Your Trading Account as a Data Source for AI Assistants
sTraderZ.com runs a Model Context Protocol (MCP) server: Claude, ChatGPT and other AI assistants can — after your OAuth approval — read your accounts, trades, performance, cashflow, dividends and tax reports. No more copy-pasting numbers, no screenshots — just ask your AI directly.
MCP endpoint:
https://straderz.com/api/mcp.php
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Available tools
Every tool returns structured data with read-only access (scope "read"). A connected AI assistant picks whichever tool fits the question.
| Tool | Area | Returns |
|---|---|---|
list_accounts |
Accounts & portfolio | Lists the linked broker accounts (name, broker, currency, status). |
get_portfolio_overview |
Accounts & portfolio | Aggregated portfolio overview across all accounts: position value, cash, total equity, cost basis, unrealized profit/loss. |
list_positions |
Accounts & portfolio | Current open positions of an account with FIFO cost basis. |
list_trades |
Trades & strategies | Lists individual trade cycles of an account, filterable by symbol, date range, status, tag or strategy. |
get_trade_detail |
Trades & strategies | Details of a trade cycle including all transactions and the detected option strategy. |
get_performance |
Trades & strategies | Current NAV/performance of an account plus the win/loss distribution. |
list_trade_labels |
Trades & strategies | Lists your own tags and strategies with IDs for analysis. |
get_label_performance |
Trades & strategies | Metrics (PnL, win rate, profit factor) for a named tag or strategy across all accounts. |
get_cashflow |
Cashflow & dividends | Deposits/withdrawals, net deposit and other cash movements (dividends, interest, fees) of an account. |
list_dividends |
Cashflow & dividends | Dividend history of an account, including withholding tax shown separately. |
get_allocation |
Cashflow & dividends | Portfolio allocation by asset class, sector and currency — for concentration-risk analysis. |
get_tax_report |
Tax | Returns the most recently calculated tax report (baskets, premium income, loss carryforward) for a tax year. |
search_handbook |
Knowledge | Searches the vetted sTraderZ.com handbook and cheatsheets for trading, options and tax knowledge — independent of your own account. |
Connected in under a minute
Pick your assistant and follow the steps. The connection runs over OAuth 2.1 — sTraderZ.com never hands a password to the AI.
Claude (Conector MCP)
- Settings
- Integrations
- Pegar URL
- Connect
ChatGPT (Custom GPT · Actions)
- GPTs
- Create
- Actions
- Introducir URL del schema + datos OAuth
Claude Code CLI (Servidor MCP local)
- ~/.claude/settings.json
- Entrada mcpServers con Bearer Token
Frequently asked questions
What is MCP?
The Model Context Protocol (MCP) is an open standard that lets AI assistants like Claude or ChatGPT access external data sources in a structured way — here: your sTraderZ.com account, after your explicit OAuth approval.
Can the AI change anything in my account?
No. All 13 tools are read-only (scope "read"). The AI can read data, but cannot place trades, change settings, or delete data.
How do I revoke access again?
Under "Connected AI Apps" in your account, you can disconnect any connection with one click — access ends immediately.
Do I need a specific plan?
MCP access is available from the Basic plan. You can see your current access after logging in, under "Connected AI Apps".
Can the AI see other users' data?
No. Every tool checks account ownership server-side — a connected assistant only ever sees data for the account that granted the OAuth approval.
OAuth 2.1, access tokens are stored as hashes only, connection revocable at any time — the same safeguards as in the logged-in connection management.