
Connect Tradier to ChatGPT, Claude and Gemini
Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Manage your entire trading workflow through a single chat interface.
Developed, maintained, and hosted by Vinkius.
MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED
Waiting for input…
Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.
Your AI does the work. We keep it safe and sound.
No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.
Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

Each Connector runs inside its own sealed environment.
Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.
One switch stops every agent. Instantly.
One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.
Spending limits that pause instead of surprise.
Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.
Three controls, built into the layer your AI connects through.
Curated set · 13 capabilities
We ship only the actions that matter.
01-04
4 capabilities in this set.
Part of 13 available through Tradier.
- 01
Get account positions
This capability shows you all current holdings in your account.
- 02
Search symbols
Use this to find specific tickers by their keyword or description.
- 03
Get quotes
This capability fetches real-time or delayed price quotes for your chosen symbols.
- 04
Cancel order
Use this to stop a pending order immediately.
05-07
3 capabilities in this set.
Part of 13 available through Tradier.
- 05
Get account balances
This capability retrieves your current account balances and available buying power.
- 06
Get account history
Check your past trading activity and account history with this capability.
- 07
Get historical data
This capability pulls historical price bars for daily, weekly, or monthly intervals.
08-10
3 capabilities in this set.
Part of 13 available through Tradier.
- 08
Get option chains
Use this to pull the full option chain for a specific underlying symbol.
- 09
Get order status
This capability lets you check the current status of a specific order.
- 10
Get user profile
Retrieve your user profile information and see your linked accounts.
11-13
3 capabilities in this set.
Part of 13 available through Tradier.
- 11
Place order
This capability executes your equity or option trades.
- 12
Create streaming session
Use this to generate a session ID for receiving live data streams.
- 13
Get market calendar
This capability provides market hours and upcoming holidays.
Real work
What teams actually run
Rapid Trade Execution
Tell your agent to buy a specific number of shares once you've finished your analysis.
Portfolio Monitoring
Ask for a summary of your current holdings and total market value at any time.
Technical Analysis Support
Request historical price bars to feed data into your agent for trend identification.
Option Strategy Research
Pull full option chains to evaluate strikes and expirations quickly.
Automate a task
Put Tradier to work on one thing.
Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.
One connector, every AI
Tradier works with the most popular AI clients.
These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.
Claude
ChatGPT
Gemini
Perplexity
Grok
Microsoft Copilot
Cursor
VS Code
Windsurf
JetBrains
Cline
LangChain
Vercel AI SDK
Lovable
Z.ai
Raycast
Qwen Code
Kimi Code
Le ChatBuilding your own app? The connector is yours to use.
You don't need a client to put Tradier to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.
Observed, not estimated
981ms average. Fast in production.
Tradier is checked daily against the live service.
- Fastest day
- 777ms
- Slowest day
- 1175ms
- 14-day trend
- Improving-7%
Connect your client
One URL. Every client.
Activate the Connector, copy your link, and paste it into the client you already use. 13 capabilities arrive ready to run.
Preview access · not provider authentication
The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Tradier, so you can see the experience inside your AI.
It does not authenticate your account with Tradier. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.
Tradier Connector
You're all set. Choose your MCP client and follow the setup instructions.
https://edge.vinkius.com/vk_preview_JtYluBRG07taNtdGJJiRauinEVmEQmPLa8dHWz65/mcpClaude Desktop
Follow the steps below to connect in seconds.
- 1In Claude Desktop, open Settings → Connectors.
- 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
- 3Click Add and start a new chat — Tradier capabilities are ready to use.
{
"mcpServers": {
"tradier-mcp": {
"url": "https://edge.vinkius.com/vk_preview_JtYluBRG07taNtdGJJiRauinEVmEQmPLa8dHWz65/mcp"
}
}
}
Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline
Step-by-step instructions for each client are in the guide. How to connect
Guided setup for Claude? Set up Tradier in Claude and other AIs
Who it's for
Built for the work Tradier owners hand off.
This MCP is built for anyone who wants to combine conversational AI with active brokerage management.
- 01
Active Traders
Execute trades and monitor positions without switching between different apps.
- 02
Financial Analysts
Pull historical data and option chains directly into an AI-driven analysis workflow.
- 03
Developers
Build custom financial capabilities by connecting brokerage capabilities to an AI agent.
FAQ
Questions Tradier owners ask.
- 01
How do I connect my Tradier account?
You subscribe to the MCP on Vinkius and enter your Tradier Access Token. Once connected, you can use it in any compatible client.
- 02
Can I trade options with this MCP?
Yes, the MCP includes capabilities to place, monitor, and cancel both equity and option orders.
- 03
What kind of market data can I get?
You can get real-time quotes, detailed option chains, and historical price bars for various timeframes.
- 04
Is my data secure?
Vinkius hosts the MCP and manages your credentials so you can connect your client once and work securely.
- 05
Which AI clients can I use?
You can use any MCP-compatible client, including Claude, Cursor, and Windsurf.
- 06
Can I check real-time prices for multiple stocks at once?
Yes. Use the get_quotes capability 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.
- 07
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.
- 08
Can I place option trades through this integration?
Yes. The place_order capability 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.
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Connect Tradier to Claude, Cursor, ChatGPT & more
