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MCP Integration — Overview

The PortDive MCP server lets AI assistants talk directly to your PortDive data — portfolio analysis, technical indicators, Elliott Wave analysis, and investment theses become part of your AI workflow.

Which client fits me?

IntegrationTransportAuthmacOSWindows
Claude Desktop (Remote)HTTPOAuth✅ Available✅ Available
Claude CodeHTTPOAuth✅ Available✅ Available
Gemini CLIHTTPOAuth✅ Available✅ Available
Claude Mobile AppHTTPOAuth✅ iOS✅ Android
Claude Desktop (local)stdioPAT✅ Available🔜 Coming soon

Which variant should I pick?

  • Remote (OAuth) — recommended for all interactive clients. No install, no token management, automatic refresh.
  • Local (stdio + PAT) — for non-interactive use cases: CI / automation, custom MCP clients, Cursor / Zed / Continue.dev, or any environment without a browser. Personal Access Tokens (PATs) are created in Settings.

Next step: Pick your client in the sidebar and follow the corresponding guide.