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.
Confirm the money actually landed and matches expectations.
Onboard a ClientCustody & ClearingBanking & Account Aggregation
Read-only: compare the expected funding for <client name> in CRM against the incoming transfers visible in the custody and account-aggregation tools. Show expected vs. received amounts, dates, account numbers masked to the last four digits, and flag any mismatch or missing transfer. Do not initiate, cancel or modify any transfer or trade. Cite which tool each figure came from so I can spot-check it.
Guardrail · Read-only. Verify figures at the source before they reach a client document.
Read-only: compare current allocations against target models across my accounts, using the wealth platform for targets and modelled positions and the custodial feed for actual settled holdings and cash. List every position or sleeve drifted beyond <tolerance, e.g. 3%> as Account / Sleeve / Target / Actual / Drift / Estimated trade size, and separately flag any holding or cash balance where the platform and the custodian disagree, since that breaks the drift math. Do not place, stage, cancel or modify any order. Cite the tool behind each figure.
Guardrail · Read-only. Never grant trading scopes to a tool that only needs to report.
Tax-lot and wash-sale check
A flag list before trades are placed.
Trade & RebalanceCustody & ClearingMarket & Financial Data
Read-only: for the proposed sells in <account>, review tax lots at the custodian and flag short-term gains, large realised gains, and any purchase in the last 30 days that could create a wash sale. Then use market-data tools to value each lot at the latest available price and to check for splits, mergers or other corporate actions that would change basis or share count. Output Symbol / Lot / Acquired / Basis / Market value / Gain-loss / Flag / Source. Do not place or modify trades. Tell me where the data may be delayed or incomplete.
Guardrail · Read-only. Confirm lot data with the custodian before acting on it.
