Connect Claude to TradingNote
Connect Claude (claude.ai, Claude Desktop or Claude Code) to TradingNote via the MCP connector so it can query your accounts, algorithms, backtests and portfolios in natural language.
TradingNote exposes a public MCP (Model Context Protocol) server. Connecting it gives Claude a scoped set of tools to read and work with your data —accounts, operations, algorithms, explorations, backtests, portfolios and metrics— directly from the chat. You can use it in claude.ai, Claude Desktop or Claude Code. This guide covers Claude Code, plus connecting via OAuth and via API key.
The MCP connector requires a plan with API access (TRADER or higher). The server URL is always the same; what changes is how you authenticate: OAuth (simpler) or API key (for scripts and Claude Code).
Server URL
This is the only URL you need in any Claude client:
https://app.tradingnote.co/api/mcpHow to connect
Claude Code is Claude's CLI. The most direct way to connect it is with a TradingNote API key passed as a Bearer token. First generate the key, then register the MCP server.
- 1
Generate your API key
In TradingNote go to Settings → API Keys, create a new key (you can limit permissions per category) and copy it. It starts with «tn_» and is shown only once.
- 2
Register the server in Claude Code
From your terminal, run the «claude mcp add» command with the URL and your key as a header (see the code block below). Replace tn_<your-key> with the real key.
- 3
Verify the connection
Run «claude mcp list». You should see «tradingnote» as connected. You can now ask Claude to query your accounts, algorithms or backtests.
claude mcp add --transport http tradingnote https://app.tradingnote.co/api/mcp \
--header "Authorization: Bearer tn_<tu-key>"
# Verificar
claude mcp listPrefer OAuth in Claude Code? It works too: register the server without the header and Claude will open the authorization flow in the browser the first time you use a tool.
OAuth is the recommended way in claude.ai and Claude Desktop. You don't need to copy any key: Claude discovers our endpoints automatically, registers as a client and shows you a consent screen where you authorize access.
- 1
Open connector settings
In claude.ai go to Settings → Connectors → Add custom connector. In Claude Desktop, the equivalent option is in its connector settings.
- 2
Paste the server URL
Use https://app.tradingnote.co/api/mcp as the server URL. Claude will detect OAuth automatically and show a «Connect» button.
- 3
Log in and authorize
A TradingNote window will open asking for your login (if you aren't logged in) and then the consent screen with the requested permissions. Authorize and you'll return to Claude with the connector active.
In claude.ai you can also use an API key: when adding the custom connector, if it asks for custom headers add «Authorization: Bearer tn_…».
Permissions and scopes
Permissions are requested in «category:level» format. The read level is read-only; write allows creating and editing (never deleting, modifying balance, or touching closed operations). When you generate an API key you can limit which categories it grants.
- accounts: connected accounts and their status.
- operations: trade history.
- strategies / strategyDev: algorithms and their development.
- backtesting: backtest and exploration results.
- portfolios: portfolios and their sessions.
- metrics: performance metrics.
- notes / profile: notes and your profile data.
What Claude CANNOT do
- Delete accounts, portfolios or operations.
- Modify an account balance or closed operations.
- Sync with brokers or place orders on live accounts.
- Change your password, email or access the admin panel.
The set of available tools is the only control: if there's no tool for an action, Claude can't invoke it. There's no way for a conversation to «bypass» these limits.
Connector not showing or authorization failing? Check that your plan includes API access, that the URL is exactly https://app.tradingnote.co/api/mcp and, if using an API key, that you pasted it complete with the «tn_» prefix. If it persists, reach us via Support.