Claude Desktop · MCP setup

How to Connect TradeJournal MCP in Claude Desktop

Configure Claude Desktop's MCP server list with your TradeJournal token and gateway URL.

Connect AI Tools reference MCP hub

Connect AI settings

Create and revoke personal MCP tokens—scoped to your account only.

  • Account Settings → Connect AI
  • Label tokens (e.g. Cursor)
  • Revoke if leaked
Open Connect AI

Quick summary

  1. Token: Connect AI → personal MCP token (your account only).
  2. Configure client: Follow steps below for Claude MCP docs.
  3. Tools: Call get_runtime_context first — full list on the MCP tools reference page.

Key takeaway

To use TradeJournal.co with Claude Desktop MCP, issue a personal token in Connect AI, register the TradeJournal MCP server URL in Claude Desktop configuration, and call get_runtime_context before querying trades or stats.

Step-by-step

Setup steps

  1. 1. Generate a personal MCP token

    Log in → Account Settings → Connect AI → Generate token. Copy once; store only in your AI client config.

  2. 2. Edit Claude Desktop MCP config

    Add the TradeJournal server block (URL + Authorization header) per Anthropic's MCP format.

  3. 3. Restart Claude Desktop

    Quit and reopen Claude so MCP servers reload.

  4. 4. Verify tools

    Confirm 17 TradeJournal tools; start with get_runtime_context.

Example mcp.json

{
  "mcpServers": {
    "tradejournal": {
      "url": "http://localhost:3333/mcp",
      "headers": {
        "Authorization": "Bearer tj_mcp_u_<YOUR_TOKEN>"
      }
    }
  }
}

Gateway (dev): http://localhost:3333/mcp · Token: tj_mcp_u_<YOUR_TOKEN>

Official client docs: Claude MCP docs · MCP specification

TradeJournal MCP tools (summary)

Full parameters on the MCP tools reference page.

Tool Purpose
get_runtime_context User portfolios, active portfolio, plan flags, privacy rules. Call this first in every session.
list_portfolios Portfolio id and name list for disambiguation.
list_trades Filtered trade list (portfolio, symbol, status, asset, limit, order_by). Open rows include plan targets and nudges.
list_open_trades_by_target_priority Open trades sorted by price/stop target priority with nudge summary.
get_trade Single trade by id with entries, sizing, option context, and plan levels.
update_trade Set or clear price_target / stop_target on a trade (validated).
get_trade_stats Aggregate win rate, profit, and related stats for the user.
get_dashboard_stats High-level public/private trade and post rollups.
list_posts Published posts metadata for the user.
get_post One published post by id.
get_portfolio_stats Per-portfolio performance rollup.
list_media_assets User media library with attribution metadata.
get_media_asset Single media asset by id.
update_media_asset Update media attribution fields (narrow write).
delete_media_asset Delete unreferenced media assets.
audit_portfolio_import_health Read-only import/portfolio health audit.
repair_portfolio_import_health Allowlisted import repairs (confirm required for apply).

Frequently asked questions

Add the TradeJournal MCP server to Claude Desktop config with your Bearer token, restart Claude, and verify tools such as get_runtime_context and list_trades appear.

Always get_runtime_context, then use list_trades or get_trade_stats. See the full MCP tools reference for parameters.

Tools reference · Security & privacy · MCP hub · Onboarding call

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