How to Use the Tradier MCP in Cursor

Q: What kind of trading logic can I build with Tradier and Cursor?

You can write full automation scripts that check accounts (getaccountbalances), decide on a trade, and then execute it using placeorder—all within the context of your current file.

Q: What financial data does Tradier provide to Cursor?

It gives you access to account balances via getaccountbalances, historical price bars, and real-time quotes. This means you've got all the inputs needed for robust coding.

Q: Can I manage my portfolio using Tradier within Cursor?

Yes. You can check your current holdings with getaccountpositions and verify that any trade logic you write aligns with your available capital via getaccountbalances.

Write production code with real market feeds. Tradier tools inject live data directly into your Cursor workflow.

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Connect Tradier MCP to Cursor

Create your Vinkius account to connect Tradier to Cursor 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 Cursor

Ask AI about this MCP

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Claude

Perplexity

Embed real-time market context in your code.

When you're writing a backtest, the AI can pull current quotes using `get_quotes` so your generated code runs against live data. You can also use `search_symbols` to validate input symbols before running any script. For long-term analysis in your project, call `get_historical_data`. Your agent writes the necessary loops and calls to process daily or weekly bars.

Build automated trading logic with Tradier.

You don't have to stub out trade actions. The AI generates working code that executes trades by calling `place_order`. It also handles the necessary cleanup, letting you call `cancel_order` if a script needs to abort. The agent can check existing holdings using `get_account_positions`, making sure your automated logic only sells what's actually there.

Structure complex financial calculations.

If you're working on derivatives, the server provides `get_option_chains`. Your AI client can ingest this structured data and build out the pricing models directly into your file. Need to plan around market closures? Check the calendar using `get_market_calendar` so your code doesn't attempt trades when the exchanges are shut down.

Setup guide

Set up Tradier MCP in Cursor

Prerequisites

Cursor installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP Settings

Go to Cursor Settings → MCP or open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and search for "MCP: Add Server".
2

Add the Tradier MCP

Cursor will create or open .cursor/mcp.json in your project root. Paste the JSON snippet on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Enable Agent mode

Open Composer (Cmd+I / Ctrl+I) and switch to Agent mode using the dropdown at the top. MCP tools are only available in Agent mode.
4

Verify the connection

Ask Cursor something like "List my recent Tradier transactions." If the MCP tools are loaded correctly, Cursor will call the Tradier tools automatically. You can also check Settings → MCP for a green status indicator.

.cursor/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 Cursor

The server operates in Agent mode, allowing the AI to call tools and inject live data directly into the code you're writing. It ensures your generated code uses real API responses, not dummy stubs.

You can write full automation scripts that check accounts (`get_account_balances`), decide on a trade, and then execute it using `place_order`—all within the context of your current file.

It gives you access to account balances via `get_account_balances`, historical price bars, and real-time quotes. This means you've got all the inputs needed for robust coding.

Yes. You can check your current holdings with `get_account_positions` and verify that any trade logic you write aligns with your available capital via `get_account_balances`.

The server touches core identifying information through the `get_user_profile` tool. This allows your agent client to confirm who's running the code and which accounts are linked.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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