Trade It MCP Skill

Trade It connects MCP clients directly to the user's brokerage accounts. Use the tools below to search assets, review account balances, and place real trades through natural language.

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Available Tools

Tool	Description
search_assets	Look up a stock or crypto by ticker or name. Returns current price and metadata.
get_accounts	List all linked brokerage accounts with balances. Also used to link new accounts.
create_trade	Create a draft equity/crypto buy or sell order for the user to review.
create_options_trade	Create a draft single-leg or multi-leg options order for the user to review.
execute_trade	Execute a previously created draft trade. Requires explicit user confirmation.

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Safety Model — Read This First

Trade It uses a draft-first execution model. Every trade starts as a draft and is never placed with the broker until the user explicitly confirms.

Required flow:

1. Call create_trade or create_options_trade → returns a draft order with a trade_id
2. Display the order details and inform the user they can execute it
3. Call execute_trade only when the user explicitly says to execute/confirm/place the trade
4. Never call execute_trade automatically or immediately after creating a draft

After creating a draft, always tell the user:

"When you are ready, you can place the order by pressing the Execute button."

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Execution Flow

User requests trade
       ↓
[Optional] search_assets — confirm ticker, get current price
       ↓
[Optional] get_accounts — identify correct account_id
       ↓
create_trade / create_options_trade → returns draft with trade_id and status: "draft"
       ↓
Display draft details to user, prompt to confirm
       ↓
User confirms → execute_trade(trade_id)
       ↓
Returns updated trade with status: "placed" or "failed"

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Tool Reference

search_assets

Look up a stock or crypto by ticker symbol or company/coin name.

Parameters:

• query (string) — ticker symbol or name (e.g., "TSLA", "Tesla", "bitcoin")

Returns: Asset info including current price, ticker, exchange, and asset type.

Example:

{ "query": "TSLA" }

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get_accounts

List all linked brokerage accounts. Also used when the user wants to connect a new brokerage.

Parameters: (none)

Returns: Array of accounts, each with id, name, brokerage, balance, and available_cash.

Use account.id as the account_id in trade calls when the user specifies a particular account.

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create_trade

Create a draft equity or crypto order.

Parameters:

Field	Type	Required	Description
symbol	string	✅	Ticker symbol, e.g. "TSLA"
amount	number	✅	Quantity to trade
unit	"dollars" | "shares"	✅	Whether amount is in dollars or shares
buy_or_sell	"buy" | "sell"	✅	Trade direction
order_type	"market" | "limit" | "stop" | "stop_limit"	❌	Defaults to "market"
limit_price	number	Conditional	Required for limit and stop_limit orders
stop_price	number	Conditional	Required for stop and stop_limit orders
time_in_force	"day" | "gtc" | "ioc" | "fok"	❌	Omit to use brokerage default
account_id	number	❌	Omit to use user's default account

Order Types:

Type	When to Use	Price Fields
market	Execute immediately at current price	None
limit	Execute only at limit_price or better	limit_price required
stop	Trigger market order when stop_price is hit	stop_price required
stop_limit	Trigger limit order when stop_price is hit	Both stop_price and limit_price required

Examples:

Buy $500 of Apple at market:

{ "symbol": "AAPL", "amount": 500, "unit": "dollars", "buy_or_sell": "buy" }

Buy 10 shares of NVDA only if it drops to $800 or below:

{ "symbol": "NVDA", "amount": 10, "unit": "shares", "buy_or_sell": "buy", "order_type": "limit", "limit_price": 800 }

Sell 5 shares of Meta if the price falls to $450 (stop loss):

{ "symbol": "META", "amount": 5, "unit": "shares", "buy_or_sell": "sell", "order_type": "stop", "stop_price": 450 }

Buy 10 shares of AAPL if it breaks above $200, but pay no more than $202:

{ "symbol": "AAPL", "amount": 10, "unit": "shares", "buy_or_sell": "buy", "order_type": "stop_limit", "stop_price": 200, "limit_price": 202 }

Buy $1,000 of Bitcoin:

{ "symbol": "BTC", "amount": 1000, "unit": "dollars", "buy_or_sell": "buy" }

Sell all (100 shares) of Tesla, good till canceled:

{ "symbol": "TSLA", "amount": 100, "unit": "shares", "buy_or_sell": "sell", "time_in_force": "gtc" }

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create_options_trade

Create a draft single-leg or multi-leg options order (spreads, straddles, etc.).

Parameters:

Field	Type	Required	Description
symbol	string	✅	Underlying ticker, e.g. "SPY", "TSLA"
legs	array	✅	One or more legs (see below)
direction	"debit" | "credit"	Multi-leg only	Required for spreads. "debit" = you pay; "credit" = you receive
order_type	"market" | "limit" | "stop" | "stop_limit"	❌	Defaults to "market"
limit_price	number	Conditional	Net debit/credit limit for the spread. Required for limit orders.
time_in_force	"day" | "gtc"	❌	Omit to use brokerage default
account_id	number	❌	Omit to use default account

Leg Fields:

Field	Type	Required	Description
type	"option" | "equity"	✅	Leg type
action	"buy" | "sell"	✅	Buy or sell this leg
position_effect	"open" | "close"	Option legs only	Whether this opens a new position or closes an existing one
occ	string	Option legs only	OCC format string (see below). Set to null for equity legs.
quantity	number	✅	Contracts (options) or shares (equity)

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OCC Format

Options are identified using the OCC (Options Clearing Corporation) standard format:

YYMMDD[C|P]STRIKE

Part	Description	Example
YY	2-digit year	25 for 2025
MM	Month, zero-padded	06 for June
DD	Day, zero-padded	20 for the 20th
C or P	Call or Put	C
STRIKE	Strike × 1000, 8 digits, zero-padded	00250000 for $250

OCC Examples:

Description	OCC String
Jun 20, 2025 $250 Call	250620C00250000
Jun 20, 2025 $260 Call	250620C00260000
Mar 21, 2025 $500 Put	250321P00500000
Dec 19, 2025 $1,500 Call	251219C01500000
Jan 16, 2026 $50 Put	260116P00050000

Strike price formula: Multiply dollar strike by 1000, then zero-pad to 8 digits.

