# Agent Connections

> Create PATs, choose scopes, manage credits, and revoke MCP connections.

Source: https://tradeecho.com/docs/mcp/agent-connections (updated 2026-09-28)

All MCP setup starts in the dashboard:

**[app.tradeecho.com/agent-connections](https://app.tradeecho.com/agent-connections)**

You need an active Trade Echo subscription.

---

## Create a personal access token (PAT)

1. Open **Agent Connections**.
2. Enter a **label** (e.g. `Cursor laptop`, `Claude Code`).
3. Choose an **access profile**:
   - **All market intel** (28 tools) - every read-only market intel tool: Option Flow, Dealer Edge, Dark Pool, Algo Edge, Market Data, News Edge, BT Cloud, SEC Filings and Futures
   - **Options and dealer only** (19 tools) - Option Flow, Dealer Edge, market data and the futures tools
   - Or **Custom**: toggle individual Trade Echo tool groups
4. **My Account** is a separate switch, not a profile: **Let this agent read My Account** adds your trade journal, copy-trading status, and live broker holdings (3 tools) on top of any profile. Leave it off unless the agent needs your own numbers; third-party models will see them.
5. **Trading** (beta) is another separate switch, off by default, on every paid plan. Leave it off unless you want the agent to place orders and create trade plans. See [Trading](#trading).
6. Accept the MCP terms.
7. Click **Generate token**.
8. **Copy the token immediately** - Trade Echo will not show it again.

Tokens created earlier under older profile names keep working with the scopes they were issued with.

Token format looks like `te_live_...`.

MCP URL (same for everyone):

```text
https://api.tradeecho.com/api/mcp/intel
```

---

## Auth types

| Type | Best for | How |
|------|----------|-----|
| **PAT** | Cursor IDE, Codex, Grok CLI, Muse Code | Generate PAT → paste `Authorization: Bearer` header |
| **PAT or OAuth** | Claude Code | PAT via `--header`, or add the URL then `/mcp` → **Authenticate** |
| **OAuth** | ChatGPT, Claude.ai / Claude Desktop connectors, Meta Muse, grok.com, native Grok Bot | Add MCP URL → follow the OAuth link → Allow |

OAuth connections also appear on the Agent Connections list as type `oauth`, labeled with the app's name (for example **Muse** or **ChatGPT**). Revoke them the same way as PATs.

The consent page needs an active Trade Echo membership. Without one, it shows a **See plans** link instead of **Allow**. Subscribe, then start the connection again from your AI assistant.

On the OAuth consent page, **My Account** is a separate checkbox. The market intel scopes your assistant asks for are granted with **Allow** after you accept the MCP terms. When an assistant does not ask for specific scopes, it gets the default market intel set (26 tools: everything except SEC filings). Existing OAuth connections stay intel-only until you reconnect and check the box.

**Trading** (beta, every paid plan) is its own section below **My Account** on the consent page, unchecked by default. See [Trading](#trading).

> **Tip**
>
> ChatGPT, grok.com, and native Grok Bot do **not** support pasting a PAT. Use OAuth from the connector flow.

---

## Credits and limits

MCP usage is metered in **credits**. Limits reset on the clock hour.

Typical defaults:

| Bucket | Limit |
|--------|-------|
| Per connection / hour | 100 credits |
| Per user / hour | 150 credits |
| Burst / minute | 15 credits |

Heavy tools (e.g. dealer edge, options chain, filings) cost more credits than a simple flow query. A Futures Echo Map replay (`get_futures_echo_map` with `as_of`) costs 4 credits instead of 2. Usage shows on each connection row.

If you hit the hourly cap:

- Wait for the next hour, or
- Buy a **bonus credit pack** on the same page (Starter Boost / Agent Day / Power Week)

Bonus credits apply after the hourly pool is exhausted. Revoking or creating a new token does **not** reset your hourly usage.

Daily create caps apply (PAT + OAuth) so tokens are not mass-minted.

---

## Manage connections

On the right side of Agent Connections you can:

- See **active** vs **revoked** connections
- Watch hourly usage + bonus credits
- **Revoke** a connection (click once to arm, again to confirm)
- See which connections show **Trading on**, and use **Edit trading** on them ([Trading](#trading))

After revoke, that PAT or OAuth grant stops working immediately for `tools/list` and `tools/call`.

What connected apps can read, and what we log, is covered in the [Privacy Policy](https://tradeecho.com/privacy-policy) (section 3.2).

---

## Trading

> **Info: Beta**
>
> Trading and trade plans are in beta. We are improving them quickly; report anything odd in Discord or at info@tradeecho.com.

Trading is available on **every paid plan** as a beta. Trading is optional. With it on, an assistant can preview and place orders on your trading account, after you say yes in the chat, and create [Cortex trade plans](#trade-plans) that you approve in Trade Echo. The market intel and My Account tools stay read-only.

> **Warning**
>
> Orders placed through an assistant are real orders with real money. You are responsible for every order you approve.

