WindsurfIDE

Tradier MCP Server

Bring Trading Api
to Windsurf

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

Learn how to connect Tradier to Windsurf and start using 13 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.

GDPR Free for Subscribers

Cancel OrderCreate Streaming SessionGet Account BalancesGet Account HistoryGet Account PositionsGet Historical DataGet Market CalendarGet Option ChainsGet Order StatusGet QuotesGet User ProfilePlace OrderSearch Symbols

Unlock for AI Agents

Ask AI about this MCP Server ChatGPT Claude Perplexity

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

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 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.

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_order

Cancel a pending order

create_streaming_session

Create a session to receive a streaming session ID

get_account_balances

Get balances and buying power for a specific account

get_account_history

Review trading history and account activity

get_account_positions

View current holdings in an account

get_historical_data

Get historical price bars (daily, weekly, monthly)

get_market_calendar

Get market hours and holidays

get_option_chains

Retrieve option chains for a specific underlying symbol

get_order_status

Check the status of a specific order

get_quotes

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

get_user_profile

Retrieve the user profile and linked accounts

place_order

Execute equity or option trades

search_symbols

Search for symbols by keyword or description

Why Windsurf?

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.

—
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 13 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

See it in action

Tradier in Windsurf

AI Agent→Vinkius

High Security·Kill Switch·Plug and Play

Why Vinkius

Tradier and 4,000+ other MCP servers. One platform. One governance layer.

Teams that connect Tradier to Windsurf 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.

4,000+MCP Servers ready

<40msCold start

60%Token savings

	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

Unlock for AI Agents View step-by-step setup guide for Windsurf →

Enterprise Security

Why teams choose Vinkius for Tradier in Windsurf

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 Windsurf 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.

Unlock for AI Agents View full Tradier details →

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

The Vinkius Advantage

How Vinkius secures
Tradier for Windsurf

Every tool call from Windsurf to the Tradier MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.

< 40msCold start

Ed25519Signed audit chain

60%Token savings

FAQ

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 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.