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Setup: Other clients

Trade Echo inany MCP client.

Editors, command-line agents and custom apps connect with a personal access token from Agent Connections. Clients with a sign-in flow use OAuth instead (for Grok, see the Grok guide). Paid members can also turn on Trading (in beta) for an agent, and every order and trade plan still needs your approval.

By Updated October 11, 2026

Sign-inTokenOAuth
Server URLhttps://api.tradeecho.com/api/mcp/intel
Steps

Connect Cursor, Claude Code, Codex and other MCP clients

Sign-in: Personal access token sent as an Authorization: Bearer header, or OAuth 2.1 with PKCE for clients that support it.

  1. Check your membership

    A paid Trade Echo membership gets every tool. A free Trade Echo account can also connect when the app signs in to Trade Echo (no personal access token), for the Daily Echo Brief and SPY and QQQ morning levels, 3 briefs a day. To get more, pick a plan at tradeecho.com/pricing.

  2. Open Agent Connections

    Sign in to the Trade Echo web app and open Agent Connections (https://app.tradeecho.com/agent-connections).

  3. Create a personal access token

    Enter a label such as Cursor laptop, pick an access profile (All market intel or Options and dealer only, or toggle tools yourself), turn on My Account only if this agent should read your journal and holdings, leave the Trading switch off unless this agent should place orders and create trade plans (Lifetime members pick its accounts, Monthly and Yearly use their active Copy Trading account; accept the trading terms), confirm you will not share the token or resell Trade Echo data, and click Generate token.

  4. Copy the token once

    The token starts with te_live_ and is shown only once. Store it in your client's settings or a secret manager, never in a shared file or chat.

  5. Add the server to your client

    Point your client at the MCP URL and send the token as a Bearer header. Client-specific snippets are below.

    URL:    https://api.tradeecho.com/api/mcp/intel
Header: Authorization: Bearer te_live_YOUR_TOKEN

  6. Verify the connection

    Ask your agent: List Trade Echo MCP tools. You should see tools such as get_option_flow, get_dealer_edge_data and get_dark_pool_data, depending on the scopes you granted.

  7. Turn on Trading (beta, optional)

    Any paid member can let your agent place orders and create Cortex trade plans. Trading and trade plans are in beta. If you did not turn on Trading when you connected, open Agent MCP (Agent Connections) in the Trade Echo web app, find this connection and click Turn on trading. Monthly and Yearly members trade on their active Copy Trading account (change it in Copy Trading); Lifetime members pick the accounts it can use. Set an optional dollar cap on each buy, leave Confirm each order in Trade Echo on (the default), accept the trading terms and click Turn trading on. You can also do this from AI connections in the mobile app. Start a new chat so your agent sees the trading tools, then try a prompt marked Needs Trading below. Every order waits for your yes in the chat and, by default, your confirmation in Trade Echo. Every trade plan waits for your approval in Trade Echo. Orders are real orders with real money.

Try it

Prompts to try

Check the connection first. Send Cursor, Claude Code, Codex and other MCP clients this message. It should list tools such as get_option_flow and get_dealer_edge_data.

Prompt
List the Trade Echo tools you can use right now.

Then try any of these. Each is built around one tool, shown with its credit cost. Your assistant may call more than one tool to answer.

Prompts marked Needs Trading work on any paid plan (Trading is in beta), only on a connection where you turned on Trading. The assistant should show you a preview and wait for your yes before it places anything. 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. A trade plan always waits for your approval in Trade Echo. Orders placed through an assistant are real orders with real money. You are responsible for every order you approve.

  1. Using Trade Echo, what are the key dealer gamma levels on SPY today? Include the flip, the anchor and any defense lines.

    get_dealer_edge_data2 credits

  2. Show me the most noteworthy options flow on NVDA today and explain what stands out.

    get_noteworthy_flow2 credits

  3. Which large dark pool prints hit TSLA today, and at what prices?

    get_dark_pool_data1 credit

  4. Run a Trade Echo multi-signal scan on QQQ and tell me where flow, dealer levels and dark pool agree.

    multi_signal_scan2 credits

  5. What US macro events are coming up this week, and which ones are high impact?

    get_macro_events2 credits

  6. What does the Futures Echo Map show for ES in the overnight session?

    get_futures_echo_map2 credits

  7. List today's ES key levels: VWAP bands, overnight high and low, value area and gamma walls.

    get_futures_session_levels2 credits

  8. Summarize my copy trading status: which traders I follow and any open positions.

    get_my_copy_trading_status2 creditsNeeds My Account

  9. Preview a limit order to buy 1 SPY call at the strike nearest the current price, expiring Friday, then wait for my yes.

