MCP Server

Zero Terminal exposes its data and actions to external AI agents through the Model Context Protocol (MCP). Connect any MCP-aware client — Claude Desktop, the Anthropic API, custom agents — and they get scoped, read-only access to your portfolio, market data, and saved searches.

The server is mounted at https://zeroterminal.io/mcp.

Connecting

Authentication uses Clerk OAuth 2.1. The MCP client performs the standard OAuth dance and exchanges credentials for an opaque bearer token, which is then sent on every tool call.

Discovery: clients fetch /.well-known/oauth-protected-resource to locate the OAuth issuer (RFC 9728 compliant).
Tier requirement: a Standard or Premium subscription. Free accounts are rejected at the token-validation step.
Tokens: opaque oat_* strings issued by Clerk. Validated on each request and cached for 5 minutes.

Once connected, all tools below become available to your agent. Most are free to call; a small set is metered (see "Metering" below).

Metering

Two of the daily/monthly limits used elsewhere in the product also apply here:

Grok Search credits (1 per day on Standard, more on Premium) — consumed by trigger_grok_search and run_saved_grok_search. Shared with the Command Agent.
X Timeline allocation (monthly, pack-based) — consumed by trigger_x_timeline_search and run_saved_x_timeline_search. See Billing & Tiers for pack sizes.

agent_turns (the daily Command Agent quota) is not decremented by MCP — it is scoped to in-app conversational turns only. Everything else is read-only and free.

Tools

Portfolio & Accounts

get_portfolio_summary — Aggregated equity, day P/L, market value, position count, and top holdings across all connected accounts. Requires a connected broker.
get_positions — Up to 50 positions, optionally filtered by ticker, asset_type, broker, or account_id. Requires a connected broker.
get_account_balances — Balances, margin info, and buying power for each connected account. Account numbers are masked. Requires a connected broker.
get_subscription_info — Plan tier, account email, and timezone.
get_billing_usage — Current usage counters, limits, and reset times for every metered feature.

Risk

get_margin_analysis — Maintenance, initial, and day-trade margin requirements per account, plus account health and per-position contribution. Optionally scoped to one account_id. Requires a connected broker.
get_sector_exposure — Holdings broken down by asset type (EQUITY, OPTION, ETF, etc.) with value and position count. Requires a connected broker.
get_concentration_risk — Top holdings by portfolio weight, flagging anything above threshold_pct (default 10%). Requires a connected broker.
get_greeks_summary — Net delta, gamma, theta, and vega aggregated by underlying and across the whole book. Options-only. Requires a connected broker.
get_delta_weights — True directional exposure as a percentage of equity, weighting options by delta × qty × multiplier × spot. Requires a connected broker.
get_factor_tilts — Value, Growth, Momentum, Quality, and Size tilts (-1.0 to +1.0) computed per underlying and weighted by market value. Uses Yahoo Finance fundamentals.

Baskets

list_baskets — All thematic baskets and their assigned underlyings.
create_basket — Create a basket with name and optional color (hex).
assign_to_basket — Assign one or more underlyings to a named basket. Reassigns symbols already in other baskets.

Market Data

get_market_status — Current session state (open / closed / pre / post / holiday / weekend), next event, session times.
get_stock_fundamentals — Yahoo Finance fundamentals: market cap, P/E, EPS, beta, 52-week range, dividend, sector, analyst targets, margins, debt ratios.
get_options_chain — Available expirations, or the full chain (up to 40 strikes per side) for a given expiration date. From Yahoo Finance.
get_financial_statements — Income statement, balance sheet, or cash flow. annual or quarterly. ~5 periods.
get_price_history — OHLCV daily bars over 1d, 5d, 1mo, 3mo, 6mo, 1y, 2y, or ytd.
get_corporate_actions — Upcoming dividends, earnings, and splits for portfolio holdings or a specified ticker list. Lookahead defaults to 30 days, max 90.

Futures (CME)

get_cme_specs — Tick size, multiplier, settlement method, and active contracts for one or more CME products. Accepts comma-separated TradeStation roots or Globex codes.
get_cme_expirations — Upcoming expirations, days to expiry, first notice dates. Defaults to the user's held futures.
get_cme_schedule — Globex trading hours and holidays. Pre-open / open / close events per date. Detects early closes.

SEC Filings

search_sec_filings — Recent SEC filings for portfolio holdings or a specific ticker. Filterable by category (financials, events, insider, other).
get_filing_analysis — Cached Grok AI analysis for a filing, by filing_id. Returns null if not yet analyzed.
trigger_filing_analysis — Queue a new Grok analysis run. Returns immediately; result delivered asynchronously.

News & Sentiment

get_x_news — Latest cached X news for a topic (markets, economy, earnings).
get_grok_sentiment — Per-ticker bullish / neutral / bearish scoring with summary and key themes for portfolio positions. Cached from scheduled runs.

Grok Search (metered)

trigger_grok_search — Run a new Grok search across X, web, or both. Returns summary, key points, citations. Saved to your Search column. Costs 1 daily Grok Search credit.
run_saved_grok_search — Re-run a saved search by ID. Costs 1 daily Grok Search credit. Use list_grok_searches to find IDs.
list_grok_searches — List your saved Grok search configurations.
get_grok_search_results — Result history for a saved search. Free; reads cached results only.

X Timeline (metered)

trigger_x_timeline_search — Run an X timeline search across your configured account lists. Costs from your monthly X Timeline allocation. Requires a confirmation step (action_id + confirmed: true).
run_saved_x_timeline_search — Re-run a saved X timeline search by ID. Costs from your monthly X Timeline allocation.
list_x_timeline_searches — List your saved X timeline searches with post counts.
get_x_timeline_posts — Posts from a saved X timeline search. Free; reads cached results only.

Data freshness

Positions and balances — live from the broker on each call.
Quotes, fundamentals, options chains, price history — Yahoo Finance, near-real-time during market hours.
Corporate actions and filings — daily refresh.
News, Grok sentiment, saved-search results — cached from scheduled runs; trigger a new search if you need fresher data.

Broker dependence

Tools that read from your account (positions, balances, margin, Greeks, factor tilts, sector exposure, concentration, portfolio-scoped corporate actions and futures schedules) require a connected Schwab or TradeStation account. Pure market-data tools (fundamentals, options chains, price history, financial statements, market status) work without one.

If you have questions or run into issues, Feedback and Contact are linked from the Support menu in the nav.