TradesViz API & MCP
Read trades, update notes and manage your journal from your own software or an MCP assistant.
Explore trading journal workflows with ChatGPT, Claude and the API.
Two ways to connect to your journal
REST API: apps, scripts and automations
Use an API key in your own software to send HTTP requests to TradesViz. Choose the accounts and permissions for each key; no MCP connection is required.
Hosted MCP: compatible AI assistants
Connect your assistant to the MCP server run by TradesViz and approve access through browser sign-in. The assistant calls journal tools for you; no local server installation or REST API key is required.
Setup instructions for ChatGPT, Grok, Claude, Gemini and Perplexity
Pro & Platinum API access. Both methods use the same journal permissions, selected accounts and current subscription checks, but have separate credentials. Existing read-only access stays read-only; edits and deletions require explicit permissions. Neither places broker orders; documentation does not grant access.
MCP connection setup is available on this site. Use the server URL and browser sign-in instructions in MCP Docs.
Read and search
List accounts, trades and executions. Search by symbol, dates, side, status, tags or P&L. Page through results and request extended data when you need it.
Manage trades
Import supported executions, edit execution details, update TP/SL and initial risk, or split and merge trades. Preview management changes before committing them.
Notes and tags
Create or edit trade, day and general notes. Add tags to trades and days. Opt in separately to day and general journal access.
Separate delete permissions
Reading or editing does not grant deletion. Trade and execution deletion, note deletion and tag removal each require the corresponding permissions. Global tag deletion is an explicit action.
Choose what each connection can do
REST API keys and MCP connections use the same journal permissions. Select the accounts to share, then choose read, add/edit and delete access. You can revoke a key or disconnect an app from the dashboard.
New accounts are not added to existing grants automatically. Existing read-only connections stay read-only. Your current subscription and account access are checked when requests run.
Before you connect
- An active TradesViz Pro or Platinum subscription is required to use the API and MCP.
- These tools change your journal, not your broker account. They cannot place orders.
- Execution import supports eligible USD US stocks, AUD ASX stocks using their exact
.AUmaster symbol and broker metadata, and fixed-multiplier USD futures. Options, FX instruments, other non-USD instrument profiles and continuous futures imports are not supported by these scoped endpoints. - Assistants receive the journal data you authorize. Review the client provider's privacy policy and approve only the permissions you need.
Start with one account
- Open the API/MCP dashboard and create a scoped key, or connect an assistant using browser sign-in.
- Select one trading account and read access.
- List its trades, check the results, then approve additional permissions if needed.
API & MCP questions
What can I do with the TradesViz REST API?
Use Python, scripts or your own applications to read and search your TradesViz accounts, trades and executions, build custom reports, and manage notes and tags. With the required permissions, you can import supported executions, edit journal entries, update trade risk settings, split or merge trades, and delete selected journal data. Execution imports currently support eligible USD US stocks and fixed-multiplier USD futures, not every asset supported by the website.
Can I connect ChatGPT or Claude to my TradesViz journal using MCP?
Yes. Connect a compatible ChatGPT, Claude or other MCP client to the hosted TradesViz MCP server using browser sign-in; no local MCP server or REST API key is needed. Ask your assistant to summarize recent trades, compare results from retrieved trades, find trades by symbol or tag, or save a review note. Editing and other journal changes require the matching permissions. Connector availability depends on your AI client and workspace settings.
How do API and MCP permissions protect my trading journal?
You select the trading accounts and permissions each API key or MCP connection can use. Start with read access and grant editing or deletion separately when needed. Day notes, day tags and general journal notes require a separate opt-in. You can revoke access from the API/MCP dashboard. These tools manage your journal; they cannot place, change or cancel broker orders. AI responses can contain mistakes, so review proposed changes before approving them.
Connect your assistant
Use a remote MCP connection with browser sign-in. You do not need a local server, a REST API key or your Account Secret.
https://mcp.tradesviz.com/mcp
OpenAI / ChatGPT
- In ChatGPT, open Settings > Security and login and enable Developer mode, if your account or workspace allows it.
