# Tradier MCP > Tradier connects your AI agent directly to your brokerage account, letting you trade equities and options without leaving your client. You can get real-time quotes, review current holdings, place trades instantly, or pull historical data for deep market analysis—all through natural language commands. ## Overview - **Category:** data-analytics - **Price:** Free - **Tags:** trading-api, market-data, equities, options-trading, real-time-quotes, brokerage ## Description Need to analyze the market but hate switching between ten browser tabs? This MCP connects your agent directly to Tradier, giving you instant access to live trading data and account controls. Instead of logging into a separate terminal just to check balances or pull option chains, you simply ask your AI client. You can fetch real-time prices for multiple stocks, review exactly what's in your portfolio, and execute complex trades—like placing an options order—all within the chat window. If you’re building sophisticated financial tools, this MCP provides everything you need to manage account history, check current market hours using the market calendar tool, or find specific symbols just by chatting with it. Vinkius makes connecting these powerful services simple; you connect once and gain access to robust financial tooling for your AI agent. ## Tools ### get_account_balances Retrieves your current cash balances and available buying power in the account. ### get_account_history Provides a full record of all past trading activity and general account movements. ### get_account_positions Shows you a clear list of every stock or option contract currently held in your portfolio. ### cancel_order Removes any pending trade orders that haven't been executed yet. ### create_streaming_session Sets up a connection so your agent can receive continuous, live data updates. ### get_historical_data Fetches past price bars for symbols over customizable timeframes (daily, weekly, monthly). ### get_market_calendar Checks the official market schedule to find trading hours and public holidays. ### get_option_chains Pulls a detailed list of available options contracts for a specific underlying stock symbol. ### get_order_status Checks if a previously placed trade order has been filled, rejected, or is still pending. ### place_order Initiates the buying or selling of equity shares or options contracts. ### get_quotes Grabs the most recent, real-time price quotes for one or more specified symbols. ### search_symbols Searches the brokerage database to find a stock ticker by name or keyword description. ### get_user_profile Retrieves basic user information and details about linked financial accounts. ## Prompt Examples **Prompt:** ``` What is the current price and daily change for TSLA and MSFT? ``` **Response:** ``` I've fetched the quotes for you. TSLA is currently trading at $242.10 (+1.2%) and MSFT is at $415.50 (-0.4%). Would you like to see the historical data for either of these? ``` **Prompt:** ``` Show me all open positions in my account 12345678. ``` **Response:** ``` In account 12345678, you currently hold 50 shares of AAPL and 10 contracts of SPY Dec 20 Put. Your total market value for these positions is approximately $12,400. ``` **Prompt:** ``` Get the option chain for NVDA expiring on 2025-01-17. ``` **Response:** ``` I've retrieved the option chain for NVDA for the Jan 17, 2025 expiration. There are 45 strikes available, ranging from $100 to $150. Would you like to filter for specific strikes or see the Greeks for the At-The-Money calls? ``` ## Capabilities ### Check Account Status The MCP retrieves current cash balances, available buying power, and a detailed log of all past transactions. ### Monitor Holdings You can instantly view every stock or option contract you currently own in your account. ### Execute Trades Place, monitor the status of, and cancel specific equity or options orders using simple commands. ### Analyze Market Data Fetch live price quotes for multiple symbols, get full option chains, or pull detailed historical price bars (daily, weekly, monthly). ### Research Symbols and Markets Search for stock ticker symbols by keyword or check the market calendar to confirm trading hours and holidays. ## Use Cases ### Reacting to breaking news A trader sees a major announcement and needs to act fast. They ask their agent for the current price (get_quotes) of the affected stock, check if they have enough capital (get_account_balances), and immediately place a buy order (place_order). The whole sequence happens before the news cycle moves on. ### Pre-strategy research An analyst wants to build a backtest. They use the MCP to pull historical data (get_historical_data) over several years and also retrieve option chains (get_option_chains) for a specific date range, feeding everything into their agent's analysis pipeline. ### Post-trade review After placing an order, the user needs confirmation. They ask their agent to check the status of the trade (get_order_status) and then use get_account_history to confirm that the transaction was recorded correctly in their full account activity log. ### Account onboarding A new user connects their accounts. They ask for a summary of what they hold (get_account_positions) and want to review the last month's activities using get_account_history, eliminating manual statement reviews. ## Benefits - Check balances and view positions instantly. Instead of manually logging into the web portal to see if you have enough cash or how many shares you own, just ask your agent using get_account_balances or get_account_positions. - Trade without switching screens. You can place an equity trade or set up a complex options order (using place_order) and monitor its status via get_order_status—all in one continuous conversation with your AI client. - Deep dive into market data on demand. Need to compare prices? Fetch real-time quotes using get_quotes, then pull historical price bars with get_historical_data for deeper analysis. - Manage time efficiently. Before launching a trade strategy, use the get_market_calendar tool to confirm if the exchange is open and what the current trading hours are. No more guessing about market closures. - Analyze options effortlessly. Get full option chains using get_option_chains for any underlying stock symbol, letting you analyze strike prices without visiting a dedicated derivatives site. ## How It Works The bottom line is you get instant, conversational control over your entire trading workflow without ever leaving your AI client. 1. First, subscribe to this MCP on Vinkius and provide your unique Tradier Access Token. 2. Next, point your AI client at this MCP. Your agent now has the necessary credentials to interact with your brokerage account. 3. Finally, ask your agent a question like 'What's the current price for AAPL?' or 'Place a buy order,' and it handles the rest. ## Frequently Asked Questions **Can I use Tradier MCP to check my current holdings?** Yes, you can view all your open positions by calling get_account_positions. This tool tells you exactly what stocks or options contracts are currently in your account. **Is the data from get_quotes real-time?** The MCP fetches both real-time and delayed quotes depending on symbol availability. If you need continuous feeds, you can use create_streaming_session to keep your agent updated. **How do I place an options trade using the Tradier MCP?** You use the place_order tool. You just need to specify if it's an equity or option order, and provide all necessary details in natural language for your agent. **What if I make a mistake on an order?** If you submit an unwanted trade, use the cancel_order tool. You can tell the MCP to cancel any pending orders before they execute. **Does Tradier MCP help with market analysis?** Absolutely. Beyond live quotes, you can pull full option chains using get_option_chains and run deep historical research using get_historical_data for backtesting.