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Connect Claude Code (Claude’s IDE and CLI) to Aries so you can ask Claude to check your portfolio, get market data, or place orders from the terminal or editor. You add the Aries MCP server once with the fixed URL, then sign in using /mcp. Aries asks for your Client ID in the browser when you sign in.

What you need


Step 1: Get your Client ID (common for all platforms)

Your Client ID comes from an OAuth app you create in Client Center / Manage Account. Set the OAuth redirect URI there when you generate the key (for authentication only). Then copy your Client ID. Do this once: 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 enter it in the browser when you sign in, in Step 3).

Step 2: Add the Aries MCP server in Claude Code

Claude Code uses the HTTP transport for remote MCP servers. You don’t need to add your Client ID here: Aries asks for it in the browser when you sign in. Add the server from the terminal with a command or by adding the same config as JSON (config is stored in ~/.claude.json or project .mcp.json depending on scope). MCP server URL (fixed for all users): https://mcp.aries.com/mcp --scope user makes Aries available in every project. Without it, the server only works in the directory where you ran the command.

Option B - Add the same config as JSON

If you prefer to edit config directly, add the Aries server in the mcpServers object:
Or add it via the CLI without editing the file:
To skip the Client ID page when you sign in, add --client-id YOUR_CLIENT_ID to the command, or "oauth": {"clientId": "YOUR_CLIENT_ID"} to the JSON config.

Verify

Use the MCP server URL exactly as shown: https://mcp.aries.com/mcp (no trailing slash). The OAuth redirect URI (https://mcp.aries.com/auth/callback) is only for authentication and is set in Client Center / Manage Account when you generate your API key.

Step 3: Complete the OAuth screen and grant permission

The first time you use the Aries MCP server, you must complete the Aries OAuth screen and grant access.
  1. Open Claude Code (in the terminal or your editor). If it was already running when you added the server and aries doesn’t appear in /mcp, restart Claude Code.
  2. Run the /mcp command, select aries, and choose Authenticate. Your browser opens. From a terminal, claude mcp login aries does the same.
  3. If Aries asks for your Client ID on the Enter your Aries Client ID page, paste your Client ID from Step 1 and click Continue.
  4. Sign in with your Aries credentials, review the permissions, and click Allow or Approve.
First-time permission grant: This permission 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.
After you approve, the MCP gateway completes the token exchange. You’ll see a success message or return to Claude Code.

Step 4: You’re connected

Claude Code can now use the Aries API. You can ask in natural language, for example:
  • “What’s in my Aries portfolio|”
  • “What’s the current price of AAPL|”
  • “Place a limit buy order for 10 shares of MSFT at $400.”
Claude uses the Aries API with the permissions you granted.

Troubleshooting

More help: OAuth2 Guide - Troubleshooting.

Next steps

MCP Authentication

Common steps and all supported platforms.

Claude.ai (Web)

Connect Claude in the browser at claude.ai.

Claude Desktop

Connect Claude Desktop app to Aries.

Cursor

Add Aries MCP server in Cursor.

ChatGPT

Connect ChatGPT to Aries via MCP.

Perplexity

Connect Perplexity to Aries via MCP.

Microsoft Copilot Studio

Add Aries MCP tool in Copilot Studio.