Perplexity · MCP discovery

TradeJournal MCP with Perplexity

Perplexity can discover MCP servers that speak the open protocol—pair with TradeJournal's gateway and personal token when your client supports MCP.

Quick summary

  1. Token: Connect AI → personal MCP token (your account only).
  2. Configure client: Follow steps below for Model Context Protocol.
  3. Tools: Call get_runtime_context first — full list on the MCP tools reference page.

Key takeaway

TradeJournal.co MCP works with Perplexity and other MCP-aware clients using a personal Connect AI token, gateway URL, and the nine read-only tools documented in the TradeJournal MCP tools reference.

Setup steps

  1. Generate a personal MCP token

    Log in → Account Settings → Connect AI → Generate token. Copy once; store only in your AI client config.

  2. Confirm MCP support in your client

    Perplexity MCP availability varies—check Perplexity release notes.

  3. Register TradeJournal server

    URL: http://localhost:3333/mcp (dev) + Bearer token.

Example mcp.json

{
  "mcpServers": {
    "tradejournal": {
      "url": "http://localhost:3333/mcp",
      "headers": {
        "Authorization": "Bearer tj_mcp_u_<YOUR_TOKEN>"
      }
    }
  }
}

Gateway (dev): http://localhost:3333/mcp · Token: tj_mcp_u_<YOUR_TOKEN>

Official client docs: Model Context Protocol · MCP specification

TradeJournal MCP tools (summary)

Full parameters on the MCP tools reference page.

Tool Purpose
get_runtime_context User portfolios, active portfolio, plan flags, privacy rules. Call this first in every session.
list_portfolios Portfolio id and name list for disambiguation.
list_trades Filtered trade list (portfolio, symbol, status, limit). User-owned rows only.
get_trade Single trade by id (must belong to the authenticated user).
get_trade_stats Aggregate win rate, profit, and related stats for the user.
get_dashboard_stats High-level public/private trade and post rollups.
list_posts Published posts metadata for the user.
get_post One published post by id.
get_portfolio_stats Per-portfolio performance rollup.

FAQ

When your Perplexity build supports custom MCP servers, add TradeJournal with Bearer token and gateway URL; otherwise use Cursor/Claude setup guides or the on-site assistant.

Always get_runtime_context, then use list_trades or get_trade_stats. See the full MCP tools reference for parameters.

Tools reference · Security & privacy · MCP hub · Onboarding call

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