TrackonAI MCP Server

The TrackonAI MCP Server connects AI assistants to your live commodity trading data using the Model Context Protocol. Instead of switching between screens and running manual reports, traders can ask questions in plain language and get answers from real data.

The server provides read-only access to your TrackonAI platform, covering contracts, shipments, open positions, invoices, counterparties, warehouse inventory, shipment documents, and analytics reports. No data can be created, modified, or deleted through MCP.

Getting Started

Claude.ai

  1. Go to Settings > Integrations > Add MCP Server
  2. Enter the server URL: https://mcp.trackon.ai/mcp
  3. Sign in with your TrackonAI credentials when prompted
  4. Start asking questions about your trading data

Claude Code

claude mcp add --transport http trackonai-mcp https://mcp.trackon.ai/mcp

Other MCP Clients

Any MCP-compatible client can connect using the server URL above. OAuth 2.1 authentication is handled automatically through the standard MCP auth flow.

Prerequisites

  • An active TrackonAI account
  • Your tenant must have MCP access enabled by an administrator
  • Your user must be added to the MCP access group

Contact your account administrator or support@trackonsoftware.com to enable MCP access for your tenant.

Available Tools

Tool Description
search Fuzzy search across all entity types by name or keyword
get Retrieve full details of any entity by its ID
list_entities Query entities with structured filters and sorting
get_entity_schema Inspect field definitions and data types for any entity
get_document_url Generate a download link for shipment documents (B/L, COA, packing lists)
list_analytics_queries Discover available analytics reports and their parameters
run_analytics_query Execute reports (P&L, AR/AP aging, inventory, sales/purchase summaries)
get_query_results Poll report status and get CSV download link when complete
get_parameter_values Get valid dropdown values for report parameters

What You Can Ask

Here are examples of questions you can ask through any connected AI assistant:

Positions & Inventory

  • "How much Gedaref sesame seeds do I have left?"
  • "Show me all open purchase positions for sunflower oil"
  • "What is the total value of inventory in the Dubai warehouse?"

Shipments

  • "What shipments are arriving this week?"
  • "Show me the ETA for all vessels heading to Rotterdam"
  • "Get me the Bill of Lading for the shipment on MV Ocean Star"

Contracts

  • "List all open purchase contracts for butter"
  • "Show me contracts expiring this month"
  • "What is the total contracted quantity with Vendor A?"

Financial

  • "Who owes us money and how many days overdue?"
  • "Run the AR aging report for this quarter"
  • "Show me the P&L report by trader for March"

Documents

  • "Find the Certificate of Analysis for shipment JRN-2026-0142"
  • "Download the packing list for the latest butter shipment"

Entity Types

The server provides access to 60+ entity types. The most commonly queried are:

Entity What It Represents
JOURNEY Shipments, voyages, vessel movements, ETAs
POSITION Open buy/sell positions, remaining quantities, exposure
CONTRACT Purchase and sale agreements
INVOICE Financial documents, payments, overdue amounts
SUB_ACCOUNT Counterparties, trading partners (buyers, sellers, banks)
PRODUCT Commodity definitions (butter, sesame, sunflower oil)
SUB_DEPARTMENT Warehouses and stock locations (including In Transit)
JOURNEY_DOCUMENT Uploaded shipment documents (B/L, COA, packing lists, weight certificates)

Use the get_entity_schema tool to discover all available fields, data types, and filter options for any entity type.

Filtering & Sorting

The list_entities tool supports structured filters using these operators:

  • EQ — equals
  • NE — not equals
  • GT / GTE — greater than / greater than or equal
  • LT / LTE — less than / less than or equal
  • CONTAINS — partial text match
  • BEGINS_WITH — prefix match

You do not need to construct filters manually. Simply describe what you are looking for and the AI assistant will build the appropriate query.

Analytics Reports

Pre-built analytics reports are available for common trading analyses:

  • Shipment P&L
  • Accounts Receivable / Payable Aging
  • Inventory Aging
  • Sales by Product
  • Purchase by Product
  • Open Contract Details
  • Journey Report

Reports run asynchronously. The AI assistant will automatically poll for results and provide a CSV download link when the report is complete.

Security

  • Authentication: OAuth 2.1 with PKCE via Amazon Cognito. The same credentials you use for the TrackonAI web application.
  • Tenant isolation: Your data is completely isolated. The server enforces the same multi-tenant security as the TrackonAI web application.
  • Opt-in access: MCP must be explicitly enabled per tenant and per user by an administrator. Tenants that have not opted in are invisible to MCP.
  • Read-only: No create, update, or delete operations are available. The server can only query existing data.
  • Encryption: All communication uses HTTPS/TLS.

Data Privacy

TrackonAI itself is fully secure. Your data is isolated, encrypted, and inaccessible to our team. That does not change when you use AI assistants.

The AI assistant feature is optional. When enabled, you choose where the AI processes your data: on the AI provider's computers (simplest), in your own cloud account (private), or on your own hardware (maximum privacy).

See AI Assistant Privacy Options for a full comparison of each option and what it means for your data.

Troubleshooting

"No MCP-enabled tenants found"

Your tenant administrator needs to create an MCP access group and add your user to it. Contact your administrator or support@trackonsoftware.com.

"You have MCP access to multiple tenants"

If you have access to more than one tenant, tell the AI assistant which tenant you want to query (e.g., "Query the HFD tenant" or "Switch to the Mana account").

Authentication errors

Ensure you are signing in with the same credentials you use for the TrackonAI web application. If the issue persists, try disconnecting and reconnecting the MCP server.

Support

For questions, issues, or to request MCP access for your tenant: