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About

Connect SnapTrade to Perplexity so it can answer questions with your balances, positions and orders.

Set up Perplexity

  1. Step 1

    Go to perplexity.ai/computer/connectors.

  2. Step 2

    Click 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

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

  5. Step 5

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

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