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ChatGPT

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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

    In ChatGPT, go to Settings → Security and login → Developer mode and turn on Developer mode.

  2. Step 2

    Go to Settings → Plugins → Browse plugins and click + to create a developer-mode app.

  3. Step 3

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

    https://mcp.snaptrade.com/mcp
  4. Step 4

    Set authentication to OAuth, then create the app.

  5. Step 5

    Complete the SnapTrade login flow if prompted and approve read access.

  6. Step 6

    In a new chat, mention SnapTrade or tag @SnapTrade to access your SnapTrade data through MCP.

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