- Open Plugins, select the plus button and name the connection TradesViz.
- Enter the MCP server URL above as a public endpoint. Use browser OAuth authentication when prompted, then create the connection.
- Sign in to TradesViz and approve the accounts and permissions you want to share. Install or enable the connection in ChatGPT, then select it in a new conversation.
Grok
- Open Grok Connectors.
- Select New Connector > Custom and enter the MCP server URL above.
- Complete browser sign-in with TradesViz and approve your accounts and permissions.
- Use the connector in a conversation. Business or Enterprise workspaces may need an administrator to add it first.
Claude
- In Claude, open Settings > Customize > Connectors.
- Select + Add, then Add custom connector.
- Name it TradesViz and paste the MCP server URL shown above. Select Continue if prompted, keep browser OAuth sign-in enabled, then select Add.
- Select Connect and complete TradesViz browser sign-in. Review the accounts and permissions before authorizing.
- In your conversation, open + > Connectors and enable TradesViz.
For Team and Enterprise workspaces, ask your owner or connector administrator to add TradesViz under Organization settings > Connectors first.
Gemini
US availability only. Google currently requires age 18+, a personal Google Account, English and Keep Activity enabled. Custom apps are not currently available in India or with work or school accounts.
Gemini rollout pending verification. The self-service connection uses automatic client registration. It does not require credentials from TradesViz support.
- In the Gemini web app, open Settings > Connected Apps. If it is missing, look under Personal Intelligence > Connected Apps.
- Under Custom apps, choose Add a custom app and enter the MCP server URL shown above.
- Leave Client ID and Client Secret empty and select Next. Gemini registers the connection automatically when this feature is enabled.
- Sign in on the TradesViz website and approve the accounts and permissions you want to share. A TradesViz Pro or Platinum subscription is required.
- In a Gemini conversation, type @ and select your TradesViz connection. Start with read-only access.
If Gemini requires credentials before you can continue, automatic setup is not available for that connection yet. Do not enter your TradesViz password, REST API key or Account Secret. After the rollout, remove the failed connection and add it again using only the MCP URL.
Set up the connection on the web first. Google says connected custom apps can then be used on web and mobile. If Custom apps is missing, check Google's eligibility requirements; a TradesViz subscription cannot enable a Google-restricted feature.
Perplexity
Choose the setup method available in your Perplexity account. Both use the same TradesViz connection and permissions.
Upload the plugin ZIP
Download the plugin ZIP below and upload it to Perplexity without extracting it.
- Open Plugins > Add custom > Upload plugin or skill and choose the TradesViz plugin ZIP.
- On the imported plugin's page, check that the TradesViz connection is listed. Installing a skill alone does not connect your journal.
- Select Connect for TradesViz if sign-in does not open automatically. Sign in on the TradesViz website and approve your accounts and permissions.
- Return to Perplexity and check that the connection shows Connected.
Connect directly, if your account offers custom connectors
- Open your custom connector setup and choose a remote connection. This option is not shown in every account's Add custom menu.
- Name it TradesViz, enter the MCP server URL above, and choose OAuth and Streamable HTTP. Leave Client ID and Client Secret empty for automatic registration.
- Add the connection, then select Connect and complete TradesViz sign-in. Review your selected accounts and permissions before authorizing.
If Client ID or Client Secret is required, contact TradesViz support. Do not enter your TradesViz password, REST API key or Account Secret in those fields.
Uploads and connections depend on your Perplexity plan and organization settings. Each member should sign in with their own TradesViz account. For enterprise.perplexity.ai, contact TradesViz support to confirm connection availability.
Perplexity plugin upload instructions · Direct connector setup, where available
Start with: List my authorized TradesViz accounts. Check the results before requesting changes. Extra permissions require a new authorization; old connections are not upgraded automatically.
Client menus and availability depend on the provider and your workspace. These setup guides are not a claim of provider certification. If OAuth registration fails, contact TradesViz support with the client name and error. Do not paste credentials into a chat.