MCP Onboarding

Getting started with the NautilusTrader MCP Server

Onboarding

Overview

Welcome to NautilusTrader Pro! You've been invited to join the platform. This guide will walk you through the onboarding process from receiving your invitation to using the MCP Server.

Getting started

1. Sign up with your invited email

Navigate to the Sign Up page
Enter your name
Enter the email address you were invited with (must match exactly)
Create a strong password (minimum 8 characters)
Complete the captcha verification
Click Create Account

Important: You must use the exact email address that was invited. Using a different email will result in a signup error.

2. Verify your email

After signing up:

Check your email inbox for a verification message from NautilusTrader Pro
Click the verification link in the email
You'll be redirected to the login page
Sign in with your new credentials

Didn't receive the email?

Check your spam/junk folder
Ensure your email provider isn't blocking our emails
After logging in, you can resend the verification email from your profile page

3. Access your subscription

Depending on your invitation type, you'll have one of two experiences:

Complimentary access

If you've been granted complimentary access (founding members, beta testers, etc.):

Your subscriptions are automatically activated after email verification
You'll have immediate access to all products (MCP Server, Single Node Dashboard)
No payment method or billing setup required
Your subscription status will show as "Complimentary"

Standard access

If you have a standard invitation:

Navigate to the Subscriptions page
Browse available products:
- MCP Server ($30/month) - Model Context Protocol access for development
- Single Node Dashboard ($100/month) - Real-time monitoring dashboard
Click Subscribe on your desired product
Add a payment method if you haven't already
Complete the purchase through Stripe

See the Subscriptions guide for detailed instructions.

4. Generate your API key

Once you have an active subscription:

Navigate to the API Keys page
Click Create API Key
Your new API key will be displayed (starts with nt_)
Copy and save your key immediately - it's only shown once!

See the API Keys guide for more details on managing your keys.

5. Set up MCP integration

With your API key, you can now connect to the MCP Server:

Claude Code:

claude mcp add --transport http nautilus-trader-mcp https://mcp-staging.nautilustrader.io/mcp --header "Authorization: Bearer nt_your_api_key_here"

Codex:

Add to your ~/.codex/config.toml:

[mcp_servers."nautilus-trader-mcp"]
command = "npx"
args = [
  "-y",
  "mcp-remote",
  "https://mcp-staging.nautilustrader.io/mcp",
  "--allow-http",
  "--header",
  "Authorization:Bearer nt_your_api_key_here",
]

Other MCP Clients:

"mcpServers": {
  "nautilus-trader-mcp": {
    "type": "http",
    "url": "https://mcp-staging.nautilustrader.io/mcp",
    "headers": {
      "Authorization": "Bearer nt_your_api_key_here"
    }
  }
}

Replace nt_your_api_key_here with your actual API key.

See the MCP Server guide for complete setup instructions.

Quick reference checklist

Sign up with your invited email address
Verify your email through the confirmation link
Check your subscription status (auto-activated for complimentary users)
Subscribe to products if needed (standard invites)
Generate and securely store your API key
Configure your MCP client
Test your connection

Understanding your access type

Access Type	Subscription Activation	Payment Required	Status Display
Complimentary	Automatic after email verification	No	"Complimentary"
Standard	Manual via Subscriptions page	Yes (Stripe)	"Active"

Both access types provide the same features and functionality. The only difference is how the subscription is activated and billed.

Troubleshooting

"Sign up is currently invite-only"

Verify you're using the exact email address that was invited
Check for typos in your email
Contact support if you believe this is an error

"This invitation has already been used"

Each invitation can only be used once
If you've already created an account, try logging in instead
Contact support if you need a new invitation

Email verification not received

Check your spam/junk folder
Wait a few minutes and check again
Log in and use the "Resend verification" option from your profile
Contact support if issues persist

Subscription not showing after verification

For complimentary users:

Wait a few seconds and refresh the page
Log out and log back in
Contact support if subscriptions don't appear

For standard users:

Navigate to Subscriptions and complete the purchase process
Ensure you have a valid payment method added

API key not working

Verify your subscription is active
Check that the key starts with nt_
Ensure you're using the Authorization: Bearer header format
Try generating a new key if issues persist

Security recommendations

Enable two-factor authentication in your Profile settings
Never share your API key or expose it in public repositories
Use environment variables to store your API key in applications
Rotate your API key periodically for security
Monitor your API usage through the dashboard

Next steps

After completing onboarding:

Explore the MCP Server documentation for integration guides
Review API Keys management for key rotation and security
Check Billing for payment and invoice management
Visit Profile to set up two-factor authentication

Need help?

Contact our support team at support@nautilustrader.io with:

Your account email
Description of the issue
Any error messages you've encountered