tool get_user_profile is a good place to start, as then you have your account number

Cursor Desktop App

Download and install the Cursor desktop application.
Got to ~/.cursor and check for a mcp.json file, if it doesn't already exist, create one
Add the following:

{
  "mcpServers": {
       "tradier": {
         "url": "https://mcp.tradier.com/mcp",
         "headers": {
           "API_KEY": "your_api_key_here",
					 "PAPER_TRADING": "false"
         },
         "trust": false,
         "timeout": 600000
       }
     }
}

Start the cursor application and confirm Tradier MCP through Cursor > Settings >Cursor Settings> Tools & MCP