Studio MCP Server
Connect AI assistants to Clear Street Studio with MCP
Connect AI assistants like Claude or ChatGPT to your Clear Street Studio data through the Model Context Protocol (MCP). Once connected, you can ask about your accounts, positions, orders, P&L, margin, corporate actions, transfers and reports in plain language. The assistant gets the same view of your data you have in Studio, and nothing more.
What is an MCP server?
MCP is an open standard that lets an AI assistant call tools that read live data from another system. The Clear Street Studio MCP server exposes Studio's data as a set of read-only tools. You sign in with your Clear Street login, and every request the assistant makes runs as you, with your Studio permissions.
What you can do
- Accounts and entities: look up the accounts and legal entities you have access to.
- Holdings, P&L and activity: review holdings, profit and loss, and trade and journal activity, both end-of-day and intraday.
- Orders, trades and positions: check today's orders, fills and positions, including locates, event contracts and digital assets.
- Risk and margin: see Reg-T, portfolio and market-maker margin, and run Reg-T what-if simulations.
- Corporate actions, transfers and reports: review voluntary corporate actions and elections, internal transfers, and scheduled reports.
Endpoint
| Endpoint | URL | What it does |
|---|---|---|
| Studio (read-only) | https://mcp.clearstreet.io/v1/studio/toolsets/public-api-read | Reads your Studio data. Cannot place, change or cancel orders, or move money. |
The server is currently read-only. An assistant connected to it can't trade or change anything on your accounts. If you're interested in an endpoint that can also place orders or make other changes, let your Clear Street representative know.
Before you start
You need:
- A Clear Street Studio login.
- MCP access enabled for your Studio user. If you don't have it yet, contact your Clear Street representative or Clear Street Support.
- A supported AI client: Claude (claude.ai, the Claude desktop app or the Claude mobile apps) or Claude Code.
You don't need an API key, an OAuth client ID or a client secret. Your client registers itself with the server automatically the first time you connect.
Set up your client
Claude (claude.ai, desktop and mobile)
- In Claude, open Settings → Connectors and choose Add custom connector.
- Enter a name, such as
Clear Street Studio API (read), and the server URL:https://mcp.clearstreet.io/v1/studio/toolsets/public-api-read - Leave Advanced settings (OAuth Client ID and Client Secret) empty.
- Select Add, then Connect.
- Sign in on the Clear Street login page, then select Allow on the consent screen.
The connector is then available in Claude on the web, desktop and mobile. Turn it on for a conversation from the tools menu in the chat box.
On Claude Team and Enterprise plans, an owner may need to add the custom connector for the organization first, under Admin settings → Connectors. Each member then connects and signs in with their own Clear Street login.
Claude Code
Run:
claude mcp add --scope user --transport http --callback-port 3456 clear-street-studio-api-read https://mcp.clearstreet.io/v1/studio/toolsets/public-api-readThen, inside Claude Code, run /mcp, select clear-street-studio-api-read and choose Authenticate. Your browser opens the Clear Street login page. Sign in, select Allow, and return to Claude Code.
--callback-port 3456is required. Claude Code otherwise picks a random port for the sign-in callback, and the server rejects it withinvalid_redirect_uri. Make sure nothing else on your machine is using port 3456 while you sign in.
--scope usermakes the server available in every project. Leave it out to add the server to the current project only.
You always sign in on Clear Street's own login page, and you see a consent screen every time you connect. The assistant never sees your password.
Using it
Start by asking the assistant which accounts it can see, then name the account or legal entity you want to ask about. If you have access to several, give the account number or name each time.
Example prompts:
- "Which Clear Street accounts can I see?"
- "Show the holdings in account 1234-5678 as of yesterday."
- "What's today's P&L on my main account, and which positions drove it?"
- "List today's open orders and fills on account 1234-5678."
- "What's the Reg-T excess for my legal entity right now?"
- "Which voluntary corporate actions am I eligible for, and what are the deadlines?"
- "Find yesterday's scheduled reports for my organization and give me the link to the daily statement."
These prompts are examples only and aren't recommendations.
Available tools
You may not see every tool listed below. Your assistant only gets the tools your Studio permissions allow. If you can't see a kind of data in Studio, the matching tools don't appear for you and can't be called. To get access to more, ask your Studio administrator or your Clear Street representative.
