🤖 AI Integration — Connect Claude & ChatGPT

Step by step: Connect Claude, ChatGPT and Claude Code CLI to your sTraderZ.com account

In this Chapter

1 Prerequisites 2 Connect Claude (claude.ai) 3 Connect ChatGPT (Custom GPT) 4 Connect Claude Code CLI 5 Available Tools (Reference)

1. Prerequisites

AI integration is available from the Basic plan (not in the Free plan). You connect your AI client via OAuth to your sTraderZ.com account — the client then receives read-only access to your trading data.

MCP Endpoint

https://straderz.com/api/mcp.php

⚠️ The URL must be exactly as shown — with .php, no trailing slash.

💎

Basic plan or above

Not available in the Free plan.

👁️

Read-only access

read scope — no trade execution.

🔓

Revocable at any time

Account page "AI Integrations".

On first connect, an authorization dialog opens. You confirm the read scope (read access). Existing connections can be viewed and revoked at any time on the account page AI Integrations.

2. Connect Claude (claude.ai)

🤖

Claude · claude.ai

MCP Connector

Open claude.ai → Settings → Integrations → Add more
Enter in the "MCP Server URL" field: https://straderz.com/api/mcp.php
Click Connect → the browser opens the sTraderZ.com login/consent page
Confirm the read scope (read access to the 10 tools)
Back in claude.ai the server appears as active → test in chat: "Show me my last 5 trades"

Important: The URL must be exactly https://straderz.com/api/mcp.php (with .php, no trailing slash).

3. Connect ChatGPT (Custom GPT)

💬

ChatGPT · Custom GPT

OpenAPI Actions

ChatGPT Custom GPTs use OpenAPI/Actions (not MCP/JSON-RPC). There is a separate REST adapter for this — the MCP endpoint for Claude remains unaffected.

Open ChatGPT → Explore GPTs → Create → tab Configure → Add actions
Enter the URL in the "Schema" field: https://straderz.com/api/mcp-openapi-schema.php → ChatGPT imports the schema automatically (all 10 tools appear as actions)
Authentication → OAuth → enter the following values:
- Client ID + Secretcopy from the sTraderZ admin page
- Authorization URLhttps://straderz.com/oauth/authorize.php
- Token URLhttps://straderz.com/oauth/token.php
- Scoperead
Save → test in GPT chat: "Show me my last 5 trades"

Note: ChatGPT Actions require a verified account on platform.openai.com.

4. Connect Claude Code CLI

💻

Claude Code CLI

Local MCP Server

Configuration in ~/.claude/settings.json (or project-local .claude/settings.json):

settings.json

{
  "mcpServers": {
    "straderz": {
      "type": "http",
      "url": "https://straderz.com/api/mcp.php",
      "headers": {
        "Authorization": "Bearer <your-access-token>"
      }
    }
  }
}

Getting a token: Open https://straderz.com/oauth/authorize.php?client_id=...&scope=read in your browser and complete the OAuth flow. Enter the resulting access token in settings.json. Since Claude Code supports HTTP MCP servers with static bearer tokens, no separate CLI auth command is needed. The token expires after 90 days (renew via the account page).

Verify in terminal:

bash

claude mcp list
# → straderz: https://straderz.com/api/mcp.php (connected)

Example query:

bash

claude "What was my realized profit in 2025?"

5. Available Tools (Reference)

✅ 10 Read Tools · read scope only

All tools are read-only (read scope). No trade execution, no broker mutations.

Tool	Scope	Description
`list_accounts`	read	All linked broker accounts
`get_portfolio_overview`	read	Overall portfolio, positions, gains
`list_positions`	read	Open positions per account
`list_trades`	read	Last N trades (with filter)
`get_trade_detail`	read	Full details of a trade cycle
`get_performance`	read	Performance metrics (time period selectable)
`get_tax_report`	read	Tax report summary (assessment year selectable)
`get_cashflow`	read	Deposits/withdrawals, net deposit, cash movements
`list_dividends`	read	Dividend history incl. withholding tax
`get_allocation`	read	Breakdown by asset class / sector / currency