Public Holdings (Claude)

Unverified

View your Public portfolio, market data and preflight trades

About Public Holdings (Claude) MCP Server

Bring your Public investment portfolio directly into Claude. With this connector, you can check your holdings, research assets, and preflight trades across equities, options, bonds, and crypto—all from inside Claude. There are no commissions, and you can earn rebates on every stock and ETF options contract you trade. Bypass the friction of switching apps, and execute your entire investing strategy with simple prompts in plain English.

Features

Tools
Getting Started

Open the Claude listing: https://claude.com/marketplace/connectors/public-holdings. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://mcp.public.com/read-only/mcp. Sign-in: Required. Publisher documentation: https://public.com/api/docs. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.

Tools (35)
Functions this server exposes to AI clients

check_setup

get_accounts

get_all_instruments

get_bond_details

get_current_event

get_event_categories

get_event_contract_bars

get_event_details

get_event_summary

get_history

get_instrument

get_option_chain

get_option_expirations

get_option_greek

get_option_greeks

get_order

get_orders

get_portfolio

get_price_history

get_quotes

get_strategy_quote

get_tax_lots

get_tax_lots_csv

get_tax_lots_for_symbol

preflight_buy_event_contract

preflight_call_credit_spread

preflight_call_debit_spread

preflight_multileg_order

preflight_order

preflight_put_credit_spread

preflight_put_debit_spread

preflight_short_order

search_bonds

search_orders

wait_for_settlement

Compatible With
Claude
Claude Code
Claude Desktop