
Developed foundational documentation and governance for the SnapTrade MCP server in the passiv/snaptrade-sdks repository, focusing on security, privacy, and onboarding workflows. Authored two new Markdown documentation pages detailing the server’s security model, AI assistant integration with Claude and ChatGPT, and explicit data privacy guidance. Integrated these resources into the AI & MCP navigation to streamline user access. Synchronized the MCP tool inventory to 18 v2-only tools, aligning with updated project policies and reducing deprecated endpoints. Enhanced onboarding by routing SnapTrade Personal signups directly to the dashboard, supporting external submission readiness and strengthening compliance through clear OAuth and API integration practices.
May 2026: Delivered foundational MCP server documentation and governance for SnapTrade MCP, including security model, AI-assistant setup (Claude/ChatGPT), privacy notice, and user resources. Added two dedicated docs pages (docs/mcp-server.md and docs/connector-privacy.md) and wired them into the navigation under AI & MCP. Synchronized the MCP tool inventory to 18 tools (v2-only) in line with project pruning (ref: passiv#11266), reducing surface area and aligning with policy changes. Streamlined onboarding by directing SnapTrade Personal signup to dashboard.signup. Co-authored the docs with Claude Opus to support external submission readiness for Anthropic Connectors Directory and the ChatGPT app store. Strengthened privacy posture and governance through explicit usage guidance and data handling notes. Overall impact: enhanced external readiness, security/compliance, and onboarding efficiency; technologies demonstrated: API documentation, OAuth/security modeling, AI integration onboarding, inventory management, and cross-team collaboration.
May 2026: Delivered foundational MCP server documentation and governance for SnapTrade MCP, including security model, AI-assistant setup (Claude/ChatGPT), privacy notice, and user resources. Added two dedicated docs pages (docs/mcp-server.md and docs/connector-privacy.md) and wired them into the navigation under AI & MCP. Synchronized the MCP tool inventory to 18 tools (v2-only) in line with project pruning (ref: passiv#11266), reducing surface area and aligning with policy changes. Streamlined onboarding by directing SnapTrade Personal signup to dashboard.signup. Co-authored the docs with Claude Opus to support external submission readiness for Anthropic Connectors Directory and the ChatGPT app store. Strengthened privacy posture and governance through explicit usage guidance and data handling notes. Overall impact: enhanced external readiness, security/compliance, and onboarding efficiency; technologies demonstrated: API documentation, OAuth/security modeling, AI integration onboarding, inventory management, and cross-team collaboration.

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