Integrate Tradier with Claude, Cursor, Chatbots & AI Agents MCP Server

Q: Is it possible to view my current portfolio holdings and buying power?

Absolutely. Use getaccountpositions to see your current holdings and getaccountbalances to check your available cash and buying power for a specific account ID.

Trade equities and options, fetch real-time market data, and manage your brokerage accounts directly through any AI agent.

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

cancel

Cancel order on Tradier

Cancel a pending order

create

Create streaming session on Tradier

Create a session to receive a streaming session ID

get

Get account balances on Tradier

Get balances and buying power for a specific account

get

Get account history on Tradier

Review trading history and account activity

get

Get account positions on Tradier

View current holdings in an account

get

Get historical data on Tradier

Get historical price bars (daily, weekly, monthly)

get

Get market calendar on Tradier

Get market hours and holidays

get

Get option chains on Tradier

Retrieve option chains for a specific underlying symbol

get

Get order status on Tradier

Check the status of a specific order

get

Get quotes on Tradier

Fetch real-time or delayed quotes for one or more symbols

get

Get user profile on Tradier

Retrieve the user profile and linked accounts

place

Place order on Tradier

Execute equity or option trades

Search symbols on Tradier

Search for symbols by keyword or description

Security & Code Integrity Audit

Every tool in the Tradier MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

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 audit what my AI agents are doing with this integration?

Yes, Vinkius provides an immutable, HMAC-chained audit log. Every tool execution, payload, and response is tracked in real-time on your dashboard, giving you complete visibility into your agent's actions.

What happens if the underlying API rate limits my agent?

Our edge infrastructure automatically handles backoffs, queueing, and throttling. If an AI agent sends too many erratic requests, Vinkius manages the rate limits gracefully, ensuring your backend doesn't crash.

What if the AI ends up reading customer data or confidential information?

We have a built-in digital "bodyguard" called DLP (Data Loss Prevention). If a tool fetches data and the response contains social security numbers, credit cards, or personal customer info, Vinkius magically blocks and erases that information before it is delivered to the AI. The AI works only with what is strictly necessary, and your sensitive data never leaks.

Automated Workflows using Tradier

Use Tradier with any AI agent framework to process, analyze, and mutate data securely via the Model Context Protocol.

Autonomous trading api via AI

The Tradier MCP manages API routing for trading api. This enables AI agents like Claude Code to execute structured data analytics queries.

Intelligent market data Management

The Tradier server exposes documented endpoints for market data. This allows ChatGPT and Cursor to interact with data analytics APIs seamlessly.