Connect the Parqet MCP to Claude

Before you start

You need a Parqet account with at least one portfolio and a Claude account.

Step 1: Open Claude and add the integration

Go to claude.ai
Click your profile icon in the bottom left, then Settings
Click Connectors → Add custom connector
Enter a name (e.g. "Parqet") and set the MCP server URL to https://mcp.parqet.com
Expand Advanced settings and set:
- OAuth Client ID: 019c28d5-e0a0-703f-a790-10c15c2310ee
- OAuth Client Secret: leave empty

Step 2: Authorize access

After adding the connector, click Connect to start the OAuth flow. Claude will redirect you to Parqet
Sign in with your Parqet account
Select which portfolios you want to share and confirm

Once authorized, you'll be redirected back to Claude.

Step 3: Start asking questions

Open a new chat and ask anything about your portfolio. Some examples:

"What's my portfolio worth?"
"Show me my holdings"
"How much dividend income did I receive this year?"
"What's my annualized return?"
"Show me all my stock purchases"
"How did my portfolio perform last month?"

Claude will call the Parqet MCP tools automatically to fetch your data.

Revoking access

To disconnect the Parqet MCP from Claude:

Go to Settings → Connectors in Claude
Find the Parqet connector and remove it

You can also revoke access from your Parqet account under Settings → Integrations.

Alternative: Connect via Claude Code (CLI)

If you use Claude Code, you can add the Parqet MCP server directly from your terminal:

claude mcp add --transport http --client-id 019c28d5-e0a0-703f-a790-10c15c2310ee parqet https://mcp.parqet.com

This registers the Parqet MCP server with your local Claude Code installation. The next time you start a conversation, Claude Code will prompt you to authorize access to your Parqet account via the same OAuth flow.

For a deeper look at what the MCP server provides (available tools, authentication details, and more), see Give AI Agents portfolio context with the Parqet MCP.