Cursor
PopularUse your brokerage data to build your own dashboard or investing tool.
About
Connect SnapTrade to Cursor so its Agent can use your balances, positions, orders and activity to help you build your own portfolio dashboard, tracker or other investing tool.
Set up Cursor
- Step 1
In the Cursor desktop app, click Customize in the sidebar.
- Step 2
Click Add a custom MCP server. Cursor opens mcp.json in the editor.
- Step 3
Add the SnapTrade MCP server configuration, then save the file:
{ "mcpServers": { "snaptrade": { "url": "https://mcp.snaptrade.com/mcp" } } } - Step 4
Complete the SnapTrade login flow if prompted and approve read access.
- Step 5
After you approve, the SnapTrade tools become available to Cursor Agent.
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