# Ed's Agentic Finance Rails - full text Every hand-written page of the wiki, concatenated for agents. Front matter is kept. Cite the page path and the source card id for every fact; say "unknown" when the wiki does. POST a short note to /feedback; instructions at /agents#giving-feedback or GET /feedback. === README.md === # Ed's Agentic Finance Rails **Connect AI agents to money, safely.** How brokers, banks and payment networks let AI agents trade, pay and manage money, and who approves what. A source-linked wiki of how brokers and financial services let AI agents in: which ones offer official access, how it works, who approves the agent's orders, and how to build against it. Every fact links to a source; anything not confirmed says `unknown`. The wiki covers five areas: - **Trading:** brokers that let agents read accounts and place orders. Start at [Trading](directory.md). - **Payments:** card networks, payment tokens and protocols that let agents pay. Start at [payments](payments/README.md). - **Personal money agents:** AI agents that work with bank and card data, banks' own AI tools, and how banks treat outside agents. Start at [personal money agents](personal-money/README.md). - **Advisors:** AI tools for financial advisors. This section is new and still thin; start at [advisor agents](advisors/README.md). - **Rails:** the shared plumbing underneath, such as identity, mandates and payment protocols. Start at [rails](rails/README.md). ## Use it - **People:** start with the [overview](overview.md), [Trading](directory.md), [payments](payments/README.md), [personal money agents](personal-money/README.md), the [advisor agents](advisors/README.md) section and the [approval models](approval-models/README.md). - **Quick answers:** the [FAQ](faq.md). - **Engineers:** see [Build it](build/README.md). - **AI agents:** read [AGENTS.md](AGENTS.md) for how to cite and when to say "unknown", then clone the repo and load [llms.txt](llms.txt), [data/providers.json](data/providers.json) and [data/programs.json](data/programs.json) into context. Everything works offline with no tooling. The site is at https://agenticfinancerails.com. ```bash git clone https://github.com/edyavno/eds-agentic-finance-rails ``` ## What is in the repo | Path | What | |---|---| | `providers/` | One page per provider, with a YAML header of key fields | | `payments/` | One page per payment program or protocol, with a YAML header record | | `personal-money/` | Personal money agents, bank AI tools and bank positions, with YAML header records | | `advisors/` | AI tools for financial advisors | | `sources/` | One short card per source (summary, short quotes, fingerprint), never a full copy | | `approval-models/` | The five approval models | | `rails/` | Shared plumbing: OAuth MCP, local servers, payments, identity, mandates | | `build/` | Connection commands, human-in-the-loop patterns, starter prompts | | `comparisons/` | Side-by-side views | | `analyses/` | [Saved answers](analyses/README.md) to questions (none yet) | | `index.md`, `directory.md`, `llms.txt`, `data/` | Generated from the pages and committed | | `overview.md`, `faq.md`, `glossary.md`, `gaps.md` | Context, short answers, definitions, open questions | | `changelog/` | What changed, newest first; `changelog/README.md` is generated and shows the wiki in numbers | | `schema/` | JSON Schema for page headers | ## Corrections Use the "Suggest a correction" link at the bottom of any page. It opens a GitHub issue. This repo does not take outside pull requests. ## License Content is licensed under [CC BY 4.0](LICENSE). Source cards quote short excerpts from third-party pages for reference; those pages belong to their publishers. Not investment advice. === AGENTS.md === # AGENTS.md How to read, cite and analyze this wiki. For AI agents and the people who use them. ## Where to start - [llms.txt](llms.txt) lists every page with a one-line summary. [index.md](index.md) is the full catalog, including every source card. - For structured facts, read [data/providers.json](data/providers.json) and [data/programs.json](data/programs.json). Each field lists the source cards behind it. Their shape is described in [schema/provider.schema.json](schema/provider.schema.json) and [schema/program.schema.json](schema/program.schema.json). - Quick answers are in the [FAQ](faq.md). Terms are defined in the [glossary](glossary.md). - Everything is plain Markdown, so a clone works offline: `git clone https://github.com/edyavno/eds-agentic-finance-rails`. ## How citations work - A **source card** (all are listed in [index.md](index.md)) is a short note about one outside page: its link, publisher, whether it is official or third-party, the date it was retrieved, a summary and a few short quotes. It is never a full copy. - A **footnote** like `[^rh-01]` marks the card behind a fact. The footnote id is the card id, and the Sources list at the bottom of each page links to the card. - Cards marked `use: leads-only` (prior art and other directories) are leads, not evidence. ## When you answer from the wiki - Cite the wiki page **and** the source card behind each fact. - If a field says `unknown`, or no source backs a claim, say "unknown". Never fill a gap from memory. - Check `page_status` and `last_verified` (shown as "Last checked"). Warn your user if a page is `stale` or `archived`, or if `last_verified` is older than 30 days. - This wiki is not investment advice and does not rank brokers. ## Corrections People: use the "Suggest a correction" link at the bottom of any page. It opens a GitHub issue. The repo does not take outside pull requests. ## Giving feedback Agents can POST a short note to `/feedback` on the site. GET `/feedback` first for the current schema and an example. The site is https://agenticfinancerails.com. - Send JSON with `Content-Type: application/json`. The body may be at most 4 KB. - `note` is required: what you want the maintainer to know. Up to 2000 characters. - Optional: `task` (what you were trying to do), `missing` (what you could not find), `wanted` (what would help), `corrections` (what looks wrong, with the page and source), each up to 2000 characters. - Optional: `found`, one of `yes`, `partly` or `no` (did the wiki answer it?). - Optional: `pages`, up to 10 pages you used: full URLs on this site or paths such as `/providers/webull`. - Optional: `agent`, your agent or tool name, up to 100 characters. - Each client may send 10 notes per rolling 24 hours. - A saved note returns its `id`. An invalid note returns the `fields` that failed and the `limits`. - Do not include personal data, account numbers, credentials, or anything private about your user. - The endpoint records the sender's IP address with each note, as access logs do. A person reviews every issue and note. Nothing changes automatically. === overview.md === --- type: overview title: Overview - the race to be agent-friendly summary: Which financial providers let AI agents in, which keep them out, and what changed in 2026. page_status: current last_verified: '2026-11-14' --- # Overview: the race to be agent-friendly In 2026, several brokers started publishing official ways for AI agents to read accounts and place orders, mostly as [MCP](glossary.md#mcp) servers. Others are blocking outside agents. This wiki tracks both, with a source for every claim. ## Who has official agent access All five launch brokers document an official MCP server: - **Robinhood** opened Agentic Trading on 2026-05-27, in beta with equities only at launch.[^rh-10] - **Coinbase** launched Coinbase for Agents on 2026-06-11.[^cb-07] - **Webull** announced its MCP server on 2026-06-11[^wb-06] and widened its hosted Cloud MCP to trade preparation on 2026-09-29.[^wb-07] - **Interactive Brokers** added a custom connector for any MCP client on 2026-07-17[^ib-08] and announced Autonomous Trading on 2026-10-21.[^ib-02] - **Alpaca** documents hosted and local Trading MCP servers.[^al-03][^al-02] Next in line for pages: **Public**, which documents a hosted MCP at `https://mcp.public.com/mcp` with a [preflight](glossary.md#preflight) before you confirm and no [paper mode](glossary.md#paper-trading).[^pu-02][^pu-06] Public's product page lists stocks and ETFs, options, crypto, and bonds, describes dedicated brokerage accounts for MCP connections, and documents [OAuth](glossary.md#oauth) for some clients and an [API key](glossary.md#api-key) for others.[^pu-01] An official changelog entry covers Grok MCP connector setup with OAuth.[^pu-03] Public's official GitHub repository is `publicdotcom-mcp-server`; release 0.1.0 on 2026-03-11 is described as the "initial release of the Official Public API MCP Server," and the repo documents tools including `place_order` and `preflight_order`.[^pu-08][^pu-04] Public also publishes a Claude and Claude Code connector guide and a site-wide [llms.txt](glossary.md#llmstxt) index.[^pu-09][^pu-07] **tastytrade** documents a self-hosted MCP only, with "no tastytrade-hosted endpoint," using an OAuth2 [refresh token](glossary.md#refresh-token) in [environment variables](glossary.md#environment-variables).[^tt-03][^tt-04] A tastytrade newsroom post describes real-time quotes, full option chains with [Greeks](glossary.md#greeks), single-leg and multi-leg order placement, and preflight cost estimates.