Demo: MCP Server for SnapTrade Integration with Claude AI

This GitHub repository showcases a demonstration project for integrating an MCP (Model Context Protocol) server with SnapTrade, enabling a connection to Anthropic's Claude AI. It illustrates how financial account data, accessed via SnapTrade, can be made available to Claude through the MCP framework.

Project Overview:

This proof-of-concept demonstrates a basic pipeline:

• SnapTrade Integration: Connects to SnapTrade's API to access financial account information.
• MCP Server Implementation: Exposes SnapTrade functionalities and data through the Model Context Protocol.
• Claude Connectivity: Allows Claude, or other MCP-compatible AI models, to interact with the data exposed by the MCP server.

The goal is to provide a simple example of how an MCP server can be built to bridge AI models with third-party APIs like SnapTrade.

Important Setup Instructions

To run this demo, you will need to:

• Sign up for SnapTrade: You must create your own SnapTrade account to obtain a unique Client ID and Client Secret.
• Register a Demo User: Utilize the user registration process available on SnapTrade's API documentation demo page. This will provide you with the necessary user credentials.
• Configure Environment Variables: Once you have your SnapTrade Client ID, Client Secret, and registered user details, populate these values in the .env file located in the build output folder of this project. See the .env.example file for an example.

You will also need to configure your Claude Desktop app to load the new MCP server, like so:

{
  "mcpServers": {
    "SnapTrade": {
      "command": "/home/username/projects/mcp-snaptrade/bin/cli"
    }
  }
}

Please Note:

• USE AT YOUR OWN RISK
• Demo Purposes Only: This project is intended as a demonstration and a learning tool. It is not designed for production use and may not cover all edge cases or possess robust error handling.
• Personal Project & Likely Unmaintained: This repository is a personal project. As such, it is unlikely to receive regular updates, bug fixes, or active maintenance. Please use it as-is with this understanding.

I hope this example provides a helpful starting point for understanding how MCP servers can facilitate connections between AI models and external data services like SnapTrade!