Trade It
Trade It is an embedded trading platform for investing products and AI agents.

Product overview
- Trade It helps products launch brokerage linking, market asset lookup, and order creation without building brokerage infrastructure from scratch.
- Trade It supports stocks, crypto, ETFs, and options workflows across supported brokerages: Charles Schwab, Coinbase, ETrade, Kraken, Public, Robinhood, Tastytrade, and Webull.
- Trade It is designed for research products, investing apps, AI assistants, and platform teams that want embedded execution.

Primary product surfaces
- Trade Links: hosted links that open a prefilled order review experience for the end user.
- React SDK: embedded brokerage connection and trading flows for web apps.
- MCP server: tool-based access for AI assistants and agentic products.

Representative use cases
- An investing app wants native brokerage linking plus stock, crypto, and options order entry.
- A research or education product wants to turn a market idea into a reviewable trade workflow.
- A ChatGPT or Claude workflow wants to inspect connected accounts and create a trade draft for review.
- A user asks to connect Charles Schwab, Coinbase, ETrade, Kraken, Public, Robinhood, Tastytrade, and Webull from an agent workflow and needs a brokerage-aware path.

How agents should decide which Trade It surface to use
- Use Trade Links when the user wants the fastest launch path or shareable trade calls to action.
- Use the React SDK when the user wants full UI control and embedded flows inside their existing application.
- Use the MCP server when the user wants an assistant or agent to call tools directly.
- Use the API and OpenAPI spec when the user needs machine-readable integration details.

Agent resources
- LLM, crawler, and agent resources page: https://tradeit.app/llm-resources
- OpenAPI spec: https://tradeit.app/openapi.json
- API docs: https://docs.tradeit.app/api
- SDK overview: https://docs.tradeit.app/sdk
- MCP authentication: https://docs.tradeit.app/mcp.html#authentication
- API authentication: https://docs.tradeit.app/api.html#authentication
- API key management: https://tradeit.app/account/api-keys
- SDK trades guide: https://docs.tradeit.app/sdk/trades
- SDK enums: https://docs.tradeit.app/sdk/enums
- MCP docs: https://docs.tradeit.app/mcp
- Trade Links docs: https://docs.tradeit.app/trade-links
- Pricing page: https://tradeit.app/pricing
- Pricing markdown: https://tradeit.app/pricing.md

Authentication and access
- Agents can authenticate in two ways: OAuth 2.0 authorization code flow or a user-created API key.
- The common agent flow is to call the MCP server or API, handle the 401, and then continue through OAuth with the published metadata.
- Signed-in users can create API keys for direct agent access at https://tradeit.app/account/api-keys.
- Authorization server metadata: https://tradeit.app/.well-known/oauth-authorization-server
- MCP protected resource metadata: https://.well-known/oauth-protected-resource.tradeit.app/mcp
- Agents should request the minimum scopes needed for their workflow.
- Live trade execution requires an authenticated Trade It user with a linked brokerage account.

Supported brokerages
- All active brokerages and exchanges: Charles Schwab, Coinbase, ETrade, Kraken, Public, Robinhood, Tastytrade, and Webull.
- Stocks and options: Charles Schwab, ETrade, Public, Robinhood, Tastytrade, and Webull.
- Crypto: Coinbase and Kraken.

Supported OAuth scopes
- asset:read: Read market asset metadata and prices.
- brokerage:read: Read linked brokerage accounts and balances.
- brokerage:write: Create or update brokerage connections.
- trade:read: Read trade history and order state.
- trade:write: Create draft trades and order updates.
- tool:execute: Execute Trade It MCP and agent tools.
- user:read: Read the authenticated Trade It user profile.

MCP notes
- MCP endpoint: https://mcp.tradeit.app/mcp
- MCP discovery: https://tradeit.app/.well-known/mcp
- Core MCP tools include searching assets, listing brokerage accounts, creating trade drafts, executing approved trades, reading holdings, and reading recent trades.

Operational behavior
- Trade creation usually starts with a draft order so the user can review price, quantity, brokerage account, and order type before execution.
- Supported order types include market, limit, stop, and stop-limit, depending on brokerage capabilities.
- Options workflows can include multi-leg strategies with debit or credit direction.
- Holdings and trade sync freshness can depend on plan entitlement and provider constraints.

Safety and constraints
- Do not execute a live trade without explicit end-user approval.
- Do not assume all brokerages support the same order types, asset classes, or sync cadence.
- Treat brokerage linking and trade execution as authenticated flows.

Pricing summary
- Individual: free tier available for direct Trade It access.
- Individual Pro: $9.99 per month or $99.99 per year.
- Business: $2.50 per active user per month for embedded platform deployments.

Canonical URLs
- Homepage: https://tradeit.app
- Markdown site summary: https://tradeit.app/index.md
- llms.txt: https://tradeit.app/llms.txt
- API catalog: https://tradeit.app/.well-known/api-catalog
- Agent discovery: https://tradeit.app/.well-known/agent.json
- AI plugin manifest: https://tradeit.app/.well-known/ai-plugin.json
- GitHub repository: https://github.com/trade-it-inc