[^tt-02] On the watchlist, not yet a provider page: PrimeXBT announced on 2026-11-04 an MCP integration for ChatGPT and Claude that lets clients prepare market, limit, and stop orders and preview estimated prices, fees, margin requirements, leverage, and liquidation levels, with explicit trader confirmation before execution and Read-only and Read & Trade permissions.[^np-02] ## Who is blocking agents - **JPMorgan Chase:** its CEO said it will not allow outside agents into customer accounts, and a spokeswoman said the bank blocks external agents for retail customers (news report).[^bl-01] In a later Banking Dive report, Dimon said JPMorgan is "not going to allow just any outside agent to come in inside the company because it's too risky for the clients and for JPMorgan," and warned customers about "liability transfer."[^bl-07] - **Banks more broadly:** reports say JPMorgan, Morgan Stanley, Bank of America, Citi and Wells Fargo are detecting or blocking unvetted agents in customer accounts.[^bl-02][^bl-08] - **Charles Schwab:** reported to block agents that log in on clients' behalf and any agent moving money,[^bl-04][^bl-06] while piloting its own Schwab MCP Server with Claude for select clients.[^bl-05] Other third-party reports likewise say Schwab is blocking outside agents that use client credentials or browser automation, will not allow agents to move money, and is steering clients toward Charley, while describing MCP access for a client's chosen model to check balances and do research with no money movement.[^bl-10] Quartz, citing The Epoch Times, also reported that Schwab planned to let third-party models connect through MCP with defined permissions, including a bar on transferring funds.[^bl-09] A third-party RIABiz article published November 13, 2026, quotes the announcement as letting thinkorswim-enabled clients "prepare, place, and manage trades, all with the client in-the-loop, through their own AI platform," and quotes sources saying the announcement "does not at all impact or target RIAs or advisors" and "doesn’t cover advisor-managed accounts." The article's Key Points box is labeled "AI generated." The headline framing that Anthropic's days are numbered is the publisher's opinion, not a fact used here.[^bl-11] These are mostly news reports, not primary statements, which is a known gap. More detail, bank by bank: [Banks and outside agents](personal-money/banks-and-outside-agents.md). ## Payments Card networks, payment companies and open protocols are building ways for agents to pay. Each has a page in [Payments](payments/README.md). - **Card networks:** [Visa Intelligent Commerce](payments/visa-intelligent-commerce.md) lets approved agent builders pay with tokenized Visa credentials,[^pm-01] and [Mastercard Agent Pay](payments/mastercard-agent-pay.md) lets only registered agents pay with agentic tokens.[^pm-05] - **Payment companies:** [Stripe](payments/stripe.md) has scoped, expiring [payment tokens](glossary.md#payment-token) for agent purchases,[^pm-08] and [PayPal](payments/paypal.md) has an MCP server for its business APIs.[^pm-10] - **Open protocols:** [ACP](payments/agentic-commerce-protocol.md) for checkout,[^pm-07] [x402](payments/x402.md) for paying inside a web request,[^pm-15] and [AP2](payments/ap2.md) for signed proof of what the user authorized.[^pm-13] - **An agent card:** the [Robinhood Agentic Credit Card](payments/robinhood-agentic-credit-card.md) gives your agent a virtual card, with approval for each purchase or a required monthly limit.[^rh-09] ## Personal money agents Personal AI agents now read people's bank and card data. Banks are pushing back. See [Personal money agents](personal-money/README.md). - [Meta Muse](personal-money/meta-muse.md) connects to bank accounts through Plaid.[^pb-01] - [Plaid's MCP servers](personal-money/plaid.md) are developer tools, not end-user account access.[^pb-02] - [JPMorgan Smart Cash](personal-money/jpmorgan-smart-cash.md) is the bank's own pilot tool to forecast cash flow and move funds for yield (news report).[^bl-01] ## Advisor agents The wiki also covers AI tools for financial advisors, in a new [advisor agents](advisors/README.md) section that is still thin. Current pages: - [Claude for Financial Advisors](advisors/claude-for-financial-advisors.md), including official connector names and that Claude does not place trades or move money.[^an-01][^an-02] - [Nitrogen](advisors/nitrogen.md), including an official MCP server and approval-required actions.[^ni-01][^ni-02] - [Wells Fargo AI Teammate](advisors/wells-fargo-ai-teammate.md), from Wells Fargo's July 15, 2026 launch release.[^wf-01] ## How to read this wiki - [Trading](directory.md) is the one-table view of launch brokers. Payments, personal money and advisor tools each have their own section page: [payments](payments/README.md), [personal money agents](personal-money/README.md) and [advisor agents](advisors/README.md). Short answers are in the [FAQ](faq.md). - The [glossary](glossary.md) defines recurring terms. - [Approval models](approval-models/README.md) explain who approves an agent's order. - [Build it](build/README.md) is for engineers and coding agents. - [What changed](changelog/README.md) (latest: [2026-11-15](changelog/2026-11-15.md); earlier: [2026-11-14](changelog/2026-11-14.md), [2026-11-13](changelog/2026-11-13.md), [2026-11-12](changelog/2026-11-12.md)) and [gaps](gaps.md) show what is new and what is still unknown. ## Sources [^rh-10]: [Robinhood is Now Open to Agents](sources/rh-10.md). Robinhood, official, retrieved 2026-11-12. [^cb-07]: [Coinbase for Agents: Your AI Agent Can Now Trade and Pay with Coinbase](sources/cb-07.md). Coinbase, official, retrieved 2026-11-12. [^wb-06]: [Webull Launches Model Context Protocol, Enabling Investors to Trade Through AI in Plain Language](sources/wb-06.md). PR Newswire, official, retrieved 2026-11-12. [^wb-07]: [Webull Expands Cloud MCP to Enable AI-Powered Trading Without Coding or Installation](sources/wb-07.md). Webull / PR Newswire, official, retrieved 2026-11-12. [^ib-08]: [Version 1.1.5 - Custom Connector, Connect From Any MCP Client](sources/ib-08.md). IBKR Guides, official, retrieved 2026-11-12. [^ib-02]: [Interactive Brokers Introduces Autonomous Trading](sources/ib-02.md). Interactive Brokers, official, retrieved 2026-11-12. [^al-03]: [GitHub - alpacahq/agentic: Multi-platform plugin marketplace for Alpaca APIs · GitHub](sources/al-03.md). Alpaca (GitHub), official, retrieved 2026-11-12. [^al-02]: [GitHub - alpacahq/alpaca-mcp-server: Alpaca’s official MCP Server lets you trade stocks, ETFs, crypto, and options, run data analysis, and build strat](sources/al-02.md). Alpaca (GitHub), official, retrieved 2026-11-12. [^pu-02]: [Connect the Public Hosted MCP Server to Claude, ChatGPT, Codex, Muse, Perplexity, and Grok - AI Trading Setup](sources/pu-02.md). Public.com API docs, official, retrieved 2026-11-12. [^pu-06]: [How to Trade Stocks, Options & Crypto Using Claude](sources/pu-06.md). Public.com, official, retrieved 2026-11-12. [^pu-01]: [Public MCP Server for trading on AI platforms](sources/pu-01.md). Public.com, official, retrieved 2026-11-12. [^pu-03]: [Public Trading API Changelog - Latest Updates & Release Notes](sources/pu-03.md). Public.com API docs, official, retrieved 2026-11-12. [^pu-08]: [Release 0.1.0 · PublicDotCom/publicdotcom-mcp-server · GitHub](sources/pu-08.md). Public.com (GitHub), official, retrieved 2026-11-12. [^pu-04]: [GitHub - PublicDotCom/publicdotcom-mcp-server · GitHub](sources/pu-04.md). Public.com (GitHub), official, retrieved 2026-11-12. [^pu-09]: [Claude & Claude Code Connector for Stock & Options Trading on Public MCP](sources/pu-09.md). Public.com API docs, official, retrieved 2026-11-12. [^pu-07]: [public.com llms.txt](sources/pu-07.md). Public.com, official, retrieved 2026-11-12. [^tt-03]: [MCP Server · tastytrade Developer Docs](sources/tt-03.md). tastytrade Developer Docs, official, retrieved 2026-11-12. [^tt-04]: [OAuth2 authentication · tastytrade Developer Docs](sources/tt-04.md). tastytrade Developer Docs, official, retrieved 2026-11-12. [^tt-02]: [Open API MCP Brings AI to Your tastytrade Account](sources/tt-02.md). tastytrade, official, retrieved 2026-11-12. [^np-02]: [PrimeXBT Launches AI-Assisted Trading with MCP Integration, Connecting ChatGPT and Claude to Trading Accounts](sources/np-02.md). GlobeNewswire, official, retrieved 2026-11-12. [^bl-01]: [JPMorgan blocks outside AI agents like Muse, Instinct from account access](sources/bl-01.md). CNBC, third-party, retrieved 2026-11-12. [^bl-07]: [JPMorgan CEO Dimon warns customers of 'liability transfer' with AI](sources/bl-07.md). Banking Dive, third-party, retrieved 2026-11-12. [^bl-02]: [Scoop: Unvetted AI agents are accessing U.S. bank accounts](sources/bl-02.md). Axios, third-party, retrieved 2026-11-12. [^bl-08]: [Five Major Banks Are Blocking AI Agents From Logging Into Customer Accounts](sources/bl-08.md). Yahoo Finance, third-party, retrieved 2026-11-12. [^bl-04]: [Schwab CEO says firm is blocking rogue AI agents from client accounts - InvestmentNews](sources/bl-04.md). InvestmentNews, third-party, retrieved 2026-11-12. [^bl-06]: [Schwab and JPMorgan are blocking AI agents from moving customer money](sources/bl-06.md). The Next Web, third-party, retrieved 2026-11-12. [^bl-05]: [Schwab Announces Platform Enhancements Including MCP Server to Connect Clients’ AI Platforms With Their Schwab Accounts - Charles Schwab](sources/bl-05.md). Charles Schwab, official, retrieved 2026-11-12. [^bl-10]: [Schwab blocks outside AI agents and steers clients to Charley: the cash-sweep stakes for