How do I use tradier-mcp?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@tradier-mcp what 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 trading

Get credentials: https://developer.tradier.com/user/sign_up

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_balance`	GET /accounts/{id}/balances	Cash and margin balances
`get_positions`	GET /accounts/{id}/positions	Open positions
`get_orders`	GET /accounts/{id}/orders	All orders
`get_gainloss`	GET /accounts/{id}/gainloss	Closed P&L history
`get_profile`	GET /user/profile	User profile info
`get_quotes`	GET /markets/quotes	Real-time quotes (symbols param)
`get_option_expirations`	GET /markets/options/expirations	Expiry dates for a symbol
`get_option_chain`	GET /markets/options/chains	Full option chain
`place_equity_order`	POST /accounts/{id}/orders	Submit a buy/sell order
`cancel_order`	DELETE /accounts/{id}/orders/{id}	Cancel an open order