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

# ChatGPT

> Connect ChatGPT to Aries via MCP. Create an app in ChatGPT (developer mode), set MCP URL and OAuth, use User-Defined OAuth Client with your Client ID, then Connect to complete the Aries OAuth screen.

Connect **ChatGPT** to Aries so you can use the Aries API (portfolio, market data, orders) from ChatGPT. You create an app in ChatGPT with the Aries MCP server URL and OAuth, add your **Client ID** in **User-Defined OAuth Client** settings, then click **Connect** - your browser opens the **Aries OAuth screen** where you sign in with your Aries credentials and grant access (same flow as other platforms).

***

## What you need

* An **Aries account** and access to [Client Center / Manage Account](https://app.aries.com/client-center).
* Access to [ChatGPT](https://chatgpt.com) with **developer mode** (or app/connector settings) so you can create and configure apps.

***

## Step 1: Get your Client ID from Client Center / Manage Account

[Create an OAuth app in Client Center / Manage Account](../mcp-auth#step-1-create-an-oauth-app-in-client-center-manage-account) and copy your **Client ID**. You will paste it into ChatGPT in Step 2. Use the same redirect URI as other MCP platforms; you do **not** need to add any callback URL from ChatGPT into Client Center / Manage Account.

**Do this first:** [**Create an OAuth app in Client Center / Manage Account**](../mcp-auth#step-1-create-an-oauth-app-in-client-center-manage-account). Set the redirect URI to `https://mcp.aries.com/auth/callback`. Copy your **Client ID**. You only need to add this Client ID in ChatGPT.

***

## Step 2: Create the app in ChatGPT and add your Client ID

Create the app in ChatGPT, then in **Advanced settings** select **User-Defined OAuth Client** and paste your Client ID. ChatGPT handles the OAuth flow.

1. Open **ChatGPT** and go to **Settings** (or your profile/settings).
2. Find **Apps** (or **Connectors** / **Developer**). If you need **developer mode**, enable it in settings so you can create custom apps.
3. Click **Create app** or **Add** to add a new app.
4. Fill in the app details:
   * **Name** - e.g. **aries** (or any name you prefer).
   * **MCP Server URL** - Enter this **exact** URL (fixed for all users):
     ```
     https://mcp.aries.com/mcp
     ```
   * **Authentication** - Select **OAuth**.
5. Open **Advanced settings** (expand the section). In **OAuth advanced settings**:
   * For **Registration method**, select **User-Defined OAuth Client**.
   * In **OAuth Client ID (Optional)**, paste your **Client ID** from Step 1. For Aries, the Client ID is required.
6. Read the warning about custom MCP servers. Check **I understand and want to continue** if shown.
7. Click **Create** (or **Add**) to create the app.

<Info>
  **Token endpoint auth method** - If shown, **client\_secret\_post** is typically used. You do not need to change it when using only Client ID.
</Info>

***

## Step 3: Click Connect and complete the Aries OAuth screen

Once the app is created, connect it to your Aries account.

1. In ChatGPT, find your Aries app and click **Connect** (or the equivalent action to start the connection).
2. Your **browser** opens the **Aries OAuth screen** (sign-in and consent page). This is the same flow as on other platforms (Claude, Cursor, etc.).
3. **Sign in** with your Aries email and password.
4. Review the permissions and click **Allow** or **Approve** to grant access.

<Warning>
  **First-time permission grant:** This screen appears **only the first time** you connect. If you close it without clicking **Allow**, it may not appear again. Complete sign-in and click **Allow** or **Approve** before closing the tab.
</Warning>

After you approve, Aries redirects back to ChatGPT and the token exchange completes. You will see a success message or return to ChatGPT.

***

## Step 4: You're connected

ChatGPT is now linked to your Aries account. You can ask in natural language for portfolio info, market data, or to place orders - same as on other platforms. ChatGPT uses the Aries API with the permissions you granted.

***

## Troubleshooting

| Issue                                              | What to do                                                                                                                                                                                                        |
| -------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **"redirect\_uri\_mismatch"**                      | In [Client Center / Manage Account](https://app.aries.com/client-center), set the OAuth redirect URI to `https://mcp.aries.com/auth/callback` (same as other MCP platforms).                                      |
| **"invalid\_client"**                              | Confirm your Client ID is correct and the client is active in Client Center / Manage Account. Ensure you selected **User-Defined OAuth Client** and pasted the Client ID in the OAuth Client ID field in ChatGPT. |
| **Permission screen didn't appear or I missed it** | The grant screen only appears the first time. Complete sign-in and click **Allow** before closing the browser tab. If you missed it, remove the app and add it again, then Connect and complete the OAuth screen. |

More help: [OAuth2 Guide - Troubleshooting](/api-reference/oauth2/guide#troubleshooting).

***

## Next steps

<CardGroup cols={2}>
  <Card title="MCP Authentication" icon="plug" href="../mcp-auth">
    Common steps and all supported platforms.
  </Card>

  <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="claude-web" width="555" height="552" data-path="logo/claude-logo.png">
    Connect Claude in the browser to Aries.
  </Card>

  <Card title="Cursor" icon="https://cdn.simpleicons.org/cursor" href="cursor">
    Add Aries MCP server in Cursor.
  </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="claude-desktop" width="555" height="552" data-path="logo/claude-logo.png">
    Connect Claude Desktop to Aries.
  </Card>

  <Card title="Perplexity" icon="https://cdn.simpleicons.org/perplexity" href="perplexity">
    Connect 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="copilot-studio" width="554" height="554" data-path="logo/copilot.jpg">
    Add Aries MCP tool in Copilot Studio.
  </Card>
</CardGroup>