PiTrade

Connect to Claude

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

Overview

Claude supports connecting to remote MCP servers as custom connectors. Once you add PiTrade's MCP server, Claude can call the same tools described in the PiTrade MCP Server article - checking your wallet, placing trades, rebalancing, and more - inside any Claude conversation.

Before you begin

  • A Claude.ai account (web or desktop app) with custom connectors available on your plan
  • Your PiTrade login credentials, to approve the connection when prompted
  • A funded PiTrade account if you want the agent to actually place trades (read-only use doesn't require funding)

Steps

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

  2. Go to https://claude.ai/new?modal=add-custom-connector#settings/customize-connectors

    Claude Settings screen with Connectors tab highlighted
    Claude Settings screen with Connectors tab highlighted

  3. Click Add custom connector.

  4. Enter the PiTrade MCP server URL: https://mcp.pitrade.com

    Add custom connector dialog with the PiTrade MCP URL entered
    Add custom connector dialog with the PiTrade MCP URL entered

  5. Claude redirects you to PiTrade's login screen. Log in (or you'll already be logged in) and review the permissions Claude is requesting - for example, reading your portfolios versus placing trades.

  6. Click Authorize to approve. You're redirected back to Claude, and the connector shows as Connected.

  7. Start a new conversation and ask Claude something like "What's my PiTrade wallet balance?" or "Show me my portfolios." Claude calls the PiTrade tools directly and shows you the results.

Questions to get started

Once connected, try asking Claude 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

If you only want Claude to look things up (no trading), approve just the read permissions when prompted - you can always come back and grant more later.

Claude will typically summarize a trade and ask you to confirm before placing it - always read that confirmation before approving.

If Claude reports an authorization error on a tool call, your token may have just expired; try again and Claude will refresh it automatically.

Troubleshooting & FAQ

Custom connectors may not be available on every Claude plan or client version. Check that you're on a supported plan and using an up-to-date version of the Claude app.

Make sure pop-up or redirect blocking isn't interfering, and that you've completed the PiTrade login and approval fully (including any 2FA step) before closing the tab.

Yes - remove the connector from Settings > Connectors in Claude, or revoke it from PiTrade's Account > Security screen. Either one immediately cuts off Claude's access.

Yes. Each connection gets its own access and can be revoked independently.

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.