Prerequisites
Before you begin, create an account and get your API Key.
Getting started
Connect to Sharesight to manage investment portfolios, track performance, and automate financial reporting through AI agents.- API
- UI
1
Install the SDKs (optional)
2
Create a Strata MCP Server with Sharesight
API Reference
Full Strata API endpoints
3
Authenticate
🎉 Your Sharesight MCP Server is ready! Once authentication is complete, you can use your MCP server URL with any MCP-compatible client.
Available Tools
Next Steps
White-label Authentication
Customize OAuth flows with your own branding
AI Platform Integrations
Integrate Klavis MCP Servers with leading AI platforms
Integrations
Explore available MCP servers
API Reference
REST endpoints and schemas
