Trade Echo data and trading,inside your AI assistant.
Trade Echo MCP connects Claude, ChatGPT, Meta AI (Muse), Grok and other MCP clients to live options flow, dealer gamma levels and dark pool prints. Paid members can also place orders and create Cortex trade plans from the chat (in beta), and nothing is sent or armed without your approval.
Connect your assistant
Pick a client for step-by-step setup.
https://api.tradeecho.com/api/mcp/intelWhat Trade Echo MCP is
The Model Context Protocol (MCP) is an open standard that lets AI assistants call tools on other services. Trade Echo MCP is our server for it: once you connect it, your assistant can pull the same live data you see in the Trade Echo dashboard and answer with real tickers, strikes, premiums and levels instead of guesses from its training data.
- Market intel: OptionFlow, Discovery noteworthy flow, DealerEdge gamma levels, dark pool prints, AlgoEdge signals, News Edge, the Futures Echo Map, futures session levels (VWAP, overnight range, value area and gamma walls on ES and NQ), futures quotes, tape and the Globex session calendar, BT Cloud and session structure, options chains, index snapshots, macro events and SEC filings.
- Your account (optional): your own journal stats, copy trading status and broker holdings, only if you turn on My Account.
- Trading (optional, beta): preview and place orders and create Cortex trade plans in your linked brokerage account (Lifetime: the accounts you choose), only on a connection where you turn on Trading and only after you say yes in the chat.
- How it runs: Streamable HTTP (JSON responses, no SSE stream). Sign-in is OAuth 2.1 with PKCE, or a personal access token from Agent Connections.
Example questions
Name the ticker and the time window. Your assistant picks the tools.
Using Trade Echo, pull unusual options flow on NVDA today and summarize the largest call and put premiums.
What are today's top Discovery noteworthy prints, and which have the largest premiums?
Get the dealer gamma levels for SPY. Where are the flip point and the largest walls?
Show the biggest dark pool prints in TSLA this session.
Run a multi-signal scan on PLTR and give me a short bull case, bear case and invalidation.
Which macro events are on the calendar for the next two sessions?
Give me an overnight ES brief from the Futures Echo Map.
Where is ES trading versus session VWAP, the overnight range and the gamma walls right now?
Summarize the highest-urgency breaking news from the last 6 hours.
What it can and cannot do
It can
- Read live and recent Trade Echo market data on request.
- Filter by ticker, date, time window, premium, expiration and more.
- Combine several signals for one ticker in a single scan.
- Read your own account data, only with My Account turned on.
- With Trading on (beta): preview and place long option orders and, where your broker supports them, stock orders in your trading account, only after your yes (and, by default, your confirmation in Trade Echo).
- With Trading on, check the broker-reported status of an order it placed, or cancel that order while it is still open.
- With Trading on, create a trade plan that Cortex runs after you approve it in Trade Echo.
It cannot
- Place an order without your yes in the chat.
- Start a trade plan you have not approved in Trade Echo.
- Send an order you have not confirmed in Trade Echo, unless you turned off Confirm each order for that connection.
- Trade on a connection where Trading is off.
- Use brokerage accounts that connection is not allowed to use.
- Sell short, sell options you do not hold, or open spreads.
- Move money or withdraw funds.
- Change your Trade Echo settings, follows or alerts.
- See other members' data or accounts.
- Give personalized investment advice.
Orders placed through an assistant are real orders with real money. You are responsible for every order you approve. Trading and trade plans are in beta. We are improving them quickly; report anything odd in Discord or at info@tradeecho.com. Trading and trade plans are available on every paid plan. Monthly and Yearly members trade on one brokerage account, their active Copy Trading account (change it in Copy Trading), and can have up to 3 active trade plans. Lifetime members can choose any linked account for each connection and have unlimited active plans. Trading is off by default. You turn it on for one connection at a time. By default you also confirm each order in Trade Echo (a push opens the confirm screen) before it goes to your broker, and an unconfirmed order expires unsent after 5 minutes. You can turn this off per connection for automations you trust. Order status comes from your broker. See the trading terms.
Trading and trade plans
Orders placed through an assistant are real orders with real money. You are responsible for every order you approve. Trade Echo does not give investment advice, and nothing an assistant suggests is advice from Trade Echo. Trading and trade plans are in beta. We are improving them quickly; report anything odd in Discord or at info@tradeecho.com.
