Connecting Grok to Clear Street: Step-by-Step Setup Guide

Grok chat showing Clear Street options positions with daily and unrealized P&L
Overview

Connect your Clear Street account to Grok in a few minutes with Clear Street’s MCP server. Then use Grok to analyze your portfolio, review trades and executions, get live market data and news, and place and manage orders.

Clear Street’s MCP server lets Grok work with your Clear Street trading account. Once it’s connected, Grok can check your balances, positions, orders, and portfolio history. It can also research instruments and pull market data and news. With the trading endpoint, it can place and manage orders too.

In this guide, we’ll walk through what Grok can do once it’s connected, what you need before you start, and how to set up the Clear Street connector in Grok step by step. The whole setup takes just a few minutes.

What you can do once Grok is connected

Clear Street’s MCP server gives Grok direct, structured access to your account and to Clear Street’s market data, so it can answer questions with real numbers instead of guesses. Once it’s connected, you can ask Grok to:

  • Check balances and buying power across your accounts.
  • Review positions and P&L, including how individual holdings or options are doing today.
  • Look up orders, both open and recently filled.
  • Pull portfolio history to see how your account has performed over time.
  • Research instruments, such as company details and financial statements.
  • Get quotes and market data for the symbols you follow.
  • Read the latest news on a stock or the market.

If you connect the trading endpoint, you can use Grok to place, modify, and cancel orders.

What you need

  • A Clear Street account. To place orders through Grok, you also need the Trade permission on the account(s) you want to trade.
  • A Grok account. On Grok Business or Enterprise, a team admin has to add the connector first.

Don’t have a Clear Street account yet? Open a Clear Street account to get started.

Read-only or trading: choosing an endpoint

Clear Street offers two MCP endpoints. The one you choose determines what Grok is allowed to do.

Read-only

https://api.clearstreet.com/v1/mcp

The read-only endpoint gives Grok access to your account data, market data, and news. It can never place or cancel orders. This is the recommended place to start, and it’s the right choice if you only want Grok for research, monitoring, and checking on your portfolio.

Trading

https://api.clearstreet.com/v1/mcp/trading

The trading endpoint includes everything in read-only, plus placing, replacing, and canceling orders.

How to connect Grok to Clear Street, step by step

1. Open Connectors and start a custom connector

Go to grok.com/connectors and click New Connector, then choose + Custom.

Grok New Connector menu with the + Custom option highlighted

2. Enter a name and the server URL

  • Name: Clear Street
  • Server URL: the read-only or trading endpoint you chose above

Click Add Connector.

Grok Custom Connector form with the name Clear Street and the Clear Street MCP server URL entered

3. Enter the OAuth credentials

Grok detects that Clear Street uses OAuth and shows an OAuth Credentials Required form. Fill it in as follows:

  • Client ID: mOHlYq3NMBFqjDCo2NWkKQKSdzqIgE2O
  • Client Secret: leave blank
  • Authorization Endpoint, Token Endpoint, and Scopes: filled in automatically. Leave them as they are.
  • Token Auth Method: none (PKCE only, recommended)

The Client ID is public and the same for every Clear Street client, so there’s nothing to generate or keep secret. There’s no client secret because the connection uses PKCE, which secures the sign-in without one. Click Save & Connect.

Grok OAuth Credentials Required form with the Clear Street Client ID entered, Client Secret blank, and PKCE selected

4. Sign in to Clear Street

Clear Street’s login page opens. Sign in with your Clear Street email and password. Grok never sees your password.

5. Confirm it’s connected

You’re returned to Connectors. Clear Street now shows under Connected, and you’ll see a “Connector added successfully” message.

Grok Connectors page showing Clear Street under Connected

6. Try it

Start a new chat and ask something about your account. Grok shows “Used Clear Street Connector” when it calls Clear Street. If you have more than one account, tell Grok which one you mean, or it will ask you.

Grok chat answering How are my options doing today, showing Used Clear Street Connector and the options positions table

Example prompts to try

  • “How are my options doing today?”
  • “What’s my current balance and buying power?”
  • “Show me all my open positions.”
  • “What’s the latest quote for NVDA?”
  • “Pull the latest income statement for AAPL.”

Use Grok with Clear Street in your Tesla

Grok is built into Tesla vehicles, and connectors you add in Grok carry over to the car once it’s signed in to the same Grok account.

Requirements

  • An AMD infotainment processor. To check, go to Controls > Software > Additional Vehicle Information on the touchscreen.
  • Vehicle software 2025.26 or later for Grok, and 2026.26 or later for Connectors.
  • Premium Connectivity or a Wi-Fi connection.
  • A signed-in Grok account. Basic Grok works without one, but Connectors don’t.

Steps

  1. Set up the Clear Street connector first, using the steps above. Connectors are set up on your phone or computer, not on the car’s touchscreen.
  2. In the car, open Grok: tap App Launcher > Grok, or press and hold the microphone button on the steering wheel.
  3. Tap Sign In, then finish signing in with the Grok app on your phone. Use the same Grok account you connected Clear Street with.
  4. Optional: to use “Hey Grok” hands-free, turn it on in Grok’s settings on the touchscreen (Tesla’s support page lists Controls > Audio > Grok Settings; the 2026.26 release notes say Grok > Settings).
  5. Ask a question, for example “Hey Grok, how are my positions doing today?”

For more detail, see the Clear Street MCP docs and the Grok connectors docs.

Past performance does not guarantee future results. Grok and Tesla are trademarks of their respective owners and are not affiliated with Clear Street. Third-party AI tools are not provided or supervised by Clear Street. If you let one place orders, you are responsible for every order it sends, including errors. All orders are client-directed and authenticated; nothing shown is a recommendation.

Products and services offered by Clear Street LLC, member FINRA, SIPC, CFTC and NFA. Additional information about Clear Street is available on FINRA BrokerCheck, including its Customer Relationship Summary.

Clear Street does not provide investment, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.  These materials are provided for informational purposes only and subject to change without notice or obligation to replace any information contained therein. This is not an offer, solicitation of an offer, or advice to buy or sell securities, or open a brokerage account in any jurisdiction where Clear Street is not registered.  Securities trading, particularly trading on margin or using options, involves significant risk and is not suitable for all investors.

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