Custody & clearing
Fidelity MCP Server (Strider Labs)
Published by Strider Labs
Agent access to Fidelity accounts, positions and holdings across brokerage, IRA and 401(k).
Local
OAuth
Vendor
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Assets under management
Drives: AUM Percentage
Client households
Drives: Client Value
What you approve
- 1.Complete the Fidelity OAuth grant with entitlements for firm-level reporting.
- 2.Verify with your Fidelity team that agent retrieval is permitted for your entitlements.
How your agent connects it
- 1.Install the Strider Labs Fidelity MCP server and register it in your assistant.
- 2.Ask the agent to total assets and count funded registrations.
Figures, not records
Your agent reads Fidelity MCP Server (Strider Labs) directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.