API

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WelcomeQuickstartGuidesChangelogSDKs and ToolsOrder Limits

Authorization

POSTCreate personal access token

List Accounts

GETGet accounts

Account Details

GETGet account portfolio v2GETGet history

Instrument Details

GETGet all instrumentsGETGet instrument

Market Data

POSTGet quotesPOSTGet option expirationsPOSTGet option chainGETGet bars v2GETGet bars v2 with aggregation

Order Placement

POSTPreflight single legPOSTPreflight multi legPOSTPlace orderPUTReplace orderPOSTPlace multileg orderGETGet orderDELETECancel order

Option Details

GETGet option greeksPOSTGet strategy quote
HelpFeedback

Get Started

Connecting your Claude account to Public in 2 minutes

The fastest way to connect your Public.com brokerage account to Claude Desktop is via our mcpb file. Install the Public MCP Bundle with a single click — no terminal commands and no editing config files by hand. Once installed, Claude becomes a trading agent that can research stocks, options, and crypto and place orders straight from a conversation.

What You'll Do

Step 01

Download the Public MCP Bundle

Step 02

Install it into Claude Desktop with one click

Step 03

Enter your credentials and place a trade

Before You Get Started

  • →Download and install Claude Desktop for macOS or Windows. A paid Claude subscription may be required to use MCP servers.
  • →You will need a Public.com brokerage account. Create one at public.com/signup.
  • →Once you create your Public brokerage account, you'll need an API key (secret) from your API settings page. Generate a new key and copy it somewhere safe — you will only see the full value once. You'll paste it into the install form in Step 2.
1

Downloading the Public MCP Bundle

Download the Public MCP Bundle (.mcpb) using the button below. There's nothing to unzip or extract, as the single file is the whole bundle.

Download the Public MCP Bundle
2

Installing the Bundle in Claude Desktop

Double-click the .mcpb file you just downloaded. Claude Desktop opens automatically and shows an install dialog for the Public extension.

If double-clicking doesn't open Claude Desktop, you can install from inside the app instead: open Claude Desktop, go to Settings → Extensions, and drag the .mcpb file onto that window (or use the Install / Advanced settings → Install extension option and select the file).

In the install dialog, click Install. Claude Desktop then prompts you for the extension's configuration. Paste in the API key (secret) you copied earlier.

Click Save to finish. The extension shows as enabled in Settings → Extensions — no terminal, no JSON editing, and no manual restart required.

Security Notice

Your API key is stored locally on your machine. Treat it like a password — don't share it or expose it to others. It grants direct access to your brokerage account. Only install MCP bundles from sources you trust.

3

Verifying the Connection and Placing a Trade

Start a new conversation in Claude Desktop and ask it to fetch your account balance:

Can you show me my current account balance and buying power?

Claude will call the Public MCP server and return your live account data. You'll see it indicate when it's calling a tool before returning the result.

If Claude responds that it doesn't have access to brokerage tools, open Settings → Extensions and confirm the Public extension is installed and enabled, and that the API key was entered correctly.

Once connected, you can research and trade in natural language. Claude runs a preflight check — estimating total cost, buying power impact, and fees — before submitting anything live:

Can you place a buy order for 1 share of AAPL?

Important

Placing a trade through Claude Desktop is a real order using real money in your Public account. Review all preflight details carefully before confirming. Only proceed if you fully understand and accept the risks involved.

More things you can ask

  • How is my portfolio performing today?
  • What is the current price of TSLA?
  • Show me the options chain for AAPL expiring next Friday
  • What are my open orders?
  • Cancel my open AAPL order
  • Show me my recent transactions

What's Next

In about two minutes you've connected your Public.com brokerage to Claude Desktop using the one-click MCP Bundle. From here you can use Claude to research equities, pull options chains, analyze your portfolio against market data, and execute orders — all without leaving the conversation.

Prefer to configure the server manually, or want to run it alongside other MCP servers? See the manual Claude Desktop setup guide for the claude_desktop_config.json approach.

For the full list of available tools and advanced configuration options, refer to the Public MCP Server GitHub repository.