client-side agents](sources/bl-10.md). The Exchange (theexchange.tech), third-party, retrieved 2026-11-12. [^bl-09]: [Schwab and JPMorgan are blocking outside AI agents from accounts](sources/bl-09.md). Quartz, third-party, retrieved 2026-11-12. [^bl-11]: [Schwab surprises analysts with extra rapid launch of own MCP servers, also leaping from read-only to agentic (get stuff done) AI; it leaves RIAs out for now, and makes Anthropic's days numbered as Schwab's exclusive LLM - RIABiz](sources/bl-11.md). RIABiz, third-party, retrieved 2026-11-13. [^pm-01]: [Visa Developer Center](sources/pm-01.md). Visa Developer, official, retrieved 2026-11-12. [^pm-05]: [Mastercard Agent Pay: secure, scalable and trusted agentic AI](sources/pm-05.md). Mastercard, official, retrieved 2026-11-12. [^pm-08]: [Shared payment tokens - Stripe Documentation](sources/pm-08.md). Stripe Docs, official, retrieved 2026-11-12. [^pm-10]: [MCP server quickstart guide - PayPal Developer](sources/pm-10.md). PayPal Developer, official, retrieved 2026-11-12. [^pm-07]: [GitHub - agentic-commerce-protocol/agentic-commerce-protocol: The Agentic Commerce Protocol (ACP) is an interaction model and open standard for connec](sources/pm-07.md). ACP (GitHub), official, retrieved 2026-11-12. [^pm-15]: [x402 specification v2](sources/pm-15.md). x402 Foundation (GitHub), official, retrieved 2026-11-12. [^pm-13]: [AP2 - Agent Payments Protocol Documentation](sources/pm-13.md). AP2 Protocol, official, retrieved 2026-11-12. [^rh-09]: [Agentic Credit Card - Robinhood](sources/rh-09.md). Robinhood, official, retrieved 2026-11-12. [^pb-01]: [Plaid powers Meta's new AI agent, Muse - Plaid](sources/pb-01.md). Plaid, official, retrieved 2026-11-12. [^pb-02]: [Resources - MCP Server - Plaid Docs](sources/pb-02.md). Plaid Docs, official, retrieved 2026-11-12. [^an-01]: [Claude for Financial Advisors - Claude by Anthropic](sources/an-01.md). Anthropic, official, retrieved 2026-11-13. [^an-02]: [Claude for Financial Advisors - Claude by Anthropic](sources/an-02.md). Anthropic, official, retrieved 2026-11-13. [^ni-01]: [AI Agents Welcome - Nitrogen](sources/ni-01.md). Nitrogen, official, retrieved 2026-11-13. [^ni-02]: [Nitrogen Brings Its AI-Powered Advisor Platform to Claude and ChatGPT, Expands Nucleus Capabilities](sources/ni-02.md). Nitrogen, official, retrieved 2026-11-13. [^wf-01]: [Wells Fargo Newsroom - Wells Fargo introduces AI Teammate, bringing AI-powered support to the advisor experience](sources/wf-01.md). Wells Fargo, official, retrieved 2026-11-13. === directory.md === --- title: Trading summary: Which brokers let AI agents trade and who approves each order, plus key fields for every launch broker. Every value is sourced or says unknown. page_status: current last_verified: '2026-11-14' --- # Trading This page answers which brokers let AI agents trade and who approves each order, then lists every launch broker's key fields. ## Which brokers let AI agents trade, and who approves the order? *Checked Nov 14, 2026.* All five launch brokers publish an official [MCP](glossary.md#mcp) server for AI agents.[^al-02][^cb-01][^ib-01][^rh-01][^wb-02] The brokers differ on who says yes before an order reaches the market. - [Robinhood:](providers/robinhood.md) The agent trades only in a separate account you fund. Per-order approval is an optional toggle, off by default for MCP accounts.[^rh-01][^rh-04] - [Coinbase:](providers/coinbase.md) The agent trades in the portfolios you pick when you sign in, which can include your main account. You can limit it to a dedicated portfolio.[^cb-03][^cb-07] - [Webull:](providers/webull.md) With the hosted Cloud MCP, you confirm each trade in the Webull app. The local OpenAPI MCP places orders directly, with limits you set.[^wb-07][^wb-03] - [Interactive Brokers:](providers/interactive-brokers.md) By default, the AI drafts instructions you review and submit. Eligible accounts can turn on Autonomous Trading inside a separately funded [AI Partition](glossary.md#ai-partition).[^ib-01][^ib-07][^ib-06] - [Alpaca:](providers/alpaca.md) No broker-side approval is documented, so approval has to live in your agent or client.[^al-05][^al-03] [Paper trading](glossary.md#paper-trading) is built in.[^al-01][^al-03] Who approves is explained in [approval models](approval-models/README.md). [Compare the launch brokers side by side](comparisons/launch-brokers.md), or see the [rails](rails/README.md) underneath. ## Broker fields Key fields for every provider, generated from the YAML headers in `providers/`. Each value is sourced on the provider page; `unknown` means no source confirms it yet. Lists show the default path first. Machine-readable copies: [data/providers.json](data/providers.json), [data/providers.csv](data/providers.csv). | Provider | Status | Can place orders | Approval model | Assets | Auth | Endpoint | Paper trading | Last verified | Page status | Unknown fields | |---|---|---|---|---|---|---|---|---|---|---| | [Alpaca](providers/alpaca.md) | official-mcp | yes | none | stocks; ETFs; fractional equities; options (including multi-leg); crypto | Hosted Trading MCP: OAuth sign-in with an Alpaca account (plugins for Cursor, Claude Code and Codex). Local Trading MCP and CLI: API key and secret in environment variables | `https://api.alpaca.markets/mcp` | yes | 2026-11-12 | current | 3 of 12 | | [Coinbase](providers/coinbase.md) | official-mcp | yes | separate-account | crypto spot; US derivatives (futures); eligible US equities; x402 payments | OAuth via login.coinbase.com for the remote MCP; Dynamic Client Registration and Client ID Metadata Documents supported, but clients are allowlisted; the local CLI uses a CDP API key | `https://agents.coinbase.com/mcp` | unknown | 2026-11-14 | current | 4 of 12 | | [Interactive Brokers](providers/interactive-brokers.md) | official-mcp | draft-only; yes | draft-then-submit; ai-partition | stocks; equity options | IBKR's own login and authorization flow; credentials are never shared with the AI app; revoke in Client Portal > Settings > Manage Third-Party Consents | `https://api.ibkr.com/v1/api/mcp-public` | unknown | 2026-11-12 | current | 3 of 12 | | [Robinhood](providers/robinhood.md) | official-mcp | yes | separate-account; per-order-confirm | long equities; options (single-leg only); crypto (not in some states, including New York) | OAuth to the remote MCP server; protected-resource metadata lists the scope "internal"; an independent test reports PKCE and dynamic client registration | `https://agent.robinhood.com/mcp/trading` | unknown | 2026-11-14 | current | 2 of 12 | | [Webull](providers/webull.md) | official-mcp | confirm-in-app; yes | per-order-confirm; none | stocks; options (single-leg and strategies); futures; crypto; event contracts | Cloud MCP: OAuth authorization code flow with a per-account Non-Trading or Trading capability. Local OpenAPI MCP: App Key and App Secret, with a 2FA flow | `https://api.webull.com/mcp` | yes | 2026-11-14 | current | 2 of 12 | ## Other sections Payment programs, personal money agents and advisor tools are not brokers, so they have their own pages: [Payments](payments/README.md), [Personal money agents](personal-money/README.md), [Advisor agents](advisors/README.md). Their records are also in [data/programs.json](data/programs.json). Approval models are explained in [approval-models/](approval-models/README.md). A page marked stale or archived should not be treated as current; check last_verified. ## Sources [^al-02]: [GitHub - alpacahq/alpaca-mcp-server: Alpaca’s official MCP Server lets you trade stocks, ETFs, crypto, and options, run data analysis, and build strat](sources/al-02.md). Alpaca (GitHub), official, retrieved 2026-11-12. [^cb-01]: [Coinbase MCP - Coinbase Developer Documentation](sources/cb-01.md). Coinbase Developer Platform, official, retrieved 2026-11-12. [^ib-01]: [Interactive Brokers AI Hub](sources/ib-01.md). Interactive Brokers, official, retrieved 2026-11-12. [^rh-01]: [Onboarding an external agent - Robinhood](sources/rh-01.md). Robinhood, official, retrieved 2026-11-12. [^wb-02]: [Webull Cloud MCP Server - Webull API](sources/wb-02.md). Webull Developer, official, retrieved 2026-11-12. [^rh-04]: [Trading with your agent - Robinhood](sources/rh-04.md). Robinhood, official, retrieved 2026-11-12. [^cb-03]: [Coinbase for Agents setup skill (skill.md)](sources/cb-03.md). Coinbase Developer Platform, official, retrieved 2026-11-12. [^cb-07]: [Coinbase for Agents: Your AI Agent Can Now Trade and Pay with Coinbase](sources/cb-07.md). Coinbase, official, retrieved 2026-11-12. [^wb-07]: [Webull Expands Cloud MCP to Enable AI-Powered Trading Without Coding or Installation](sources/wb-07.md). Webull / PR Newswire, official, retrieved 2026-11-12. [^wb-03]: [GitHub - webull-inc/webull-openapi-mcp: Webull OpenAPI MCP · GitHub](sources/wb-03.md). Webull (GitHub), official, retrieved 2026-11-12. [^ib-07]: [AI Instructions](sources/ib-07.md). IBKR Guides, official, retrieved 2026-11-12. [^ib-06]: [AI-Powered Portfolio Analysis & Trading Tools (IBKR AI Integrations)](sources/ib-06.md). Interactive Brokers, official, retrieved 2026-11-12. [^al-05]: [GitHub - alpacahq/cli: CLI for Trading API · GitHub](sources/al-05.md). Alpaca (GitHub), official, retrieved 2026-11-12. [^al-03]: [GitHub - alpacahq/agentic: Multi-platform plugin marketplace for Alpaca APIs · GitHub](sources/al-03.md). Alpaca (GitHub), official, retrieved 2026-11-12. [^al-01]: [Alpaca - Trade with AI