AI Agent for Trade Agent
Effortlessly connect your agents to stock and crypto brokerages with Trade Agent MCP Server. Unlock seamless, natural-language trading, portfolio tracking, and real-time market insights—all with a simple remote endpoint. Instantly execute trades, query account details, and access asset information across major brokerages like Charles Schwab, Robinhood, E*TRADE, Webull, Coinbase, and Kraken. No local setup required—start trading securely through your MCP-compatible platform.
Unified Trading Across Brokerages
Harness the power of unified access to top stock and crypto brokerages. Trade Agent MCP Server lets your AI agents execute trades, check prices, and retrieve account balances through one secure endpoint, supporting Charles Schwab, Robinhood, E*TRADE, Webull, Coinbase, and Kraken. No local deployment is needed—just connect and trade.
- Multi-Broker Integration.
- Connect with Schwab, Robinhood, E*TRADE, Webull, Coinbase, and Kraken in one place.
- Remote-Only Deployment.
- No local setup—just point your MCP-compatible agent to the secure endpoint and start trading.
- Real-Time Trading.
- Place, review, and execute trades instantly with natural-language commands.
- Account Overview.
- Quickly check account balances, holdings, and cash value across all linked brokerages.
Natural-Language Trading Commands
Empower your users with the ability to trade and manage portfolios using intuitive, plain-English commands. Trade Agent MCP Server supports market, limit, stop, and stop-limit orders, enabling seamless buying and selling of stocks and cryptocurrencies. Enjoy easy command examples and defaults for a frictionless trading experience.
- Conversational Trade Creation.
- Create trades with simple commands like 'Buy $1000 of Tesla' or 'Sell 10 shares of Apple if the price falls to $140.'
- Automated or Confirmed Execution.
- Enable auto-execute or review trades before confirming, for both flexibility and control.
- Flexible Order Types.
- Supports market, limit, stop, and stop-limit orders for advanced trading scenarios.
Instant Asset & Account Insights
Get up-to-the-moment information on stocks, cryptocurrencies, and account performance. Use plain-English queries to fetch current prices, metadata, and account details. Coming soon: portfolio analytics and copy trading features for even deeper insights.
- Asset Search.
- Query real-time prices and metadata for any stock or cryptocurrency with natural language.
- Show Account Details.
- Retrieve up-to-date account values, balances, and linked brokerage details in seconds.
- Portfolio Queries (Coming Soon).
- Soon, get detailed insights into your portfolio's performance and sector exposures.
MCP INTEGRATION
Available Trade Agent MCP Integration Tools
The following tools are available as part of the Trade Agent MCP integration:
- create_trade
Creates a trade order to buy or sell an asset, supporting market, limit, stop, and stop-limit orders.
- execute_trade
Executes a pending trade on your selected brokerage account for completion.
- show_account_details
Lists your linked brokerage accounts, showing current value and cash balances.
- search_asset
Retrieves current price and metadata for any stock or cryptocurrency asset.
Start Seamless AI-Powered Trading
Connect your brokerage accounts and experience effortless trading automation with the Trade Agent MCP Server. Execute trades, monitor your portfolio, and get market insights—all using plain English commands.
What is Trade Agent
Trade Agent is an AI-powered software platform designed specifically for tradespeople and contractors. It automates and streamlines essential business operations such as bidding, scheduling, invoicing, and client communication. Trade Agent leverages advanced AI to generate detailed line-item bids, manage change orders, and create invoices, all aimed at maximizing profits and minimizing administrative overhead. With features like AI-powered risk assessments for bids and payments, automatic quoting from voice, photos, or PDFs, and a unified dashboard for scheduling and team management, Trade Agent helps contractors and small business owners save time, reduce errors, and focus on growing their businesses. The platform is designed with the trades in mind, providing tailored tools that address the unique challenges faced by professionals in construction, plumbing, electrical work, and other skilled trades.
Capabilities
What we can do with Trade Agent
Trade Agent enables trades professionals to automate and enhance all aspects of their business. The platform uses AI to deliver powerful tools for estimating, scheduling, billing, and communication, allowing users to operate more efficiently, reduce errors, and focus on their craft.
- AI-powered Estimates
- Instantly create accurate bids and change orders from photos, videos, or voice notes.
- Team Scheduling
- Organize and assign jobs with an AI-powered calendar to maximize efficiency and minimize scheduling conflicts.
- Automated Billing
- Generate and send invoices, track payments, and accelerate cash flow with automated billing systems.
- Centralized Communication
- Manage all client communications, including emails and text messages, from a single dashboard.
- Risk Assessment
- Utilize AI-powered analysis to assess risks in bids and payments, improving project outcomes.
What is Trade Agent
AI agents can benefit significantly from Trade Agent by automating routine administrative tasks such as quoting, scheduling, and billing. The platform's AI capabilities enable agents to process information from multiple sources—like voice, images, and documents—and generate actionable outputs, freeing up time for more strategic activities. Additionally, Trade Agent’s centralized communication and risk assessment features help AI agents provide smarter recommendations and proactive alerts, making them invaluable digital assistants for trade professionals.