PiTrade MCP Server
You can now use AI agents like Claude and ChatGPT to securely trade, rebalance, and manage your portfolios on your behalf through the PiTrade MCP server.
Overview
PiTrade exposes a Model Context Protocol (MCP) server so you can connect your own AI agent - Claude, ChatGPT, or any other MCP-compatible client - directly to your PiTrade account. Once connected, your agent can check your wallet balance, browse and create portfolios, place trades, rebalance portfolios, and review performance, using the same underlying, authenticated APIs that power the PiTrade app itself.
This is what we mean by Bring Your Own Agent (BYOA): you authorize an agent of your choice to act on your account within permission scopes you control.
Permissions and money safeguards
Choose what your agent can do: look, or act. When you connect an agent, you decide whether it can only view your balances, holdings, and performance, or also place trades, rebalance, create portfolios, and invest in a Strategizer portfolio. A read-only grant can never place a trade, no matter what it's asked to do.
If you grant trading access, a few things keep it bounded:
- New portfolios an agent creates are capped at $1,000. Want to start a new portfolio with more than that? Create it in the PiTrade app instead - the agent will tell you to do this if you ask it to fund one above the cap.
- Investing in a Strategizer portfolio is also capped at $1,000 per deposit. Want to invest more than that in one go? Do it in the PiTrade app instead.
- An agent can't add money to a portfolio you already have. Trades and rebalances only use funds already sitting in that portfolio - the agent can't top it up from your wallet.
Trading permission does apply across all the portfolios you already own, rather than being limited to just one - so it's worth granting it only once you're comfortable with that.
How it works in practice:
- Connect your AI agent (Claude, ChatGPT, or another MCP client) to your PiTrade account.
- Choose which permissions to grant - read-only (balances, holdings, performance) or trading (place trades, rebalance, create portfolios, invest in a Strategizer portfolio).
- The agent acts within the scopes you granted.
- If you want to stop, revoke access from Account > Security at any time - it takes effect immediately.
Before you begin
- A PiTrade account you can log into to approve the connection
- An MCP-compatible client, such as Claude or ChatGPT
- A funded PiTrade account if you want your agent to actually place trades (read-only use doesn't require funding)
Available tools
| Tool | What it does |
|---|---|
get_wallet | Returns your available cash balance |
get_my_portfolios | Lists your own portfolios with value, returns, and risk score |
create_portfolio | Creates a new portfolio with a name, description, and starting balance |
get_portfolio_holdings | Shows the stock holdings inside one portfolio |
get_all_portfolios_holdings | Shows holdings across every portfolio you own |
place_trade | Buys or sells a stock, by dollar amount or share quantity, in a specific portfolio |
get_trade_status | Checks whether a placed trade has filled |
get_order_history | Lists your past trades |
rebalance_portfolio | Adjusts a portfolio to a new set of target allocations |
get_rebalance_status | Checks the progress of a rebalance |
get_strategizer_portfolios | Surfaces strategizer portfolios for you |
get_leader_portfolios | Shows the top-performing portfolios on PiTrade, ranked by 1-month return |
get_strategizer_portfolio | Shows details of a specific Strategizer's portfolio |
get_portfolio_performance | Returns monthly return history for a portfolio |
get_invested_portfolios | Lists Strategizer portfolios you're currently invested in |
invest_in_portfolio | Invests a dollar amount into a Strategizer's portfolio |
Every tool is backed by the same authenticated API routes PiTrade's own app uses. Read-only tools (balances, holdings, performance) and action tools (trades, rebalances, new portfolios) sit behind different permissions, so an agent can be limited to looking without being able to touch anything.
How it's secured
Connecting an agent doesn't hand it a copy of your password or a permanent key. Here's what actually protects you:
- You log in through PiTrade, not through the agent. Approving a connection sends you to PiTrade's own login screen - the agent never sees or stores your password.
- You choose what the agent can do. Every connection asks for specific permissions (for example, looking at your portfolios versus placing trades) rather than handing over full account access - an agent you've only approved to look can't place a trade even if it tries.
- You can cut off access instantly. Revoking a connection from Account > Security shuts it off immediately, no waiting.
- Trading permission covers the portfolios you already own, with limits on new money. An agent granted trading access can place trades or rebalance in any portfolio you own, using funds already there - it can't top up an existing portfolio from your wallet. Creating a new portfolio or investing in a Strategizer portfolio is capped at $1,000 per action. (See permissions and money safeguards above.)
- Every action is logged. You can see exactly what a connected agent did and when.
Tips
Start with read-only permissions if you just want an agent to check balances, holdings, or performance - grant trading access once you're ready for it to act on your existing portfolios.
Review the permissions an agent is requesting before approving - if a "read-only" assistant asks for trade permissions, that's worth a second look.
Keep the balances in your portfolios at a level you're comfortable with an agent trading, since trading access covers every portfolio you own.
You can disconnect an agent at any time from Account > Security; this immediately revokes its access.
Agents inherit whatever limits PiTrade already enforces (market hours, order validation, and so on) - connecting an agent doesn't bypass any of PiTrade's normal trading rules.
Troubleshooting & FAQ
Any portfolio you already own - trading permission isn't limited to a single one. It can only use money already sitting in that portfolio, though: it can't pull more in from your wallet. Creating a new portfolio or investing in a Strategizer portfolio is capped at $1,000 per action - anything above that needs to be done in the PiTrade app. If you'd rather an agent only look, grant it read-only permissions instead.
No. Authentication happens through PiTrade's own login screen; the agent only ever receives a scoped, expiring token - never your credentials.
The agent's access stops working immediately. Any pending orders it already placed still process normally - PiTrade doesn't cancel in-flight trades on disconnect.
Any MCP-compatible client, including Claude (via custom connectors) and ChatGPT (via Connectors), with more clients supported as the MCP ecosystem grows. See Connect to Claude and Connect to ChatGPT for setup steps.
No - this is a standard login and approval flow, the same one you use to log into the PiTrade app.