PiTrade

Connect to ChatGPT

Add the PiTrade MCP server as a connector in ChatGPT so it can check balances, trade, and manage portfolios on your behalf.

Overview

ChatGPT supports connecting to remote MCP servers through Apps. Once added, ChatGPT can use the same PiTrade tools described in the PiTrade MCP Server article - wallet balance, portfolios, trades, rebalancing - directly inside a chat.

Before you begin

  • A ChatGPT account with Apps (including custom/developer connectors) available on your plan
  • Your PiTrade login credentials, to approve the connection when prompted
  • A funded PiTrade account if you want ChatGPT to actually place trades

Steps

  1. In ChatGPT, go to Settings > Connectors. or,

  2. Go to https://chatgpt.com/#settings/Connectors

    ChatGPT Settings screen with Apps
    ChatGPT Settings screen with Apps

  3. If you don't see an option to "Create app", turn on Developer mode first in Advanced Settings - this exposes the "Create app" option.

  4. Choose Create app and enter the PiTrade MCP server URL: https://mcp.pitrade.com

    Create app dialog with the PiTrade MCP URL entered
    Create app dialog with the PiTrade MCP URL entered

  5. ChatGPT opens PiTrade's login and approval screen. Log in and review the requested permissions.

  6. Approve the connection. You'll land back in ChatGPT with the connector marked Connected.

  7. In a new chat, enable the PiTrade app from the tools/app picker and ask something like "What's my PiTrade wallet balance?"

Questions to get started

Once connected, try asking ChatGPT any of these:

Get my portfolios on PiTrade
Get my invested portfolios on PiTrade
Suggest strategizer portfolios
Create a new portfolio on PiTrade
Invest $10 AAPL in Technology 2026 portfolio on PiTrade

Tips

ChatGPT connectors sometimes need to be turned on per-conversation - look for a tools or connector icon in the chat composer if PiTrade doesn't respond to a request.

Approve only the permissions you're comfortable with; you can revisit them from the Connectors settings later.

Treat any trade ChatGPT proposes the same way you would a trade from a human assistant - read the confirmation before approving it.

Troubleshooting & FAQ

This option is usually gated behind Developer mode or a specific plan tier. Turn on Developer mode in Connector settings, or check that your plan supports custom MCP connectors.

Make sure the PiTrade connector is toggled on for that specific conversation - some ChatGPT clients require enabling connectors per chat.

Yes - remove it from ChatGPT's Connectors settings, or revoke it from PiTrade's Account > Security screen.

Yes - ChatGPT redirects to PiTrade's standard login and approval screen, the same one used by the app and by Claude.

Was this page helpful?

PiTrade

PiTrade is a real-time, peer-to-peer investing platform that brings the power of portfolio management into the hands of retail investors. Trade, mirror portfolios of others, and let others copy yours - with transparency, automation, and effortless performance tracking.

LinkedInInstagramXTikTok

Product

Support

Company

Legal

This content is provided for informational purposes only and is not intended as and may not be relied on in any manner as investment advice, a recommendation of any interest in any security offered herein. All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results, and investors should consider their own investment goals, risk tolerance, and financial situation before investing. The information contained herein is subject to change.

The platform "PiTrade" is operated by Pioneer Advisory LLC, a subsidiary of Pioneer Investing Inc. which holds ownership rights related hereto.

Advisory services are provided by Pioneer Advisory LLC, an SEC-registered investment adviser.

Brokerage and clearing services are provided by Interactive Brokers LLC, a SEC-registered broker-dealer, member FINRA/SIPC, to retail customers for US-listed, registered securities and ETFs on a self-directed basis.

The registrations and memberships above in no way imply that the SEC, FINRA, or SIPC has endorsed the entities, products or services discussed herein.

Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Pioneer Advisory LLC. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.

For more information regarding Interactive Brokers, please visit www.interactivebrokers.com

© 2026 Pioneer Investing Inc. All Rights Reserved.