Codex
PopularAsk about your portfolio from OpenAI's coding agent.
About
Give Codex read access to your portfolio so it can answer questions with real numbers, in the CLI, the IDE extension or the desktop app.
Set up Codex
- Step 1
Add SnapTrade as an MCP server:
codex mcp add snaptrade --url https://mcp.snaptrade.com/mcp - Step 2
Sign in. A browser window opens; approve access:
codex mcp login snaptrade - Step 3
Start Codex and ask about your portfolio. The CLI, IDE extension and desktop app share this setup.
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