Product2026-10-014 min read

无需 API 密钥，将 Claude 连接到 TradingFlow

作者

Claude 现在使用您的 TradingFlow 账户登录。只需添加一次连接器，即可在 claude.ai、Claude Desktop、移动端、Cowork 或 Claude Code 中查询实时期权资金流，无需复制密钥。

#Claude #MCP #AI agents #Connect an AI agent #options flow

Connecting an AI tool should make research easier without making access rules less clear. TradingFlow's Claude connection now signs in with your TradingFlow account, so you no longer copy a long-lived API key into Claude. The same connection works in claude.ai, Claude Desktop, the mobile apps, Cowork, and Claude Code.

Connect Claude card with the server URL, Add to Claude, and the Claude Code commands marked

Test app, October 1, 2026, with the endpoint shown as it appears on app.tradingflow.com. 1: the server URL Claude should show. 2: Add to Claude. 3: the two Claude Code commands.

Open it in TradingFlow: Settings → Connect an AI agent.

What you need

A paid TradingFlow plan. Access is checked again on every call, so a lapsed subscription stops the connection on its next request.
A Claude account that can add custom connectors.

Nothing else is installed. Claude connects to one remote endpoint, https://app.tradingflow.com/api/mcp.

Connect in claude.ai, Claude Desktop, mobile, or Cowork

1. Choose Add to Claude. In TradingFlow, open Settings → Connect an AI agent. The Connect Claude: sign in, no API key card comes first. Choose Add to Claude.

2. Review the disclaimer. A short dialog repeats that TradingFlow is a research and analytics tool, not financial advice, and links the Terms of Use and Privacy Policy. Choose I agree — continue to Claude. Nothing is created in TradingFlow at this step.

Before you connect Claude dialog with the continue button marked

Test app, October 1, 2026. 1: continue to Claude after reading the disclaimer, Terms of Use, and Privacy Policy.

3. Check the name and URL in Claude. Claude's Add custom connector dialog opens with TradingFlow filled in. Claude warns that the connector came from an external link, which is expected: confirm that the name is TradingFlow and the URL is exactly https://app.tradingflow.com/api/mcp, then choose Continue.

Claude Add custom connector dialog prefilled with TradingFlow and the production URL

Claude, October 1, 2026. 1: the prefilled name and server URL to verify. 2: Continue.

4. Keep the detected sign-in settings. Claude detects that TradingFlow uses account sign-in (Sign in now) and Claude's own published client identity. Leave both as detected and choose Add.

Claude step 2 with Sign in now and Use Claude's published identity both detected

Claude, October 1, 2026. 1: Sign in now, detected. 2: Use Claude's published identity, detected.

5. Sign in and allow access. On the connector page, choose Connect (Claude may label it Reconnect). TradingFlow's sign-in page asks whether Claude may access TradingFlow on behalf of your account. Choose Allow.

TradingFlow sign-in consent asking whether Claude may access TradingFlow

Production sign-in page, October 1, 2026; the account email is pixelated. 1: the request from Claude. 2: Allow.

6. Confirm the tools. Claude returns to the connector page, which now shows Disconnect and eight read-only tools.

Connected TradingFlow connector in Claude listing eight read-only tools

Claude, October 1, 2026. 1: connected, with Disconnect available. 2: the eight read-only tools.

Ask your first question

Start a new chat and check that TradingFlow is turned on under + → Connectors. Then ask a question the tools can answer, for example:

Using the TradingFlow connector, what are BRK.B's top 3 option contracts by premium today? For each, give strike, expiration, call/put, and premium.

Claude asks before each tool call unless you change the connector's Tool permissions. A model saying it is connected is not proof; the answer should show that Claude used the TradingFlow integration.

Claude answering with a table built from TradingFlow contract data

Claude, production data, October 1, 2026, intraday. 1: Claude used the TradingFlow integration. 2: the answer built from that data. Session values change during the day and are not forecasts.

