# Tradier MCP for AI Agents AI Agent Connect > Tradier MCP lets you trade equities and options, fetch real-time market data, and manage your brokerage account directly through your AI agent. It connects your Tradier account to tools like Claude or Cursor so you can execute trades or check balances using natural language. ## Overview - **Category:** data-analytics - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_JtYluBRG07taNtdGJJiRauinEVmEQmPLa8dHWz65/ai-agent-connect - **Tags:** trading-api, market-data, equities, options-trading, real-time-quotes, brokerage ## Description Imagine you're in the middle of a trade and need to know the current option chain for a specific stock. Usually, that means flipping between your trading platform and your analysis spreadsheet. With this Connector, you just ask your agent to pull that data for you. You can check your current holdings, review your transaction history, and even place new orders without leaving your workspace. It turns your AI into a dedicated trading assistant that knows your balances and stays on top of market hours. Whether you're looking for historical price bars to backtest a strategy or just want to see your buying power, this connection puts your brokerage data right where you're already working. It's a big part of how Vinkius makes complex financial workflows feel like a normal conversation. You get to move faster because the heavy lifting of navigating menus and clicking buttons is gone. ## Tools ### get_account_history Review your past trades and account activity in a list. Use this to keep a record of your previous movements. ### get_account_positions See exactly what assets you currently hold in your account. This provides a quick look at your current portfolio. ### cancel_order Stop a pending equity or option order before it fills. This is vital for correcting mistakes quickly. ### get_option_chains Get a full list of strikes and dates for a specific underlying symbol. This helps you see all available options at once. ### search_symbols Find the correct ticker symbol using a keyword or company description. This ensures you're trading the right asset. ### get_account_balances Check your available cash and buying power for a specific account. This helps you know exactly what you can afford to trade next. ### get_order_status See if your latest order is filled, pending, or rejected. This keeps you updated on the execution of your trades. ### place_order Execute new equity or option trades using natural language. This lets you trade without navigating complex menus. ### get_quotes Fetch real-time or delayed prices for multiple symbols at once. Use this to get a quick pulse on the market. ### get_user_profile View your profile details and all linked accounts. This helps you manage your overall identity on the platform. ### create_streaming_session Start a session to receive live data feeds. This allows for more dynamic data handling in your workspace. ### get_historical_data Pull daily, weekly, or monthly price bars for any symbol. This is perfect for looking at long-term trends. ### get_market_calendar Check trading hours and upcoming market holidays. Use this to ensure you don't try to trade when markets are closed. ## Prompt Examples **Prompt:** ``` What's the current price for AAPL and what's my current balance? ``` **Response:** ``` I've pulled that info for you. - **AAPL**: $189.43 (+0.5%) - **Account Balance**: $12,450.00 - **Buying Power**: $10,200.00 Would you like to see your current positions for AAPL? ``` **Prompt:** ``` Show me the option chain for TSLA for the next expiration. ``` **Response:** ``` Here are the details for TSLA: - **Expiration**: 2024-06-21 - **Strikes**: 180, 190, 200, 210, 220 - **Volume**: High on 200 strike calls. I can pull more specific strikes if you'd like. ``` **Prompt:** ``` Cancel my pending order for MSFT. ``` **Response:** ``` I've sent the request to cancel your pending MSFT order. - **Status**: Order successfully cancelled. - **Confirmation**: Your account is updated. Is there anything else you'd like to check? ``` ## Capabilities ### Place equity and option orders Execute new trades for stocks or options using plain language commands. ### Fetch real-time and delayed quotes Get current pricing for one or more symbols instantly. ### Retrieve full option chains Pull a complete list of strikes and dates for a specific underlying symbol. ### Check account balances See your available cash and buying power for any specific account. ### View current holdings Get a list of all assets and positions currently held in your account. ### Search for ticker symbols Find the correct ticker symbol using a keyword or company description. ### Get historical price bars Pull daily, weekly, or monthly price data for backtesting or analysis. ## Use Cases ### Checking buying power before a trade A user asks their agent to check their balance. The agent uses get_account_balances and confirms they have the funds before they place an order. ### Analyzing a stock's option chain An analyst asks for the NVDA option chain. The agent uses get_option_chains to show all strikes and expiration dates immediately. ### Correcting a mistaken order A user realizes they entered the wrong price. They tell their agent to stop the trade, and the agent calls cancel_order to fix it. ### Building a custom market dashboard A developer uses search_symbols and get_quotes to feed live data into a custom UI they are building with their AI client. ## Benefits - Stop switching tabs by using get_quotes and place_order directly inside your AI client. - Analyze market trends faster by pulling get_historical_data into your workspace for instant processing. - Manage your portfolio more efficiently by checking get_account_positions and get_account_balances on demand. - Execute complex options trades with get_option_chains to see all available strikes instantly. - Keep track of your trading activity by reviewing get_account_history without logging into a separate portal. - Stay informed on market timing by checking get_market_calendar for holidays and hours. ## How It Works The bottom line is you get a direct line to your brokerage account from any MCP-compatible chat interface. 1. Subscribe to the Tradier MCP on Vinkius. 2. Add your Tradier Access Token to your configuration. 3. Start asking your AI client to trade, check balances, or pull market data. ## Frequently Asked Questions **Can I actually place trades with the Tradier MCP?** Yes, you can place equity and option orders using natural language. Your agent can handle the execution for you based on your instructions. **Does the Tradier MCP support real-time quotes?** Yes, it fetches real-time and delayed quotes for symbols you're watching. This helps you stay updated on market movements instantly. **How do I see my current holdings using the Tradier MCP?** Just ask your agent to show your positions. It will pull your current holdings and account data immediately so you can see your portfolio. **Can the Tradier MCP help me find specific stock tickers?** Yes, you can ask the agent to search for symbols by keyword or company description. This makes it easy to find the right ticker quickly. **Does the Tradier MCP work with Claude or Cursor?** Yes, it works with any MCP-compatible client like Claude, Cursor, or Windsurf. You just need to connect it via Vinkius. **Can I check my trading history with the Tradier MCP?** Yes, you can review your past account activity and transaction history through the agent. It's a great way to keep track of your trading moves. **Can I check real-time prices for multiple stocks at once?** Yes. Use the `get_quotes` tool and provide a comma-separated list of symbols (e.g., 'AAPL,TSLA,NVDA'). The agent will return the latest market data for all requested tickers. **Is it possible to view my current portfolio holdings and buying power?** Absolutely. Use `get_account_positions` to see your current holdings and `get_account_balances` to check your available cash and buying power for a specific account ID. **Can I place option trades through this integration?** Yes. The `place_order` tool supports both 'equity' and 'option' asset classes. You can specify the side (e.g., buy_to_open), quantity, and order type to execute your strategy.