TradeZero MCP

Connect your TradeZero account to Claude, Claude Code, ChatGPT, Perplexity, Grok, Cursor, or VS Code. Paste the hosted URL, complete OAuth 2.0 sign-in, and manage orders, positions, and short locates in natural language.

TradeZero MCP exposes trading as tools in your assistant. Add the server URL, sign in when prompted, and keep write-approval prompts on.

Hosted MCP URL

https://webapi.tradezero.com/mcp

Paste this into your assistant as a remote MCP server. Sign in with OAuth - do not put API keys in the client.

Live trading

Orders you approve through MCP are real on a live account - same fees, fills, and risk as TradeZero Platforms. Confirm paper vs live (accountType) before any write. Keep write-approval prompts on. Paper uses simulated funds only.

Before you connect: a TradeZero login and an MCP client that supports remote Streamable HTTP + OAuth 2.0.

Connect your client

Select a platform

Claude

Plan notes

Remote custom connectors work on Free (one connector), Pro, Max, Team, and Enterprise. On Team/Enterprise, an Owner adds the connector first; members then click Connect.

3 steps

1. 1

   Open Connectors

   Free / Pro / Max: claude.ai → Customize → Connectors → + → Add custom connector.

   Team / Enterprise: Owner adds under Organization settings → Connectors. Members open Customize → Connectors and click Connect.

2. 2

   Paste the hosted URL

   Use Remote MCP server URL. Leave OAuth client ID/secret empty. Click Add.

   https://webapi.tradezero.com/mcp
3. 3

   Authorize

   Complete TradeZero sign-in when prompted, then ask which accounts you can trade.

Claude Code

2 steps

1. 1

   Add the HTTP server

   claude mcp add --scope user --transport http tradezero https://webapi.tradezero.com/mcp

2. 2

   Authorize

   Run /mcp, select tradezero, and complete OAuth if needed.

ChatGPT

Plan required

ChatGPT Free, Plus, and Pro do not support TradeZero MCP. Use Business, Enterprise, or Edu on the web with Developer mode enabled.

4 steps

1. 1

   Turn on Developer mode

   Settings → Security and login (or Settings → Apps → Advanced settings).

2. 2

   Create a developer-mode app

   Open ChatGPT Plugins / Apps → + → create a remote MCP app.

3. 3

   Paste the URL

   Name it TradeZero MCP, paste the hosted URL, choose OAuth, create the app.

   https://webapi.tradezero.com/mcp
4. 4

   Use it in chat

   New chat → composer + → Developer mode → select TradeZero MCP.

Perplexity

Plan notes

Custom connectors need Perplexity Pro, Max, or Enterprise.

3 steps

1. 1

   Open Connectors

   Perplexity → Settings → Connectors → add a custom / remote MCP connector.

2. 2

   Paste the hosted URL

   https://webapi.tradezero.com/mcp
3. 3

   Authorize

   Complete TradeZero sign-in, then ask which accounts you can trade.

Grok

Plan notes

Custom MCP connectors need a paid Grok plan that exposes Connectors.

3 steps

1. 1

   Open Connectors

   Go to grok.com/connectors → New Connector → Custom.

2. 2

   Paste the hosted URL

   Paste into the remote MCP server URL field. Leave OAuth client ID/secret empty.

   https://webapi.tradezero.com/mcp
3. 3

   Authorize

   Complete TradeZero sign-in when prompted, then ask which accounts you can trade.

Cursor

3 steps

1. 1

   Open MCP settings

   Customize → MCPs, or Ctrl/Cmd+Shift+J → MCP.

2. 2

   Add the server

   Install in CursorOpens the MCP dialog with the hosted URL pre-filled. You still need to click Install and complete TradeZero OAuth.

   Or Add Custom MCP → name tradezero → paste:

   {
   "mcpServers": {
     "tradezero": { "url": "https://webapi.tradezero.com/mcp" }
   }
   }

3. 3

   Authorize

   Complete OAuth when Cursor prompts, then ask which accounts you can trade.

VS Code

Needs Agent mode

Requires GitHub Copilot Chat in Agent mode.

