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Fidelity MCP Server (Strider Labs)

Strider Labs · Custody & Clearing

Vendor

Lets agents view Fidelity accounts, positions and holdings across brokerage, IRA and 401(k) custody.

Fidelitycustody401kIRA
Status
Vendor
Auth
OAuth
Hosting
Local
Community rating
Not rated yet
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How to connect Fidelity MCP Server (Strider Labs)

Step 1

Local server — run it on your machine

Fidelity MCP Server (Strider Labs) runs locally over stdio. You need Node.js (for npx) or Python (for uvx) installed, then add the command below to your client's MCP config file.

Command

npx -y @striderlabs/mcp-fidelity

Client config snippet

{
  "mcpServers": {
    "fidelity-mcp-strider": {
      "command": "npx",
      "args": [
        "-y",
        "@striderlabs/mcp-fidelity"
      ]
    }
  }
}

Step 2

Authenticate with OAuth

Your client opens a browser sign-in with the vendor. Approve only the scopes you need, and use a read-only account first when the platform offers one.

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.

Read the full connection guide →