trading

Available on the root (default user) and naive.forUser(id). Links a user’s brokerage account via an OAuth2 Connect flow — connect() returns an authorize URL the user opens to grant access; Naive stores the bearer token and proxies the brokerage’s trading API at the user’s direction. Naive is not a broker-dealer and does not exercise trading discretion.

import { Naive, isPendingApproval } from "@usenaive-sdk/server";
const naive = new Naive({ apiKey: process.env.NAIVE_API_KEY! });

// 1. Connect (open authorize_url in a browser to authorize)
const { authorize_url } = await naive.forUser(alice.id).trading.connect({ env: "paper" });

// 2. Read state (no approval required)
await naive.forUser(alice.id).trading.account();
await naive.forUser(alice.id).trading.positions();
await naive.forUser(alice.id).trading.assets({ assetClass: "crypto" });
await naive.forUser(alice.id).trading.quote("BTC/USD,ETH/USD");

// 3. Trade — works for stocks, options, and crypto (symbol decides the market)
const res = await naive.forUser(alice.id).trading.createOrder({
  symbol: "BTC/USD", notional: "25", side: "buy", type: "market", time_in_force: "gtc",
});
if (isPendingApproval(res)) {
  await naive.forUser(alice.id).approvals.wait(res.approval_id);
}

// Stocks use a ticker + day/gtc time-in-force
await naive.forUser(alice.id).trading.createOrder({
  symbol: "AAPL", qty: 2, side: "buy", type: "limit", limit_price: 150, time_in_force: "day",
});

// Manage
await naive.forUser(alice.id).trading.orders({ status: "open" });
await naive.forUser(alice.id).trading.cancelOrder(orderId);
await naive.forUser(alice.id).trading.closePosition("BTCUSD", { percentage: 50 });

Methods

Method	Sensitive	Description
`connect({ env?, scope? })`	—	Start OAuth; returns `{ authorize_url, env, state }`
`connections()`	—	List connected environments and status
`disconnect(env)`	—	Forget a stored connection
`account({ env? })`	—	Get the connected brokerage account
`assets({ env?, assetClass?, status? })`	—	List tradable assets
`positions({ env? })`	—	List open positions
`position(symbol, { env? })`	—	Get one open position
`orders({ env?, status?, limit? })`	—	List orders
`getOrder(orderId, { env? })`	—	Get one order
`quote(symbols, { assetClass?, env? })`	—	Latest quote(s)
`createOrder(input)`	✓	Place an order — may return a `PendingApproval`
`cancelOrder(orderId, { env? })`	✓	Cancel an open order — may return a `PendingApproval`
`closePosition(symbol, { env?, qty?, percentage? })`	✓	Close a position — may return a `PendingApproval`

Sensitive methods are gated by the trading primitive’s approval policy in the user’s AccountKit. Use isPendingApproval(res) to detect a deferred action and naive.forUser(id).approvals.wait(approval_id) to await the human decision. The toolset returned by agentTools() also exposes a trading primitive (connect, account, positions, orders, create_order, cancel_order, close_position, …) for drop-in Anthropic tool use. Gated by the trading primitive in the user’s AccountKit.

SDK

Sub-clients

Methods

​Methods

Methods