Trade stocks with Claude.
No API key.
Tradewink's MCP server lets you trade stocks, options, and crypto with Claude, Cursor, or any AI assistant. Sign in once via OAuth, then ask your AI to analyze tickers, check positions, and place confirmed orders through your connected broker.
Trading involves substantial risk of loss. Tradewink is a publisher of trading tools — not a registered investment adviser or broker-dealer. Not investment advice.
Sign in once, trade by chat
Install the connector
One npx command adds Tradewink to your MCP client.
Authorize in your browser
OAuth 2.1 opens a tradewink.com tab. Approve. Done.
Talk to your portfolio
"What moved today?" "Analyze AMD." "Close my calls."
What you can do
Dozens of trading tools exposed to your AI assistant — read positions, run AI research, schedule analyses, and submit orders to your connected broker.
Ask and trade
"Buy 5 shares of NVDA at market." "Close my TSLA position." Your AI submits orders to your connected broker — every order requires your explicit confirmation. Review ticker, size, and price before you approve; AI assistants can misinterpret instructions.
Multi-agent analysis
Tradewink runs a bull-case, bear-case, and meta-reviewer pass on every ticker so your AI gets a structured report rather than a one-shot take. Informational only — not a recommendation to buy or sell.
Real-time portfolio
Positions, P&L, buying power, and day-trade history stream live from your connected broker.
Paper mode by default
Trading is disabled until you opt in. Every order needs explicit confirmation in your MCP client.
Works with
Any MCP-compatible AI client. Tested with:
Broker routes, one API
Bring the broker you already use — Tradewink handles the API translation. Capabilities (options, futures, crypto, fractional shares) vary by broker and connection route; see the broker guides for setup details.
Install in 30 seconds
Same @tradewink/mcp npm package. Works with every major AI client.
Run in your terminal. Browser opens for OAuth on first launch.
claude mcp add tradewink -- npx -y @tradewink/mcpOn first launch the bridge opens your browser to sign in via OAuth. Tokens cache at ~/.tradewink/mcp/ and refresh automatically.
Prefer a long-lived token for CI or a sandbox? Set TRADEWINK_API_KEY=tw_... to skip browser OAuth.
OAuth 2.1 — no API key needed
The Tradewink MCP server implements metadata discovery, Dynamic Client Registration, PKCE, and refresh-token rotation. Your MCP client handles the authorization flow automatically.
Browser-based sign-in
First launch opens tradewink.com in your browser. Approve the request, then your client receives short-lived tokens.
PKCE + token rotation
Every authorization uses PKCE S256. Refresh tokens rotate on each use, and reuse triggers chain revocation.
Scoped to your account
Tokens bind to your Tradewink identity. Tools only see your portfolio, your strategies, and your connected brokers.
Revoke anytime
Revoke an MCP client's access from dashboard API keys, or delete the local token cache and re-authorize on the next launch.
Metadata endpoint: /.well-known/oauth-protected-resource
How it works
39 MCP tools available
Everything you need to manage trading, research, watchlists, and account context from your AI assistant.
Account & Portfolio
3get_accountget_positionsget_portfolio_liveMarket Data
7get_quotebatch_quoteget_historicalget_newsget_analyst_ratingsget_earningsget_technical_analysisWatchlist
3get_watchlistadd_to_watchlistremove_from_watchlistTrading
4place_orderclose_positionget_open_orderscancel_orderScreener
2get_market_moversget_screener_resultsStrategies & Agent
6get_strategiesget_strategyget_exit_strategiesget_sell_confidenceget_alertsget_market_statusTrade History
4get_tradesget_trade_analyticsget_trade_executionsget_audit_logAI Analysis
3ask_aianalyze_tickerget_insightsPreferences
4get_preferenceslist_preference_optionsupdate_preferencereset_preferenceScheduling
3schedule_analysislist_scheduled_jobscancel_scheduled_jobOptional API key permissions
OAuth is the default. Long-lived API keys are available when you need CI, sandbox, or direct API access.
| Level | Access | Rate limit |
|---|---|---|
read | Market data, portfolio, strategies, trade history | 120 req/min |
trade | Everything in read plus order execution | 60 req/min |
admin | Full access including agent configuration | 30 req/min |
Example prompts to try with Claude
Copy these into Claude Desktop, Claude Code, Cursor, or any MCP client once Tradewink is connected. Every order routes through your broker with explicit confirmation.
Example prompts only — not recommendations. Tickers, sizes, and levels are illustrative. Trading involves substantial risk of loss; you are solely responsible for your own decisions.
