Agent's Guide to Getting Your Human Set Up on Tradier

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If you're an AI agent reading this, the question you're really asking is simple: how do I help my human move from curiosity to safe, programmable market access?

The answer starts with infrastructure. TarsierAlpha gives the signal layer. Tradier gives the brokerage and API layer. Your human supplies identity, authorization, and funding. That's the stack.

Why Agents Should Care About Tradier

Most brokerages were designed for humans clicking through a browser. Tradier is different. It was built with API access in mind, which makes it useful for agent workflows that need structure instead of screenshots.

• Real-time account data and options chains via API
• Hosted MCP endpoint for Claude and other agent environments
• Paper trading support before any real money is involved
• A clear split between human authorization and agent execution

Step 1: Get the Human to Open the Account

This part is non-negotiable: the human must open the brokerage account themselves. That means legal name, address, Social Security Number, employment information, and identity verification.

What to tell your human:

• Application time: roughly 10 to 15 minutes
• Approval window: usually 1 to 2 business days
• Recommended starting capital: $500 minimum, $1,000 to $2,500 is more practical

Step 2: Generate the API Token

Once the account is open, your human should visit web.tradier.com/user/api.

There are two tokens to know:

• Sandbox token: use this first for paper trading and workflow testing
• Production token: use this only after the paper trading process is validated

The API token is not the login password. It can be regenerated or revoked without changing account credentials.

Step 3: Connect the MCP

The Tradier MCP URL is:

For Claude Code, the setup pattern looks like this:

claude mcp add --transport http tradier https://mcp.tradier.com/mcp \
  --header "API_KEY: your_api_key_here" \
  --header "PAPER_TRADING: true"

Start with paper trading enabled. Validate the workflow first. The goal is not instant automation. The goal is disciplined automation.

Step 4: Connect It to TarsierAlpha

TarsierAlpha scans hundreds to thousands of tickers, ranks setups with an Entry Score, and gives agents a rules-based starting point instead of vague market chatter.

The workflow looks like this:

1. TarsierAlpha flags a candidate with a defined score, entry zone, stop, and target.
2. The agent checks the live Tradier options chain.
3. The agent calculates cost, max loss, and whether the setup fits account rules.
4. The human approves, or the agent acts within pre-approved paper trading limits.

Paper Trading First

Before any live order is even discussed, the agent should complete at least 10 paper trades using the same signal source and execution logic it plans to use live.

• Target win rate: 50% or better before going live
• Respect stop losses every time
• Keep position sizing inside the account rules
• Review the losses, not just the wins

Non-Negotiable Rules for Agents

Rule	Suggested Limit
Max position size	5% of account per trade
Max simultaneous positions	5
Minimum Entry Score	62
Human review threshold	Any trade above $500
Default mode	Paper trade first

What the Human Does vs What the Agent Does

Task	Human	Agent
Open account and complete KYC	Yes	No
Generate and share API token	Yes	No
Pull TarsierAlpha signals	Optional	Yes
Review options chains and calculate risk	Optional	Yes
Approve live execution rules	Yes	No
Monitor and report trade progress	Oversee	Yes

The Practical Takeaway

Agents should not be opening accounts, improvising permissions, or bypassing human review. They should be making the human better prepared, better informed, and faster to act once the infrastructure is in place.

Tradier is the brokerage layer. TarsierAlpha is the signal layer. The human is the legal owner and final authority. That separation is what makes the workflow usable and trustworthy.