> For AI agents: the complete documentation index is available at [llms.txt](https://docs.snaptrade.com/llms.txt). Markdown versions of documentation pages are available by appending .md to the URL path. # SnapTrade MCP Server SnapTrade offers a hosted [Model Context Protocol](https://modelcontextprotocol.io) (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`. :::info 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](https://docs.snaptrade.com/docs/getting-started). ::: ## 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](https://dashboard.snaptrade.com/signup) and link at least one brokerage account before adding the connector to your AI assistant. For a broader comparison of Personal and Commercial customer experiences, see [SnapTrade Personal vs Commercial](https://docs.snaptrade.com/docs/personal-vs-commercial). ## 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)](https://www.rfc-editor.org/rfc/rfc7591). 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)](https://www.rfc-editor.org/rfc/rfc7662) against SnapTrade's authorization server. :::info 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](https://docs.snaptrade.com/docs/connector-privacy). For SnapTrade's overall security posture, see [snaptrade.com/security](https://snaptrade.com/security). ## Set up the connector in Claude 1. In Claude, go to **Customize → Connectors**. 2. Click **+**, then **Add custom connector**. 3. Enter the MCP server URL: `https://mcp.snaptrade.com/mcp`. 4. Claude redirects you to SnapTrade. Log in and approve **read** access to your account data. 5. Review the consent screen, which lists the read-only scope being granted. 6. After you approve, you are returned to Claude and the SnapTrade tools become available. ## Set up the connector in ChatGPT 1. In ChatGPT, go to **Settings → Apps & Connectors → Advanced settings** and turn on **Developer mode**. 2. Go to **Settings → Connectors** and click **Create**. 3. Enter a name (for example, `SnapTrade`) and the MCP server URL: `https://mcp.snaptrade.com/mcp`. 4. Set the authentication method to **OAuth** and confirm you trust the application. 5. Click **Create**, then complete the OAuth login flow with SnapTrade and approve **read** access. 6. 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](https://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` *** ## Related * [SnapTrade Connector Privacy Notice](https://docs.snaptrade.com/docs/connector-privacy) * [Getting Started with SnapTrade](https://docs.snaptrade.com/docs/getting-started) * [Brokerage Integrations](https://docs.snaptrade.com/docs/integrations) * [Terminology](https://docs.snaptrade.com/docs/terminology)