Trade It MCP Skill

Connect MCP agents to brokerage accounts for drafting and confirming trades.

57|15|Updated May 7, 2025
One-click install
npx skills add https://github.com/trade-it-inc/trade-it-mcp --skill trade-it-mcp-skill
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: Trade It MCP Skill
Source: https://github.com/trade-it-inc/trade-it-mcp/tree/main
Command: npx skills add https://github.com/trade-it-inc/trade-it-mcp --skill trade-it-mcp-skill

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill eliminates the manual API work of connecting to brokerages by letting agents discover assets, review balances, and manage draft trades entirely through Trade It MCP.

Core Features & Use Cases

  • Search and Review: Use search_assets to validate tickers and pricing and get_accounts to pick the account that should fund the trade.
  • Draft Trades: Create draft equity, crypto, or options orders with create_trade or create_options_trade and present the order to the user before execution.
  • Safe Execution: Enforce the draft-first workflow by only calling execute_trade after the user explicitly confirms the reviewed order, preventing unintended placements.
  • Use Case: Build a workflow where the agent looks up TSLA, creates a draft limit order with the preferred account, shows the details to the user, and waits for them to approve execution.

Quick Start

Ask Trade It to draft a buy order for 5 shares of AAPL, review the proposed order, and set it aside until you say execute.

Frequently Asked Questions about Trade It MCP Skill

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate brokerage trades through an MCP agent?

Automate brokerage trades by connecting your MCP agent to the Trade It MCP server, allowing it to search assets, review balances, and generate draft orders for stock, crypto, and options before user confirmed execution.

Can I place multi-leg options trades using an MCP server?

Yes, you can place multi-leg options trades by using the create_options_trade function to specify individual leg parameters, generating a draft order that requires your explicit confirmation before final execution.

How does draft order confirmation work for automated crypto and stock trading?

Draft order confirmation requires the agent to present the proposed trade details to you first, ensuring the execute_trade function is only called after you explicitly review and approve the order to prevent unintended placements.

Does Trade It MCP support automatic trade execution?

No, Trade It MCP safeguards against automatic trade execution by enforcing a strict draft-first workflow that mandates explicit user confirmation before any stock, crypto, or options order is finalized.

What do I need to connect an AI agent to my brokerage account for trading?

You need the Trade It MCP server to bridge your agent and brokerage accounts, enabling the agent to use functions like get_accounts to select funding sources and search_assets to validate tickers and pricing.

What is the best way to review portfolio balances before drafting a trade?

Review portfolio balances by having your agent call the get_accounts function to list available accounts and select the appropriate funding source before generating a draft equity or crypto order.