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Connect Claude.ai (Claude in your browser at claude.ai) to Aries so you can ask Claude for portfolio info, market data, or to place orders. You add your Client ID in a custom connector once, complete the OAuth screen to grant access, and you’re done.

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What you need

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

Your Client ID comes from an OAuth client you create in Client Center. You must set the OAuth redirect URI there at the time of API key generation — it is used for authentication only; the connector URL is separate (see Step 2). Do this once: Create an OAuth client in Client Center. When creating the key, set the redirect URI to https://mcp.aries.com/auth/callback. Then copy your Client ID (you only enter the Client ID in Claude).

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Step 2: Register the Aries connector in Claude.ai

Follow these steps to add Aries as a custom connector so Claude can use the Aries API.
  1. Access Settings: Open Claude, click your profile icon (bottom-left), and select Settings.
  2. Navigate to Connectors: Click on the Connectors tab.
  3. Add custom connector: Click Add custom connector.
  4. Enter details:
    • Name — Give your connector a name (e.g. “Aries” or “Aries Trading”).
    • Remote MCP server URL — Enter this exact URL (fixed for all users): 
      https://mcp.aries.com/mcp
    • Advanced settings — Enter your OAuth Client ID (the Client ID you copied from Client Center in Step 1). Client ID is required — the connection will not work without it.
  5. Finalize: Click Add.
Enter the Remote 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 — you set that in Client Center when generating your API key, not in the connector.

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Step 3: Complete the OAuth screen and grant permission

When you use the Aries connector for the first time, Claude will send you to Aries to authorize.
  1. In Claude.ai, use the Aries connector (e.g. start a chat that uses it or enable it).
  2. Your browser opens the Aries OAuth screen (sign-in and consent page).
  3. Sign in with your Aries credentials and review the permissions.
  4. Click Allow or Approve to grant access.
First-time permission grant: The permission screen appears only the first time you connect. If you miss it or close it without clicking Allow, it may not appear again in the same way. If that happens, remove the connector and add it again, or use a new OAuth client in Client Center, then complete the OAuth screen and grant permission.
After you approve, the MCP gateway completes the token exchange. You’ll see a success message or return to Claude.ai.

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Step 4: You’re connected

Claude.ai is now linked to your Aries account. You can ask in plain 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.

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Troubleshooting

IssueWhat to do
“redirect_uri_mismatch”In Client Center, set the OAuth redirect URI to exactly https://mcp.aries.com/auth/callback (no trailing slash). This is set when you generate the API key.
“invalid_client”Confirm your Client ID is correct and the client is active in Client Center.
“invalid_grant” or “code expired”The authorization code is one-time use. Start the connection again and complete the OAuth screen without delay.
Permission screen didn’t appear or I missed itThe grant screen only appears the first time. Try removing the connector and adding it again with the same Client ID, or create a new OAuth client in Client Center and add the connector with the new Client ID, then complete the OAuth screen.
Claude doesn’t see AriesEnsure the custom connector is added with Remote MCP server URL https://mcp.aries.com/mcp and your OAuth Client ID in Advanced settings, and that you completed Step 3 (OAuth screen and approval).
More help: OAuth2 Guide — Troubleshooting.

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How it works

The flowchart below shows the full connection flow. The sections under it are expandable — closed by default; click a step heading to open and see the details.
Where: Client Center → API
  1. Open Client Center and go to the API section.
  2. Click Generate Key.
  3. Fill in client name, Redirect URI https://mcp.aries.com/auth/callback, and scopes. The redirect URI is for authentication only.
  4. Save and copy your Client ID (you only enter this in Claude).
Where: claude.ai → Profile icon (bottom-left) → Settings → Connectors
  1. Open Claude, click your profile icon (bottom-left), select Settings, then the Connectors tab.
  2. Click Add custom connector.
  3. Enter Name, Remote MCP server URL https://mcp.aries.com/mcp, and in Advanced settings your OAuth Client ID.
  4. Click Add.
Where: Your browser (Aries OAuth screen)
  1. Use the Aries connector in Claude; your browser opens the Aries OAuth screen.
  2. Sign in and click Allow or Approve. The first-time permission grant appears only once — don’t miss it.
  3. The gateway completes the token exchange; you’re connected.
Where: Claude.aiClaude is linked to your Aries account. Ask for portfolio, market data, or orders; Claude uses the Aries API with the permissions you approved.

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Next steps

MCP Authentication

Common steps and all supported platforms.

Claude Desktop

Connect Claude Desktop app to Aries.

Claude Mobile

Connect Claude on your phone to Aries.

Claude Code

Add Aries MCP via Claude Code CLI.

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.