MCP Server

Guides

Connect an AI assistant like Claude or ChatGPT to your Clear Street trading account over the Model Context Protocol.

Connect an AI assistant — such as Claude, Claude Code, or ChatGPT — directly to your Clear Street trading account using the Clear Street MCP server. Once installed you can access your Clear Street account information such as balances, positions, orders, and portfolio history along with instrument data and market news. Use it to research opportunities, analyze portfolio impact, prepare for your next trade, or manage existing positions (when using the trading endpoint). Additionally, if you are interested in skills instead of using an MCP server, you can find our Clear Street skills here.

What is an MCP server?

The Model Context Protocol (MCP) is an open standard that lets AI assistants connect to external apps and services. Instead of only answering questions from what they already know, an AI assistant connected over MCP can call live tools to fetch your data and take actions on your behalf.

The Clear Street MCP server exposes your Clear Street trading account through this protocol. Your AI assistant authenticates with your Clear Street login over OAuth, then uses a set of Clear Street tools to read account data and, where enabled, submit orders.

What you can do

Once connected, your assistant can:

Account & Portfolio — Check balances, buying power, positions, portfolio history, and the status of orders.
Instrument Discovery & Research — Search instruments, pull financial statements and analyst ratings, and read news.
Instrument Market Data — Look up live quotes and snapshots, market hours, and the market clock.
Trading — Place, modify, and cancel orders.

The exact tools available depend on which URL you connect to (read-only or trading) and your account’s permissions.

Choose your endpoint

Clear Street offers two MCP endpoints. Pick the one that matches what you want your assistant to do.

Endpoint	URL	What it allows
Read-only (recommended start)	`https://api.clearstreet.com/v1/mcp`	Read account data, market data, and news. Cannot place or cancel orders under any circumstances.
Trading	`https://api.clearstreet.com/v1/mcp/trading`	Everything in read-only, plus placing, replacing, and canceling orders.

Trading capability exists only on the trading URL. Connect the trading URL only if you want your assistant to be able to act on your account; otherwise use the read-only URL.

Prerequisites

Before you begin, make sure you have:

A Clear Street login with access to at least one OEMS trading account.
For order placement: the Trade permission on the account(s) you want to trade.
An MCP-compatible client: Claude (claude.ai), Claude Code, ChatGPT, or another client that supports custom MCP connectors.
The Clear Street OAuth Client ID for the MCP connector:
- mOHlYq3NMBFqjDCo2NWkKQKSdzqIgE2O

Signing in always goes through the standard Clear Street login page. Your AI assistant never sees your password, and no client secret is required — leave the client secret field blank wherever it appears.

Setup

Claude (claude.ai)

Go to Settings → Connectors → Add custom connector.
Enter the URL for your chosen endpoint (read-only or trading).
Expand Advanced settings and enter the Client ID. Leave the client secret blank.
Click Add, then Connect, and sign in with your Clear Street credentials.

Claude Code

Add the server with a single command. Use the read-only URL below, or substitute the trading URL if you want order placement from Claude Code.

claude mcp add --transport http clear-street \
  https://api.clearstreet.com/v1/mcp \
  --client-id mOHlYq3NMBFqjDCo2NWkKQKSdzqIgE2O --callback-port 8976

Then, inside Claude Code, run /mcp, select clear-street → Authenticate, and sign in through the Clear Street login page that opens in your browser.

The --callback-port 8976 flag is required, not optional. Without it, Claude Code listens on a random port for the sign-in redirect, and Clear Street’s identity provider only accepts an exactly-registered callback URL — so sign-in fails with a redirect mismatch. If you already added the server without the flag, remove and re-add it.

You will always be asked to enter your credentials during authentication, even if you are already signed in to Clear Street elsewhere. This is a deliberate security measure for locally installed clients, not a bug.

ChatGPT

Enable developer mode: Settings → Security and login → Enable Developers mode.
Go to Settings → Plugins → Browse Plugins to create a new plugin:
- MCP server URL: your chosen endpoint (read-only or trading).
- Authentication: OAuth. Choose the custom/existing OAuth client option, paste the Client ID, and leave the client secret blank.
ChatGPT displays the connector’s callback URL (e.g. https://chatgpt.com/connector/oauth/…). If sign-in fails with a redirect error, this callback URL needs to be allowlisted — see Troubleshooting.
Click Connect and sign in with your Clear Street credentials.

Verify the connection after you have restarted or reloaded the MCP client.

Using it

Start with your accounts. Ask “List my accounts” to see what you can access.
Single vs. multiple accounts. With one account, tools work automatically. With several, tell the assistant which account you mean (or it will ask).
Restrict a connector to specific accounts (optional). Append ?account_id=<id> to the endpoint URL to hard-limit the connector to one or more accounts. It is repeatable — for example: …/v1/mcp?account_id=122503&account_id=122504. The assistant cannot touch accounts outside this filter, regardless of your entitlements.
Order confirmation. On the trading URL, both Claude and ChatGPT are able to submit orders without approvals.

Example prompts

Once connected, you can ask things like:

Account & Portfolio

“What’s my current balance and buying power?”
“Show me all my open positions.”
“How has my portfolio performed over the last month?”
“Show me my open orders.”
“Show me the greeks for my options positions.”
“Tell me about theta decay for QQQ call options that are slightly out of the money expiring next week.”

Instrument Discovery, Research and Market Data

“What’s the latest quote for NVDA?”
“Are the markets open right now?”
“Find recent news on TSLA.”
“Pull the latest income statement for AAPL.”
“What is the analyst consensus on SpaceX?”
“Compare the fundamentals of Intel and AMD.”
“What energy companies have upcoming dividends?”

Trading (trading endpoint)

“Place a limit order to buy 10 shares of MSFT at $400.” (Orders are submitted directly without a confirmation step — use caution.)
“Cancel my open order for TSLA.”

