MCP Server / MCP overview

MCP overview

Norn ships an MCP (Model Context Protocol) server. This lets AI assistants — Claude Code, Claude Desktop, Cursor, and any other MCP-compatible client — access Norn on your behalf.

Once connected, you can ask your AI assistant things like:

"Screen for large-cap tech stocks with a Sharpe ratio above 1.5."
"What's the current allocation of my Roth IRA at Fidelity?"
"Build a Black-Litterman optimized portfolio with these five tickers, assuming NVDA outperforms by 10%."
"Save that portfolio to my Growth workspace."

Prerequisites

A Norn account with an active Pro subscription. Account and portfolio tools require Pro.
An MCP-compatible AI client. Claude Code and Claude Desktop are the primary supported clients.
A modern web browser for the OAuth login step.

Endpoint reference

For automation or unusual clients. Most users can skip this — the Claude Code and Claude Desktop walkthroughs cover client-specific setup.

Field	Value
URL	code `https://norn-data.com/mcp`
Transport	Streamable HTTP (per MCP spec)
Auth	OAuth 2.0 (PKCE), authorization code flow
Scopes	code `mcp:read` , code `mcp:write`
Discovery	code `https://norn-data.com/.well-known/oauth-protected-resource`

No API keys, no manual tokens — the "log in with Norn" browser flow does everything. Refresh tokens are handled by the client SDK.

NOTE

Claude Desktop is applying for the Anthropic Software Directory — once approved, connection will be one click. Until then, use the setup guides below.

What Norn can see when connected

When you connect an MCP client, the client can call read tools without prompting you (it's your client, on your machine). Read tools cover:

Your organizations and workspaces
Your saved portfolios and their computed weights
Your brokerage accounts, positions, and transaction history
Norn's full stock database (screening, correlations, quant summaries)

Write tools (create / edit / delete saved portfolios) require the client to have obtained the

code

mcp:write

scope during login. If you skipped it, you can re-authenticate to grant it.

Norn does not read anything from your AI client's memory, chat history, or uploaded files. The connection is one-way: your client reads and writes Norn state; Norn does not read the client's state.

Troubleshooting

"Authentication failed" or 401 errors: Sign out of Norn in your browser and re-authenticate through the MCP client.
"Permission denied: organization X (Pro+ required)": The organization you're targeting is on a lower tier. Upgrade in the Norn web app.
Tools show up but always return empty: Verify you're passing an
code
```
organization_id
```
you're actually a member of. Call
code
```
list_organizations
```
first.
Everything else: Email support@nornhq.com.

Next, pick your client: Claude Code or Claude Desktop. Or browse the full list of Available tools.

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Reports

Claude Desktop