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Claude Desktop

Connect Portfolio Intel to Claude Desktop or claude.ai using the MCP connector flow. OAuth handles authentication automatically — no API key in config files.

  1. Open Claude Desktop and click Customize in the left sidebar.

  2. Click Connectors → scroll down → + Add custom connector.

  3. Enter the following:

    • Name: Portfolio Intel
    • Remote MCP server URL: https://api.portfoliointel.co.in/mcp
    • Leave Advanced settings empty — OAuth handles authentication automatically.
  4. Click Add, then click Connect on the connector card.

  5. A consent screen appears — enter your Portfolio Intel API key and click Authorize Claude Access.

  6. A trust prompt asks “Do you want to allow and trust Portfolio Intel?” — click Allow and you’re done!