Skip to content

Home › Guides

How to connect Claude to TradeStation MCP

✓ Written from official docs · checked 2026-10-16

TradeStation MCP is a hosted connector. These steps come from TradeStation's "MCP Brings AI to Brokerage Accounts" (Feb 17, 2026) and its MCP product page.

Eligibility

A funded TradeStation brokerage account. TradeStation's own announcement post states a $10,000 minimum account balance.
Access to Claude (an active Claude Pro subscription per the Feb 2026 article). The product page now also lists ChatGPT. That access comes from your AI provider and is not billed by TradeStation.

1. Request access in HUB

Sign in at TradeStation.com to open HUB.
Click Platforms. MCP appears for qualifying accounts.
Click Get Started.

2. Connect in Claude

Open a new chat and click + next to the input box.
Add Connectors → Manage Connectors. If TradeStation isn't listed, click Browse connectors.
Click Connect on TradeStation MCP and sign in with your TradeStation credentials.

What to expect

Claude can see balances and positions and TradeStation pricing data for stocks and options, through tools like get-balances-summary and get-option-chain-snapshot.
You're prompted the first time each tool is used and can allow it once or always.
Our listing notes that TradeStation requires explicit confirmation before orders.

Source: https://www.tradestation.com/insights/2026/02/17/mcp-ai-brokerage-accounts/. Not financial advice.

Related

Get the weekly AI-trading stack update

New MCP servers, broker and data API changes, and safety notes. One email a week, unsubscribe anytime.