Using Alpaca's MCP Server](sources/al-01.md). Alpaca, official, retrieved 2026-11-12. === advisors/README.md === --- type: advisor title: Advisor agents summary: AI tools that help financial advisors work with client data and firm systems. This section is new and still thin. It currently covers Claude for Financial Advisors, Nitrogen, and Wells Fargo AI Teammate. page_status: current last_verified: '2026-11-13' --- # Advisor agents This section covers official agent tools built for financial advisors, as distinct from the retail broker MCP servers on the [Trading](../directory.md) page. It is new and still thin. Claims below are limited to the sources cited. | Tool | What the cited sources say | Sources | |---|---|---| | [Claude for Financial Advisors](claude-for-financial-advisors.md) | Anthropic product that connects advisors to firm systems through connectors. Official pages say Claude does not place trades or move money. | [^an-02][^an-01] | | [Nitrogen](nitrogen.md) | Advisor platform with a Nucleus agent and an official MCP server, brought into Claude and ChatGPT in a Fall 2026 release. Official pages say every action still requires advisor approval. | [^ni-01][^ni-02] | | [Wells Fargo AI Teammate](wells-fargo-ai-teammate.md) | Official chat-based capability embedded in Advisor Gateway, launched on 2026-07-15 for WIM advisor channels including FiNet. | [^wf-01] | Related: Nevis, an AI platform for wealth management named as a Claude connector, published a company-reported $70 million Series B led by EQT Ventures, with participation that included Charles Schwab.[^an-01][^nv-01] Retail vs advisor at Schwab is covered on the [overview](../overview.md): a third-party report quotes that the November 2026 Schwab MCP announcement does not target RIAs or advisor-managed accounts.[^bl-11] ## Sources [^an-02]: [Claude for Financial Advisors - Claude by Anthropic](../sources/an-02.md). Anthropic, official, retrieved 2026-11-13. [^an-01]: [Claude for Financial Advisors - Claude by Anthropic](../sources/an-01.md). Anthropic, official, retrieved 2026-11-13. [^ni-01]: [AI Agents Welcome - Nitrogen](../sources/ni-01.md). Nitrogen, official, retrieved 2026-11-13. [^ni-02]: [Nitrogen Brings Its AI-Powered Advisor Platform to Claude and ChatGPT, Expands Nucleus Capabilities](../sources/ni-02.md). Nitrogen, official, retrieved 2026-11-13. [^wf-01]: [Wells Fargo Newsroom - Wells Fargo introduces AI Teammate, bringing AI-powered support to the advisor experience](../sources/wf-01.md). Wells Fargo, official, retrieved 2026-11-13. [^nv-01]: [Nevis Raises $70M Series B Led by EQT Ventures – Nevis](../sources/nv-01.md). Nevis, official, retrieved 2026-11-13. [^bl-11]: [Schwab surprises analysts with extra rapid launch of own MCP servers, also leaping from read-only to agentic (get stuff done) AI; it leaves RIAs out for now, and makes Anthropic's days numbered as Schwab's exclusive LLM - RIABiz](../sources/bl-11.md). RIABiz, third-party, retrieved 2026-11-13. === advisors/claude-for-financial-advisors.md === --- type: advisor title: Claude for Financial Advisors summary: Anthropic's advisor product, with official connectors into firm systems. Official pages say Claude does not place trades or move money, and they recommend Enterprise for RIAs. page_status: current last_verified: '2026-11-13' --- # Claude for Financial Advisors Claude for Financial Advisors is Anthropic's product for advisors. It connects Claude to firm systems through partner connectors, and official pages say it does not place trades or move money.[^an-01][^an-02] Anthropic documents Claude for Financial Advisors on an official article originally published on September 14, 2026, later updated to include additional connectors from Anthropic partners, and on an official solutions page.[^an-01][^an-02] ## What official pages say it does not do The solutions page states: "Claude doesn’t place trades or move money." It also says notes, emails, and CRM updates "are drafted and held until you approve them."[^an-02] The same page says: "We recommend Enterprise for Registered Investment Advisors." It adds that Enterprise includes audit logs, and that Anthropic does not train models on the user's data by default on Team and Enterprise plans.[^an-02] ## Connectors named on the official article The updated article lists these partner connectors: Addepar, BlackRock, CAIS, Charles Schwab, Conquest Planning, Envestnet, FactSet, FINNY, Flourish, Franklin Templeton, iCapital, Invesco, J.P. Morgan Asset Management (55ip), Jump, MSCI, Nevis, Orion, SS&C Black Diamond, Wealthbox, Wealth.com, Vanguard, and Zocks.[^an-01] It also says these join other connectors already available in Claude, including Microsoft 365, Salesforce, DocuSign, Box, S&P Global, Morningstar, and more.[^an-01] The official article does not describe this list as "11 partner additions." A third-party Wealth Solutions Report roundup dated November 10, 2026, reported that Anthropic "expanded Claude for Financial Advisors with 11 partner additions," and that capabilities and availability vary by provider. WSR named CAIS, Conquest Planning, FactSet, FINNY, Flourish, Franklin Templeton, Invesco, J.P. Morgan Asset Management’s 55ip, Jump, MSCI and Nevis as those additions.[^ws-01] ## Nevis funding (company-reported) Nevis is named as a connector on the official Anthropic article.[^an-01] Nevis's own announcement, on a page dated Oct 2026, says the company "has raised a $70 million Series B, led by EQT Ventures, with participation from Charles Schwab, Sequoia Capital, ICONIQ, QuantumLight and Ribbit Capital," and that this "brings our total funding to $110 million." The same post says Nevis supports firms "representing more than $700 billion in assets." Those dollar figures are company-reported.[^nv-01] ## Sources [^an-01]: [Claude for Financial Advisors - Claude by Anthropic](../sources/an-01.md). Anthropic, official, retrieved 2026-11-13. [^an-02]: [Claude for Financial Advisors - Claude by Anthropic](../sources/an-02.md). Anthropic, official, retrieved 2026-11-13. [^ws-01]: [Wealthtech Roundup: Anthropic, Schwab, Advyzon, Orion And More](../sources/ws-01.md). Wealth Solutions Report, third-party, retrieved 2026-11-13. [^nv-01]: [Nevis Raises $70M Series B Led by EQT Ventures – Nevis](../sources/nv-01.md). Nevis, official, retrieved 2026-11-13. === advisors/nitrogen.md === --- type: advisor title: Nitrogen summary: Official Nitrogen agents page documents an MCP server and approval-required actions. A Fall 2026 announcement said the suite was brought into Claude and ChatGPT and Nucleus was expanded. page_status: current last_verified: '2026-11-13' --- # Nitrogen Nitrogen offers advisor agents through an official MCP server and its Nucleus agentic AI engine, and its official agents page says every action still requires the advisor's approval.[^ni-01][^ni-02] Nitrogen documents advisor agents on its official agents page and in a Fall 2026 product announcement distributed on GlobeNewswire (Source: Nitrogen).[^ni-01][^ni-02] ## Official agents page The official page gives the MCP server URL `https://api2.riskalyze.com/mcp`.[^ni-01] It says Claude is "Now available in the Connectors Directory." For ChatGPT, it says a "Custom App now available via Developer mode. Nitrogen Plugin coming soon to the ChatGPT Plugins Directory." For Microsoft 365 Copilot, the page says it is "available by request."[^ni-01] On approval, the page says: "Every action still requires your approval, and client data is never used to train a model." In a FAQ it answers "Can agents do any work on the advisor’s behalf without advisor approval?" with: "No. Anything that touches client data still requires a human “yes.”"[^ni-01] The page also describes Nucleus as now live at no additional cost, with a footnote that Nucleus "is not available in some legacy plans, and is still in the approval process at some broker dealers."[^ni-01] ## Fall 2026 announcement The November 10, 2026 announcement says Nitrogen announced its Fall 2026 product release, "bringing its connected suite of advisor products into Claude and ChatGPT while expanding the capabilities of Nucleus™, its agentic AI engine." It also introduced integrations with Contio and Zocks.[^ni-02] It says advisors can access Nitrogen through Claude and ChatGPT, use Nucleus in Slack and Microsoft Teams, and connect through Microsoft Copilot, "at no additional cost for advisors with Nucleus access." It also says "Nucleus can now plan and execute multi-step workflows across products."[^ni-02] An "About Nitrogen" section in that announcement includes company-reported figures: "Trusted by tens of thousands of advisors, backed by an industry-leading Net Promoter Score of 71, and ISO 42001 certified."[^ni-02] ## Sources [^ni-01]: [AI Agents Welcome - Nitrogen](../sources/ni-01.md). Nitrogen, official, retrieved 2026-11-13. [^ni-02]: [Nitrogen Brings Its AI-Powered Advisor Platform to Claude and ChatGPT, Expands Nucleus Capabilities](../sources/ni-02.md). Nitrogen, official, retrieved 2026-11-13. === advisors/wells-fargo-ai-teammate.md === --- type: advisor title: Wells Fargo AI Teammate summary: Official July 15, 2026 launch of a chat-based AI capability embedded in Advisor Gateway for WIM advisors, including FiNet. Later interview figures are company-reported and are labeled as such. page_status: current last_verified: '2026-11-13' --- # Wells Fargo AI Teammate AI Teammate is a chat-based AI capability inside Wells Fargo's Advisor Gateway that helps advisor teams search and summarize information from the firm's core resource center. It launched on 2026-07-15.