Trading is off by default. You turn it on for one connection at a time.

| Plan | Account the connection trades on | Active trade plans |
|------|----------------------------------|--------------------|
| **Monthly** and **Yearly** | One brokerage account: your active Copy Trading account. Change it in [Copy Trading](https://tradeecho.com/docs/features/copy-trading/overview). | Up to 3 |
| **Lifetime** | Any linked account you choose, per connection | Unlimited |

### Turning it on

- **OAuth clients:** on the consent page, **Trading** is a separate section below **My Account**, unchecked by default. Check it, pick the accounts the assistant can use (Lifetime; Monthly and Yearly use their active Copy Trading account), accept the trading terms, then click **Allow**.
- **PAT clients:** when you create a token, turn on the **Trading** switch, pick the accounts (Lifetime), accept the trading terms, then click **Generate token**.

Existing connections stay read-only. To use Trading with an assistant you already connected, reconnect it (OAuth) or create a new token (PAT) with Trading on.

A connection with Trading on shows **Trading on** in your connections list.

### Choosing accounts

On **Monthly** and **Yearly**, Trading uses one brokerage account: your active Copy Trading account. To trade on a different account, change your active account in [Copy Trading](https://tradeecho.com/docs/features/copy-trading/overview).

On **Lifetime**, you can pick any of these for each connection:

- Brokerage accounts already linked in [Copy Trading](https://tradeecho.com/docs/features/copy-trading/overview)
- [Robinhood Agentic accounts](https://tradeecho.com/docs/features/copy-trading/robinhood) you connected to Trade Echo

Accounts are shown with masked labels, and paper accounts are labelled **Paper**. Orders go to the account the connection trades on, and the assistant can only use that account (or, on Lifetime, the accounts you chose for that connection). Lifetime members can change the list anytime with **Edit trading**.

What the assistant can do on those accounts:

- **Options:** buy to open and sell to close an option you already hold, as limit orders. Your broker checks your options approval.
- **Stocks and ETFs** (linked brokerage accounts only): limit or market orders. Market orders only from 9:30 AM to 4:00 PM ET.
- **Cancel** an open order you placed through Trade Echo Trading

All orders are day orders. Robinhood Agentic accounts support options only, as limit orders. Orders are **long only**: no short sales, no selling options you do not hold, and no spreads.

Before an order is sent, Trade Echo checks that the account is on this connection and healthy, that there is buying power for a buy, market session rules, and your cap on buys if you set one. Sells are limited to what your broker or Trade Echo shows you hold. Orders on a copy trading source account are refused, because your followers would copy them. If Trade Echo cannot confirm that your broker received an order, it never sends that order again: check your broker app. Every trading call is logged to an audit trail.

### Per-order cap

There is no platform cap. You can set an optional cap, in dollars, on the estimated cost of each buy with **Edit trading** on the connection. There is no cap by default. A buy whose estimated cost is above your cap is not sent. Sells are not capped.

Changes you make in **Edit trading** apply to the assistant's next tool call.

### Confirm each order

**Confirm each order in Trade Echo** is on by default for every connection with Trading.

- When the assistant places an order, nothing goes to your broker yet. You get a push, and Trade Echo shows a confirm screen (also reachable from the banner in the web app) with the exact order: what you buy or sell, quantity, contract or symbol, limit price, account, estimated cost, the quote and its time, and any warnings.
- Tap **Confirm** to send it to your broker, or **Decline** to drop it.
- An order you do not confirm within 5 minutes expires and is never sent.

You can turn this off for one connection in **Edit trading**, for automations you trust. Trade Echo asks you to acknowledge: "Orders from this assistant will be sent without asking you. Only turn this off for automations you trust." The connection then shows **Places without asking**; with confirmation on it shows **Confirms each order**. Turning confirmation back on needs no extra step.

### Turning it off

- **Edit trading** → **Turn off trading** on Agent Connections (**Agent MCP** in the web app menu), or
- Turn Trading off from **AI connections** in the mobile app, or
- **Revoke** the connection

After you turn Trading off, the connection keeps its other tools, which are read-only. To turn Trading on again, click **Turn trading back on** on that connection, pick the accounts (Lifetime), and accept the trading terms again. Trade Echo can also turn Trading off for everyone if needed. Turning Trading off for a connection, or removing it, cancels any [trade plans](#trade-plans) from that connection that have not entered yet. A plan that already entered keeps its stop, target, trim steps and time exit, and you can sell it from **Plans** in Cortex.

### What the assistant does

1. `list_tradable_accounts` shows the accounts this connection can trade on.
2. `preview_order` builds a preview of the exact order: account, order details, quote, estimated cost, a note that fees are set by your broker, and any warnings. A preview does not send an order, and it expires after 2 minutes.
3. The assistant shows you the preview in the chat.
4. Only after you say yes does it call `place_order`. With **Confirm each order** on (the default), the order then waits for you to confirm it in Trade Echo, for up to 5 minutes. Once sent, the result is **submitted**, not filled.
5. `get_order_status` reports the status from your broker: submitted, working, filled, partially filled, cancelled or rejected.

