You can connect in one of two ways. From inside ThinkTrader, open Account Settings, select Connect MCP Client, generate your configuration, and either select the Connect button for your AI assistant in the pop-up or copy the URL or JSON to paste into your client manually. Alternatively, start from your AI assistant — in Claude, this is done under Customize > Connectors > Add custom connector, where you paste the Remote MCP Server URL copied from the Connect MCP Client panel. In either route you choose your accounts and access type and confirm inside the AI assistant. Step-by-step instructions with annotated screenshots are in the Help Centre.
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