Meet Your AI Trading Agent: Connect Tradier to Your Favorite AI Assistant

Imagine asking an AI:

"What's my portfolio exposure to tech stocks?"

Or:

"Find covered call opportunities for my positions."

Or even:

"Place a limit order to buy 10 shares of AAPL at $205."

With the Tradier MCP Server, those conversations become possible.

Instead of navigating multiple screens or learning a new platform, you can interact with your Tradier brokerage account using natural language. Your favorite AI assistant can securely access your account information, analyze your portfolio, retrieve market data, and—depending on your permissions—help you execute trades.

AI for Trading, Without the Complexity

For years, trading with AI meant building custom software or learning to code.

Not anymore.

If you have a Tradier brokerage account, your API access is already available. Connect the Tradier MCP Server to an MCP-compatible AI client, and you're ready to start chatting with your brokerage account.

No coding.
No custom integrations.
No developer experience required.

Just ask.

Turn Conversations Into Actions

The Tradier MCP Server transforms your AI assistant from a chatbot into an intelligent trading companion.

Ask questions like:

• "How did my portfolio perform today?"
• "Show me unusual options activity for NVDA."
• "What's my available buying power?"
• "Compare SPY and QQQ option chains."
• "Help me build a cash-secured put strategy."
• "Review my open orders."

Instead of searching through menus, you simply have a conversation.

That's the future of trading.

Your Brokerage, Powered by AI

The Model Context Protocol (MCP) is becoming the standard way AI applications connect to real-world tools and services.

Tradier brings that same capability to your brokerage account, making it easy to combine live market data, portfolio information, and trading tools with today's leading AI assistants.

Whether you're researching ideas, managing positions, or preparing your next trade, the Tradier MCP Server gives you a faster, more natural way to interact with your brokerage account.

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‍Options carry a high level of risk and are not suitable for all investors. Please read the Characteristics and Risks of Standardized Options before trading in options. Risk of loss in trading can be substantial and you should carefully consider the risks associated with trading options and using leverage as it relates to your investment objectives, time horizon and expenses.

‍Securities products are offered through Tradier Brokerage Inc. Member FINRA/SIPC - Not FDIC Insured - No Bank Guarantee - May Lose Value. Commodity interest products, including futures and forex are offered by Tradier Futures (DBA of Lazzara Consulting Inc). Member NFA/CFTC. Tradier Futures does not maintain a research department as defined in CFTC Rule 1.71. Tradier Futures Risk Disclosure.

Tradier and its subsidiaries are not affiliated with a do not endorse any third-party platforms, methodologies, newsletters or similar services which are not solely produced by Tradier. Systems response and account access times may vary due to a variety of factors, including trading volumes, market conditions and system performance. Past performance is no guarantee of future returns. Use of these systems is at your own risk. Please visit Tradier Disclosures/Policies for a full list of policies and disclosures.

‍Tradier Brokerage Inc. charges for exchange, clearing and regulatory fees. Other fees and applicable minimums may apply, see the Tradier Brokerage Fee Schedule for more details. Promotions are subject to change at any time. Tradier Brokerage, Inc. does not guarantee its accuracy, completeness, or suitability. Accounts are carried and cleared with Apex Clearing Inc.

Information generated by our MCP(Model Context Protocol) Server and connected AI agents are for educational and informational purposes only and are not intended to provide investment advice, recommendations, or personalized guidance based on an individual’s financial circumstances. Please conduct your own due diligence before making any decisions. All third-party AI agents operate independently and are not liable for one another.

Use of these systems is at your own risk. Third-party trading platforms, Large Language Model, or services ("Third-Party Platform") to execute trades, manage accounts, or access market data involves significant risks. By using such a platform, you acknowledge and accept the risks described below. You are solely responsible for all trading decisions and any losses incurred as a result of using a Third-Party Platform, and understand that service interruptions, errors, or limitations may occur while using such platforms.