    preview_order1 creditNeeds Trading

  10. What is the status of the order you just placed?

    get_order_status1 creditNeeds Trading

  11. Cancel the SPY order you placed for me if it has not filled yet.

    cancel_order1 creditNeeds Trading

  12. Preview a trade plan: buy 2 SPY calls at the strike nearest the current price when price is above the gamma flip, limit $2.50, stop 40 percent, sell 50 percent of the original position at +40 percent, target 80 percent, valid until Friday. Wait for my yes.

    preview_trade_plan1 creditNeeds Trading

Configs

Client configs

Cursor

Add Trade Echo to Cursor's MCP settings (mcp.json):

{
  "mcpServers": {
    "trade-echo": {
      "url": "https://api.tradeecho.com/api/mcp/intel",
      "headers": {
        "Authorization": "Bearer te_live_YOUR_TOKEN"
      }
    }
  }
}

Claude Code

With a token, run the command below. For OAuth instead, leave off the header line, then run /mcp in Claude Code and choose Authenticate.

claude mcp add trade-echo \
  --transport http \
  https://api.tradeecho.com/api/mcp/intel \
  --header "Authorization: Bearer te_live_YOUR_TOKEN"

Codex

Add the server, then set the bearer token in Codex's MCP settings, or keep it in an environment variable and point bearer_token_env_var at it.

codex mcp add trade-echo --url https://api.tradeecho.com/api/mcp/intel
export TRADE_ECHO_MCP_PAT="te_live_YOUR_TOKEN"

Any other MCP client

Trade Echo MCP is stateless JSON-RPC over HTTP POST (Streamable HTTP with JSON responses, no SSE stream). Clients that support OAuth discover it from the protected resource metadata; everything else sends the token header.

POST https://api.tradeecho.com/api/mcp/intel
Authorization: Bearer te_live_YOUR_TOKEN
Content-Type: application/json

{"jsonrpc":"2.0","id":1,"method":"tools/list"}

Replace te_live_YOUR_TOKEN with a token from Agent Connections. Never commit it or paste it into a chat.

Notes

Good to know

  • One token per agent makes it easy to revoke a single client without touching the others.
  • Creating a new token does not reset your hourly credit usage.
  • Market data and My Account tools are read-only. Paid members can turn on Trading (in beta) for a connection; the assistant can then place orders only in the accounts that connection can use (your active Copy Trading account on Monthly and Yearly, the accounts you choose on Lifetime) and only after you say yes in the chat. Orders placed through an assistant are real orders with real money. You are responsible for every order you approve. See the trading terms.
  • See every tool your assistant can call in the MCP tool reference, and the rules of use in the MCP terms.
Fixes

Troubleshooting

What you seeWhat to do
401 UnauthorizedThe token is missing or mistyped, or the OAuth sign-in was never finished (you saw Connect but did not click Allow). For tokens, check the header reads Authorization: Bearer te_live_...
403 revokedThe connection was revoked on Agent Connections. Connect again (OAuth) or create a new token.
403 subscription_inactiveYour Trade Echo membership is not active, or you signed in with a different email. Renew at tradeecho.com/pricing and the same connection works again.
Credit limit reached (429)You used this hour's credit budget. Wait for the hourly reset or add a bonus credit pack on Agent Connections.
Account tools are missingJournal, copy trading and holdings tools only appear with My Account. Reconnect and check My Account on the consent screen, or create a token with the My Account switch on.
Trading tools are missingTrading (in beta) is on every paid plan, and its tools only appear on a connection where you turned on Trading. Click Turn on trading (or Turn trading back on) for that connection on Agent MCP (Agent Connections), or use AI connections in the mobile app, then start a new chat so the assistant sees the trading tools.
More guides

Using anotherassistant?

Claude, ChatGPT, Meta AI (Muse) or Grok. MCP is included with every paid Trade Echo plan.

See plans About Trade Echo MCP