> ## Documentation Index
> Fetch the complete documentation index at: https://finance.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# MCP Authentication

> Connect your favorite AI assistant, such as Claude, ChatGPT, Cursor, or Perplexity, to the Aries trading platform using **MCP (Model Context Protocol)**.

## Add MCP Server to All Platforms

1. **Generate your MCP key (Client ID)** - Open [Client Center / Manage Account](https://app.aries.com/client-center), go to the **API** section, and click **Generate MCP Key**. Copy the key - this is your **Client ID**.

2. **Enter the Remote MCP server URL** - In your platform, add Aries as a custom connector / MCP server using this **exact** URL (no trailing slash):

   ```
   https://mcp.aries.com/mcp
   ```

3. **Enter your Client ID** - Paste the MCP key you copied in step 1.

4. **Sign in and allow access** - Your platform opens the Aries sign-in page. Sign in and click **Allow** to finish.

***

## Detailed Guide By Platform

Aries MCP works with several platforms. Choose your platform for step-by-step setup instructions.

<CardGroup cols={3}>
  <Card title="Claude.ai (Web)" icon="https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/claude-logo.png?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=6d1a1f6f2994b271ef33f45241b5dac4" href="mcp-auth/claude-web" width="555" height="552" data-path="logo/claude-logo.png">
    Use Claude in your browser. Add the custom connector, enter the MCP URL and Client ID, and sign in.
  </Card>

  <Card title="Claude Desktop" icon="https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/claude-logo.png?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=6d1a1f6f2994b271ef33f45241b5dac4" href="mcp-auth/claude-desktop" width="555" height="552" data-path="logo/claude-logo.png">
    Connect Aries to Claude Desktop so you can trade and view market data.
  </Card>

  <Card title="Claude Mobile" icon="https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/claude-logo.png?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=6d1a1f6f2994b271ef33f45241b5dac4" href="mcp-auth/claude-mobile" width="555" height="552" data-path="logo/claude-logo.png">
    Connect Aries to Claude on your phone for voice or text-based help.
  </Card>

  <Card title="Claude Code" icon="https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/claude-logo.png?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=6d1a1f6f2994b271ef33f45241b5dac4" href="mcp-auth/claude-code" width="555" height="552" data-path="logo/claude-logo.png">
    Add the Aries MCP server from the command line, then sign in to connect.
  </Card>

  <Card title="Cursor" icon="https://cdn.simpleicons.org/cursor" href="mcp-auth/cursor">
    Add the Aries MCP server in Cursor and enter the MCP URL and Client ID.
  </Card>

  <Card title="ChatGPT" icon="https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/chatgpt-logo.png?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=ffb99f4fc9ff310ca93d51b4381f1b93" href="mcp-auth/chatgpt" width="2121" height="2160" data-path="logo/chatgpt-logo.png">
    Create an app in ChatGPT, add your Client ID, and click Connect.
  </Card>

  <Card title="Perplexity" icon="https://cdn.simpleicons.org/perplexity" href="mcp-auth/perplexity">
    Add a custom connector in Perplexity, then sign in to authorize it.
  </Card>

  <Card title="Microsoft Copilot Studio" icon="https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/copilot.jpg?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=dae46c1a81ccedbaf475bc8a9df18dc0" href="mcp-auth/copilot-studio" width="554" height="554" data-path="logo/copilot.jpg">
    Add an MCP tool in Copilot Studio and complete the manual OAuth setup.
  </Card>
</CardGroup>

***

## Quick reference

| Item                             | Value                                                                                                                                                           |
| -------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Where to create the app**      | [Client Center / Manage Account -> API](https://app.aries.com/client-center)                                                                                    |
| **MCP server URL**               | `https://mcp.aries.com/mcp`                                                                                                                                     |
| **Where to enter the Client ID** | **Cursor:** `auth.CLIENT_ID` in `mcp.json`. **ChatGPT / Perplexity:** In the connector or app settings. **Microsoft Copilot Studio:** In the manual OAuth form. |
| **What happens next**            | Your browser opens, you sign in to Aries, and you click **Allow** to finish the connection.                                                                     |
| **Setup type**                   | Create an OAuth app in Client Center / Manage Account, then enter its Client ID in your platform.                                                               |

***

## Static Client ID (without Dynamic Client Registration)

Aries MCP doesn't support [Dynamic Client Registration (DCR)](https://modelcontextprotocol.io/specification/2025-06-18/basic/authorization#dynamic-client-registration). Instead, [create your own OAuth app](#create-an-oauth-app), copy its **Client ID**, and add it in your platform (often a config file like `mcp.json`). Your browser then opens to sign in and allow access.

<Warning>
  **In short, a Client ID is a must.**
</Warning>

***

## Next steps

<CardGroup cols={2}>
  <Card title="Claude.ai (Web)" icon="https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/claude-logo.png?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=6d1a1f6f2994b271ef33f45241b5dac4" href="mcp-auth/claude-web" width="555" height="552" data-path="logo/claude-logo.png">
    Step-by-step instructions for adding the connector in Claude.ai.
  </Card>

  <Card title="Claude Desktop" icon="https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/claude-logo.png?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=6d1a1f6f2994b271ef33f45241b5dac4" href="mcp-auth/claude-desktop" width="555" height="552" data-path="logo/claude-logo.png">
    Step-by-step instructions for connecting Aries to Claude Desktop.
  </Card>

  <Card title="Claude Mobile" icon="https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/claude-logo.png?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=6d1a1f6f2994b271ef33f45241b5dac4" href="mcp-auth/claude-mobile" width="555" height="552" data-path="logo/claude-logo.png">
    Step-by-step instructions for connecting Aries to Claude on your phone.
  </Card>

  <Card title="Claude Code" icon="https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/claude-logo.png?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=6d1a1f6f2994b271ef33f45241b5dac4" href="mcp-auth/claude-code" width="555" height="552" data-path="logo/claude-logo.png">
    Step-by-step instructions for adding Aries MCP through the CLI.
  </Card>

  <Card title="Cursor" icon="https://cdn.simpleicons.org/cursor" href="mcp-auth/cursor">
    Step-by-step instructions for adding Aries MCP in Cursor.
  </Card>

  <Card title="ChatGPT" icon="https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/chatgpt-logo.png?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=ffb99f4fc9ff310ca93d51b4381f1b93" href="mcp-auth/chatgpt" width="2121" height="2160" data-path="logo/chatgpt-logo.png">
    Step-by-step instructions for creating the ChatGPT app and connecting it.
  </Card>

  <Card title="Perplexity" icon="https://cdn.simpleicons.org/perplexity" href="mcp-auth/perplexity">
    Step-by-step instructions for connecting Perplexity to Aries via MCP.
  </Card>

  <Card title="Microsoft Copilot Studio" icon="https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/copilot.jpg?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=dae46c1a81ccedbaf475bc8a9df18dc0" href="mcp-auth/copilot-studio" width="554" height="554" data-path="logo/copilot.jpg">
    Step-by-step instructions for adding an MCP tool in Copilot Studio.
  </Card>

  <Card title="OAuth2 Guide" icon="shield-halved" href="/api-reference/oauth2/guide">
    More details about scopes, security, and troubleshooting.
  </Card>
</CardGroup>