The assistant previews every order first and places it only after you say yes in the chat. By default you also confirm each order in Trade Echo before it is sent. Order status comes from your broker. An order is not filled until your broker says it is filled.

To cancel an open order placed this way, ask the assistant to use `cancel_order`. Cancelling does not need a preview. You can also decline an order that is waiting for your confirmation on the confirm screen, and it is never sent.

### Trade plans

With Trading on, the assistant can also create a [Cortex trade plan](https://tradeecho.com/docs/features/cortex/trade-plans): one long option trade with an entry limit, entry conditions (price above or below a level, premium at or below a price, price above the gamma flip, a Flip Cross, or the Charm Stack at the Anchor), a stop, a target, up to 3 trim steps ("sell X% at +Y%"), an optional time exit and a valid-until time. Each step sells that percent of the original position when the gain is reached; the rest keeps its stop, target and time exit. A plan with trim steps needs at least 2 contracts, and each step must sell at least 1 contract.

1. `preview_trade_plan` checks the plan against your account and shows it in the chat. Nothing is sent to your broker.
2. Only after you say yes does it call `submit_trade_plan`. You get a push and approve the plan in Trade Echo (**Approve plan**) within 5 minutes. **Every plan needs this approval, even when Confirm each order is off.**
3. Once approved, Cortex watches the conditions during market hours, buys at or below your limit, sells at each trim step automatically, and exits on the stop, target or time exit, or before the bell on expiration day, without asking again. Positions can be held overnight. You get a push when it enters and when it exits.
4. `get_plan_status` and `list_plans` report where your plans stand. `cancel_plan` cancels a plan that has not bought yet; to close an open plan position, use **Sell now** on **Plans** in Cortex.

Monthly and Yearly members can have up to 3 active plans. Lifetime members can have unlimited active plans.

---

## Scopes vs tools (short map)

| Scope | Example tools |
|-------|----------------|
| `flow.read` | `get_option_flow`, `get_noteworthy_flow`, `get_option_flow_sector_summary` |
| `dealer_edge.read` | `get_dealer_edge_data`, `get_key_levels`, `get_trade_map`, `scan_setups`, `find_stacks` |
| `darkpool.read` | `get_dark_pool_data` |
| `algo_edge.read` | `get_algo_edge_signals` |
| `news.read` | `get_news`, `get_breaking_news` |
| `market.read` | `get_market_data`, `get_index_snapshot`, `get_macro_events`, `get_options_chain_snapshot`, `get_finra_ats_volume` |
| `intel.read` | `get_bt_cloud_state`, `get_session_structure`, `multi_signal_scan` |
| `filings.read` | `get_sec_filings`, `get_company_financials` |
| `futures.read` | `get_futures_echo_map`, `get_futures_session`, `get_futures_quotes`, `get_futures_tape`, `get_futures_session_levels`, `get_unusual_futures_prints` |
| `account.read` | `get_my_broker_snapshot`, `get_portfolio_stats`, `get_my_copy_trading_status` |
| `trade` (Trading, beta) | `list_tradable_accounts`, `preview_order`, `place_order`, `cancel_order`, `get_order_status`, `preview_trade_plan`, `submit_trade_plan`, `get_plan_status`, `cancel_plan`, `list_plans` |

Only tools allowed by the connection's scopes appear in `tools/list`. **All market intel does not include My Account.** Create a new token with the My Account switch on, or reconnect OAuth and check the box.

`get_dealer_edge_data` is for stocks, ETFs and cash indexes. It refuses futures roots (ES, NQ, MES, MNQ, RTY, YM) and points the assistant to the futures tools, or to the cash index (SPX, NDX, RUT, DJX) for index gamma. For the listed stock behind a futures-like symbol (for example ES or BTC as equities), the assistant passes `resolve: "equity"`. See [Futures tools](https://tradeecho.com/docs/mcp/examples#futures) for what each futures tool returns.

`trade` is never part of a profile or the default set. It is added only when a paid member turns on Trading for that connection, and its tools work only on a connection with Trading on. Every scope except `trade` is read-only.

Full per-tool parameters and credit costs: [tradeecho.com/mcp/tools](https://tradeecho.com/mcp/tools).

---

## Free plan

A free Trade Echo account sees a smaller Agent Connections page:

- Your free connection (for example Grok or Claude), with **Remove**.
- **Briefs today**, for example `1/3`, and when the count resets (12:00 AM ET).
- A Trade Echo Pro card with **See plans**.

There is no personal access token, credit pack or Trading editor on the free plan. You can have one free connection at a time: connecting from another client replaces it. Removing the free connection ends that client's access right away.

---

## Next

- [Connect your client](https://tradeecho.com/docs/mcp/connect-clients)
- [Example prompts](https://tradeecho.com/docs/mcp/examples)