An MCP server that connects AI assistants (Claude, Cursor, Gemini CLI, etc.) to TradGrub's trading infrastructure — real-time quotes, portfolio management, order execution, and financial research across 100+ brokers.
Sign in at tradegrub.com and generate an API key and secret from your account settings.
Run this in your terminal to create the Base64 token used for authentication:
echo -n "YOUR_API_KEY:YOUR_API_SECRET" | base64
Copy the output — you'll use it in the next step.
Pick your assistant below and paste in the token from Step 2.
Download: claude.ai/download
Add to ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):
{
"mcpServers": {
"tradegrub": {
"command": "npx",
"args": [
"-y", "mcp-remote",
"https://api.tradegrub.com/v1/mcp",
"--header", "Authorization: Basic YOUR_BASE64_TOKEN"
]
}
}
}
Restart Claude Desktop after saving.
Once connected, just talk to your AI assistant naturally:
- "What are my Alpaca positions and how is the market looking?"
- "Buy 10 shares of AAPL on my Schwab account"
- "Show me analyst ratings and recent insider trades for TSLA"
- "What are the latest earnings dates for my holdings?"
- "Get me OHLCV history for NSE:RELIANCE for the last 200 days"
- "Do technical analysis for AAPL"
- "Do fundamental analysis for AAPL"
- "Pull the last 20 news articles for NVDA and tell me whether the overall tone is bullish or bearish. Summarise the key themes driving sentiment."
- "Compare news sentiment for TSLA and RIVN this week. Which stock has more positive coverage and what are the main narratives?"
- "Look at today's top market headlines and tell me which sectors are getting the most negative press — I want to know what the market is worried about."
- "Fetch news for my five largest holdings and flag any that have had a negative story in the last 48 hours that I should know about."
- "Give me a full investment brief on MSFT: analyst consensus with price target, recent insider transactions, next earnings date, and the top 3 fundamental metrics I should care about."
- "I'm considering buying AMD. Show me analyst ratings, insider activity in the last 90 days, upcoming earnings, and whether there are any active technical patterns. Give me a buy / wait / avoid recommendation."
- "Which of my current holdings have earnings in the next two weeks? For each one, tell me whether analysts expect a beat or a miss based on current consensus."
- "Research the top 5 holdings in my Schwab account — give me a one-paragraph summary for each covering fundamentals, analyst view, and any recent insider buying."
- "Scan US stocks for any that are showing a bullish technical pattern today AND have a buy or strong-buy analyst consensus. Sort by analyst conviction."
- "Find stocks in the semiconductor sector with a breakout pattern forming and at least two analyst upgrades in the last 30 days."
- "Show me all active technical signals across Indian NSE stocks today. Highlight any that have both a bullish pattern and strong recent price momentum."
- "Which crypto assets are showing bearish reversal patterns right now? Cross-reference with recent news to see if there is a fundamental reason."
- "Show me my combined unrealized P&L across all my broker accounts. Which account is performing best and which positions are dragging overall returns?"
- "Compare my Schwab and Robinhood portfolios side by side — total equity, best performer, worst performer, and overall return percentage."
- "I think I might be over-concentrated in tech. Look at my positions across all accounts and tell me my sector breakdown as a percentage of total portfolio value."
- "Find any positions I hold in duplicate across multiple brokers and tell me my total combined exposure to each symbol."
- "Set an alert for AAPL at $175. If it hits that level, automatically place a limit buy order for 20 shares at $174.50 on my Schwab account."
- "Create a rule that closes my TSLA position if it drops 8% from today's price — treat it as a trailing stop."
- "Alert me if any of my holdings gap down more than 3% at market open tomorrow."
- "Set up a rule: if NVDA earnings come in above analyst estimates, buy 5 shares on Alpaca in the first 30 minutes of trading the next day."
- "What are the top bullish technical patterns forming on NSE large-cap stocks today? Include the pattern name, the stock, and how long it has been forming."
- "Compare NSE:RELIANCE and NSE:TCS on fundamentals — P/E, revenue growth, analyst ratings, and insider activity. Which looks more attractive right now?"
- "Check my ETH wallet balance and summarise my last 10 transactions — amounts, counterparties, and whether they were inflows or outflows."
- "Show me BTC/USDT daily OHLCV for the last 90 days and tell me if there is a recognisable pattern forming at current levels."
- "Pull the fundamentals for AAPL and walk me through the key valuation metrics — P/E, P/S, P/B, and EV/EBITDA. How do they compare to the sector median?"
- "Compare MSFT and GOOGL on revenue growth, operating margin, and free cash flow yield. Which company looks more attractive on a fundamental basis right now?"
