Claude Clear Street connectorWhat Claude can do in your Clear Street account.
The Claude Clear Street connector exposes 23 tools: 22 read, 0 write, 1 undocumented. They read your Clear Street account, from balances to order history, and research stocks and options with market data, financial statements and news. The address on the sheet is Clear Street's read-only one.
Verified Trustpilot reviews · AI, automation & growth agency
What changes when Claude can read your Clear Street account
A trader's morning usually jumps between the brokerage screen, a market data terminal, filings and a news feed. With this connector, you ask Claude one question and it gathers the pieces itself: what you hold, what it is worth now, what the fundamentals and analysts say, and what moved in the news, then reasons over all of it in plain English.
Review the portfolio before the open. An active trader asks how the account stands; get_account_positions returns quantities, market value and P&L, and get_account_balances adds buying power, cash, equity and margin.
Research an idea end to end. A portfolio manager screens for candidates with screen_instruments, then Claude reads each name's fundamentals, analyst consensus and latest income statements, and pulls related headlines with get_news.
Look at an options chain. Someone weighing a hedge asks for contracts on an underlier; get_option_contracts lists them by expiration, strike and call or put, and get_market_data_snapshot gives the live quote.
What it will not do: the address listed in the directory cannot place, modify or cancel orders under any circumstances, according to Clear Street. Nothing runs by itself when a price crosses a level either; Claude only acts while it answers you. The Integrations hub lists the platforms we document.
Five words before you connect
The vocabulary Claude uses around this connector, in one minute.
- Connector
- The link you set up once between Claude and an account you already own, so Claude can work on it while it answers you.
- Tool
- One named thing a connector lets Claude do on that account. Claude picks the ones it needs; the directory sheet lists them by name.
- Authorization
- The Clear Street sign-in page, where you grant Claude the access it uses afterwards. Given once per person, and revocable.
- Approval
- The confirmation Claude waits for before it changes something in an account, shown in the conversation when it matters.
- MCP
- The shared standard connectors are built on: it is what lets an assistant such as Claude talk to an outside service like Clear Street.
Connect Clear Street to Claude in three steps
- 01
Find Clear Street in your settings
Open Claude's settings, go to Customize, then Connectors, and look for Clear Street. On a Team or Enterprise workspace, an Owner or Primary Owner has to enable it for the organization before members can sign in individually.
- 02
Start the connection
Click Connect on its row, then sign in with your Clear Street credentials in the window Clear Street opens. If calls start failing later, Disconnect and connect again: Clear Street notes that its tokens expire.
- 03
Read the authorization screen
Check what Clear Street's authorization screen covers before you accept. It belongs to Clear Street, not to Claude, and it sets the scope of the access. You can withdraw that access later in the same place.
The 23 tools, grouped by what they do
Clear Street gives Claude 23 tools: 22 that read your account, 0 that change something in it, and 1 no official source describes.
Two groups: twenty-two tools Clear Street documents as read-only, and one the directory names without any description. Names stay exactly as Claude shows them.
- 22 read
- 1 not documented
What Claude reads (22)
22 toolsTwenty-two tools that read your account, instruments, market data and news without placing anything.
get_account_balances
Returns buying power, cash, equity, margin and P&L for an account, with the option of listing the top contributors to margin.
get_account_positions
Lists your current positions with quantities, market value and profit and loss, the raw material for any question about exposure or concentration.
get_all_instrument_events
Covers earnings, dividends, splits and IPOs across many instruments at once, which makes it the calendar view of corporate events. It saves checking each name one by one.
get_clock
Gives the current server time in UTC. A single reference time for every question that depends on the date.
get_instrument_analyst_reporting
Pulls analyst consensus for an instrument, the distribution of ratings and the price targets, so Claude can set your view against the Street's.
get_instrument_balance_sheets
Retrieves balance sheet statements for a company, optionally limited to a range of filing dates, for a look at assets, liabilities and equity over time.
