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Integration

Tradier

Tradier brokerage: accounts, balances, positions, orders and quotes. Your client pastes their Tradier key once, and your agent or your code works with their access.

Banking and investing

About Tradier

Tradier is a brokerage with an API for traders and trading apps.

Once your client connects Tradier, your agent can read accounts, balances and positions, look up quotes and work with orders.

Tradier

Tradier · Banking and investing

API key

Tradier brokerage: accounts, balances, positions, orders and quotes

The client pastes their access token from Tradier's settings. We store it encrypted.

Tested against Tradier's live API.

Building with Tradier? The docs have setup steps and code for every tool.

Open the Tradier docs

Tools

Your agent calls any endpoint of Tradier's API with the request tool, with the client's access attached.

Base URL for request

https://api.tradier.com/v1

  • request

    HTTPS ANY /v1/clients/{clientId}/tradier/{path}

    Any endpoint of Tradier's own API, with the client's access attached.

    servicestringrequired
    This service: tradier
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://api.tradier.com/v1
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Tradier key you paste, with only the access you gave that key

Get started

Send your next client one link

Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.