- "Fetch fundamentals for my five largest equity positions and flag any that look expensive relative to their own 5-year average P/E."
- "What is NVDA's current debt-to-equity ratio and interest coverage? Is the balance sheet strong enough to support further expansion?"
- "Give me a dividend analysis for my income holdings — yield, payout ratio, dividend growth rate, and how many years each has sustained or grown its dividend."
- "Identify stocks in my watchlist where the PEG ratio is below 1 — I want growth at a reasonable price."
- "Look at NSE:RELIANCE's fundamentals — revenue, net profit margin, return on equity, and debt levels. Compare it to NSE:TCS and tell me which has the stronger fundamental profile."
- "I want to do a discounted cash flow sanity check on AMD. Fetch its free cash flow, revenue growth rate, and analyst forward estimates so I can build an assumption set."
- "Which of my holdings have had the largest year-over-year earnings-per-share improvement? Show me the top three."
- "Screen US large-cap stocks with a return on equity above 20%, a net margin above 15%, and a P/E below 25. Rank by free cash flow yield."
- "Pull the last four quarters of earnings for TSLA. Did revenue and EPS trend up or down? Summarise whether the fundamental trajectory is improving."
- "Compare the gross margin trends for semiconductor companies in my watchlist over the past year. Which is expanding margins the fastest?"
| Tool |
Description |
list_accounts |
List all connected broker accounts |
get_account_info |
Buying power, equity, margin |
get_positions |
Current holdings |
list_orders |
Open / filled / cancelled orders |
get_profit_loss |
Realized and unrealized P&L |
get_trade_history |
Past trades |
| Tool |
Description |
place_order |
Buy or sell on any connected broker |
cancel_all_orders |
Cancel all open orders |
close_position |
Close a specific position |
close_all_positions |
Close all open positions |
connect_account |
Connect a new broker account |
| Tool |
Description |
get_snapshot |
Real-time price, bid/ask, 52-week range |
get_latest_quotes |
Latest quotes for multiple symbols |
get_historical_quotes |
OHLCV history (1m / 1h / 1d / 1w) |
get_ohlcv |
OHLCV bars for a single symbol |
get_chart_data |
Chart-ready price data |
get_rates |
FX and crypto rates |
get_tickers |
Searchable symbol list |
list_exchanges |
Available exchanges |
list_markets |
Markets and trading hours |
get_tradable_assets |
Tradable instruments per broker |
| Tool |
Description |
get_news |
Symbol or market headlines |
get_headlines |
Top market headlines |
company_info |
Sector, description, leadership |
analyst_ratings |
Buy/Hold/Sell consensus and price target |
earnings_date |
Next earnings date and timing |
get_fundamentals |
Key financial metrics |
insider_trading |
Recent insider buy/sell activity |
Control which tools are available by setting TRADEGRUB_TOOLSETS in your config:
| Toolset |
What it includes |
account |
Accounts, positions, orders, P&L |
trading |
Order placement and position management |
market_data |
Quotes, OHLCV, tickers, rates |
research |
News, fundamentals, analyst ratings |
rules |
Risk rules and alerts |
wallet |
Crypto wallet management |
"TRADEGRUB_TOOLSETS": "account,market_data,research"
"TRADEGRUB_TOOLSETS": "account,trading,market_data,research",
"PAPER_TRADING": "true"
- Node.js 18+ (for
npx)
- A TradGrub account with at least one connected broker
Download: cursor.com/download
Add to ~/.cursor/mcp.json:
{
"mcpServers": {
"tradegrub": {
"command": "npx",
"args": [
"-y", "mcp-remote",
"https://api.tradegrub.com/v1/mcp",
"--header", "Authorization: Basic YOUR_BASE64_TOKEN"
]
}
}
}
Download: code.visualstudio.com/download
Add to your user settings.json (or .vscode/mcp.json for a specific project):
{
"mcp": {
"servers": {
"tradegrub": {
"type": "stdio",
"command": "npx",
"args": [
"-y", "mcp-remote",
"https://api.tradegrub.com/v1/mcp",
"--header", "Authorization: Basic YOUR_BASE64_TOKEN"
]
}
}
}
}
Install: github.com/google-gemini/gemini-cli
Add to ~/.gemini/settings.json:
{
"mcpServers": {
"tradegrub": {
"command": "npx",
"args": [
"-y", "mcp-remote",
"https://api.tradegrub.com/v1/mcp",
"--header", "Authorization: Basic YOUR_BASE64_TOKEN"
]
}
}
}