get_instrument_by_id
Provides detailed reference data for one instrument, with the option of adding the expiry dates of its options.
get_instrument_cash_flow_statements
Fetches a company's cash flow statements, with an optional filing-date range, so Claude can follow operating, investing and financing flows. It complements the income statement and balance sheet tools for a complete read of a company.
get_instrument_events
Shows the earnings, dividend and split history of a single instrument, narrower than the cross-market calendar but deeper on that one name. It concerns one instrument at a time.
get_instrument_fundamentals
Brings the company profile and key fundamentals: market cap, P/E, dividend yield, beta and sector, enough for a first read on any stock.
get_instrument_income_statements
Returns income statements for a company, with an optional filing-date range, to follow revenue, margins and earnings across periods. Paired with the analyst tool, it helps judge whether expectations look realistic.
get_instruments
Lists instruments with filters for type, borrow, margin and restrictions, the angle for questions about what can be borrowed or bought on margin.
get_market_data_snapshot
Delivers the current top-of-book snapshot: quote, last trade, the session's net gain or loss, session open, high, low and volume, plus open interest.
get_market_hours
Tells Claude the US equities and options market hours, the current session and the next sessions.
get_news
Gathers news and press releases filtered by time, publisher, instrument and sector, which Claude can then summarise or link to price action.
get_option_contracts
Lists the option contracts available on an underlier, filterable by expiration, strike and call or put, which is the starting point for any options question.
get_order_by_id
Fetches a single order, either by the engine order ID or by the client order ID.
get_orders
Lists current and historical orders, filterable by status, symbol, instrument and date, so Claude can tell you what is still open and what was filled.
get_portfolio_history
Tracks daily equity and realized, unrealized, day and net P&L over a date range, the series Claude needs to talk about performance over time.
list_accounts
Enumerates every account you can access and shows whether trading is enabled on each, which tells Claude which account a question applies to.
screen_instruments
Screens the instrument universe with structured filters and sorts over fundamentals, analyst and liquidity fields, so Claude can shortlist ideas that meet your criteria.
search_instruments
Runs a free-text search by symbol, company name, CUSIP, ISIN or OPRA root, so a half-remembered name still leads to the right instrument. It accepts several identifier formats.
Not documented (1)
1 toolThe directory publishes this tool's name, and Clear Street's guide does not list it. We do not guess what it does.
get_market_data_daily_summary
No official source documents this tool: it appears on the directory sheet, but Clear Street's MCP guide, which describes the twenty-two others, does not list it. We draw no conclusion from its name.
What Claude asks before acting
By default, Claude stops and asks for your go-ahead before each action it takes on an account for you. On the read-only address listed here, Clear Street says no order can be placed at all.
On Team and Enterprise workspaces, owners decide whether members may let some actions through without being asked each time. They can also limit what a connector may do for the whole organization, for example keeping reading and closing writing, and nobody overrides that from their own account. Claude works with the rights of the person who signed in, and Clear Street adds its own lock: an account filter in the address keeps the connector away from every other account.
Which plans include it
None of the 819 sheets in the official directory shows availability by plan. Connector by connector, that answer is published nowhere: it is a real gap in the catalogue.
What is published is the general rule: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner turns the connector on for the organization before each member connects. For the current state of this one, check its sheet in the official directory, the only place showing it.
Where this connector stops
A connector is not an automation. Claude calls these tools while it answers you; nothing fires when a price crosses a level or an order fills.
The tool list is an observed floor, not a promise: an administrator can open actions that no public sheet shows. The verification badge is not a security audit, and Anthropic states on every sheet that it does not control which tools a publisher exposes. Only Clear Street documents this connector; no Claude help article covers it. Clear Street also reminds users that assistants can make mistakes, and that account activity deserves regular review. For a CRM-side comparison, see the Claude affinity connector.
Need help connecting Clear Street to Claude?
A person reads every message.