Claude Code

Claude Code uses the same sign-in. Register the server, then sign in; the second command opens your browser:

bash

claude mcp add --transport http tradingflow https://app.tradingflow.com/api/mcp
claude mcp login tradingflow

Run claude mcp get tradingflow and check that it says Connected. Inside a session, /mcp lists the tools.

What the connection can do

Claude gets the default read-only tools: option trades, contract ranking, candles, symbol search, governed metrics, and read-only SQL.
It cannot write recipes, change your account, or place trades.
Every call acts as the TradingFlow account you signed in with and rechecks your access.
Disconnect any time from Claude's connector settings, or run claude mcp logout tradingflow in Claude Code.

Cursor, Codex, and OpenClaw keep using the API-key instructions on the same page; the Claude sign-in does not replace their setup. The MCP server reference lists every tool, limit, and error code.

TradingFlow is a research and analytics tool, not financial advice. Ask the connected client to show its data and limitations rather than treating its output as a trading recommendation. Start from TradingFlow App Home.

连接 AI 工具应当让研究更方便，同时保持清晰的访问边界。TradingFlow 的 Claude 连接现在使用您的 TradingFlow 账户登录，您不再需要把长期有效的 API 密钥复制到 Claude。同一个连接可用于 claude.ai、Claude Desktop、移动端、Cowork 和 Claude Code。

Connect Claude 卡片，标出服务器地址、Add to Claude 与 Claude Code 命令

测试环境，2026 年 10 月 1 日；端点按 app.tradingflow.com 上的实际显示呈现。1：Claude 中应显示的服务器地址。2：Add to Claude。3：两条 Claude Code 命令。

在 TradingFlow 中打开：Settings → Connect an AI agent。

准备条件

TradingFlow 付费方案。每次调用都会重新检查访问权限，订阅失效后，连接会在下一次请求时停止。
一个可以添加自定义连接器的 Claude 账户。

无需安装任何软件。Claude 只连接一个远程端点：https://app.tradingflow.com/api/mcp。

在 claude.ai、Claude Desktop、移动端或 Cowork 中连接

1. 选择 Add to Claude。 在 TradingFlow 中打开 Settings → Connect an AI agent。页面首先显示 Connect Claude: sign in, no API key 卡片。选择 Add to Claude。

2. 阅读免责声明。 一个简短的对话框会说明 TradingFlow 是研究与分析工具，不提供财务建议，并附上服务条款与隐私政策。选择 I agree — continue to Claude。这一步不会在 TradingFlow 中创建任何内容。

Before you connect Claude 对话框，标出继续按钮

测试环境，2026 年 10 月 1 日。1：阅读免责声明、服务条款与隐私政策后继续前往 Claude。

3. 在 Claude 中核对名称与地址。 Claude 的 Add custom connector 对话框会打开，并已填好 TradingFlow。Claude 会提示该连接器来自外部链接，这是正常现象：请确认名称为 TradingFlow，地址完全为 https://app.tradingflow.com/api/mcp，然后选择 Continue。

Claude 的 Add custom connector 对话框，已预填 TradingFlow 与生产环境地址

Claude，2026 年 10 月 1 日。1：需要核对的预填名称与服务器地址。2：Continue。

4. 保留检测到的登录设置。 Claude 会检测到 TradingFlow 使用账户登录（Sign in now）以及 Claude 自己发布的客户端身份。两项都保持检测结果，然后选择 Add。

Claude 第 2 步，Sign in now 与 Use Claude's published identity 均显示为已检测

Claude，2026 年 10 月 1 日。1：已检测到的 Sign in now。2：已检测到的 Use Claude's published identity。

5. 登录并允许访问。 在连接器页面选择 Connect（Claude 可能显示为 Reconnect）。TradingFlow 登录页面会询问是否允许 Claude 代表您的账户访问 TradingFlow。选择 Allow。

