SnapTrade MCP Server

SnapTrade offers a hosted Model Context Protocol (MCP) server that lets AI assistants like Claude and ChatGPT securely read a user's connected brokerage data through natural-language prompts. Once a user adds SnapTrade as a connector, they can ask their assistant about their balances, positions, orders, and account activity in plain language.

The MCP server is available at https://mcp.snaptrade.com/mcp.

The MCP server is read-only. It can retrieve account data and generate a link to connect a new brokerage, but it cannot place trades, move money, or change account settings. For programmatic access to the full SnapTrade API, including trading, see Getting Started with SnapTrade.

Before you begin

The SnapTrade MCP server is for SnapTrade Personal users — individuals who connect and manage their own brokerage accounts with SnapTrade. It is not used with SnapTrade developer (partner) API keys.

To use the connector, you'll need a free SnapTrade Personal account. If you don't have one yet, sign up at the SnapTrade Dashboard and link at least one brokerage account before adding the connector to your AI assistant.

What you can do with it

With the SnapTrade connector enabled, an AI assistant can:

List the brokerages a user is connected to and the accounts under each connection
Retrieve account details, balances, and buying power
Retrieve positions and holdings across accounts
Review orders, recent orders, and order details
Review historical account activity such as deposits, dividends, and fees
Look up reference data such as currencies, exchange rates, stock exchanges, and security types
Generate a one-time link the user can open to connect a new brokerage

How it works

The MCP server is a thin protocol adapter in front of the SnapTrade Partner API. AI assistants speak MCP; SnapTrade exposes a REST API. The MCP server translates between the two and forwards each request to the same endpoints SnapTrade partners already use.

AI assistant  →  SnapTrade MCP server  →  SnapTrade Partner API  →  User's brokerages

No new data surface is introduced — the connector exposes a curated, read-only subset of existing SnapTrade endpoints.

Authentication and security

The connector uses the OAuth 2.0 authorization code grant with PKCE. When a user adds the connector, their AI assistant registers itself automatically using Dynamic Client Registration (RFC 7591). The user is then redirected to SnapTrade to log in and approve access. Tokens issued to the assistant are scoped to read, and the MCP server validates every request using token introspection (RFC 7662) against SnapTrade's authorization server.

The AI assistant never sees a user's SnapTrade userId or userSecret, and never sees brokerage login credentials. It only receives a short-lived, read-scoped access token. SnapTrade resolves the user from that token.

Clients can discover the connector's OAuth configuration at these endpoints:

https://mcp.snaptrade.com/.well-known/oauth-protected-resource/mcp
https://api.snaptrade.com/.well-known/oauth-authorization-server/mcp

For details on what data the connector accesses and how it is handled, see the SnapTrade Connector Privacy Notice. For SnapTrade's overall security posture, see snaptrade.com/security.

Set up the connector in Claude

In Claude, go to Settings → Connectors.
Click Add custom connector.
Enter the MCP server URL: https://mcp.snaptrade.com/mcp.
Claude redirects you to SnapTrade. Log in and approve read access to your account data.
Review the consent screen, which lists the read-only scope being granted.
After you approve, you are returned to Claude and the SnapTrade tools become available.

Set up the connector in ChatGPT

In ChatGPT, go to Settings → Apps & Connectors → Advanced settings and turn on Developer mode.
Go to Settings → Connectors and click Create.
Enter a name (for example, SnapTrade) and the MCP server URL: https://mcp.snaptrade.com/mcp.
Set the authentication method to OAuth and confirm you trust the application.
Click Create, then complete the OAuth login flow with SnapTrade and approve read access.
After you approve, the SnapTrade tools become available in your chats.

Note: ChatGPT Developer mode and custom connectors are available on ChatGPT for web, not the desktop app — complete this setup at chatgpt.com.

Note: Once the SnapTrade app is approved in the ChatGPT app directory, users can add it directly from the directory without enabling Developer mode.

Example prompts

Once the connector is enabled, a user can ask their assistant questions like:

"What brokerages am I connected to through SnapTrade?"
"Show me my current balances and positions across all my accounts."
"What were my last 10 orders across all my accounts?"
"I'd like to connect my Alpaca account." — the assistant calls request_connection_link and hands the user a one-time URL to open in their browser.

Available tools

The connector exposes 18 tools. All are read-only except request_connection_link, which generates a connection link for the user to open.

Connections

Connections_listBrokerageAuthorizations — list the user's brokerage connections
Connections_listBrokerageAuthorizationAccounts — list the accounts under a connection

Account information

AccountInformation_getUserAccountDetails — account details, including institution name and total value
AccountInformation_getUserAccountBalance — cash balances and buying power
AccountInformation_getAllAccountPositions — positions and holdings for an account
AccountInformation_getAccountBalanceHistory — historical account balances
AccountInformation_getUserAccountOrdersV2 — orders for an account
AccountInformation_getUserAccountRecentOrdersV2 — recent orders for an account
AccountInformation_getUserAccountOrderDetailV2 — details for a single order
AccountInformation_getAccountActivities — historical account activity such as deposits, dividends, and fees

Reference data

ReferenceData_listAllCurrencies — supported currencies
ReferenceData_listAllCurrenciesRates — exchange rates for all supported currencies
ReferenceData_getCurrencyExchangeRatePair — exchange rate for a specific currency pair
ReferenceData_getSecurityTypes — supported security types
ReferenceData_getStockExchanges — supported stock exchanges
ReferenceData_getPartnerInfo — brokerages and data access available to the connector

Connection helpers

list_supported_brokerages — list the brokerages the user can connect
request_connection_link — generate a one-time URL the user opens to connect a new brokerage. The link is single-use and expires after 5 minutes. The assistant cannot complete the connection itself; only the user's browser session can.

Every tool is annotated so AI clients and users can tell read operations from write operations. Read tools are marked readOnlyHint: true and destructiveHint: false; request_connection_link is marked readOnlyHint: false and destructiveHint: true. All tools are marked openWorldHint: true.

Manage and revoke access

A user can revoke a connector's access at any time from the SnapTrade dashboard under Settings → Connected apps. Revoking access immediately invalidates the assistant's token.

This is separate from disconnecting a brokerage — revoking connector access removes the AI assistant's access to SnapTrade, but leaves the user's brokerage connections intact.

Support

General support: support@snaptrade.com
Security vulnerability reports: security@snaptrade.com

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