[^wf-01] Wells Fargo's newsroom published a release dated 07/15/2026 announcing the launch of AI Teammate, "a new artificial intelligence (AI)–powered capability embedded within Advisor Gateway."[^wf-01] The release says: "AI Teammate introduces a chat-based experience embedded within the firm’s central technology platform, Advisor Gateway." In its initial phase, "AI Teammate helps teams search and summarize information from WFA’s core resource center," including plain-language search, guided workflows, and next steps.[^wf-01] It also says AI Teammate "will be available to financial advisors across all Wealth & Investment Management (WIM) advisor channels, including independent advisors who are part of Wells Fargo Advisors Financial Network, “FiNet.”"[^wf-01] The release names Sol Gindi, head of the WIM Client Relationship Group and Wells Fargo Advisors; Andre Mansour, head of WIM AI; and Eve Varner, head of the WIM Chief Product Office.[^wf-01] An "About Wealth & Investment Management" section in the same release says WIM is "one of the largest wealth managers in the U.S., with $2.4 trillion in client assets." That figure is company-reported.[^wf-01] ## Later interview figures (company-reported) A Banking Dive interview with Andre Mansour, published November 10, 2026, includes figures that do not appear in the July 15 launch release. In that interview, Mansour describes Advisor Gateway as "a single platform with over 200 tools for an adviser to use daily," says "We just launched this past quarter. We have had hundreds of thousands of interactions," and says meeting preparation "used to take multiple hours sometimes" and "now it can easily take a couple of prompts." He also says Wells has "already deployed a consumer AI solution, Fargo, which has had over a billion interactions thus far." Those statements are interview / company-reported claims.[^bd-01] ## Sources [^wf-01]: [Wells Fargo Newsroom - Wells Fargo introduces AI Teammate, bringing AI-powered support to the advisor experience](../sources/wf-01.md). Wells Fargo, official, retrieved 2026-11-13. [^bd-01]: [8 questions for the Wells Fargo wealth unit’s AI chief - Banking Dive](../sources/bd-01.md). Banking Dive, third-party, retrieved 2026-11-13. === analyses/README.md === --- type: analysis title: Analyses summary: Saved answers to questions asked of the wiki, each with cited sources. None yet. page_status: current --- # Analyses Answers to questions asked of the wiki that are worth keeping are saved here, with the question, the date and footnoted sources. An analysis is never used as a source for another page. No analyses yet. === approval-models/README.md === --- type: approval-model title: Approval models summary: The five ways brokers decide who approves an agent's order, from a walled-off account to no broker-side approval at all. page_status: current last_verified: '2026-11-12' --- # Approval models An approval model answers one question: **before an agent's order reaches the market, who or what has to say yes?** Providers often offer more than one, so provider pages list every model they document, default path first. | Model | One line | Launch-broker examples | |---|---|---| | [Separate account](separate-account.md) | The agent trades only in an account you fund for it | Robinhood, Coinbase (optional) | | [AI Partition](ai-partition.md) | A funded partition inside your account where an eligible AI may trade without per-order approval | Interactive Brokers Autonomous Trading | | [Per-order confirm](per-order-confirm.md) | The agent prepares each order; you confirm it in the broker's app | Webull Cloud MCP, Robinhood with Trade approvals on | | [Draft, then you submit](draft-then-submit.md) | The agent writes a non-binding instruction; you review and submit it | Interactive Brokers AI Integration | | [None at the broker](none.md) | The broker executes what the agent sends; any approval lives in your client | Alpaca, Webull local OpenAPI MCP | **Blocked is not an approval model.** A provider that refuses outside agents gets `status: blocked` in its YAML header instead. See the [overview](../overview.md#who-is-blocking-agents). ## How models combine Models stack. Robinhood puts the agent in a separate account and lets you add per-order approval on top.[^rh-04][^rh-01] Interactive Brokers starts every client on draft-then-submit and requires a track record there before the AI Partition opens.[^ib-06] ## Where the guardrail lives The key builder question is whether the guardrail is enforced by the broker (server side) or by your agent or MCP client (client side). Client-side approval can be skipped by a different client or a prompt; broker-side approval cannot. Coinbase documents that one client previews and asks before ordering while another orders in one turn, against the same server.[^cb-01] See the [approval model comparison](../comparisons/launch-brokers.md). ## Sources [^rh-04]: [Trading with your agent - Robinhood](../sources/rh-04.md). Robinhood, official, retrieved 2026-11-12. [^rh-01]: [Onboarding an external agent - Robinhood](../sources/rh-01.md). Robinhood, official, retrieved 2026-11-12. [^ib-06]: [AI-Powered Portfolio Analysis & Trading Tools (IBKR AI Integrations)](../sources/ib-06.md). Interactive Brokers, official, retrieved 2026-11-12. [^cb-01]: [Coinbase MCP - Coinbase Developer Documentation](../sources/cb-01.md). Coinbase Developer Platform, official, retrieved 2026-11-12. === approval-models/ai-partition.md === --- type: approval-model title: "Approval model: AI Partition" summary: An eligible client funds a partition inside their account where a connected AI may submit supported orders without approving each one. page_status: current last_verified: '2026-11-12' --- # AI Partition **What it means:** a broker-defined, separately funded sub-account where the AI may trade on criteria you set, without per-order approval. Access is gated by eligibility rules. ## Example - **Interactive Brokers Autonomous Trading** (announced 2026-10-21): eligible clients authorize their connected AI to submit supported orders without approving each order individually.[^ib-02] It is limited to individual, non-margin accounts, and you must first execute at least 10 trades over two weeks in Review & Approve mode.[^ib-06] Funding is limited to the cash you allocate to the partition.[^ib-06] ## How it differs from a separate account Both cap what the agent can lose. The AI Partition adds an **eligibility gate**: a track record of approved trades before autonomy is allowed.[^ib-06] Separate-account models in the current batch do not require that history.[^rh-10][^cb-07] [Back to approval models](README.md) ## Sources [^ib-02]: [Interactive Brokers Introduces Autonomous Trading](../sources/ib-02.md). Interactive Brokers, official, retrieved 2026-11-12. [^ib-06]: [AI-Powered Portfolio Analysis & Trading Tools (IBKR AI Integrations)](../sources/ib-06.md). Interactive Brokers, official, retrieved 2026-11-12. [^rh-10]: [Robinhood is Now Open to Agents](../sources/rh-10.md). Robinhood, official, retrieved 2026-11-12. [^cb-07]: [Coinbase for Agents: Your AI Agent Can Now Trade and Pay with Coinbase](../sources/cb-07.md). Coinbase, official, retrieved 2026-11-12. === approval-models/draft-then-submit.md === --- type: approval-model title: "Approval model: draft, then you submit" summary: The agent writes a non-binding trade instruction; nothing happens until you review and submit it yourself in the broker's app. page_status: current last_verified: '2026-11-12' --- # Draft, then you submit **What it means:** the agent's output is an instruction, not an order. You open the broker's app, review it, and submit or reject it. ## Example - **Interactive Brokers AI Integration:** "you review and submit every order."[^ib-01] Instructions must be reviewed and explicitly confirmed by the client in an IBKR application before any action is taken; you click Review & Submit or Reject.[^ib-07] ## How it differs from per-order confirm In practice they are close. The difference is who creates the order: under draft-then-submit you submit it yourself from the instruction; under per-order confirm the broker holds an order the agent created until you approve it. Webull calls its objects "instructions" too,[^wb-02] so read each provider's docs rather than the label. [Back to approval models](README.md) ## Sources [^ib-01]: [Interactive Brokers AI Hub](../sources/ib-01.md). Interactive Brokers, official, retrieved 2026-11-12. [^ib-07]: [AI Instructions](../sources/ib-07.md). IBKR Guides, official, retrieved 2026-11-12. [^wb-02]: [Webull Cloud MCP Server - Webull API](../sources/wb-02.md). Webull Developer, official, retrieved 2026-11-12. === approval-models/none.md === --- type: approval-model title: "Approval model: none at the broker" summary: The broker executes what the agent sends. Any approval step has to live in your agent, MCP client or local server. page_status: current last_verified: '2026-11-12' --- # None at the broker **What it means:** no broker-side approval step is documented. Guardrails, if any, are in software you control. ## Examples - **Alpaca:** the CLI has no confirmation prompts and every command executes immediately.[^al-05] Paper trading is available for testing.