Is Tradier MCP Server safe to connect to an AI agent?

What an AI agent can do

• Live vs paper: live and paper (PAPER_TRADING flag with your paper token) source
• Order approval: hosted at mcp.tradier.com/mcp; personal API token (header, or in the URL query for ChatGPT/Claude web); order tools incl. equity, options, multileg, OCO/OTO/OTOCO and cancel; no separate order-confirmation step documented source
• Markets: US stocks, options (single-leg and multi-leg)
• Pricing: any Tradier plan works, including the free Lite plan

Safeguards that exist

• Paper, demo or testnet mode: Paper, demo or testnet mode available source
• Withdrawal permission needed or allowed: None of the 21 documented tools can withdraw or transfer; transfers only appear in read-only account history (official docs) source
• Scoped keys, permission scopes or IP whitelisting: Scoped access (scopes, read-only mode, dedicated or separate account) source

Safeguards that are missing

• Can it place live orders unattended?: Can place live orders with no documented approval step source
• Order approval or confirmation options: No approval or limit option in our listing source
• Open source or audited: No public source code in our listing source

Sources

• https://docs.tradier.com/docs/tradier-mcp

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