Orders from your assistant
- Who: every paid plan. Turn on Trading for one connection at a time, such as Claude, ChatGPT, Meta AI (Muse) or Grok. Monthly and Yearly members trade on one brokerage account, their active Copy Trading account (change it in Copy Trading). Lifetime members can choose any linked account for each connection. Paper accounts are labelled.
- What: long option orders (buy to open, or sell to close an option you hold) as limit orders, stock and ETF orders where your broker supports them, order status and cancelling an open order. No short sales and no spreads.
- How: the assistant previews the exact order and places it only after you say yes in the chat. By default you also confirm each order in Trade Echo (a push opens the confirm screen) before it goes to your broker, and an unconfirmed order expires unsent after 5 minutes. You can turn this off per connection for automations you trust. Turning that off needs an extra acknowledgment in Edit trading.
- Limits: an optional dollar cap on each buy, set per connection. Every trading call is recorded in an audit trail.
- Off switch: turn Trading off anytime from Agent MCP (Agent Connections) in the web app or AI connections in the mobile app, or revoke the connection. Turning Trading off for a connection, or removing it, cancels any plans from that connection that have not entered yet. A plan that already entered keeps its exits, and you can sell it from Plans in Cortex.
Cortex trade plans
A trade plan is a long option trade you set up ahead of time: the contract and size, an entry limit, entry conditions such as price above the gamma flip, a Flip Cross or the Charm Stack at the Anchor, a stop, a target, up to 3 trim steps (such as sell 50% at +30%), 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. You approve the plan once in Trade Echo. Cortex then watches the conditions during market hours, buys at or below your limit when they are met, sells at each trim step automatically, and exits on your stop, target or time exit, or before the close on expiration day. Positions can be held overnight.
Entry conditions a plan can wait for (all must be true):
- Price above or below a level: The underlying trades above or below a price you set.
- Premium at or below a price: The option can be bought at or below your price.
- Price above the gamma flip: The underlying is above the dealer gamma flip.
- Flip Cross: Price crosses the gamma flip, up or down, after the plan is armed.
- Charm Stack at Anchor: Price is at the Anchor with a positive charm stack above it.
Every trade plan is approved by you in Trade Echo, even when Confirm each order is off. Once you approve it, Cortex places the plan's orders without asking again, and you get a push when it enters and when it exits. An assistant with Trading on can create a plan, and Cortex chat can draft one on an approval card; either way, nothing is armed until you click Approve plan in Trade Echo. Monthly and Yearly members can have up to 3 active plans, and Lifetime members can have unlimited active plans. You can cancel a plan or use Sell now from Plans in Cortex. See Cortex trade plans.
Scopes and tools
Tools are grouped into scopes. A connection only sees the tools its scopes allow. The default grant covers every market intel scope except SEC filings. My Account and Trading are always separate opt-ins, and Trading is the only scope that can place orders. Trading is in beta on every paid plan.
| Scope | What it covers | Tools | Default |
|---|---|---|---|
Option Flowflow.read | Unusual options flow, Discovery noteworthy flow, and sector premium summaries. | 3 | Default |
Dealer Edgedealer_edge.read | Dealer gamma ladders, key levels, trade maps, and setup and stack scans. | 5 | Default |
Dark Pooldarkpool.read | Recent dark-pool prints and FINRA market context. | 1 | Default |
Algo Edgealgo_edge.read | Algo Edge large-trade signals. | 1 | Default |
Market Datamarket.read | Quotes, indices, macro events, and options chains. | 5 | Default |
News Edgenews.read | Ticker headlines and Discovery Breaking News. | 2 | Default |
BT Cloud & Multi-Signalintel.read | BT Cloud, session structure, and combined multi-signal scans. | 3 | Default |
SEC Filings & Financialsfilings.read | SEC filings and structured company financials. | 2 | Optional |
Futures Echo Mapfutures.read | CME futures session map, overnight stats, CVD, projected dealer walls, Discovery large ES/NQ prints, futures quotes, the latest ES, NQ, MES and MNQ tape, the Globex session calendar, and session levels (VWAP bands, overnight, initial balance, prior day, profile). | 6 | Default |
My Accountaccount.read | Your trade journal, copy-trading status, and live broker holdings. Third-party models will see these numbers. | 3 | Opt-in |
Tradingtrade | Preview and place real orders with real money in the brokerage accounts you pick, cancel them, and check their status. Every order needs your yes in the chat. | 10 | Opt-in |
Every tool, its parameters and its credit cost: MCP tool reference.
