Compatible with every major AI agent and IDE
What is the Tradier MCP Server?
Connect your Tradier brokerage account to any AI agent to streamline your trading workflow and market analysis through natural conversation.
What you can do
- Market Data — Get real-time quotes via
get_quotes, detailed option chains withget_option_chains, and historical price bars usingget_historical_data. - Account Management — Check balances with
get_account_balances, view current holdings viaget_account_positions, and review transaction history withget_account_history. - Order Execution — Place, monitor, and cancel equity or option orders using
place_order,get_order_status, andcancel_orderdirectly through natural language. - Market Insights — Search for symbols using
search_symbolsand check the market calendar for trading hours and holidays withget_market_calendar.
How it works
- Subscribe to this server
- Enter your Tradier Access Token
- Start trading and analyzing markets from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Active Traders — Execute trades and monitor positions without switching between multiple platforms or browser tabs.
- Financial Analysts — Pull historical data and option chains directly into your analysis workflow for instant processing.
- Developers — Integrate brokerage capabilities into your AI-driven financial tools and custom trading assistants.
Built-in capabilities (13)
Cancel a pending order
Create a session to receive a streaming session ID
Get balances and buying power for a specific account
Review trading history and account activity
View current holdings in an account
Get historical price bars (daily, weekly, monthly)
Get market hours and holidays
Retrieve option chains for a specific underlying symbol
Check the status of a specific order
Fetch real-time or delayed quotes for one or more symbols
Retrieve the user profile and linked accounts
Execute equity or option trades
Search for symbols by keyword or description
Why Cursor?
Cursor's Agent mode turns Tradier into an in-editor superpower. Ask Cursor to generate code using live data from Tradier and it fetches, processes, and writes. all in a single agentic loop. 13 tools appear alongside file editing and terminal access, creating a unified development environment grounded in real-time information.
- —
Agent mode turns Cursor into an autonomous coding assistant that can read files, run commands, and call MCP tools without switching context
- —
Cursor's Composer feature can generate entire files using real-time data fetched through MCP. no copy-pasting from external dashboards
- —
MCP tools appear alongside built-in tools like file reading and terminal access, creating a unified agentic environment
- —
VS Code extension compatibility means your existing workflow, keybindings, and extensions all work alongside MCP tools
Tradier in Cursor
Tradier and 4,000+ other MCP servers. One platform. One governance layer.
Teams that connect Tradier to Cursor through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 4,000+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Tradier in Cursor
The Tradier 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. All 13 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Cursor only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.

* 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
How Vinkius secures
Tradier for Cursor
Every tool call from Cursor to the Tradier MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
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.
What is Agent mode and why does it matter for MCP?
Agent mode is Cursor's autonomous execution mode where the AI can perform multi-step tasks: reading files, editing code, running terminal commands, and calling MCP tools. Without Agent mode, Cursor operates in a simpler ask-and-answer mode that doesn't support tool calling. Always ensure you're in Agent mode when working with MCP servers.
Where does Cursor store MCP configuration?
Cursor looks for MCP server configurations in a mcp.json file. You can configure servers at the project level (.cursor/mcp.json in your project root) or globally (~/.cursor/mcp.json). Project-level configs take precedence.
Can Cursor use MCP tools in inline edits?
No. MCP tools are only available in Agent mode through the chat panel. Inline completions and Tab suggestions do not trigger MCP tool calls. This is by design. tool calls require user visibility and approval.
How do I verify MCP tools are loaded?
Open Settings → Features → MCP and look for your server name. A green indicator means the server is connected. You can also check Agent mode's available tools by clicking the tools dropdown in the chat panel.
Tools not appearing in Cursor
Ensure you are in Agent mode (not Ask mode). MCP tools only work in Agent mode.
Server shows as disconnected
Check Settings → Features → MCP and verify the server status. Try clicking the refresh button.
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