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

# Perplexity

> Connect Perplexity to Aries via MCP. Account settings > Connectors > + Custom connector (Remote), add MCP URL and OAuth Client ID, then click the connector to authorize and toggle it on under Sources.

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).

***

## What you need

* An **Aries account** and access to [Client Center / Manage Account](https://app.aries.com/client-center).
* Access to [Perplexity](https://www.perplexity.ai) with the ability to add custom connectors or MCP servers (e.g. in Settings or your account).

***

## Step 1: Get your Client ID from Client Center / Manage Account

[Create an OAuth app in Client Center / Manage Account](../mcp-auth#step-1-create-an-oauth-app-in-client-center-manage-account) and copy your **Client ID**. You will use it when adding the Aries MCP connector in Perplexity.

**Do this first:** [**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 need to add this Client ID in Perplexity.

***

## 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 (up to 128 KB), or transport type if the UI offers them.
4. Acknowledge the risks and click **Add**. The connector appears in your list.

<Warning>
  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 / Manage Account when you generate your API key.
</Warning>

***

## 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.

<Warning>
  **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.
</Warning>

After you approve, Aries redirects back and the token exchange completes. You will see a success message or return to Perplexity.

***

## 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.

***

## 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.

***

## 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 `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 / Manage Account. Ensure you entered the Client ID in the Perplexity connector or OAuth settings.                                           |
| **Permission screen didn't appear or I missed it** | The 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](/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 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 app.
  </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 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 Mobile 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="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>