Plan and typical limits
MCP access is included with a paid Trade Echo membership at no extra cost. See pricing.
A free Trade Echo account can connect from any MCP app that signs in to Trade Echo (Grok, Claude, ChatGPT and others) for the Daily Echo Brief and SPY and QQQ morning levels, 3 briefs a day. Every other tool and personal access tokens need a paid plan.
Each tool call costs credits (1 to 8 per call; heavier tools like options chains and filings cost more). Budgets refill every hour. Typical limits:
| Budget | Typical limit |
|---|---|
| Per connection, per hour | 100 credits |
| Per member, per hour (all connections) | 150 credits |
| Burst, per minute | 15 credits |
These are typical limits, not guarantees, and they can change. If you hit one, wait for the hourly reset or add an optional bonus credit pack on Agent Connections.
Security and privacy
- OAuth sign-in. Claude, ChatGPT, Muse and Grok connect with OAuth 2.1 and PKCE. You sign in on Trade Echo and approve the scopes; the assistant never sees your Trade Echo password.
- Tokens stay private. Personal access tokens are shown once. Treat them like passwords: never paste one into a chat, a shared file or a public repo.
- Revoke anytime. Every connection is listed on Agent Connections (Agent MCP in the web app menu). Revoking stops it immediately, including any trading.
- Least access by default. Account data needs the separate My Account opt-in. Trading (beta) needs its own opt-in on each connection, works only in the accounts it is allowed to use and can carry an optional dollar cap on each buy. No tool can move money or change your account settings.
- What we log. We record each connection and each tool call (which tool, when, the requesting IP and how long it took), not the content of requests or responses. Trading calls and trade plans are the exception: each one is kept in an order audit trail with the order or plan details and result. Details are in section 3.2 of the Privacy Policy.
Using MCP means agreeing to the MCP terms of use.
Setup guides
Claude
OAuth. Claude's connector screen does not take a token, so you approve the connection on Trade Echo instead.
ChatGPT
OAuth. ChatGPT does not accept a pasted token for MCP apps, so you approve the connection on Trade Echo instead.
Meta AI (Muse)
OAuth through a custom connector. Muse can also take a personal access token, but only in its secure credential prompt.
Grok
OAuth on grok.com and in Grok Bot. The Grok CLI uses a personal access token instead.
Cursor, Claude Code, Codex and other MCP clients
Personal access token sent as an Authorization: Bearer header, or OAuth 2.1 with PKCE for clients that support it.
For developers and directories
A machine-readable server card with the endpoint, transport, OAuth discovery URLs, tools and these guides is published at https://tradeecho.com/.well-known/mcp/server-card.json (also at /.well-known/mcp.json and listed in /.well-known/ai-catalog.json). Every tool with its parameters is in the tool reference and the public JSON catalog.
Common questions
What is Trade Echo MCP?
Trade Echo MCP is a Model Context Protocol server that lets AI assistants read live Trade Echo market data: options flow, Discovery noteworthy prints, dealer gamma (GEX) levels, dark pool prints, Algo Edge signals, news, futures and market data. You connect it once, then ask your assistant questions in plain language. Paid members can also turn on Trading (in beta) to place orders and create Cortex trade plans, each one approved by you.
Which AI assistants can connect?
Claude (web, Desktop and Claude Code), ChatGPT, Meta AI (Muse), Cursor, Codex, Grok and any MCP client that supports remote HTTP servers with OAuth or a Bearer token. Claude, ChatGPT, Muse and grok.com sign in with OAuth; editors and command-line agents usually use a personal access token.
Can my AI assistant place trades through Trade Echo MCP?