Accounts and entities
| Tool | What it returns |
|---|---|
list_accounts | The accounts you have access to |
get_account | One account by ID or account number |
list_entities | The legal entities you have access to |
get_entity | One legal entity |
Holdings, P&L and activity
| Tool | What it returns |
|---|---|
list_holdings | Holdings for an account, for today or a past date |
list_real_time_holdings | Intraday holdings for an account |
list_pnl_sums | P&L totals for an account between two dates |
get_account_pnl_summary | Today's P&L summary for an account |
list_pnl_details | Today's P&L for each position in an account |
get_entity_pnl_summary | Today's P&L summary across a legal entity |
fetch_account_activity | Trade and journal activity for an account over a date range |
fetch_entity_activity | Trade and journal activity across a legal entity |
fetch_account_real_time_activity | Today's activity for an account |
fetch_entity_real_time_activity | Today's activity across a legal entity |
Orders, trades and positions
| Tool | What it returns |
|---|---|
list_orders, get_order | Today's equity and option orders |
list_trades, get_trade | Today's fills |
list_positions, get_position | Today's positions, with average cost |
list_locate_orders, get_locate_order | Locate (borrow) orders |
get_inventory | Located inventory available to sell short |
list_easy_borrows | Symbols that are currently easy to borrow |
list_event_contract_orders, get_event_contract_order | Event-contract orders |
list_event_contract_trades, get_event_contract_trade | Event-contract fills |
list_event_contract_positions | Event-contract positions |
get_event_contract_cash_balance | Event-contract cash balance |
list_digital_asset_orders, get_digital_asset_order | Digital-asset orders |
list_digital_asset_trades, get_digital_asset_trade | Digital-asset fills |
Risk and margin
| Tool | What it returns |
|---|---|
get_regt_margin | The latest Reg-T margin calculation for a legal entity |
get_portfolio_margin_details | Portfolio margin requirements and stress results |
get_market_maker_margin | Market-maker margin requirements |
create_regt_margin_simulation | A Reg-T what-if for hypothetical prices or trades (doesn't change anything) |
get_regt_margin_simulation | A Reg-T simulation you created earlier |
Corporate actions
| Tool | What it returns |
|---|---|
list_voluntary_corporate_actions, get_voluntary_corporate_action | Voluntary corporate action offers for an account |
list_elections, get_election | Your elections |
list_election_withdrawals, get_election_withdrawal | Election withdrawal requests |
Transfers and reports
| Tool | What it returns |
|---|---|
list_transfers, get_transfer | Internal cash and securities transfers |
list_account_reports, list_entity_reports, list_org_reports | Scheduled reports for a report date |
get_report | One report's details |
get_report_download_url | A short-lived download link for a report |
What your assistant can access
- Only the data you can see in Studio. Every request runs as you and is checked against your permissions, account by account.
- Read-only data. The server has no tools that trade, cancel orders, move money or change your accounts.
- Only what the assistant asks for. Your conversations stay with your AI provider. Clear Street receives the tool requests the assistant makes, not your prompts.
Security and responsible use
- Sign in only on Clear Street's login page. Never paste your password, API keys or other credentials into a chat.
- Each sign-in works only for the Clear Street MCP server. A sign-in started for another server is refused.
- Requests are logged. Every tool request is logged with your user, the tool and the outcome, the same as other access to Studio.
- Disconnect when you're done. In Claude, remove the connector under Settings → Connectors. In Claude Code, run
claude mcp remove clear-street-studio-api-read. - Check the answers. AI assistants can make mistakes or misread data. Confirm anything important in Studio before you act on it.
Troubleshooting
| Problem | What to do |
|---|---|
Claude Code shows invalid_redirect_uri when you sign in | Add --callback-port 3456: remove the server with claude mcp remove clear-street-studio-api-read and add it again with the command above. |
| "Your user is not enabled for MCP access" | MCP access hasn't been turned on for your Studio user. Contact your Clear Street representative or Support. |
| "This login is only for the Clear Street MCP server" | Check that the server URL is exactly https://mcp.clearstreet.io/v1/studio/toolsets/public-api-read, with no extra path or query string. |
| Sign-in worked before but now fails | Your session has expired. In Claude, select Connect on the connector again. In Claude Code, run /mcp and choose Authenticate again. |
| Tools you expect are missing, or the assistant says a tool doesn't exist | You don't have the Studio permission that tool needs. Ask your Studio administrator. After a permission change, disconnect and reconnect so the tool list refreshes. |
| Claude Code can't complete sign-in | Make sure port 3456 is free and that your browser can open http://localhost:3456. |
Still stuck? Contact Clear Street Support with the client you're using and the exact error you see. Never send your password or API keys.
Disclosures
By enabling an AI agent, you acknowledge that:
You are solely responsible for reviewing and monitoring account activity.
Information provided through the Assistant may not be complete or current.
Any decisions you make or permit the AI agent to make based on information are your responsibility. Clear Street works to provide accurate and up-to-date information; however, delays, data errors, and system issues may occur. Information presented to the AI agent may not reflect your most recent transactions, valuations, corporate actions, interest or dividend payments, fees, or margin balances. For complete and accurate information, please refer to your official brokerage statements and trade confirmations available in Clear Street web or mobile application, which will always control in the event of discrepancies. The AI agent does not consider your financial objectives, risk tolerance, time horizon, or other personal factors. Before making any investment decision, you should consult a qualified financial professional or review publicly available information. Brokerage services provided by Clear Street LLC, Member FINRA, CFTC, NFA & SIPC. See www.clearstreet.io/legal/regulatory-disclosures.
Clear Street MCP services are provided by Clear Street Technologies LLC. This guide is for informational purposes only and is not investment advice
Updated 10 days ago