Tradier MCP Server for WindsurfGive Windsurf instant access to 13 tools to Cancel Order, Create Streaming Session, Get Account Balances, and more

Name: Tradier
Price: 29 USD
Availability: InStock
Rating: 5.0 (1 reviews)
Author: Vinkius

GDPR Free for Subscribers

Windsurf brings agentic AI coding to a purpose-built IDE. Connect Tradier through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.

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The Tradier MCP Server for Windsurf is a standout in the Data Analytics category — giving your AI agent 13 tools to work with, ready to go from day one.

Built for AI Agents by Vinkius

Vinkius delivers Streamable HTTP and SSE to any MCP client

Claude

ChatGPT

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Gemini

Windsurf

VS Code

JetBrains

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+ other MCP clients

Classic Setup·json

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

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Tradier and 4,000+ MCP Servers from a single visual interface.

Download Free Open SourceNo signup required

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Tradier MCP Server

Connect your Tradier brokerage account to any AI agent to streamline your trading workflow and market analysis through natural conversation.

Windsurf's Cascade agent chains multiple Tradier tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 13 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

What you can do

Market Data — Get real-time quotes via get_quotes, detailed option chains with get_option_chains, and historical price bars using get_historical_data.
Account Management — Check balances with get_account_balances, view current holdings via get_account_positions, and review transaction history with get_account_history.
Order Execution — Place, monitor, and cancel equity or option orders using place_order, get_order_status, and cancel_order directly through natural language.
Market Insights — Search for symbols using search_symbols and check the market calendar for trading hours and holidays with get_market_calendar.

The Tradier MCP Server exposes 13 tools through the Vinkius. Connect it to Windsurf in under two minutes — credentials fully managed, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

All 13 Tradier tools available for Windsurf

When Windsurf connects to Tradier through Vinkius, your AI agent gets direct access to every tool listed below — spanning trading-api, market-data, equities, and more. Every call runs in a secure, isolated environment with full audit visibility. Beyond a simple connection, you get real-time monitoring of agent activity, enterprise governance, and optimized token usage.

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

Connect Tradier to Windsurf via MCP

Follow these steps to wire Tradier into Windsurf. The entire setup takes under two minutes — your credentials stay safe behind Vinkius.

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"

Add the server

Paste the JSON configuration above into mcp_config.json

Save and reload

Windsurf will detect the new server automatically

Start using Tradier

Open Cascade and ask: "Using Tradier, help me...". 13 tools available

Why Use Windsurf with the Tradier MCP Server

Windsurf provides unique advantages when paired with Tradier through the Model Context Protocol.

Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention

Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively

JSON-based configuration means zero code changes: paste a URL, reload, and all 13 tools are immediately available

Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

Tradier + Windsurf Use Cases

Practical scenarios where Windsurf combined with the Tradier MCP Server delivers measurable value.

Automated code generation: ask Cascade to fetch data from Tradier and generate models, types, or handlers based on real API responses

Live debugging: query Tradier tools mid-session to inspect production data while debugging without leaving the editor

Documentation generation: pull schema information from Tradier and have Cascade generate comprehensive API docs automatically

Rapid prototyping: combine Tradier data with Cascade's code generation to scaffold entire features in minutes

Example Prompts for Tradier in Windsurf

Ready-to-use prompts you can give your Windsurf agent to start working with Tradier immediately.

"What is the current price and daily change for TSLA and MSFT?"

"Show me all open positions in my account 12345678."

"Get the option chain for NVDA expiring on 2025-01-17."

Troubleshooting Tradier MCP Server with Windsurf

Common issues when connecting Tradier to Windsurf through Vinkius, and how to resolve them.

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

Tradier + Windsurf FAQ

Common questions about integrating Tradier MCP Server with Windsurf.

How does Windsurf discover MCP tools?

Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.