Skip to main content
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.
1

Install the SDKs (optional)

pip install klavis
2

Create a Strata MCP Server with Sharesight

from klavis import Klavis
from klavis.types import McpServerName

klavis_client = Klavis(api_key="YOUR_API_KEY")

# Create a Strata MCP server with Sharesight
response = klavis_client.mcp_server.create_strata_server(
    servers=[McpServerName.SHARESIGHT],
    user_id="user123"
)
userId specifies whose connected accounts and data you are accessing in Klavis. It should be a unique id for yourself, your team, or your organization.

API Reference

Full Strata API endpoints
3

Authenticate

import webbrowser

# Open OAuth authorization page
webbrowser.open(response.oauth_urls[McpServerName.SHARESIGHT])
🎉 Your Sharesight MCP Server is ready! Once authentication is complete, you can use your MCP server URL with any MCP-compatible client.

​
Available Tools

With our progressive discovery approach, Klavis System is capable of enabling all tools for Sharesight. Please use the get_tools API for more details. If you find any tool that is missing, please reach out to [email protected].

​
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