Trade It MCP Skill

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.