3 steps

1. 1

   Add an MCP server

   Command Palette → MCP: Add Server → HTTP → User profile (or workspace .vscode/mcp.json).

2. 2

   Paste the URL

   {
   "servers": {
     "tradezero": { "type": "http", "url": "https://webapi.tradezero.com/mcp" }
   }
   }

3. 3

   Authorize

   Use the Auth code lens on the TradeZero entry and complete login.

What you can do

21 tools - 14 reads, 7 writes (6 destructive; locate_quote is a write but free until accept).

21tools

14read-only

7writes

• Accounts, balances, P&L, open and closed positions, cash history
• Today's orders - place, read, cancel (equities, options, multi-leg)
• Short locates on live accounts (quote, accept, inventory, sell-back)

No market data

The hosted server does not return quotes, options chains, or charts. Supply your own limit prices.

Tools

Read = data only. Write = changes your account - keep approval prompts on.

Accounts and PnL

Try

Show me my buying power and whether I'm on paper or live. · How is my P&L looking today?

Tool	Access	Notes
list_accounts	Read	Start here for accountId / accountType
get_account	Read	Snapshot - buying power, option level
get_account_pnl	Read	Account + per-position P&L

Positions

Tool	Access	Notes
get_positions	Read	Open lots (accountId)
get_closed_positions	Read	Closed lifecycles + realized P&L

Orders

Try

What open orders do I have? · Place a limit buy for 100 AAPL at $180. · Cancel my open AAPL order.

Tool	Access	Notes
get_routes	Read	Routes, types, TIFs - call before live placement
get_todays_orders	Read	Session blotter
get_order	Read	One order (orderId = clientOrderId)
get_historical_orders	Read	Fills from startDate (~1 week)
get_historical_orders_paginated	Read	Same, paginated (~1 year)
create_order	Write	Equity, option, or spread
cancel_order	Write	One clientOrderId
cancel_all_orders	Write	All working (symbol: null = everything)

create_order

All fields required; send null when unused. Enums are case-sensitive (Buy, Limit, Mleg).

Field	Send
accountId	From list_accounts
symbol	Ticker, OCC, or underlying for Mleg
side / openClose	Buy/Sell + Open/Close; both null for Mleg
orderType	Market, Limit, Stop, StopLimit only
securityType	Stock, Option, Mleg
timeInForce / route	Must match get_routes
orderQuantity	Whole integer
limitPrice / stopPrice	Numbers or null
clientOrderId	Fresh id per order (or null)
legsJson	JSON array string for Mleg only

Reading an order response

Poll get_order until terminal (Filled, Canceled, Rejected). Do not cancel a Rejected order. Full order rules: Equity Trading · Options.

Short locates

Writes need a live account. Details: Short Locates.

Try

Is BB easy to borrow? · Quote 500 shares of BB and show each offer's cost.

Tool	Access	Notes
is_easy_to_borrow	Read	ETB check
get_locate_inventory	Read	Active inventory
get_locate_history	Read	Day history / statuses
locate_quote	Write	Fresh quoteReqId; no fee yet
accept_locate	Write	Fee - reuse quote id
cancel_locate	Write	Cancel quote or pending sell-back
sell_locate	Write	Credit unused inventory

*Sent: true means queued - confirm in get_locate_history.

Cash

Tool	Access	Notes
get_cash_transactions	Read	Ledger up to 1 year (accountId, startDate, pagination args)

Tools that can move money

Tool	Effect
create_order	Order to market
cancel_order / cancel_all_orders	Withdraw working orders
locate_quote	Quote only
accept_locate	Locate fee
cancel_locate / sell_locate	Cancel or credit inventory

Try these prompts

After you connect

• ReadWhich TradeZero accounts can I trade, and are they paper or live?
• ReadWhat open orders do I have right now?
• ReadShow my buying power and today's P&L.
• WritePlace a limit order to buy 100 shares of AAPL at $180.
• WriteQuote a locate for 500 shares of BB and show the cost of each offer before I accept.
• WriteCancel my open AAPL order.