[^al-01] - **Webull local OpenAPI MCP:** places, modifies and cancels orders directly, with configurable notional limits, quantity limits and a symbol whitelist in the server you run.[^wb-03] ## Builder notes - Put a human-in-the-loop step in your own client before live orders. See [Human-in-the-loop patterns](../build/human-in-the-loop.md). - Start on paper or sandbox endpoints where they exist.[^al-03][^wb-03] [Back to approval models](README.md) ## Sources [^al-05]: [GitHub - alpacahq/cli: CLI for Trading API · GitHub](../sources/al-05.md). Alpaca (GitHub), official, retrieved 2026-11-12. [^al-01]: [Alpaca - Trade with AI Using Alpaca's MCP Server](../sources/al-01.md). Alpaca, official, retrieved 2026-11-12. [^wb-03]: [GitHub - webull-inc/webull-openapi-mcp: Webull OpenAPI MCP · GitHub](../sources/wb-03.md). Webull (GitHub), official, retrieved 2026-11-12. [^al-03]: [GitHub - alpacahq/agentic: Multi-platform plugin marketplace for Alpaca APIs · GitHub](../sources/al-03.md). Alpaca (GitHub), official, retrieved 2026-11-12. === approval-models/per-order-confirm.md === --- type: approval-model title: "Approval model: per-order confirm" summary: The agent prepares each order, and a person confirms it in the broker's own app before it reaches the market. page_status: current last_verified: '2026-11-12' --- # Per-order confirm **What it means:** the agent can build a complete order, but the broker holds it until you confirm it in the broker's app or website. ## Examples - **Webull Cloud MCP:** each trade needs separate customer confirmation before it can be submitted.[^wb-07] Every Cloud order tool is documented as needing confirmation in the Webull app or desktop.[^wb-02] - **Robinhood with Trade approvals on:** the agent proposes trades and you review and place them in the app. The setting is off by default for MCP accounts and still rolling out.[^rh-04] ## Not the same as a client-side preview A dry-run or preview inside the agent's chat is not broker-side confirmation. Coinbase documents that Claude previews and asks before ordering while ChatGPT orders in one turn, against the same server.[^cb-01] tastytrade's MCP uses a short-lived dry-run token and states that it is not human approval.[^tt-01] [Back to approval models](README.md) ## Sources [^wb-07]: [Webull Expands Cloud MCP to Enable AI-Powered Trading Without Coding or Installation](../sources/wb-07.md). Webull / PR Newswire, official, retrieved 2026-11-12. [^wb-02]: [Webull Cloud MCP Server - Webull API](../sources/wb-02.md). Webull Developer, official, retrieved 2026-11-12. [^rh-04]: [Trading with your agent - Robinhood](../sources/rh-04.md). Robinhood, official, retrieved 2026-11-12. [^cb-01]: [Coinbase MCP - Coinbase Developer Documentation](../sources/cb-01.md). Coinbase Developer Platform, official, retrieved 2026-11-12. [^tt-01]: [GitHub - tastytrade/tastytrade-mcp: MCP server for the tastytrade open API: quotes, positions, balances, and dry-run-gated order flow for LLM agents. ](../sources/tt-01.md). tastytrade (GitHub), official, retrieved 2026-11-12. === approval-models/separate-account.md === --- type: approval-model title: "Approval model: separate account" summary: The agent can only trade in an account or portfolio you create and fund for it, so its reach is capped by what you deposit. page_status: current last_verified: '2026-11-12' --- # Separate account **What it means:** the broker gives the agent its own account (or portfolio) and enforces that orders only happen there. Your other money is out of reach for trading, though the agent may still be able to *read* other accounts. **What it does not mean:** it does not, on its own, require approval for each order. ## Examples - **Robinhood:** outside agents trade only in a Robinhood Agentic account,[^rh-01] which holds only the funds you deposit into it.[^rh-10] The agent can still read all of your Robinhood accounts.[^rh-01] - **Coinbase:** you pick which portfolios the agent can reach on the approval screen.[^cb-03] This is optional; the agent can also use the main account.[^cb-07] Isolated agent portfolios are limited to spot crypto.[^cb-01] ## Builder notes - Check read scope separately from trade scope. A separate trading account does not mean separate read access. - Fund the account with an amount you accept losing to a bad prompt or a bug. [Back to approval models](README.md) ## Sources [^rh-01]: [Onboarding an external agent - Robinhood](../sources/rh-01.md). Robinhood, official, retrieved 2026-11-12. [^rh-10]: [Robinhood is Now Open to Agents](../sources/rh-10.md). Robinhood, official, retrieved 2026-11-12. [^cb-03]: [Coinbase for Agents setup skill (skill.md)](../sources/cb-03.md). Coinbase Developer Platform, official, retrieved 2026-11-12. [^cb-07]: [Coinbase for Agents: Your AI Agent Can Now Trade and Pay with Coinbase](../sources/cb-07.md). Coinbase, official, retrieved 2026-11-12. [^cb-01]: [Coinbase MCP - Coinbase Developer Documentation](../sources/cb-01.md). Coinbase Developer Platform, official, retrieved 2026-11-12. === build/README.md === --- type: build title: Build it summary: Practical notes for engineers and coding agents connecting to broker MCP servers safely. page_status: current last_verified: '2026-11-12' --- # Build it Start here if you are wiring an agent to a brokerage account. 1. [Connect an MCP client](connect-an-mcp-client.md): the documented connection commands for each launch broker. 2. [Human-in-the-loop patterns](human-in-the-loop.md): where to put approval when the broker does not. 3. [Starter prompts for coding agents](starter-prompts.md): prompts that make agents cite this wiki and say "unknown". Before any live order, read the provider page and its [approval model](../approval-models/README.md). === build/connect-an-mcp-client.md === --- type: build title: Connect an MCP client summary: Documented connection commands and URLs for each launch broker, taken from the providers' own setup pages. page_status: current last_verified: '2026-11-12' --- # Connect an MCP client These are the commands and URLs the providers document. Use the paper or sandbox option first where one exists. ## Robinhood ```bash claude mcp add robinhood-trading --transport http https://agent.robinhood.com/mcp/trading codex mcp add robinhood-trading --url https://agent.robinhood.com/mcp/trading ``` Both commands are from Robinhood's onboarding page, which also lists other clients.[^rh-01] Trading happens only in your Robinhood Agentic account.[^rh-01] ## Coinbase ```bash claude mcp add coinbase --transport http https://agents.coinbase.com/mcp codex mcp add coinbase --url https://agents.coinbase.com/mcp ``` On the approval screen, select only the portfolio the agent should use.[^cb-01][^cb-03] ## Webull (Cloud MCP) ```bash codex mcp add webull --url https://api.webull.com/mcp ``` Other clients take `https://api.webull.com/mcp` as the server URL.[^wb-02] Orders are prepared as instructions that you confirm in the Webull app.[^wb-02] ## Interactive Brokers Add a custom connector or remote MCP server with the URL `https://api.ibkr.com/v1/api/mcp-public`, then sign in through IBKR.[^ib-08] ## Alpaca Hosted (OAuth) servers for Claude Code, as documented by Alpaca:[^al-03] ```json { "mcpServers": { "alpaca-trading": { "type": "http", "url": "https://api.alpaca.markets/mcp" }, "alpaca-trading-paper": { "type": "http", "url": "https://paper-api.alpaca.markets/mcp" } } } ``` The local v2 server runs over stdio with API keys; do not expose it to the internet.[^al-02] ## Common pitfalls - **The agent previews but never orders.** Coinbase documents this on some hosted reasoning modes; ask explicitly or use its CLI.[^cb-01] - **Old tool names.** Alpaca's v2 server removed all v1 tools; start a fresh session after upgrading.[^al-02] - **Wrong environment.** Check whether a local server defaults to sandbox or production.[^wb-03][^tt-03] ## Sources [^rh-01]: [Onboarding an external agent - Robinhood](../sources/rh-01.md). Robinhood, official, retrieved 2026-11-12. [^cb-01]: [Coinbase MCP - Coinbase Developer Documentation](../sources/cb-01.md). Coinbase Developer Platform, official, retrieved 2026-11-12. [^cb-03]: [Coinbase for Agents setup skill (skill.md)](../sources/cb-03.md). Coinbase Developer Platform, official, retrieved 2026-11-12. [^wb-02]: [Webull Cloud MCP Server - Webull API](../sources/wb-02.md). Webull Developer, official, retrieved 2026-11-12. [^ib-08]: [Version 1.1.5 - Custom Connector, Connect From Any MCP Client](../sources/ib-08.md). IBKR Guides, official, retrieved 2026-11-12. [^al-03]: [GitHub - alpacahq/agentic: Multi-platform plugin marketplace for Alpaca APIs · GitHub](../sources/al-03.md). Alpaca (GitHub), official, retrieved 2026-11-12. [^al-02]: [GitHub - alpacahq/alpaca-mcp-server: Alpaca’s official MCP Server lets you trade stocks, ETFs, crypto, and options, run data analysis, and build strat](../sources/al-02.md). Alpaca (GitHub), official, retrieved 2026-11-12. [^wb-03]: [GitHub - webull-inc/webull-openapi-mcp: Webull OpenAPI MCP · GitHub](../sources/wb-03.md). Webull (GitHub), official, retrieved 2026-11-12. [^tt-03]: [MCP Server · tastytrade Developer Docs](../sources/tt-03.md). tastytrade Developer Docs, official, retrieved 2026-11-12. === build/human-in-the-loop.md === --- type: build title: Human-in-the-loop patterns summary: Where to put human approval in an agent trading flow, and why broker-side approval beats client-side approval. page_status: current last_verified: '2026-11-12' --- # Human-in-the-loop patterns Where the broker can hold an order until a person confirms it, use that. Otherwise, limit the money the agent can reach and put the approval step in your own client.