MCP

Claude Desktop

Connect local or packaged MCP servers and expose finance tools in desktop conversations.

Connect finance tools to Claude Desktop

1
Install the platform and required runtime
2
Create or choose a read-only finance tool
3
Add the configuration in the documented location
4
Restart, inspect available tools and run a test prompt

Starter configuration

MCP

{
  "mcpServers": {
    "finance": {
      "command": "python",
      "args": ["/absolute/path/server.py"],
      "env": { "FINANCE_API_KEY": "YOUR_KEY" }
    }
  }
}

Security rules

Start with read-only tools. Never expose brokerage execution, unrestricted file access or secrets to an untrusted server.

Open official documentation