> ## Documentation Index
> Fetch the complete documentation index at: https://finance.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Claude Desktop

> Connect Claude Desktop to Aries via MCP. Simple steps: get credentials from Client Center / Manage Account, add them in Claude, sign in once, then trade from Claude.

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.

***

## What you need

* An **Aries account** and access to [Client Center / Manage Account](https://app.aries.com/client-center).
* **Claude Desktop** installed on your computer. Don't have it| [**Download Claude Desktop**](https://claude.ai/download) (Windows or Mac).

***

## 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](../mcp-auth#step-1-create-an-oauth-app-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**](../mcp-auth#step-1-create-an-oauth-app-in-client-center-manage-account)

***

## 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**](https://claude.ai/download) 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.

***

## 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**.

<Warning>
  **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](../mcp-auth#step-1-create-an-oauth-app-in-client-center-manage-account), then complete the sign-in steps again.
</Warning>

5. 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.

***

## 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.

***

## Troubleshooting

| Issue                                  | What to do                                                                                                                                                           |
| -------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **"redirect\_uri\_mismatch"**          | In [Client Center / Manage Account](https://app.aries.com/client-center), 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 Aries**   | Ensure 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](/api-reference/oauth2/guide#troubleshooting).

***

## 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.

```mermaid theme={null}
flowchart LR
    subgraph S1["Step 1 - Client Center / Manage Account"]
        direction TB
        A1[Open Client Center / Manage Account, go to API]
        A2[Click Generate Key]
        A3[Fill client name, redirect URI, scopes]
        A4[Save and copy Client ID]
        A1 --> A2 --> A3 --> A4
    end
    subgraph S2["Step 2 - Claude Desktop"]
        direction TB
        B1[Open Claude Desktop]
        B2[Settings, then MCP or Integrations]
        B3[Add server, add Aries MCP config]
        B4[Enter Client ID, redirect URI if asked]
        B5[Save]
        B1 --> B2 --> B3 --> B4 --> B5
    end
    subgraph S3["Step 3 - Sign in"]
        direction TB
        C1[In Claude click Connect or Enable]
        C2[Browser opens Aries OAuth screen]
        C3[Sign in with email and password]
        C4[Review permissions, click Allow]
        C5[Gateway exchanges code for tokens]
        C1 --> C2 --> C3 --> C4 --> C5
    end
    subgraph S4["Step 4 - Connected"]
        direction TB
        D1[Claude linked to Aries]
        D2[Ask for portfolio, orders, market data]
        D1 --> D2
    end
    S1 --> S2 --> S3 --> S4
```

<AccordionGroup>
  <Accordion title="Step 1: Client Center / Manage Account - get Client ID" icon="key">
    <span id="how-step-1" />

    **Where:** [Client Center / Manage Account -> API](https://app.aries.com/client-center)

    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).
  </Accordion>

  <Accordion title="Step 2: Claude Desktop - add Aries MCP server and Client ID" icon="plug">
    <span id="how-step-2" />

    **Where:** Claude Desktop -> Settings -> MCP or Integrations

    1. Open [**Claude Desktop**](https://claude.ai/download) 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.
  </Accordion>

  <Accordion title="Step 3: OAuth screen - grant permission" icon="right-to-bracket">
    <span id="how-step-3" />

    **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.
  </Accordion>

  <Accordion title="Step 4: Connected - use Claude with Aries" icon="circle-check">
    <span id="how-step-4" />

    **Where:** Claude Desktop

    Claude 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.
  </Accordion>
</AccordionGroup>

***

## Next steps

<CardGroup cols={2}>
  <Card title="MCP Authentication" icon="plug" href="../mcp-auth">
    Common steps and all supported platforms.
  </Card>

  <Card title="Claude.ai (Web)" icon="https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/claude-logo.png?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=6d1a1f6f2994b271ef33f45241b5dac4" href="claude-web" width="555" height="552" data-path="logo/claude-logo.png">
    Connect Claude in the browser at claude.ai.
  </Card>

  <Card title="Claude Mobile" icon="https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/claude-logo.png?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=6d1a1f6f2994b271ef33f45241b5dac4" href="claude-mobile" width="555" height="552" data-path="logo/claude-logo.png">
    Connect Claude Mobile to Aries.
  </Card>

  <Card title="Claude Code" icon="https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/claude-logo.png?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=6d1a1f6f2994b271ef33f45241b5dac4" href="claude-code" width="555" height="552" data-path="logo/claude-logo.png">
    Add Aries MCP via Claude Code CLI.
  </Card>

  <Card title="Cursor" icon="https://cdn.simpleicons.org/cursor" href="cursor">
    Add Aries MCP server in Cursor.
  </Card>

  <Card title="ChatGPT" icon="https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/chatgpt-logo.png?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=ffb99f4fc9ff310ca93d51b4381f1b93" href="chatgpt" width="2121" height="2160" data-path="logo/chatgpt-logo.png">
    Connect ChatGPT to Aries via MCP.
  </Card>

  <Card title="Perplexity" icon="https://cdn.simpleicons.org/perplexity" href="perplexity">
    Connect Perplexity to Aries via MCP.
  </Card>

  <Card title="Microsoft Copilot Studio" icon="https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/copilot.jpg?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=dae46c1a81ccedbaf475bc8a9df18dc0" href="copilot-studio" width="554" height="554" data-path="logo/copilot.jpg">
    Add Aries MCP tool in Copilot Studio.
  </Card>
</CardGroup>