You can connect Claude to your TradeZella account and ask it about your trading in plain words. Here’s how to set it up.
How do I connect Claude?
In Claude, go to Customize → Connectors. You can also go straight there: https://claude.ai/customize/connectors
Click Add, then select Add custom connector from the dropdown.
In the pop-up, name it TradeZella and paste this link in the URL field:
https://mcp.tradezella.com/mcpClick Continue.
On the next screen, leave the default settings as they are: Sign in now under Authentication and Register automatically under OAuth.
Leave everything else as default as well and click Add.
Click Connect in the next screen.
A TradeZella page will open in your browser (sign in if asked). Choose Read only (selected by default) or Read & write, then click Allow.
💡 Note: Read only lets Claude see and analyze your trading data, but it can’t change anything. Read & write also lets it add or update things in your account, like your notes, tags, and strategies. Claude can’t add, edit, or delete your trades with either option.
Your TradeZella account is now connected. You can ask Claude about your trading, such as your win rate, your recent trades, or your risk-to-reward.
For security details, request limits, and how to disconnect, see How to Connect an AI Assistant to TradeZella (Connections).
If you have any questions or need assistance, feel free to reach out to our support team — we’re here to help!