Financial Transaction Gateway MCP

(formerly known as Trade Agent)

Access Point: https://mcp.tradeit.app/sse
Deployment Model: Fully Hosted (Local setup is unnecessary)

Overview of Service

The Financial Transaction Gateway MCP brings advanced equity and digital asset trading capabilities to autonomous agents. It facilitates seamless, natural-language interfacing with established financial custodians—allowing for trade placement, performance metrics retrieval, and market data surfacing through simple, English-based commands transmitted via the MCP standard.

Currently integrated custodians include Charles Schwab, Robinhood, E*TRADE, Webull, Coinbase, and Kraken, with more integrations forthcoming.

This utility operates as a remote service, eliminating the need for any client-side operational infrastructure. Simply direct your MCP-compliant agent framework to the URI provided above.

Available Functions

💬 Submit Transaction Order Generates and stages an instruction to purchase or liquidate an asset position.

ORDER MECHANISMS: - market (Default) → Immediate fulfillment at prevailing market valuation. Requires no explicit price parameters. - limit → Order fulfillment contingent upon achieving a specified limit_price or superior value. Mandates the inclusion of limit_price. - stop → Triggers a market instruction upon the asset reaching the defined stop_price. Mandates stop_price. - stop_limit → Initiates a limit order contingent on the asset reaching the stop_price. Requires both stop_price and limit_price.

USAGE EXAMPLES: - "Acquire $1000 worth of TSLA shares" - "Initiate a purchase of $1000 in Tesla, provided the cost falls to $150 or below" - "Liquidate 10 units of AAPL if the trading value dips to $140 or less" - "Buy one share of Apple if it touches $200" - "Procure 10 Apple shares if the price ascends to $140, but cap the maximum outlay at $142 per share"

INHERITED VALUES: - If no monetary volume is specified, the system defaults to your configured standard quantity. - If no brokerage account is referenced, the default account is utilized. - If no execution type is specified, the instruction defaults to a market order. - If automatic fulfillment is activated in the configuration, the transaction executes instantly. Otherwise, it is saved as a pending instruction requiring a subsequent invocation of Execute Trade for finalization, allowing for user verification.

💬 Finalize Transaction Commits the staged trade instruction to the associated brokerage account.
💬 Retrieve Account Status Enumerates all linked brokerages, detailing their current aggregate market valuation and available liquid capital. Example: "Display my holdings summary"
💬 Query Asset Data Fetches the prevailing quotation and descriptive metadata for any listed security or cryptocurrency. Example: "What is the current standing of Apple?" or "Quote for TSLA shares?"
📊 PLANNED: Portfolio Analytics
Example: "What is the overall performance of my invested assets?" or "Show my concentration within the technology sector."
🔍 PLANNED: Automated Replication Trading
Example: "Allocate $1000 into the investment profile managed by Nancy Pelosi."

Initial Setup Guide

Navigate to https://tradeit.app and establish a user credential set.
Enroll in the complimentary trial associated with the Pro service tier.
Link the desired brokerage entity.

Connection Procedure

Direct your MCP client endpoint connection to https://mcp.tradeit.app/sse.
Complete the required authorization sequence via the browser-based OAuth channel.
Operational readiness achieved; transaction initiation is now possible.

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