Claude AI Integration (MCP)

Connect Claude Desktop or Claude.ai directly to your Sable portfolio data using the Model Context Protocol (MCP).

What is this?

Sable MCP lets you query your portfolio data directly from Claude. Instead of logging into the Sable dashboard or Chat Sable, you can ask Claude questions and it will pull real-time data from your account.

You: "What's my YTD P&L?"

Claude: Your YTD P&L is $1,234,567. Here's the breakdown by strategy:
        - Long Equity: +$890,000
        - Options: +$344,567
        ...

Key Benefits

Benefit	Description
Natural Conversation	Ask follow-up questions, get explanations, dive deeper
Your Data, Your Context	Claude sees your actual positions, trades, P&L
Secure	OAuth 2.1 authentication, you control access
Read-Only	Claude can query data but cannot execute trades

Requirements

• Claude Plan: Pro, Max, Team, or Enterprise (required for custom connectors)
• Sable Account: Active Sable user with portfolio data
• Authentication: You'll sign in with your Sable credentials

How to Connect

Claude.ai (Web)

1. Go to claude.ai and sign in
2. Click your profile icon → Settings
3. Select Connectors from the sidebar
4. Click Add custom connector
5. Enter the MCP URL:

   https://sable.aicholdings.com/api/mcp

6. Click Connect
7. Sign in with your Sable credentials when prompted
8. Grant Claude access to your portfolio data

Claude Desktop

1. Open Claude Desktop
2. Go to Settings → Connectors
3. Click Add custom connector
4. Enter: https://sable.aicholdings.com/api/mcp
5. Complete the sign-in flow

Claude Code (CLI)

claude mcp add sable -t http https://sable.aicholdings.com/api/mcp

What Claude Can Access

Once connected, Claude can query:

Data Type	Examples
Portfolio Summary	Total positions, market value, allocation
Position Details	Individual holdings, cost basis, unrealized P&L
Trade History	Recent trades, buy/sell activity, execution details
P&L Reports	Daily, MTD, QTD, YTD performance
Top Movers	Best and worst performers
Sector Exposure	Breakdown by industry, sector
Risk Metrics	Long/short exposure, net/gross

Example Conversations

Portfolio Overview

You: Give me a summary of my portfolio

Claude: Here's your current portfolio summary:

        Total Positions: 47
        Long Exposure: $12.5M
        Short Exposure: $3.2M
        Net Exposure: $9.3M

        Top 5 Holdings:
        1. AAPL - $1.8M (14.4%)
        2. NVDA - $1.2M (9.6%)
        ...

Performance Analysis

You: How did I do this month?

Claude: Your MTD performance:

        P&L: +$234,567 (+1.87%)

        Winners: NVDA (+$89K), META (+$45K)
        Losers: TSLA (-$23K), AMD (-$12K)

        Would you like me to break this down by strategy?

Deep Dives

You: What's happening with my tech positions?

Claude: Your technology sector breakdown:

        Total Tech Exposure: $4.2M (33.6% of portfolio)

        By subsector:
        - Semiconductors: $2.1M
        - Software: $1.4M
        - Hardware: $0.7M

        MTD P&L for tech: +$156K (+3.7%)

Security

Authentication

• OAuth 2.1 with PKCE (Proof Key for Code Exchange)
• Your Sable credentials - same login as the web app
• Scoped tokens - Claude only gets access to your data

Data Isolation

• You only see data for organizations you belong to
• Row Level Security (RLS) enforced at the database level
• No cross-user data access

Permissions

• Read-only access - Claude cannot modify data or execute trades
• Revocable - Disconnect anytime from Sable settings

Revoking Access

To disconnect Claude from your Sable account:

1. Go to Sable web app
2. Navigate to Settings → Integrations
3. Find "Claude AI" and click Revoke Access

Troubleshooting

"Connection Failed"

• Verify you're on Claude Pro, Max, Team, or Enterprise plan
• Check that the URL is exactly: https://sable.aicholdings.com/api/mcp
• Try signing out of Sable and reconnecting

"No Data Returned"

• Ensure your Sable account has portfolio data
• Check that you have access to the organization you're querying

"Authentication Error"

• Your session may have expired - try disconnecting and reconnecting
• Verify your Sable credentials are still valid

Technical Details

For developers and technical users:

Aspect	Details
Protocol	Model Context Protocol (MCP)
Transport	Streamable HTTP
Auth	OAuth 2.1 with PKCE via Supabase
Endpoint	https://sable.aicholdings.com/api/mcp
Tools	14 query tools (portfolio, trades, P&L, etc.)

Available MCP Tools

Tool	Description
portfolio_summary	Current positions overview
position_detail	Details for specific ticker
trade_history	Trade history with filters
trade_summary	Trade statistics
daily_pnl	Daily P&L with filters
pnl_summary	P&L grouped by dimension
period_pnl	YTD/QTD/MTD/WTD P&L
top_movers	Best/worst performers
sector_breakdown	Exposure by sector
exposure_summary	Long/short/net/gross
pnl_timeseries	P&L over time (for charts)
biggest_positions	Top holdings by value
natural_query	Free-form queries
query_help	Available query types

Related

• Chat Sable - Web-based AI queries
• API Authentication - API access patterns
• MCP Overview - MCPammer infrastructure