Research markets with Claude.
No API key.
Free on the Free plan — one npx command, 39 tools. Sign in once via OAuth, then ask Claude, Cursor, or another MCP client to analyze tickers and check positions. It can also prepare paper orders you confirm, filled in a simulator or a paper/sandbox account. Public subscriptions are paper-only; separately approved private beta accounts may submit live broker orders.
Trading involves substantial risk of loss. Tradewink is a publisher of trading tools — not a registered investment adviser or broker-dealer. Not investment advice.
Updated September 2026
Sign in once, research 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." "Show my open orders."
What you can do
Dozens of trading tools exposed to your AI assistant — read positions, run AI research, schedule analyses, and prepare paper orders you confirm.
Ask, preview, confirm
"Buy 5 shares of NVDA at market." "Close my TSLA position." Your AI can prepare paper orders for the simulator or a connected paper/sandbox broker account; each one returns a preview first and needs your explicit confirmation. Public subscriptions are paper-only; separately approved private beta accounts may submit live broker orders. Review ticker, size, and price before you approve; AI assistants can misinterpret instructions.
AI analysis
analyze_ticker combines technical indicators and recent news into a structured AI read with a confidence score, and ask_ai answers questions with market data attached. Informational only — not a recommendation to buy or sell.
Paper portfolio context
Positions, P&L, buying power, and trade history from the simulator or your connected paper/sandbox account.
Paper trading only
Public subscriptions are paper-only; separately approved private beta accounts may submit live broker orders. Order tools stay off until you opt in, and every paper order needs explicit confirmation in your MCP client.
Works with
Any stdio MCP client. The setup command configures:
Broker routes, one API
Broker connections are optional and limited to paper or sandbox accounts; broker connections are limited to paper or sandbox accounts. 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 stdio MCP clients.
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.
Cursor & Claude Desktop users: We also publish a public Tradewink MCP skill with research workflows and paper-trading templates (v0.1.0). The skill is optional.
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.
Short-lived tokens
Access tokens expire after an hour and refresh tokens after 60 days. Delete the local token cache to remove a client's access; it re-authorizes on the next launch.
Metadata endpoint: /.well-known/oauth-protected-resource
MCP handshake verification
Marketplaces and installers can verify Tradewink MCP server availability and authentication with the public handshake endpoint.
Handshake sequence
OAuth 2.1 authorization (or API key)
MCP initialize request with credentials
tools/list returns available tools
Verify endpoint
Test authentication and server availability:
curl https://tradewink-mcp.fly.dev/verify \
-H "Authorization: Bearer tw_at_..."
# Response 200: Ready
{
"status": "ready",
"mcp_endpoint": "https://tradewink-mcp.fly.dev/mcp",
"tools_available": 39,
"auth_methods": ["oauth2.1", "api_key"]
}
# Response 401: Invalid credentials
{
"status": "unauthorized",
"error": "invalid_token",
"metadata_url": "..."
}npx smoke test
Test the full OAuth → initialize → tools/list flow:
npx @tradewink/mcp --verify
# Tests:
# ✓ OAuth metadata discovery
# ✓ MCP initialize handshake
# ✓ tools/list response
# ✓ Token caching and refreshStatus codes: 200 (ready), 401 (unauthorized), 403 (forbidden), 503 (unavailable)
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 paper 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 is a paper order and needs your 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, recent news, and analyst ratings, and give me a confidence 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 buying power, intraday margin status, broker restrictions, 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.
| Capability | Tradewink MCP | Public.com MCP | Build your own |
|---|---|---|---|
| Brokers supported | Multiple (coverage varies) | 1 (Public) | Whatever you code |
| AI research tools | Built-in AI analysis | 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 |
Important disclosures
Informational purposes only
Tradewink is published by Tradewink LLC, which is not a registered investment adviser, broker-dealer, commodity trading advisor, or financial planner. All data, signals, and analytics on this page are general, impersonal, and for informational purposes only. They do not constitute investment advice, financial advice, or a recommendation to buy or sell any security or other instrument.
Trading risk
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.
Direct integrations include Alpaca, Tradier, Interactive Brokers, Webull, moomoo, TradeStation, tastytrade, Coinbase, NinjaTrader, and OANDA; CCXT adds multi-exchange crypto, and SnapTrade connects additional brokerages, including Charles Schwab. Broker connections are optional and limited to paper or sandbox accounts where the broker offers one; broker connections are limited to paper or sandbox accounts, and coverage varies by broker.
No. Public subscriptions are paper-only; separately approved private beta accounts may submit live broker orders. Order tools reach only the simulator or a connected paper/sandbox account, and each paper order still requires explicit confirmation in your MCP client. Tradewink does not exercise discretion over your funds.
You are. Authorizing OAuth grants Tradewink permission to relay paper 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. To remove a client's access, delete its cached tokens at ~/.tradewink/mcp/; revoke any long-lived API key from the API Keys page in your Signals dashboard.
Yes. The old PDT designation and $25,000 minimum were replaced effective June 4, 2026, but paper and sandbox accounts still report buying power, margin requirements, and trading blocks that determine whether a paper order is allowed. Brokers can phase in their implementations through October 20, 2027. Use the risk-check prompt to read your paper account's intraday margin capacity and restrictions before opening a new paper 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, ChatGPT, and Perplexity to a single broker (Public). Tradewink's npm bridge connects stdio MCP clients such as Claude Desktop, Claude Code, Cursor, VS Code, and Windsurf to Tradewink's research and paper-trading layer — and adds AI analysis tools, a trade journal, strategy context, 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 paper/sandbox broker routes behind one interface, and ships with 39 tools including analysis and journaling.
The MCP server is free to use on the Free plan. Paid plans add higher-capability model routing for analysis. Order tools only ever submit paper orders you confirm; Tradewink's public offering is paper trading only.
Delete the cached tokens at ~/.tradewink/mcp/ on your machine; the client will ask you to re-authorize on its next request. Access tokens expire after one hour and refresh tokens after 60 days. If you set a long-lived TRADEWINK_API_KEY, revoke it from the API Keys page in your Signals dashboard.
Yes. We publish a public Tradewink MCP skill on GitHub with guided research workflows, signal validation templates, and paper-trading prompts. The skill is optional — @tradewink/mcp works standalone. Install the skill from the v0.1.0 release at github.com/leancoderkavy/tradewink-mcp-skill/releases/tag/v0.1.0, or browse the repo at github.com/leancoderkavy/tradewink-mcp-skill.
Connect your AI to the markets
Create your Tradewink account and sign into your MCP client. Connect a paper or sandbox broker account only if you want the paper order tools. Free to start.