• $250 → 250 × 1000 = 250000 → 00250000
• $1,500 → 1500 × 1000 = 1500000 → 01500000
• $50.50 → 50.5 × 1000 = 50500 → 00050500

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Options Examples

Single call option — Buy 1 SPY call at $520 strike, expiring Jun 20, 2025:

{
  "symbol": "SPY",
  "legs": [
    { "type": "option", "action": "buy", "position_effect": "open", "occ": "250620C00520000", "quantity": 1 }
  ]
}

Bull call spread (debit) — Buy TSLA $250 call, sell TSLA $260 call, both expiring Jun 20, 2025:

{
  "symbol": "TSLA",
  "direction": "debit",
  "legs": [
    { "type": "option", "action": "buy", "position_effect": "open", "occ": "250620C00250000", "quantity": 1 },
    { "type": "option", "action": "sell", "position_effect": "open", "occ": "250620C00260000", "quantity": 1 }
  ]
}

Max loss = net debit paid. Max gain = $10 spread width minus net debit.

Bear put spread (debit) — Buy SPY $520 put, sell SPY $510 put, expiring Jun 20, 2025:

{
  "symbol": "SPY",
  "direction": "debit",
  "legs": [
    { "type": "option", "action": "buy", "position_effect": "open", "occ": "250620P00520000", "quantity": 1 },
    { "type": "option", "action": "sell", "position_effect": "open", "occ": "250620P00510000", "quantity": 1 }
  ]
}

Bull put spread (credit) — Sell SPY $510 put, buy SPY $500 put, expiring Jun 20, 2025:

{
  "symbol": "SPY",
  "direction": "credit",
  "legs": [
    { "type": "option", "action": "sell", "position_effect": "open", "occ": "250620P00510000", "quantity": 1 },
    { "type": "option", "action": "buy", "position_effect": "open", "occ": "250620P00500000", "quantity": 1 }
  ]
}

Bull call spread with limit price — Same spread, but only if net debit is $3.50 or less:

{
  "symbol": "TSLA",
  "direction": "debit",
  "order_type": "limit",
  "limit_price": 3.50,
  "legs": [
    { "type": "option", "action": "buy", "position_effect": "open", "occ": "250620C00250000", "quantity": 1 },
    { "type": "option", "action": "sell", "position_effect": "open", "occ": "250620C00260000", "quantity": 1 }
  ]
}

Close an existing long call — Sell to close 2 AAPL $200 calls expiring Mar 21, 2025:

{
  "symbol": "AAPL",
  "legs": [
    { "type": "option", "action": "sell", "position_effect": "close", "occ": "250321C00200000", "quantity": 2 }
  ]
}

Straddle — Buy 1 TSLA $250 call and 1 TSLA $250 put, both expiring Jun 20, 2025:

{
  "symbol": "TSLA",
  "direction": "debit",
  "legs": [
    { "type": "option", "action": "buy", "position_effect": "open", "occ": "250620C00250000", "quantity": 1 },
    { "type": "option", "action": "buy", "position_effect": "open", "occ": "250620P00250000", "quantity": 1 }
  ]
}

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execute_trade

Execute a draft trade after the user has reviewed and confirmed it.

Parameters:

• trade_id (number) — The id from the draft trade returned by create_trade or create_options_trade

Returns: Updated trade with status "placed" (or "failed" with error details).

Call this only when:

• The user explicitly says "execute", "confirm", "place it", "go ahead", "do it", or similar
• The trade being confirmed is the most recently reviewed draft

Never call this:

• Automatically after creating a draft
• Without the user seeing the order details first
• If the trade status is not "draft"

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Trade Status Reference

Status	Meaning
draft	Created, not yet submitted to broker
pending	Submitted, awaiting broker acknowledgment
placed	Accepted by broker, awaiting fill
partially_filled	Some contracts/shares have filled
complete	Fully filled
canceled	Canceled by user or broker
failed	Rejected — check error details
disconnected	Brokerage connection issue

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Supported Brokerages

Brokerage	ID	Supports Options
Robinhood	1	✅
E*TRADE	2	✅
Coinbase	3	Crypto only
Kraken	5	Crypto only
Charles Schwab	7	✅
Webull	8	✅
Public	11	✅
Tastytrade	12	✅

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Clarification Guidelines

Ask for clarification (all at once, not one field at a time) when:

• The order type is ambiguous (e.g., "buy TSLA at $200" — limit or stop?)
• The user requests an options trade but doesn't specify expiry or strike
• Multiple accounts are linked and the user hasn't specified which to use
• The symbol is ambiguous (e.g., ticker collision between stock and crypto)

Do not ask for clarification on fields with clear defaults (amount defaults to the user's default amount, order_type defaults to market, account defaults to the user's primary account).

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Disclaimers

• All investing involves risk, including the possible loss of principal
• Trade It is not a financial advisor and does not provide investment advice
• Options trading involves substantial risk and is not appropriate for all investors
• Trade It cannot withdraw funds, transfer assets, or take custody — it can only place trades