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 one or more of your portfolios within limits you control.
Your money, your rules: dedicated portfolios
You control how much money an agent can trade with. You create one or more dedicated portfolios - say, $1,000 each - and let the agent trade only within those. The agent can't move money in or out of a portfolio, can't withdraw to your bank, and can't fund itself with more cash. You decide the budget; the agent works within it.
Think of it like giving someone a fixed allowance. They can buy and sell within what you gave them, but they can't reach into your wallet for more. You stay in full control of how much capital is at play.
How it works in practice:
- Create a portfolio with the amount you're comfortable letting an agent manage (e.g. $1,000).
- Connect your AI agent (Claude, ChatGPT, or another MCP client) and point it at that portfolio.
- The agent trades and rebalances within that portfolio's funds - it can't deposit more money or withdraw anything.
- If you want to stop, revoke access or simply withdraw the funds yourself. You're always in control.
The agent can see your other portfolios and wallet (useful for context), but it can only trade inside the portfolios you've assigned to it. Moving money - deposits, withdrawals, funding - is something only you can do.
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.
- Each agent trades in its own dedicated portfolio. An agent can see your account for context, but it can only buy and sell inside the specific portfolios you assign to it. It can't deposit, withdraw, or move money - that's always on you. Fund a portfolio with only what you're comfortable putting at play, and you stay in control of the budget. (See dedicated portfolios above.)
- Every action is logged. You can see exactly what a connected agent did and when.
Tips
Start an agent connection with a small, dedicated portfolio.
Review the permissions an agent is requesting before approving - if a "read-only" assistant asks for trade permissions, that's worth a second look.
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
The agent can view your portfolios for context (like checking performance or holdings), but it can only place trades inside the portfolios you've assigned to it. It also can't move money - deposits and withdrawals are always done by you.
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.