Portfolio Service MCP Server integrates popular brokerage APIs for efficient portfolio management, access to market data, and execution of trading operations. It supports multiple brokers and provides advanced trading features.
Portfolio Service MCP Server integrates popular brokerage APIs for efficient portfolio management, access to market data, and execution of trading operations. It supports multiple brokers and provides advanced trading features.
Add this configuration to your claude_desktop_config.json:
{
"mcpServers": {
"portfolio-service-monorepo": {
"command": "npx",
"args": [
"-y",
"@modelcontextprotocol/server-portfolio-service-monorepo"
]
}
}
}Restart Claude Desktop, then ask:
"What tools do you have available from Portfolio Service Monorepo?"
No configuration required. This server works out of the box.
"What resources are available in Portfolio Service Monorepo?"
Claude will query available resources and return a list of what you can access.
"Show me details about [specific item] in Portfolio Service Monorepo"
Claude will fetch and display detailed information about the requested item.
"Create a new [item] in Portfolio Service Monorepo with [details]"
Claude will use the appropriate tool to create the resource and confirm success.
We build custom MCP integrations for B2B companies. From simple connections to complex multi-tool setups.