TradingFlow 登录授权页面，询问是否允许 Claude 访问 TradingFlow

生产环境登录页面，2026 年 10 月 1 日；账户邮箱已做马赛克处理。1：来自 Claude 的访问请求。2：Allow。

6. 确认工具。 Claude 返回连接器页面，页面会显示 Disconnect 以及八个只读工具。

Claude 中已连接的 TradingFlow 连接器，列出八个只读工具

Claude，2026 年 10 月 1 日。1：已连接，可选择 Disconnect。2：八个只读工具。

提出第一个问题

新建对话，并在 + → Connectors 中确认 TradingFlow 已开启。然后提出工具可以回答的问题，例如：

Using the TradingFlow connector, what are BRK.B's top 3 option contracts by premium today? For each, give strike, expiration, call/put, and premium.

除非您修改连接器的 Tool permissions，Claude 会在每次调用工具前征求确认。模型声称已连接并不构成证明；回答中应能看到 Claude 使用了 TradingFlow 集成。

Claude 使用 TradingFlow 合约数据生成的回答表格

Claude，生产环境数据，2026 年 10 月 1 日盘中。1：Claude 使用了 TradingFlow 集成。2：根据这些数据生成的回答。交易时段内的数值会变化，并非预测。

Claude Code

Claude Code 使用同样的登录方式。先注册服务器，再登录；第二条命令会打开浏览器：

bash

claude mcp add --transport http tradingflow https://app.tradingflow.com/api/mcp
claude mcp login tradingflow

运行 claude mcp get tradingflow，确认显示 Connected。在会话中，/mcp 会列出这些工具。

连接可以做什么

Claude 获得默认的只读工具：期权成交、合约排名、K 线、代码搜索、受治理的指标以及只读 SQL。
它不能写入 Recipe、修改您的账户，也不能下单交易。
每次调用都以您登录的 TradingFlow 账户身份执行，并重新检查访问权限。
随时可以在 Claude 的连接器设置中断开连接，或在 Claude Code 中运行 claude mcp logout tradingflow。

Cursor、Codex 和 OpenClaw 继续使用同一页面上的 API 密钥说明；Claude 登录方式并不替代它们的配置流程。MCP 服务器参考列出了每个工具、限制和错误代码。

TradingFlow 是研究与分析工具，不提供财务建议。请要求已连接的客户端展示其数据与局限，不要将输出视为交易推荐。可从 TradingFlow App Home 开始。

标签#Claude #MCP #AI agents #Connect an AI agent #options flow

2026-09-02Product

Create custom formula columns in TradingFlow Rank

TradingFlow Rank now lets paid users create row-level numeric columns for Contracts and Symbols, validate them against approved fields, and keep the definitions inside saved views.

2026-08-21Product

Filter GEX wall flow by horizon: All and 0DTE in Rank

Rank Contracts now separates all-expiration and exact-0DTE Wall Flow filters, so paid users can narrow the same-session evidence to the horizon they are researching.

2026-08-14Product

Same Number, Every Surface: TradingFlow's Governed Metrics Layer

TradingFlow's own pages and Cookbooks reports compute Net DEX, DEI, and sentiment from one small, governed registry — the same registry the AI assistant and MCP are built on as they roll out beyond internal accounts. Here's how it works, and why it's deliberately small.

准备条件

在 claude.ai、Claude Desktop、移动端或 Cowork 中连接

提出第一个问题

Claude Code

连接可以做什么

相关文章

Create custom formula columns in TradingFlow Rank在 TradingFlow Rank 中创建自定义公式列

Filter GEX wall flow by horizon: All and 0DTE in Rank按期限筛选 GEX 墙位资金流：Rank 中的 All 与 0DTE

Same Number, Every Surface: TradingFlow's Governed Metrics Layer无论在哪个界面，数字都一样：TradingFlow 的已治理指标层

Create custom formula columns in TradingFlow Rank

Filter GEX wall flow by horizon: All and 0DTE in Rank

Same Number, Every Surface: TradingFlow's Governed Metrics Layer