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Fidelity MCP Server (claude-fidelity)
Community (TylerFlar) · Custody & Clearing
Browser-automation server for Fidelity accounts and positions. Fidelity has no public API, so review their terms before use.
Fidelitybrowser automationaccounts
Status
Community
Auth
None
Hosting
Local
Community rating
Not rated yet
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How to connect Fidelity MCP Server (claude-fidelity)
Step 1
Check the vendor's documentation
This listing does not publish a public endpoint or install command yet. Open the vendor documentation above for access details, then follow the general steps in our connection guide.
Step 2
Authenticate with no credentials
No credentials are required for public data. Rate limits still apply, so avoid bulk pulls from a chat client.
Step 3
Verify, then widen access
Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.