How to Use the Tradier MCP in Claude

Q: Can I automate trades using Tradier and Claude Desktop?

Yep. You can write logic that calls placeorder when certain conditions are met. Your agent handles the execution, making it look like a live API call from your local machine.

Get live market data and manage trades directly within your local development environment using Claude Desktop.

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Connect Tradier MCP to Claude Desktop

Create your Vinkius account to connect Tradier to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Tradier with Claude Desktop

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Check accounts and balances for Tradier.

You can verify account health before writing any trading logic. Use `get_user_profile` to pull core user details, then check current holdings with `get_account_positions`. Need a full picture? Call `get_account_balances` to see your available buying power and overall capital for the specified account.

Execute trades in real time via Claude Desktop.

Don't just read data—act on it. Your agent can execute trades using `place_order` for both equities and options. You also manage risk by calling `cancel_order` to pull back pending transactions. Keep track of what you sent out with `get_order_status`. This lets your AI client confirm if the order actually went through.

Pull deep market data for analysis.

Need historical context? Use `get_historical_data` to pull price bars over daily, weekly, or monthly periods. You can also fetch real-time quotes using `get_quotes` for any symbol. When you're researching options, `get_option_chains` delivers the full set of contracts for a specific underlying stock.

Setup guide

Set up Tradier MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Tradier MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Tradier MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under tradier-mcp.

json

{
  "mcpServers": {
    "tradier-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Tradier. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Tradier MCP in Claude Desktop

You connect it via two paths. For local dev, you add the server config in your `claude_desktop_config.json` file. For cloud use, you paste the remote HTTPS URL into Settings → Integrations.

Yep. You can write logic that calls `place_order` when certain conditions are met. Your agent handles the execution, making it look like a live API call from your local machine.

It provides everything needed for trading: current account balances via `get_account_balances`, historical price data using `get_historical_data`, and real-time quotes with `get_quotes`.

It's focused purely on financial services. You get tools to manage accounts, place orders, search symbols, and retrieve market data for equities and options.

The server interacts directly with specific trade records. You use `get_order_status` to confirm that an order was received and if it's still pending or filled.

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