[^wb-07][^ib-07][^rh-04][^rh-10][^al-05] See [human in the loop](../glossary.md#human-in-the-loop). The patterns below explain how. ## 1. Prefer broker-side approval when it exists If the broker can hold the order until a person confirms it, use that. Examples: Webull Cloud MCP,[^wb-07] IBKR AI Integration,[^ib-07] and Robinhood with Trade approvals on.[^rh-04] A client-side prompt can be skipped by a different client; Coinbase documents two clients behaving differently against the same server.[^cb-01] ## 2. Cap the blast radius Give the agent its own funded account, portfolio or partition, and fund it with what you accept losing.[^rh-10][^cb-03][^ib-06] ## 3. Show the full order before asking IBKR's example prompt asks the agent to show account, side, quantity, order type, limit price, estimated value and available cash before creating an instruction.[^ib-06] Public documents a preflight that shows estimated cost and buying-power impact before you confirm.[^pu-06] ## 4. A dry-run token is not approval tastytrade's MCP requires a single-use, 60-second confirmation token from a dry run before an order tool acts, and states plainly that the token is not human approval because the same agent mints and redeems it.[^tt-01] ## 5. Where the broker has no approval step For Alpaca or a local Webull server, put the approval in your own client: require a person to confirm a rendered order summary, keep limits outside the agent's reach, and test on paper or sandbox first.[^al-05][^al-01][^wb-03] ## Sources [^wb-07]: [Webull Expands Cloud MCP to Enable AI-Powered Trading Without Coding or Installation](../sources/wb-07.md). Webull / PR Newswire, official, retrieved 2026-11-12. [^ib-07]: [AI Instructions](../sources/ib-07.md). IBKR Guides, official, retrieved 2026-11-12. [^rh-04]: [Trading with your agent - Robinhood](../sources/rh-04.md). Robinhood, official, retrieved 2026-11-12. [^rh-10]: [Robinhood is Now Open to Agents](../sources/rh-10.md). Robinhood, official, retrieved 2026-11-12. [^al-05]: [GitHub - alpacahq/cli: CLI for Trading API · GitHub](../sources/al-05.md). Alpaca (GitHub), official, retrieved 2026-11-12. [^cb-01]: [Coinbase MCP - Coinbase Developer Documentation](../sources/cb-01.md). Coinbase Developer Platform, official, retrieved 2026-11-12. [^cb-03]: [Coinbase for Agents setup skill (skill.md)](../sources/cb-03.md). Coinbase Developer Platform, official, retrieved 2026-11-12. [^ib-06]: [AI-Powered Portfolio Analysis & Trading Tools (IBKR AI Integrations)](../sources/ib-06.md). Interactive Brokers, official, retrieved 2026-11-12. [^pu-06]: [How to Trade Stocks, Options & Crypto Using Claude](../sources/pu-06.md). Public.com, official, retrieved 2026-11-12. [^tt-01]: [GitHub - tastytrade/tastytrade-mcp: MCP server for the tastytrade open API: quotes, positions, balances, and dry-run-gated order flow for LLM agents. ](../sources/tt-01.md). tastytrade (GitHub), official, retrieved 2026-11-12. [^al-01]: [Alpaca - Trade with AI Using Alpaca's MCP Server](../sources/al-01.md). Alpaca, official, retrieved 2026-11-12. [^wb-03]: [GitHub - webull-inc/webull-openapi-mcp: Webull OpenAPI MCP · GitHub](../sources/wb-03.md). Webull (GitHub), official, retrieved 2026-11-12. === build/starter-prompts.md === --- type: build title: Starter prompts for coding agents summary: Copy-paste prompts that make a coding agent use this wiki, cite pages and say "unknown" instead of guessing. page_status: current --- # Starter prompts for coding agents Paste one of these into your coding agent with this repo cloned or its `llms.txt` loaded. ## 1. Research before building ```text Use the Ed's Agentic Finance Rails wiki (start at llms.txt and index.md). For , tell me: endpoint, auth, whether an agent can place orders, the approval model, and paper-trading support. Cite the wiki page and the source card for every fact. If the wiki says "unknown" or has no source, say "unknown". Do not guess. ``` ## 2. Pick a broker for a use case ```text Read data/providers.json and approval-models/. I want an agent that . Rank the providers by how much of the approval is enforced by the broker rather than my client. Quote each provider's approval_model and can_place_orders values exactly and cite the provider page. Flag every "unknown" field that matters for my use case. ``` ## 3. Build a client with a human approval step ```text Using build/human-in-the-loop.md and the provider page for , write a minimal MCP client that connects to the documented endpoint, lists tools, and never sends an order without showing me the full order summary and getting my explicit yes. Start on the paper or sandbox endpoint if the provider page lists one. Cite the pages you used. ``` ## 4. Check the wiki is current ```text Before relying on 's page, check its last_verified date and page_status. If page_status is "stale" or "archived", or last_verified is older than 30 days, warn me and open the source cards it cites to confirm the key facts. ``` If you find something wrong or missing, use the "Suggest a correction" link at the bottom of any page. === changelog/2026-11-12.md === --- type: changelog title: "What changed: 2026-11-12" summary: First draft of the wiki - five launch broker pages, 103 source cards, approval-model taxonomy and agent packaging. page_status: current date: '2026-11-12' --- # What changed: 2026-11-12 - Added 103 source cards from batch 1 (all retrieved 2026-11-12). - Added draft pages for [Robinhood](../providers/robinhood.md), [Coinbase](../providers/coinbase.md), [Webull](../providers/webull.md), [Interactive Brokers](../providers/interactive-brokers.md) and [Alpaca](../providers/alpaca.md). - Added the [approval-model taxonomy](../approval-models/README.md), [rails](../rails/README.md) starter pages, the [Build](../build/README.md) section and a [launch-broker comparison](../comparisons/launch-brokers.md). - Added `llms.txt`, `data/providers.json` and `data/providers.csv`. - Notable while drafting: Alpaca's own agentic repo documents a hosted Trading MCP at `https://api.alpaca.markets/mcp`, which earlier research had marked unconfirmed.[^al-03] ## Sources [^al-03]: [GitHub - alpacahq/agentic: Multi-platform plugin marketplace for Alpaca APIs · GitHub](../sources/al-03.md). Alpaca (GitHub), official, retrieved 2026-11-12. === changelog/2026-11-13.md === --- type: changelog title: "What changed: 2026-11-13" summary: Added a thin advisor-agents section, a third-party Schwab RIABiz source, official Coinbase agent-feedback docs, and related official and third-party source cards. page_status: current date: '2026-11-13' --- # What changed: 2026-11-13 - Added a new [advisor agents](../advisors/README.md) section (still thin), with pages for [Claude for Financial Advisors](../advisors/claude-for-financial-advisors.md), [Nitrogen](../advisors/nitrogen.md) and [Wells Fargo AI Teammate](../advisors/wells-fargo-ai-teammate.md). The section is listed in the generated index, directory, and llms.txt, and on the front-page tabs. - Added official Anthropic, Nitrogen, Nevis and Wells Fargo sources, plus third-party Wealth Solutions Report and Banking Dive articles, all retrieved 2026-11-13. Company-reported figures are labeled as such. - Added RIABiz as a third-party source on Schwab's MCP announcement, alongside official [bl-05](../sources/bl-05.md). The overview notes that RIABiz's Key Points box is labeled AI generated, and that the "Anthropic's days numbered" headline framing is opinion. - Added official Coinbase MCP documentation of the `coinbase_feedback_submit` tool to the [Coinbase](../providers/coinbase.md) page. Official docs do not document an HTTP path named `/feedback`. === changelog/2026-11-14.md === --- type: changelog title: "What changed: 2026-11-14" summary: Added Payments and Personal money agents sections with one page per program, a What we cover overview on the front page, official ERC-8004, a glossary, and a front-page refresh. page_status: current date: '2026-11-14' --- # What changed: 2026-11-14 - Added the official ERC-8004 proposal as [id-07](../sources/id-07.md), retrieved 2026-11-14. - Added an ERC-8004 row to [Agent identity](../rails/agent-identity.md), including the Draft status stated on the official page, and a short finance note that the ERC treats payments as orthogonal while giving x402 feedback examples. - Cited remaining prepared source cards on existing pages (overview, provider pages, rails, and a leads-only section in gaps). Front-page coming-soon tabs were not changed. - Front page: a short, dated answer under the headline; a plain-English broker table (Coinbase approval aligned with the comparison page); Brokers and Advisor agents tabs only, with a line to the rails pages. Search: branded titles, summaries as descriptions, canonical URLs, and JSON-LD. The writing-style rule was added to AGENTS.md and the README. - Plain-English rewrite of overview, the five launch-broker provider pages, and a light pass on two rails pages. Facts and footnotes were not changed. - Added a [glossary](../glossary.md) of recurring terms and trimmed those pages so first-use terms link there instead of repeating inline explanations. Facts and footnotes were not changed. - Added a [Payments](../payments/README.md) section with one page per program: Visa Intelligent Commerce, Mastercard Agent Pay, ACP, Stripe, PayPal, x402, AP2 and the Robinhood Agentic Credit Card. Each page has a sourced record in its YAML header ([schema/program.schema.json](../schema/program.schema.json)). - Added a [Personal money agents](../personal-money/README.md) section: Meta Muse, Plaid MCP servers, JPMorgan Smart Cash (one news source), and a [Banks and outside agents](../personal-money/banks-and-outside-agents.md) page built from news reports, labeled as such. - All program records are also in [data/programs.json](../data/programs.json), and in new Payments and Personal money tables in the [directory](../directory.md). - New glossary terms: agentic commerce, data aggregator, open banking, payment token, stablecoin, virtual card. - Front page: a "What we cover" overview of trading, payments, banks and personal money, advisors and rails. The Payments and Personal money agents tabs are now live. Overview, gaps, README and AGENTS.md updated to match. No new source cards; every new claim cites an existing card. === changelog/2026-11-15.md === --- type: changelog title: "What changed: 2026-11-15" summary: A shorter front page, a trading-only Trading page, a cited FAQ, record tables on the Payments and Personal money pages, a What changed home page, and search and agent metadata on every page. page_status: current date: '2026-11-15' --- # What changed: 2026-11-15 No facts were added or removed, and no source cards changed. - **Launch.