Quickstart
Connect Oren and ask your first portfolio question.
Read as Markdown1. Choose your client
Use a client that supports remote Streamable HTTP and browser-based OAuth. Follow the setup for Claude, Cursor or Codex.
2. Add the server
Name the connection Oren and use this URL:
https://api.oren.finance/mcp3. Sign in and review access
Your client opens Oren's browser connection flow. Sign in with your Oren account, then review the requested permissions, wallet and callback destination. Local applications also require an acknowledgement for the selected local callback.
For your first connection, use read access where your client allows scope selection. Approve only the access you intend to grant.
4. Try a read request
Show my Oren portfolio, then find Nvidia and show its stock details.The agent can call get_portfolio, search_stocks and get_stock. It should use the asset ID returned by search rather than inventing one from a ticker.
An empty portfolio can mean the selected wallet has no supported holdings. Check the approved wallet before assuming a connection problem.
5. Manage the connection
Open Agent connections in Oren to inspect or revoke access. Connections currently expire after seven days; reconnect when prompted.
For trading behavior, continue to Trade approvals. For connection issues, see Troubleshooting.