Step-by-Step Guide: Connecting Flattrade MCP to Claude AI

1. Log in claude.ai

2. Click on your Profile Name / Icon located in the bottom-left corner of the Claude sidebar interface.

3. From the pop-up menu that appears, click on Settings.

4. In the Settings window dashboard under the Customize header, select Connectors.

5. Click the Add dropdown button in the top-right corner of the Connectors pane.

6. Enter Server Credentials: In the Add custom connector window, fill out the following fields:

8. Click the Add button at the bottom.

9. On next screen Click the prominent Connect button on the configuration page to link the server.

10. You will be redirected to the Flattrade login page. Enter your User ID, Password, and OTP / TOTP, then click Log in.

11. Review the access permissions and click Allow to complete the connection process.

12. Once connected, return to your Claude chat session and type your request Questions like:

13. A prompt will appear stating “Claude wants to use Flattrade.” Click Always allow or Allow.

14. Claude will answer the questions you ask