Connect to Sharesight to manage investment portfolios, track performance, and automate financial reporting through AI agents.
API
UI
1
Install the SDKs (optional)
pip install klavis
2
Create a Strata MCP Server with Sharesight
from klavis import Klavisfrom klavis.types import McpServerNameklavis_client = Klavis(api_key="YOUR_API_KEY")# Create a Strata MCP server with Sharesightresponse = 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 pagewebbrowser.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.
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 contact@klavis.ai.