"What are my open positions and unrealized P&L across all my connected brokers?"
"Analyze NVDA for a swing trade. Pull technicals, options flow, and recent SEC filings. Give me a conviction score."
"Buy 10 shares of AMD at market with a stop-loss 3% below and a 6% profit target. Paper mode only."
"Close my TSLA position if the price drops below 220 during market hours."
"What is the current market regime? Summarize today's biggest S&P 500 movers with catalysts."
"Screen NVDA, AAPL, AMD, MSFT, META for momentum breakouts above yesterday's high with 2x relative volume."
"Before I enter a trade on SPY, tell me my current daily P&L, PDT round-trip count, and open-risk exposure."
"Summarize my last 10 closed trades: win rate, average R-multiple, and what patterns worked best."
New to MCP? Read the ChatGPT stock trading guide or the Alpaca AI agent tutorial.
Tradewink MCP vs the alternatives
Honest comparison. We're a publisher and tooling layer, not a broker.
Comparison reflects publicly documented features of Public.com's MCP server and Alpaca's "build your own" tutorial as of May 2026. Verify the latest capabilities with each provider before relying on this table.
| Tradewink MCP | Public.com MCP | Build your own | |
|---|---|---|---|
| Brokers supported | 8 | 1 (Public) | Whatever you code |
| AI research tools | Multi-agent team | Basic | Your job |
| OAuth (no API key) | Yes | Yes | Your job |
| Trade journal + analytics | Included | No | Your job |
| Discord + web dashboard | Yes | No | No |
| Free tier | Yes | Yes | Free if you build it |
| Setup time | ~30 seconds | ~2 minutes | Hours to days |
Tradewink is not a registered investment adviser, broker-dealer, or financial planner. All data, signals, and analytics on this page are for informational purposes only and do not constitute investment advice, financial advice, or a recommendation to buy or sell any security.
Past performance does not guarantee future results. Trading involves substantial risk of loss, including the possibility of losing more than your initial investment. You are solely responsible for your own trading decisions.
Frequently asked questions
No. The Tradewink MCP server uses OAuth 2.1 — on first run, a browser window opens for you to authorize access. Access tokens cache locally and refresh automatically. You can still set TRADEWINK_API_KEY manually if you prefer a long-lived token for CI.
Tradewink supports native routes for Alpaca, Tradier, Interactive Brokers, Charles Schwab, Webull, Moomoo, TradeStation, tastytrade, Coinbase, NinjaTrader, OANDA, Kalshi, and CCXT, plus SnapTrade-connected brokerages. Asset and order support varies by broker.
No. Paper mode is the default for all users. Individual orders still require explicit confirmation in your MCP client before they hit your broker. You retain full control of your account; Tradewink does not exercise discretion over your funds.
You are. Authorizing OAuth grants Tradewink permission to relay orders that you confirm in your MCP client — Tradewink does not warrant the correctness of AI-generated orders or analysis, and is not a registered investment adviser or broker-dealer. Review every order before approving. You can revoke access any time at tradewink.com/dashboard/api-keys or by deleting tokens at ~/.tradewink/mcp/.
Yes. Orders placed via your AI assistant count toward FINRA's pattern day trader rule (Rule 4210) just like any other order. Margin accounts under $25,000 are limited to 3 day-trades in any rolling 5-business-day window. Use the risk-check prompt to read your live PDT round-trip count before opening a new intraday position.
Crypto trading via supported brokers is not regulated by the SEC; certain digital assets may be commodities subject to CFTC oversight. Crypto holdings are not SIPC-insured and may carry custody, settlement, and counterparty risks distinct from securities. Trade size and risk are your responsibility.
Public.com connects Claude Desktop to a single broker (Public). Tradewink connects Claude, Cursor, VS Code, Windsurf, and any MCP client to Tradewink's broker abstraction layer — and adds multi-agent AI research, a trade journal, autonomous strategies, and Discord alerts on top.
Rolling your own (e.g. Alpaca's tutorial) means maintaining auth, rate limits, broker APIs, and tool schemas yourself. Tradewink's MCP server is hosted, supports multiple broker routes behind one interface, and ships with 39 tools including analysis and journaling.
The MCP server is free to use on the free tier. Paid tiers unlock higher-capability AI models for analysis, autonomous day trading, and priority broker routing.
Visit tradewink.com/dashboard/api-keys and revoke the OAuth session. The client will prompt you to re-authorize on its next request. You can also delete the cached tokens at ~/.tradewink/mcp/ on your machine.
Connect your AI to the markets
Create your Tradewink account, connect a broker, and sign into your MCP client. Free to start.