Claude
Profile menu → Settings → Connectors → Add custom connector. Name it, paste the server URL, then choose Add.
AI connections
Your client will open a consent page where you sign in and approve access. It can only act with your app permissions.
No API key is issued. Your AI client completes OAuth and acts with your app permissions.
https://automateyourportfolio.com/api/mcpProfile menu → Settings → Connectors → Add custom connector. Name it, paste the server URL, then choose Add.
Open Apps, enable Developer mode and review its risk warning. Choose Create app, name it, paste the URL, create it, then enable it from the chat composer.
Open Settings → Tools & Integrations → New MCP Server. Add the URL to mcp.json, save, then toggle the server on.
Add the URL as a Streamable HTTP MCP server. Most clients need only a name and URL; reload the client after saving.
Refresh or reconnect the client after new tools are published because assistants may cache the tool list.