> ## 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.ai (Web)

> Connect Claude in the browser (claude.ai) to Aries via MCP. Add a custom connector with the MCP URL and your Client ID, then complete the OAuth screen once.

Connect **Claude.ai** (Claude in your browser at [claude.ai](https://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.

***

## What you need

* An **Aries account** and access to [Client Center / Manage Account](https://app.aries.com/client-center).
* Access to [claude.ai](https://claude.ai) in your browser.

***

## 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). 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 app in Client Center / Manage Account**](../mcp-auth#step-1-create-an-oauth-app-in-client-center-manage-account). 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).

***

## 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**](https://claude.ai), 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 / Manage Account in Step 1). **Client ID is required** - the connection will not work without it.
5. **Finalize:** Click **Add**.

<Warning>
  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 / Manage Account when generating your API key, not in the connector.
</Warning>

***

## 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.

<Warning>
  **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 app from [Client Center / Manage Account](../mcp-auth#step-1-create-an-oauth-app-in-client-center-manage-account), then complete the sign-in steps again.
</Warning>

After you approve, the MCP gateway completes the token exchange. You'll see a success message or return to Claude.ai.

***

## 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.

***

## 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). 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 / Manage Account.                                                                                                                                                                                                                                      |
| **"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 it** | The 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 app in Client Center / Manage Account](../mcp-auth#step-1-create-an-oauth-app-in-client-center-manage-account), add the connector with the new Client ID, and complete sign-in again. |
| **Claude doesn't see Aries**                       | Ensure 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](/api-reference/oauth2/guide#troubleshooting).

***

## 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.

```mermaid theme={null}
flowchart LR
    subgraph S1["Step 1 - Client Center / Manage Account"]
        direction TB
        A1[Open Client Center / Manage Account, go to API]
        A2[Click Generate Key]
        A3[Set redirect URI, fill scopes]
        A4[Save and copy Client ID]
        A1 --> A2 --> A3 --> A4
    end
    subgraph S2["Step 2 - Claude.ai"]
        direction TB
        B1[Open Claude, Settings]
        B2[Connectors tab]
        B3[Add custom connector]
        B4[Name, Remote MCP URL, OAuth Client ID, Add]
        B1 --> B2 --> B3 --> B4
    end
    subgraph S3["Step 3 - OAuth screen"]
        direction TB
        C1[Use connector in Claude]
        C2[Browser opens Aries OAuth screen]
        C3[Sign in and click Allow]
        C4[Gateway exchanges code for tokens]
        C1 --> C2 --> C3 --> C4
    end
    subgraph S4["Step 4 - Connected"]
        direction TB
        D1[Claude linked to Aries]
        D2[Ask for portfolio, orders, data]
        D1 --> D2
    end
    S1 --> S2 --> S3 --> S4
```

<AccordionGroup>
  <Accordion title="Step 1: Client Center / Manage Account - get Client ID" icon="key">
    <span id="how-step-1" />

    **Where:** [Client Center / Manage Account -> API](https://app.aries.com/client-center)

    1. Open Client Center / Manage Account 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).
  </Accordion>

  <Accordion title="Step 2: Claude.ai - register the connector" icon="plug">
    <span id="how-step-2" />

    **Where:** [claude.ai](https://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**.
  </Accordion>

  <Accordion title="Step 3: OAuth screen - grant permission" icon="right-to-bracket">
    <span id="how-step-3" />

    **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.
  </Accordion>

  <Accordion title="Step 4: Connected - use Claude with Aries" icon="circle-check">
    <span id="how-step-4" />

    **Where:** Claude.ai

    Claude is linked to your Aries account. Ask for portfolio, market data, or orders; Claude uses the Aries API with the permissions you approved.
  </Accordion>
</AccordionGroup>

***

## Next steps

<CardGroup cols={2}>
  <Card title="MCP Authentication" icon="plug" href="../mcp-auth">
    Common steps and all supported platforms.
  </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="Claude Mobile" icon="https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/claude-logo.png?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=6d1a1f6f2994b271ef33f45241b5dac4" href="claude-mobile" width="555" height="552" data-path="logo/claude-logo.png">
    Connect Claude on your phone to Aries.
  </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="claude-code" width="555" height="552" data-path="logo/claude-logo.png">
    Add Aries MCP via Claude Code CLI.
  </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>