{"$schema":"https://wellknown.network/schemas/agent-record-v1.json","schemaVersion":"1","id":"ag_hwkkjvu7crdq","handle":"snaptrade-mcp","url":"https://wellknown.network/agents/snaptrade-mcp","links":{"self":"https://wellknown.network/agents/snaptrade-mcp/record.json","html":"https://wellknown.network/agents/snaptrade-mcp","markdown":"https://wellknown.network/agents/snaptrade-mcp/record.md","api":"https://wellknown.network/api/v1/agents/snaptrade-mcp","status":"https://wellknown.network/api/v1/agents/snaptrade-mcp/status","claim":"https://wellknown.network/agents/snaptrade-mcp/claim","claimApi":"https://wellknown.network/api/v1/claims","claimDescriptor":"https://wellknown.network/agents/snaptrade-mcp/claim.json","badge":"https://wellknown.network/agents/snaptrade-mcp/badge.svg","openapi":"https://wellknown.network/openapi.json","history":"https://wellknown.network/api/v1/agents/snaptrade-mcp/history","tools":"https://wellknown.network/api/v1/agents/snaptrade-mcp/tools"},"ard":{"identifier":"urn:air::server:snaptrade-mcp","type":"application/mcp-server-card+json"},"kind":"mcp_server","declared":{"name":"snaptrade-mcp","summary":"Read-only MCP server for brokerage data via SnapTrade","description":"# SnapTrade MCP Server\n\nA read-only MCP (Model Context Protocol) server that connects AI agents to brokerage data via SnapTrade. Works with Claude Code, Claude Desktop, Cursor, Windsurf, and any MCP-compatible client.\n\n**10 tools. Read-only. No trading. Safe by design.**\n\n## What You Can Do\n\n| Tool | Description |\n|------|-------------|\n| `snaptrade_list_accounts` | List all connected brokerage accounts |\n| `snaptrade_get_balance` | Cash balances for an account |\n| `snaptrade_get_positions` | Current holdings (stocks, ETFs) |\n| `snaptrade_get_orders` | Order history with filters |\n| `snaptrade_get_activities` | Transaction log (dividends, fees) |\n| `snaptrade_portfolio_summary` | All accounts + balances + positions in one call |\n| `snaptrade_search_symbols` | Look up stocks/ETFs by name or ticker |\n| `snaptrade_list_brokerages` | Supported brokerages |\n| `snaptrade_check_status` | API health check |\n| `snaptrade_setup` | Generate URL to connect a new brokerage |\n\n## Prerequisites\n\n1. **SnapTrade API credentials** — a `clientId` and `consumerKey` from [snaptrade.com](https://snaptrade.com). Sign up for a developer account and find your keys in the dashboard.\n2. **Python 3.10+**\n\n## Where do my API keys go?\n\nYour SnapTrade credentials never leave your machine. Here's what happens:\n\n- Your `clientId` and `consumerKey` are stored in a **local config file** on your computer (or in environment variables you set yourself).\n- The MCP server reads them at startup to authenticate with SnapTrade's API.\n- They are **never** sent to your AI client, **never** included in tool responses, and **never** logged.\n- The server is read-only — it cannot trade, modify accounts, or delete anything.\n\nThis is the same way any API integration handles credentials. Your keys stay on your machine, period.\n\n## Installation\n\n### Option A: Install from PyPI (recommended)\n\n```bash\npip install snaptrade-mcp\n```\n\nThat's it. This installs the `snaptrade-mcp` command and all dependencies.\n\n### Option B…","publisher":null,"homepage":"https://github.com/micah63/snaptrade-mcp-server","repository":"https://github.com/micah63/snaptrade-mcp-server","version":"0.1.0","license":null,"protocols":["mcp"],"tags":["ai-agent","brokerage","finance","mcp","snaptrade"],"pricing":null,"endpoints":[{"url":"pypi:snaptrade-mcp","type":"package_pypi","auth":null,"probeable":false}],"skills":null,"tools":null,"extra":null,"attribution":{"kind":"pypi","name":"pypi","repoUrl":"pypi","summary":"pypi","version":"pypi","description":"pypi","homepageUrl":"pypi"}},"derived":{"capabilities":[{"slug":"finance.markets","name":"Markets & Trading","confidence":1,"provenance":"derived"},{"slug":"dev.package-management","name":"Packages & Dependencies","confidence":0.825,"provenance":"derived"}],"categories":["dev","finance"],"language":"en"},"observed":{"status":"unknown","statusReason":"Distributed as a package to run locally; no network endpoint to check.","lastOkAt":null,"lastProbedAt":null,"statusComputedAt":null,"reliability30d":null,"latestObservations":[],"tools":null,"package":{"name":"snaptrade-mcp","registry":"pypi","observedAt":"2026-11-04T01:24:45.123Z","publishedAt":"2026-03-02T02:44:30.195266Z","latestVersion":"0.1.0"},"toolSurface":null,"endpointFacts":[]},"verification":{"claimed":false,"claimedAt":null,"proofs":[]},"provenance":{"sources":[{"source":"pypi","key":"snaptrade-mcp","url":"https://pypi.org/project/snaptrade-mcp/","firstSeenAt":"2026-09-10T12:22:44.586Z","fetchedAt":"2026-11-04T01:22:43.728Z","normalizedAt":"2026-11-04T01:22:43.728Z"}]},"firstSeenAt":"2026-09-10T12:22:44.586Z","updatedAt":"2026-11-04T01:24:45.123Z"}