Yes, on any paid plan, if you turn on Trading for that connection. Trading and trade plans are in beta. We are improving them quickly; report anything odd in Discord or at info@tradeecho.com. Trading is off by default. You turn it on for one connection at a time. Monthly and Yearly members trade on one brokerage account, their active Copy Trading account (change it in Copy Trading), and can have up to 3 active trade plans. Lifetime members can choose any linked account for each connection and have unlimited active plans. Paper accounts are labelled. 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 (a push opens the confirm screen) before it goes to your broker, and an unconfirmed order expires unsent after 5 minutes. You can turn this off per connection for automations you trust. Orders are long only: buy to open an option or sell to close an option you hold, as limit orders, plus stocks and ETFs where your broker supports them (limit, or market from 9:30 AM to 4:00 PM ET). It cannot sell short, sell options you do not hold or open spreads. All orders are day orders you can cancel while open. Sells are limited to what you hold, orders on a copy trading source account are refused, and your optional cap limits the estimated cost of each buy. Order status comes from your broker, and an order is not filled until your broker says it is filled. If Trade Echo cannot confirm your broker received an order, it never sends it again: check your broker app. Orders placed through an assistant are real orders with real money. You are responsible for every order you approve. Trade Echo MCP cannot move money, withdraw funds or change your account settings.
What is a trade plan?
A trade plan is a long option trade you set up ahead of time: the contract and size, an entry limit, entry conditions such as price above the gamma flip, a Flip Cross or the Charm Stack at the Anchor, a stop, a target, up to 3 trim steps (such as sell 50% at +30%), 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. You approve the plan once in Trade Echo. Cortex then watches the conditions during market hours, buys at or below your limit when they are met, sells at each trim step automatically, and exits on your stop, target or time exit, or before the close on expiration day. Positions can be held overnight. Every trade plan is approved by you in Trade Echo, even when Confirm each order is off. Once you approve it, Cortex places the plan's orders without asking again, and you get a push when it enters and when it exits. An assistant with Trading on can create plans, and Cortex chat can draft one on an approval card. Monthly and Yearly members can have up to 3 active plans; Lifetime members can have unlimited active plans. You can cancel a plan that has not bought yet, or use Sell now on an open one, from Plans in Cortex.
How do I turn Trading on or off?
When you connect an assistant, check the separate Trading section on the consent screen, pick the accounts it can use (Monthly and Yearly members use their active Copy Trading account) and accept the trading terms. For a personal access token, use the Trading switch when you create it on Agent MCP (Agent Connections) in the web app. To add Trading to an assistant you already connected, click Turn on trading on that connection on Agent MCP, pick its accounts and accept the trading terms; the assistant may need a new chat to see the trading tools. On Agent MCP, Edit trading changes the accounts, sets an optional dollar cap on each buy or turns Trading off, and Turn trading back on restores it later after you accept the trading terms again. Edit trading also has Confirm each order in Trade Echo, on by default; turning it off needs an extra acknowledgment, because orders from that assistant are then sent without asking you. You can also turn Trading on or off, and change its accounts, from AI connections in the mobile app. Revoking the connection also ends trading. Turning Trading off for a connection, or removing it, cancels any plans from that connection that have not entered yet. A plan that already entered keeps its exits, and you can sell it from Plans in Cortex.
Do I need a paid Trade Echo plan?
Not for the free tools. A free Trade Echo account can connect from any MCP app that signs in to Trade Echo (Grok, Claude, ChatGPT and others) for the Daily Echo Brief and SPY and QQQ morning levels, up to 3 briefs a day, reset at 12:00 AM ET. You can have one free connection at a time; connecting from another app replaces it. Every other tool and personal access tokens need a paid Trade Echo membership. If your membership lapses, paid connections stop working until it is active again. Trading and trade plans are included on every paid plan as a beta.
How many tools does my assistant get?
26 tools with the default market intel grant, 28 if the connection also includes SEC filings (the All market intel profile on Agent Connections), and 31 if you also turn on My Account. Turning on Trading (in beta) adds 10 trading and trade plan tools to that connection. The full list is on the tool reference page.
Can the assistant see my trades or brokerage account?
Only if you allow it. Account data sits behind a separate My Account permission that is off by default. With it on, 3 extra tools can read your own trade journal stats, copy trading status and linked broker holdings. The assistant provider will then see those numbers in your conversation.
How do I disconnect an assistant?
Open Agent Connections in the Trade Echo web app and revoke the connection. It stops working immediately for every tool call. Removing the connector inside the assistant alone does not revoke Trade Echo's side, so revoke there too.
Is the data financial advice?
No. Trade Echo MCP returns market data and analytics for your own research. It is not personalized investment advice, and your assistant's summary of it is not either. Check the live dashboard before you act on anything.
Ask your assistantabout live flow.
MCP is included with every paid Trade Echo plan, and so are Trading and trade plans (in beta). Lifetime adds any linked account per connection and unlimited active plans. Pick a plan, then follow the setup guide for your assistant.