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 Mastra AI?
Mastra's agent abstraction provides a clean separation between LLM logic and Tradier tool infrastructure. Connect 13 tools through Vinkius and use Mastra's built-in workflow engine to chain tool calls with conditional logic, retries, and parallel execution. deployable to any Node.js host in one command.
- —
Mastra's agent abstraction provides a clean separation between LLM logic and tool infrastructure. add Tradier without touching business code
- —
Built-in workflow engine chains MCP tool calls with conditional logic, retries, and parallel execution for complex automation
- —
TypeScript-native: full type inference for every Tradier tool response with IDE autocomplete and compile-time checks
- —
One-command deployment to any Node.js host. Vercel, Railway, Fly.io, or your own infrastructure
Tradier in Mastra AI
Tradier and 4,000+ other MCP servers. One platform. One governance layer.
Teams that connect Tradier to Mastra AI 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 Mastra AI
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 Mastra AI 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 Mastra AI
Every tool call from Mastra AI 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.
How does Mastra AI connect to MCP servers?
Create an MCPClient with the server URL and pass it to your agent. Mastra discovers all tools and makes them available with full TypeScript types.
Can Mastra agents use tools from multiple servers?
Yes. Pass multiple MCP clients to the agent constructor. Mastra merges all tool schemas and the agent can call any tool from any server.
Does Mastra support workflow orchestration?
Yes. Mastra has a built-in workflow engine that lets you chain MCP tool calls with branching logic, error handling, and parallel execution.
createMCPClient not exported
Install: npm install @mastra/mcp
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