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Connect Perplexity to Aries so you can use the Aries API (portfolio, market data, orders) from Perplexity. You add the Aries MCP server with your Client ID, then complete the OAuth screen in your browser when prompted (same flow as other platforms).

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What you need

  • An Aries account and access to Client Center.
  • Access to Perplexity with the ability to add custom connectors or MCP servers (e.g. in Settings or your account).

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Step 1: Get your Client ID from Client Center

Create an OAuth client in Client Center and copy your Client ID. You will use it when adding the Aries MCP connector in Perplexity. Do this first: Create an OAuth client in Client Center. Set the redirect URI to https://mcp.aries.com/auth/callback. Copy your Client ID. You only need to add this Client ID in Perplexity.

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Step 2: Add the Aries custom connector in Perplexity

  1. Log into Perplexity and go to Account settings → Connectors. (For org admins: Enterprise settings → Permissions → Connectors.)
  2. Click + Custom connector → Select Remote.
  3. Fill in:
    • Name — e.g. Aries or Aries MCP (or any name you prefer).
    • MCP Server URL — Enter this exact URL (fixed for all users; Streamable HTTP endpoint): 
      https://mcp.aries.com/mcp
    • Authentication — Select OAuth 2.0.
    • Client ID — Paste your Client ID from Step 1. For Aries, only the Client ID is required. Perplexity auto-detects OAuth endpoints via discovery when available.
    • Optional: Description, icon (≤128 KB), or transport type if the UI offers them.
  4. Acknowledge the risks and click Add. The connector appears in your list.
Enter 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 set in Client Center when you generate your API key.

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Step 3: Start the OAuth flow and authorize

  1. In Perplexity, click the Aries connector (from your connectors list) to start the OAuth flow.
  2. Your browser opens the Aries OAuth screen (sign-in and consent page). You authorize via Aries so Perplexity can access the API on your behalf.
  3. Sign in with your Aries email and password.
  4. Review the permissions and click Allow or Approve to grant access.
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.
After you approve, Aries redirects back and the token exchange completes. You will see a success message or return to Perplexity.

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Step 4: Turn on the connector and test

  1. Toggle the connector on under Sources in Perplexity chats (so the Aries connector is enabled for your conversations).
  2. Test with a query that uses the connector, e.g. Use [Aries] to fetch my data or ask for portfolio info, market data, or orders. Perplexity will invoke the Aries MCP tools within the permissions you granted.

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Step 5: You’re connected

Perplexity is now linked to your Aries account. You can ask for portfolio info, market data, or to place orders within the permissions you granted.

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Troubleshooting

IssueWhat to do
”redirect_uri_mismatch”In 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. Ensure you entered the Client ID in the Perplexity connector or OAuth settings.
Permission screen didn’t appear or I missed itThe grant screen only appears the first time. Complete sign-in and click Allow before closing the browser tab. If you missed it, remove the connector and add it again, then connect and complete the OAuth screen.
More help: OAuth2 Guide — Troubleshooting.

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Next steps

MCP Authentication

Common steps and all supported platforms.

Claude.ai (Web)

Connect Claude in the browser to Aries.

Cursor

Add Aries MCP server in Cursor.

ChatGPT

Connect ChatGPT to Aries via MCP app.

Claude Desktop

Connect Claude Desktop to Aries.

Claude Mobile

Connect Claude Mobile to Aries.

Claude Code

Add Aries MCP via Claude Code CLI.

Microsoft Copilot Studio

Add Aries MCP tool in Copilot Studio.