Skip to content

Connecting a Client

The MCP endpoint is {APP_URL}/mcp, over Streamable HTTP.

After signing in, open /connector-setup in the dashboard: it has copy-ready commands, configuration files, authentication steps and troubleshooting for Claude, Claude Code, Codex, Cursor, VS Code, Antigravity 2, Gemini Spark and generic MCP clients. This page is the summary.

Two ways to authorize

Point the client at the URL and let it do the rest. It discovers the authorization server through /.well-known/oauth-protected-resource, registers itself dynamically, and sends you to the consent screen. Manage or revoke that grant later on the OAuth Clients page.

json
{
  "mcpServers": {
    "finance": {
      "type": "http",
      "url": "https://finance.example.com/mcp"
    }
  }
}

Personal access token

Create one on the Access Tokens page — it is shown once — and send it as a bearer token.

json
{
  "mcpServers": {
    "finance": {
      "type": "http",
      "url": "https://finance.example.com/mcp",
      "headers": { "Authorization": "Bearer mcp_..." }
    }
  }
}
bash
claude mcp add --transport http finance https://finance.example.com/mcp \
  --header "Authorization: Bearer mcp_..."

Where each client keeps its configuration

ClientProject fileNote
Claude Code.mcp.jsonRepository root. Each user approves the server once.
Cursor.cursor/mcp.jsonOverrides the same server name in ~/.cursor/mcp.json.
VS Code.vscode/mcp.jsonRoot key is servers, not mcpServers.
Codex.codex/config.tomlTOML, and only for projects you have trusted.
Antigravity 2.agents/mcp_config.jsonAlongside the global ~/.gemini/config/mcp_config.json.
Gemini SparkAccount-level Connected Apps; no project file.
Claude Web, Desktop, CoworkConnectors are per account; no project file.
Windsurf, ClineGlobal configuration only.

Verifying the connection

Call whoami. It reports the current MCP user and which authorization method carried the request — the fastest way to tell a working token from a working OAuth grant, and either from an anonymous request.

Limits

Tool responses are capped at 1 MB. Narrow a large request by symbol count, date range or summary modules rather than retrying it unchanged.

Market data is delayed and provided as-is. Not investment advice.