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Connect Claude Desktop to Aries so you can ask Claude to check your portfolio, get market data, or place orders - without writing code. You’ll add your Aries credentials in Claude once, sign in and approve access, and you’re done.

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What you need

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Step 1: Get your Client ID (common for all platforms)

Your Client ID comes from an OAuth app you create in Client Center / Manage Account. Set the OAuth redirect URI there when you generate the key (for authentication only). Then copy your Client ID - you’ll enter only the Client ID in Claude Desktop. Do this once: Create an OAuth app in Client Center / Manage Account

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Step 2: Add the Aries MCP server in Claude Desktop

Tell Claude Desktop how to connect to Aries by adding the Aries MCP server and your Client ID. Client ID is required - the MCP connection will not work without it.
  1. Open Claude Desktop on your computer. (If you don’t have it yet, the link opens the download page.)
  2. Go to Settings (gear icon or File -> Settings).
  3. Open MCP or Integrations (the name may vary by version).
  4. Click Add server or Add MCP server and add the Aries MCP configuration (use the server URL or config from Aries).
  5. When asked for Client ID, paste the value from Step 1.
  6. If you see Redirect URI, enter: https://mcp.aries.com/auth/callback.
  7. Save.
Where to find it: Settings -> MCP (or Integrations) -> Aries entry -> enter your Client ID in the field shown.

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Step 3: Complete the OAuth screen and grant permission

Start the connection from Claude Desktop. Your browser will open the Aries OAuth screen (sign-in and consent page) so you can approve access.
  1. In Claude Desktop, start the connection (e.g. Connect to Aries or Enable the Aries MCP server).
  2. Your browser opens the Aries OAuth screen.
  3. Sign in with your Aries email and password.
  4. Review the permissions and click Allow or Approve.
First-time permission grant: This permission screen appears only the first time you connect. If you miss it or close it without clicking Allow, it may not appear again. If that happens, remove the MCP server and add it again, or create a new OAuth app in Client Center / Manage Account, then complete the sign-in steps again.
  1. You’re redirected to the MCP callback; the gateway completes the token exchange. You’ll see a success message or return to Claude Desktop.
You only do this once. After that, Claude Desktop stays connected until you revoke access or the token expires.

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Step 4: You’re connected

Claude Desktop is now linked to your Aries account. You can ask in plain language, for example:
  • “What’s in my Aries portfolio|”
  • “What’s the current price of AAPL|”
  • “Place a limit buy order for 10 shares of MSFT at $400.”
Claude uses the Aries API with the permissions you approved.

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Troubleshooting

IssueWhat to do
”redirect_uri_mismatch”In Client Center / Manage Account, set the redirect URI to exactly https://mcp.aries.com/auth/callback (no trailing slash).
“invalid_client”Confirm your Client ID is correct and the client is active in Client Center / Manage Account.
”invalid_grant” or “code expired”The authorization code is one-time use. Start the connection again and complete login and approval without delay.
Claude Desktop doesn’t see AriesEnsure the MCP server is added and enabled, and that you completed Step 3 (OAuth login and approval). Restart Claude Desktop if needed.
More help: OAuth2 Guide - Troubleshooting.

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How it works

The flowchart below shows the full connection flow. The sections under it are expandable - closed by default; click a step heading to open and see the details.
Where: Client Center / Manage Account -> API
  1. Open Client Center / Manage Account and go to the API section.
  2. Click Generate Key.
  3. Fill in client name (e.g. “Claude MCP”), Redirect URI https://mcp.aries.com/auth/callback, and scopes. The redirect URI is for authentication only.
  4. Save and copy your Client ID (you only enter this in Claude).
Where: Claude Desktop -> Settings -> MCP or Integrations
  1. Open Claude Desktop on your computer. (If you don’t have it yet, the link opens the download page.)
  2. Go to Settings (gear icon or File -> Settings).
  3. Open MCP or Integrations.
  4. Click Add server or Add MCP server and add the Aries MCP configuration.
  5. When asked for Client ID, paste the value from Step 1.
  6. If you see Redirect URI, enter: https://mcp.aries.com/auth/callback.
  7. Save.
Where: Claude Desktop, then your browser (Aries OAuth screen)
  1. In Claude Desktop, start the connection (Connect to Aries or Enable the Aries MCP server).
  2. Your browser opens the Aries OAuth screen. The first-time permission grant appears only once - don’t miss it.
  3. Sign in with your Aries email and password and click Allow or Approve.
  4. You’re redirected to the MCP callback; the gateway completes the token exchange. You’ll see a success message or return to Claude Desktop.
Where: Claude DesktopClaude Desktop is linked to your Aries account. You can ask in plain language, for example:
  • “What’s in my Aries portfolio|”
  • “What’s the current price of AAPL|”
  • “Place a limit buy order for 10 shares of MSFT at $400.”
Claude uses the Aries API with the permissions you approved.

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Next steps

MCP Authentication

Common steps and all supported platforms.
https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/claude-logo.png?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=6d1a1f6f2994b271ef33f45241b5dac4

Claude.ai (Web)

Connect Claude in the browser at claude.ai.
https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/claude-logo.png?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=6d1a1f6f2994b271ef33f45241b5dac4

Claude Mobile

Connect Claude Mobile to Aries.
https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/claude-logo.png?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=6d1a1f6f2994b271ef33f45241b5dac4

Claude Code

Add Aries MCP via Claude Code CLI.
https://cdn.simpleicons.org/cursor

Cursor

Add Aries MCP server in Cursor.
https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/chatgpt-logo.png?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=ffb99f4fc9ff310ca93d51b4381f1b93

ChatGPT

Connect ChatGPT to Aries via MCP.
https://cdn.simpleicons.org/perplexity

Perplexity

Connect Perplexity to Aries via MCP.
https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/copilot.jpg?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=dae46c1a81ccedbaf475bc8a9df18dc0

Microsoft Copilot Studio

Add Aries MCP tool in Copilot Studio.