Investment Command Processor (MCP) Service

(formerly branded as Trade Agent)

Service Endpoint: https://mcp.tradeit.app/sse
Operation Mode: Entirely remote (no local environment setup necessary)

Service Summary

The Investment Command Processor Server integrates brokerage functionalities for equities and cryptocurrencies into agent workflows. It permits interaction with established financial service providers—facilitating trade placements, performance metric retrieval for managed assets, and extraction of relevant market summaries using straightforward linguistic input transmitted over the MCP framework.

Compatible with: Charles Schwab, Robinhood, E*TRADE, Webull, Coinbase, and Kraken. Expansions to include further platforms are forthcoming.

This operational setup is remote, eliminating the requirement for local software execution. Simply direct your MCP-compatible agent framework toward the URL provided above.

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Available Operations (Tools)

• 💬 Initiate Transaction Generates a directive for buying or selling a specified financial instrument.

ORDER MODALITIES: - market (default) → Immediate execution at the prevailing market rate. Price specification is unnecessary. - limit → Fulfillment is restricted to a specified limit_price or a more favorable one. Requires the definition of limit_price. - stop → Activates a market instruction once the stop_price threshold is crossed. Requires stop_price. - stop_limit → Triggers a limit instruction upon hitting the stop_price. Mandates both stop_price and limit_price parameters.

USAGE EXAMPLES: - "Procure $1000 worth of Tesla stock" - "Acquire $1000 worth of Tesla, contingent upon the price falling to $150 or below" - "Liquidate 10 shares of Apple stock if the valuation drops to $140 or less" - "Purchase one share of Apple if it reaches $200" - "Buy 10 shares of Apple if the rate climbs to $140, but set a ceiling purchase price of $142 per unit"

SYSTEM DEFAULTS: - Omission of quantity defaults to the user's preset allocation. - Omission of account information defaults to the user's primary account. - If no order type is specified, the system defaults to a market transaction. - If auto-dispatch is toggled on in configuration, the trade executes instantly. Otherwise, it is staged as a draft, necessitating a subsequent call to Finalize Transaction for completion, allowing for requisite oversight.

• 💬 Finalize Transaction Commits the pending order to the linked brokerage for processing.

• 💬 Retrieve Account Status Lists all connected brokerage accounts, showing current valuation and available cash reserves. Example: "Display my asset accounts"

• 💬 Query Instrument Data Fetches the present valuation and associated metadata for any stock or digital currency. Example: "What is the current status of Apple?" or "Report the quotation for TSLA ticker symbol?"

• 📊 IN DEVELOPMENT: Holdings Analysis
  Example: "What is the overall health of my investment portfolio?" or "Summarize my allocation within the technology sector?"

• 🔍 IN DEVELOPMENT: Strategy Replication
  Example: "Allocate $1000 following Nancy Pelosi's investment strategy."

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Initiation Guide

1. Initially, register for an account at https://tradeit.app.
2. Enroll in the free evaluation period associated with the Pro subscription tier.
3. Establish connections with your preferred brokerage institution(s).

Connection Procedure

1. Configure your MCP client to communicate with https://mcp.tradeit.app/sse.
2. Complete the requisite authentication via the web-based OAuth handshake.
3. Your environment is now primed for financial operations!

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