Connect your brokerage accounts to Claude through SnapTrade. The plugin wires up SnapTrade's hosted MCP server (read-only access to your linked accounts) and adds skills for the most common workflows.
MCP server — https://mcp.snaptrade.com/mcp, SnapTrade's hosted,
OAuth-secured MCP endpoint. Read-only tools for:
- Connections: which brokerages you've linked and their accounts
- Account information: balances, positions, orders, activities, balance history
- Portfolio & income summaries: cross-account aggregates — total value, allocation, concentration, unrealized P&L, and dividend/interest income for any period
- Reference data: currencies, exchange rates, exchanges, security types
No write or trading operations are exposed. Access is granted through SnapTrade's OAuth consent flow the first time Claude connects, and you can revoke it any time from your SnapTrade dashboard under Settings → Connected apps.
Skills
| Skill | What it does |
|---|---|
/snaptrade:portfolio-review |
Full portfolio snapshot: value, allocation, concentration, unrealized P&L, recent activity |
/snaptrade:income-report |
Dividend/interest income, fees, and contributions for any period, in one currency |
/snaptrade:connect-brokerage |
Link a new brokerage (or repair a stale connection) via SnapTrade's secure portal |
The skills also trigger automatically when you ask things like "how is my portfolio doing?" or "how much dividend income did I earn last year?".
In Claude Code:
/plugin marketplace add passiv/claude-plugin
/plugin install snaptrade@snaptrade
The first time a SnapTrade tool is used, Claude opens SnapTrade's OAuth flow in your browser: log in, review the read-only scope on the consent screen, and approve. That's it.
- "What brokerages am I connected to?"
- "Give me a portfolio review."
- "How much did I earn in dividends in 2025, and what did I pay in fees?"
- "I'd like to connect my Questrade account."
- Privacy notice: https://docs.snaptrade.com/docs/connector-privacy
- Support:
support@snaptrade.com - Security reports:
security@snaptrade.com