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Connect an AI agent to your broker

Connect Claude, ChatGPT, Cursor, Codex or Grok to Robinhood or Coinbase with official MCP servers, and set up safety controls first.

6 steps · about 75 min ·

  1. Read the safety checklist

    Phishing and credential basics apply to AI connectors too.

    ~10 min

  2. Work through the AI agent safety checklist

    Tick off a separate account, least-privilege keys, trade approvals, monitoring and how to revoke access. Saved in your browser.

    ~10 min

  3. Set up the Robinhood Trading MCP

    Learn what the agent can read (all accounts) vs. where it can trade (only its own account), and check trade approvals.

    ~20 min

  4. Set up Coinbase for Agents

    Learn remote MCP vs. local CLI, a dedicated small portfolio and API key scoping.

    ~20 min

  5. Check your AI assistant's data policy

    A connected agent can read your balances and history. Read the assistant's tool page and its privacy notes.

    ~5 min

  6. Journal what your agent does

    Import your agent account's trades into a journal so you can review its activity.

    ~10 min

Frequently asked questions

How long does the "Connect an AI agent to your broker" path take?

About 75 minutes of reading across 6 steps. Times are rough estimates.

Is my progress saved?

Ticked steps are saved in your own browser (localStorage) only. Nothing is sent to TraderStacks.

Does this path recommend trades?

No. TraderStacks teaches software, never trades. We give no tickers, signals or strategies, and nothing here is financial advice.

Other paths

Education only, never trade advice.