tradier-mcp
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@tradier-mcpwhat is my account balance?"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
tradier-mcp
MCP server exposing Tradier brokerage tools to Claude.
Setup
cd ~/mcp-servers/tradier-mcp
npm install
cp .env.example .env # then fill in real values.env
TRADIER_API_TOKEN=your_api_token_here
TRADIER_ACCOUNT_ID=your_account_id_here
TRADIER_ENV=sandbox # change to "live" for real tradingGet credentials: https://developer.tradier.com/user/sign_up
Related MCP server: ibkr-mcp-server
Register with Claude Code
Add to ~/.claude/claude_desktop_config.json (see combined block in README or below):
{
"mcpServers": {
"tradier": {
"command": "node",
"args": ["/home/aribarbari/mcp-servers/tradier-mcp/index.js"]
}
}
}Tools
Tool | Endpoint | Description |
| GET /accounts/{id}/balances | Cash and margin balances |
| GET /accounts/{id}/positions | Open positions |
| GET /accounts/{id}/orders | All orders |
| GET /accounts/{id}/gainloss | Closed P&L history |
| GET /user/profile | User profile info |
| GET /markets/quotes | Real-time quotes (symbols param) |
| GET /markets/options/expirations | Expiry dates for a symbol |
| GET /markets/options/chains | Full option chain |
| POST /accounts/{id}/orders | Submit a buy/sell order |
| DELETE /accounts/{id}/orders/{id} | Cancel an open order |
Warning
Set TRADIER_ENV=live only when you intend to place real orders. Always test with sandbox first.
This server cannot be installed
Maintenance
Resources
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Looking for Admin?
If you are the server author, to access and configure the admin panel.
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