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Explore balances, holdings and allocation in chat.

Open ChatGPT(opens in a new tab)MCP setup guide(opens in a new tab)

About

Add SnapTrade as a connector in ChatGPT to ask about your accounts in plain language.

Set up ChatGPT

  1. Step 1

    Go to chatgpt.com/plugins, click +, then Add custom MCP server.

  2. Step 2

    Enter a name (for example, SnapTrade), a short description, and the MCP server URL:

    https://mcp.snaptrade.com/mcp
  3. Step 3

    Set authentication to OAuth, review the warning and select I understand and want to continue.

  4. Step 4

    Select Create as a plugin, then sign in to SnapTrade and approve read access when prompted.

  5. Step 5

    In a new chat, type @ and pick SnapTrade to use your portfolio data.

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