Talk to your portfolio via ETNA MCP
AI access for ETNA Trader, without giving Claude your API keys.
ETNA MCP lets broker-dealers, RIAs, and trading platforms connect Claude to ETNA Trader through branded OAuth consent, annotated read and trading tools, and audit-ready workflows.
Every trading call audited
5 read, 4 trade, 1 diagnostic
Book a Demo 
One sentence becomes a typed ETNA workflow.
Lead with the conversation, then show the control plane behind it. The model can read account state, prepare orders, and surface trade actions for explicit user confirmation.
Trust is the product surface, not a footnote.
ETNA MCP is built as an institutional integration: read-only by default, trading only on confirmation, sessions behind a branded OAuth bridge.
Read
Read-only tools first
Accounts, positions, account info, order history, and active orders can be exposed immediately with readOnlyHint: true.
Trade
Confirm before submission
Place, modify, reprice, and cancel are marked with destructiveHint: true. Claude prepares the action, the user approves it.
Brand
Whitelabel consent
The broker's title, logo, subtitle, and primary color are configured on the Bridge, so the auth moment belongs to the platform.
API keys never enter Claude's config
The client receives a short-lived Bridge token after browser consent. ETNA credentials and sessions stay server-side, encrypted at rest, revocable by the platform.
AI client
Claude Desktop, Claude Web, Cursor, or another MCP-compatible surface.
Browser consent
Hosted authorization screen with broker brand, scope, and redirect allowlist.
Login token
Short-lived signed token scoped to the MCP resource and session.
MCP server
Verifies the token, loads the session, and calls the typed ETNA tools.
ETNA Trader API
Accounts, positions, orders, and trading operations through ETNA API v1.0.
- AES-256-GCM session encryption
- Refresh family revocation
- Audit log for trading calls
- Redirect URI allowlist
Small enough to govern.
Complete enough to trade.
The tool surface is intentionally compact: five read tools, four trading tools, and one diagnostic. Each tool is annotated so clients can render approval behavior correctly.
Read
- List trading accounts available to the user.
- Get holdings and position-level market values.
- Return cash, equity, buying power, and P/L.
- Retrieve order history with filtering.
- Return currently working orders.
Trading
- Place market, limit, stop, and stop-limit orders.
- Modify pending order quantity, price, and type.
- Update price on a working order.
- Cancel a pending or working order.
Diagnostic
- Verify MCP server reachability, ETNA auth, and latency.
Connect by URL, then authorize in the browser.
Use the hosted MCP endpoint with a compatible client. The Bridge opens browser consent, issues a scoped token, and keeps ETNA credentials out of the model client.
1
Add the MCP connector
Use the hosted MCP endpoint in Claude Web, Claude Desktop remote connectors, Cursor, or any client that supports remote MCP with OAuth.
2
Sign in on the branded Login Page
The browser opens the broker's consent screen. Claude gets a scoped Bridge token, not the ETNA app key or password.
3
Ask, review, confirm
Read calls return structured account data. Trading calls require human confirmation before ETNA receives the order request.
Bring AI access to your ETNA Trader platform.
Start with a fast product tour, then go deep on the Bridge, annotations, audit trail, and whitelabel consent that enterprise teams need.
What procurement asks first.
No. In bridge mode, Claude receives a short-lived token after browser consent. ETNA app keys, user credentials, and session state stay on the platform-controlled Bridge.
Yes. The Bridge can connect to an ETNA paper-trading environment so teams can validate scopes, approvals, and audit behavior before production.
Trading tools are marked as destructive and require explicit user confirmation. Only after approval does the Bridge submit the request to ETNA and write the event to the audit trail.
Yes. The consent flow supports the broker's title, logo, subtitle, primary color, and redirect allowlist.
Risk disclosure.
Risk disclosure. Trading securities involves risk, including loss of principal. ETNA MCP provides infrastructure for authorized account workflows. AI-generated analysis or order preparation is not investment, financial, tax, or legal advice. End users must review and confirm every trade before submission.