These examples are for illustration only and are not a recommendation or endorsement of any security or strategy.

Available tools

The tools below are exposed by the Clear Street MCP server. Read-only tools are available on both endpoints; order-placement tools are available only on the trading endpoint and require the Trade permission.

Account & Portfolio

Tool	Description
`list_accounts`	List every account you can access and whether trading is enabled
`get_account_balances`	Buying power, cash, equity, margin, P&L, and optional top margin contributors
`get_account_positions`	Current positions with quantities, market value, and P&L
`get_portfolio_history`	Daily equity and realized/unrealized/day/net P&L over a date range
`get_orders`	List current and historical orders with status, symbol, instrument, and date filters
`get_order_by_id`	Fetch a single order by engine order ID or client order ID

Instrument Discovery

Tool	Description
`get_instruments`	List instruments with filters for type, borrow, margin, and restrictions
`get_instrument_by_id`	Detailed reference data for one instrument (optionally with option expiry dates)
`search_instruments`	Free-text search by symbol, company name, CUSIP, ISIN, or OPRA root
`get_option_contracts`	Option contracts for an underlier, with expiration, strike, and call/put filters

Instrument Research

Tool	Description
`screen_instruments`	Screen the instrument universe with structured filters and sorts over fundamentals, analyst, and liquidity fields
`get_instrument_fundamentals`	Company profile and fundamentals — market cap, P/E, dividend yield, beta, sector
`get_instrument_analyst_reporting`	Analyst consensus, rating distribution, and price targets
`get_instrument_income_statements`	Income statements, with optional filing-date range
`get_instrument_balance_sheets`	Balance sheet statements, with optional filing-date range
`get_instrument_cash_flow_statements`	Cash flow statements, with optional filing-date range
`get_instrument_events`	Earnings, dividend, and split history for one instrument
`get_all_instrument_events`	Earnings, dividends, splits, and IPOs across instruments
`get_news`	News and press releases with time, publisher, instrument, and sector filters

Instrument Market Data

Tool	Description
`get_market_data_snapshot`	Current L1 snapshot — quote, last trade, and session change
`get_market_data_daily_summary`	Latest daily OHLV summary for one or more instruments

Calendar

Tool	Description
`get_market_hours`	US equities/options market hours, current session, and next sessions
`get_clock`	Current server clock in UTC

Trading (trading endpoint only)

Tool	Description
`submit_orders`	Place one or more orders
`replace_order`	Modify an existing open order
`cancel_order`	Cancel a specific open order
`cancel_open_orders`	Cancel all open orders for an account
`close_position`	Flatten a single position with a market DAY order
`close_positions`	Flatten all non-cash positions in the account

For full details on order types, fields, statuses, and account metrics, see the Trading and Trading Account Metrics guides.

What your assistant can access

When you connect over MCP, your assistant can read the account data you’re entitled to — including account details, positions, balances, and order history — through the read-only tools.

The assistant can place or modify orders only when both of the following are true:

You connected using the trading endpoint (/v1/mcp/trading), and
Your Clear Street login has the Trade permission on the account in scope.

The read-only endpoint cannot place orders under any circumstances. You can further narrow access to specific accounts with the ?account_id= filter described in Using it.

Security & responsible use

Your credentials stay with Clear Street. Authentication always happens on the Clear Street login page over OAuth. Your assistant never sees your password, and no client secret is required.
Never paste credentials or keys into chat. Configure connections only through your MCP client’s connector settings.
Start read-only. If you only need research and monitoring, use the read-only endpoint so no orders can be placed.
AI assistants can make mistakes. They may misinterpret instructions or act on incomplete information. Review account activity and open orders regularly.

Troubleshooting

Symptom	Fix
”No OEMS accounts are available for this connection”	Your login has no OEMS account entitlement, or your URL’s `account_id` filter has a typo. Verify the account ID; if access was just granted, retry in a minute. Contact Clear Street support if the issue persists.
Sign-in redirect / callback error	The client’s callback URL isn’t allowlisted. Contact Clear Street support with the callback URL shown by your client.
Connector worked, now every call fails with auth errors	Re-authenticate. In Claude, reconnect the connector; in Claude Code, run `/mcp → Authenticate`; in ChatGPT, reconnect in settings. Tokens expire and need to be refreshed.
Trading tools don’t appear	You’re on the read-only URL, or your login lacks the Trade permission on any account in scope. Reconnect using the trading URL and confirm your permissions.
Newly authenticated server’s tools don’t show up	Some clients load tools only at startup. Fully restart the client after authenticating.

Disclosures

By enabling an AI agent, you acknowledge that:

The AI agent may execute trades without input on each transaction;
Agentic/AI-driven trading involves significant risk including possible loss of capital;
You are solely responsible for reviewing and monitoring account activity.
Information provided through the Assistant may not be complete or current.

Any decisions you make or permit the AI agent to make based on information are your responsibility. Clear Street works to provide accurate and up-to-date information; however, delays, data errors, and system issues may occur. Information presented to the AI agent may not reflect your most recent transactions, valuations, corporate actions, interest or dividend payments, fees, or margin balances. For complete and accurate information, please refer to your official brokerage statements and trade confirmations available in Clear Street web or mobile application, which will always control in the event of discrepancies. The AI agent does not consider your financial objectives, risk tolerance, time horizon, or other personal factors. Before making any investment decision, you should consult a qualified financial professional or review publicly available information. Brokerage services provided by Clear Street LLC, Member FINRA, CFTC, NFA & SIPC. See www.clearstreet.io/legal/regulatory-disclosures.

Omni AI and Clear Street MCP services are provided by Clear Street Technologies LLC. This guide is for informational purposes only and is not investment advice.