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Claude

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Ask questions and analyze your connected portfolio.

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

About

Connect SnapTrade to Claude so it can read your balances, positions, orders and activity.

Set up Claude

  1. Step 1

    In Claude, go to Settings → Connectors.

  2. Step 2

    Click Add, then Add custom connector.

  3. Step 3

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

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

    Click Add, then Connect.

  5. Step 5

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

  6. Step 6

    After you approve, the SnapTrade tools become available in Claude.

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