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

# Claude Code

> Add the Aries MCP server to Claude Code via the CLI. Use the HTTP transport and your Client ID, then authenticate with /mcp to complete the OAuth screen.

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 and your **Client ID**, then complete the **OAuth screen** using `/mcp`.

***

## What you need

* An **Aries account** and access to [Client Center / Manage Account](https://app.aries.com/client-center).
* **Claude Code** installed ([Claude Code](https://code.claude.com/)).

***

## 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](../mcp-auth#step-1-create-an-oauth-app-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**](../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 enter the Client ID when adding the server).

***

## Step 2: Add the Aries MCP server in Claude Code

Claude Code uses the **HTTP transport** for remote MCP servers. **Client ID is required** - the Aries MCP server will not connect without it. 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`

### Option A - Command (recommended)

Replace `YOUR_CLIENT_ID` with your Client ID from Step 1. You must include `--client-id` for the connection to work.

```bash theme={null}
claude mcp add --transport http --client-id YOUR_CLIENT_ID aries https://mcp.aries.com/mcp
```

### Option B - Add the same config as JSON

If you prefer to edit config directly, add the Aries server in the `mcpServers` object with your **Client ID** (required). Replace `YOUR_CLIENT_ID` with your Client ID from Step 1.

```json theme={null}
{
  "mcpServers": {
    "aries": {
      "type": "http",
      "url": "https://mcp.aries.com/mcp",
      "oauth": {
        "clientId": "YOUR_CLIENT_ID"
      }
    }
  }
}
```

Or add it via the CLI without editing the file:

```bash theme={null}
claude mcp add-json aries '{"type":"http","url":"https://mcp.aries.com/mcp","oauth":{"clientId":"YOUR_CLIENT_ID"}}'
```

Replace `YOUR_CLIENT_ID` with your actual Client ID, then run the command.

### Verify

```bash theme={null}
claude mcp list
```

<Warning>
  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.
</Warning>

***

## 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).
2. Run the **`/mcp`** command (type `/mcp` in the Claude Code chat or prompt).
3. When prompted, choose to **authenticate** for the Aries server. Your browser opens the **Aries OAuth screen** (sign-in and consent page).
4. **Sign in** with your Aries credentials, review the permissions, and click **Allow** or **Approve**.

<Warning>
  **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.
</Warning>

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

| Issue                         | What to do                                                                                                                                                                 |
| ----------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **"redirect\_uri\_mismatch"** | In [Client Center / Manage Account](https://app.aries.com/client-center), set the OAuth redirect URI to exactly `https://mcp.aries.com/auth/callback` (no trailing slash). |
| **"invalid\_client"**         | Confirm your Client ID is correct and the client is active in Client Center / Manage Account.                                                                              |
| **OAuth / auth errors**       | Run `/mcp` again and complete the OAuth screen; use "Clear authentication" in the `/mcp` menu if you need to sign in again.                                                |
| **Server not listed**         | Run `claude mcp list` to confirm the server is configured. Add it again with the command in Step 2 if needed.                                                              |

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 at 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="claude-desktop" width="555" height="552" data-path="logo/claude-logo.png">
    Connect Claude Desktop app to Aries.
  </Card>

  <Card title="Cursor" icon="https://cdn.simpleicons.org/cursor" href="cursor">
    Add Aries MCP server 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="chatgpt" width="2121" height="2160" data-path="logo/chatgpt-logo.png">
    Connect ChatGPT to Aries via MCP.
  </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>