SnapTrade MCP
by dangelov
Connect Claude AI to your financial account data via the SnapTrade API for automated trading and portfolio analysis.
What it does
This MCP server bridges Anthropic's Claude AI with SnapTrade's financial API, allowing the AI to access and interact with real-time financial account data. It enables the creation of AI-driven trading bots and portfolio management assistants that can read account statuses and execute trades.
Tools
connect: Establishes a connection to a SnapTrade account.portfolio: Retrieves current portfolio holdings and balance.orders: Manages and retrieves trading order history.trades: Fetches detailed trade execution data.help: Provides guidance on available server functions.
Installation
Configure your Claude Desktop app by adding the following to your claude_desktop_config.json:
{
"mcpServers": {
"SnapTrade": {
"command": "/home/username/projects/mcp-snaptrade/bin/cli"
}
}
}
Note: Requires a SnapTrade Client ID and Client Secret in a .env file.
Supported hosts
- Claude Desktop
Quick install
go build -o bin/cli ./cmd/cli && echo 'Configure .env with SnapTrade keys'Information
- Pricing
- free
- Published
- 5/1/2026
- stars
- 0
Categories
Choose your AI client and follow the steps below.
Claude Desktop
Add the bin/cli path to your claude_desktop_config.json mcpServers section.Related Apps
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