** The wiki is now public at https://agenticfinancerails.com. The old alias domains redirect there. - **Front page.** Now a short version of the [README](../README.md): the headline, one line on what the wiki covers, five "What we cover" cards with live counts, a "Start here" row, a small box for AI agents, and a footer with the disclaimer, license, corrections link and a link here. - **Trading short answer.** "Which brokers let AI agents trade, and who approves the order?" and its five-broker answer now open the [Trading](../directory.md) page, with the same citations as the [launch-broker comparison](../comparisons/launch-brokers.md). - **Section tables.** [Payments](../payments/README.md) and [Personal money agents](../personal-money/README.md) each gained a generated table of what an agent can do, what you control and whether there is an official MCP server. - **What changed.** This folder now has a generated home page, [What changed](README.md), with the wiki in numbers (the stats that used to sit on the front page) and every update, newest first. - **Navigation.** Breadcrumbs now point to real section pages. Every page opens with its one-line summary and a visible "Last checked" date. The [rails](../rails/README.md) page links the [approval models](../approval-models/README.md). - **Glossary.** New entries: [approval model](../glossary.md#approval-model), [human in the loop](../glossary.md#human-in-the-loop) and [rails](../glossary.md#rails). - **For search engines and agents.** Breadcrumb, dataset and FAQ structured data, plus page types and modified dates. - **Trading page.** The Directory is now called [Trading](../directory.md) (same address) and covers brokers only. Payment programs, personal money agents and advisor tools are on their own section pages; the Payments and Personal money tables gained the operator and availability columns that used to be on the directory. - **FAQ.** New [FAQ](../faq.md) page: six short answers, each footnoted from sources already cited elsewhere in the wiki. - **Answer first.** Pages that opened with a table or a date now open with a plain-English answer line: [agent identity](../rails/agent-identity.md), [agent payments](../rails/agent-payments.md), [mandates and data access](../rails/mandates-and-data-access.md), [human in the loop](../build/human-in-the-loop.md) and the three [advisor](../advisors/README.md) pages. - **Less clutter.** Pages show only the "Last checked" date, not a build date or reading time. The sitemap uses each page's last-checked date. The empty Analyses section is hidden from navigation until it has pages. - **Footer wording.** The disclaimer now reads simply "Not investment advice." - **Guide for agents.** [AGENTS.md](../AGENTS.md) is now a short reader's guide: where to start, how citations work, when to say "unknown", and how to send corrections, including what is recorded with a note. === changelog/README.md === --- type: changelog title: What changed summary: Every update to the wiki, newest first, with the current size of the wiki in numbers. Generated from page headers. page_status: current --- # What changed Every update to the wiki, newest first. ## The wiki in numbers | Measure | Count | |---|---| | Brokers | 5 | | Payment and money programs | 11 | | Source cards | 114 | | Official sources | 86 | | Broker fields still unknown | 14 of 60 | | Latest broker check | 2026-11-14 | ## Updates - [What changed: 2026-11-15](2026-11-15.md): A shorter front page, a trading-only Trading page, a cited FAQ, record tables on the Payments and Personal money pages, a What changed home page, and search and agent metadata on every page. - [What changed: 2026-11-14](2026-11-14.md): Added Payments and Personal money agents sections with one page per program, a What we cover overview on the front page, official ERC-8004, a glossary, and a front-page refresh. - [What changed: 2026-11-13](2026-11-13.md): Added a thin advisor-agents section, a third-party Schwab RIABiz source, official Coinbase agent-feedback docs, and related official and third-party source cards. - [What changed: 2026-11-12](2026-11-12.md): First draft of the wiki - five launch broker pages, 103 source cards, approval-model taxonomy and agent packaging. === comparisons/launch-brokers.md === --- type: comparison title: "Launch brokers compared: approval and safety posture" summary: Side-by-side view of how the five launch brokers let agents trade, who approves orders, and where the guardrails are enforced. page_status: current last_verified: '2026-11-12' --- # Launch brokers compared The [Trading](../directory.md) page lists every field. This page compares the safety posture. ## Who approves the order? | Provider | Default path | Optional or second path | Guardrail enforced by | Sources | |---|---|---|---|---| | [Robinhood](../providers/robinhood.md) | Agent trades in a separate agentic account; Trade approvals off by default for MCP accounts | Turn on Trade approvals to confirm each order | Broker | [^rh-01][^rh-04] | | [Coinbase](../providers/coinbase.md) | Agent trades in the portfolios you pick at sign-in, which can include the main account | Dedicated portfolio (spot crypto only) | Broker for portfolio scope; client for per-order preview | [^cb-03][^cb-07][^cb-01] | | [Webull](../providers/webull.md) | Cloud MCP: you confirm each trade in the Webull app | Local OpenAPI MCP: direct orders with local limits | Broker (Cloud); your server (local) | [^wb-07][^wb-03] | | [Interactive Brokers](../providers/interactive-brokers.md) | AI Integration: you review and submit every instruction | Autonomous Trading in a funded AI Partition, for eligible accounts | Broker | [^ib-01][^ib-07][^ib-06] | | [Alpaca](../providers/alpaca.md) | No broker-side approval documented | Paper endpoint for testing | Your client | [^al-05][^al-03] | ## What can the agent see? | Provider | Read scope | Sources | |---|---|---| | Robinhood | All Robinhood accounts, positions, balances and order history | [^rh-01] | | Coinbase | Portfolios selected on the approval screen | [^cb-03] | | Webull | Account info, portfolio and watchlists (Cloud) | [^wb-02] | | Interactive Brokers | Portfolio analysis and account data through the connector | [^ib-01] | | Alpaca | Account, orders, positions, portfolio and market data | [^al-03] | ## Paper or sandbox | Provider | Paper or sandbox for agents | Sources | |---|---|---| | Robinhood | unknown | | | Coinbase | unknown | | | Webull | Local OpenAPI MCP defaults to the UAT sandbox; Cloud unknown | [^wb-03] | | Interactive Brokers | unknown | | | Alpaca | Yes: paper endpoint and $100K simulated balance | [^al-01][^al-03] | ## Sources [^rh-01]: [Onboarding an external agent - Robinhood](../sources/rh-01.md). Robinhood, official, retrieved 2026-11-12. [^rh-04]: [Trading with your agent - Robinhood](../sources/rh-04.md). Robinhood, official, retrieved 2026-11-12. [^cb-03]: [Coinbase for Agents setup skill (skill.md)](../sources/cb-03.md). Coinbase Developer Platform, official, retrieved 2026-11-12. [^cb-07]: [Coinbase for Agents: Your AI Agent Can Now Trade and Pay with Coinbase](../sources/cb-07.md). Coinbase, official, retrieved 2026-11-12. [^cb-01]: [Coinbase MCP - Coinbase Developer Documentation](../sources/cb-01.md). Coinbase Developer Platform, official, retrieved 2026-11-12. [^wb-07]: [Webull Expands Cloud MCP to Enable AI-Powered Trading Without Coding or Installation](../sources/wb-07.md). Webull / PR Newswire, official, retrieved 2026-11-12. [^wb-03]: [GitHub - webull-inc/webull-openapi-mcp: Webull OpenAPI MCP · GitHub](../sources/wb-03.md). Webull (GitHub), official, retrieved 2026-11-12. [^ib-01]: [Interactive Brokers AI Hub](../sources/ib-01.md). Interactive Brokers, official, retrieved 2026-11-12. [^ib-07]: [AI Instructions](../sources/ib-07.md). IBKR Guides, official, retrieved 2026-11-12. [^ib-06]: [AI-Powered Portfolio Analysis & Trading Tools (IBKR AI Integrations)](../sources/ib-06.md). Interactive Brokers, official, retrieved 2026-11-12. [^al-05]: [GitHub - alpacahq/cli: CLI for Trading API · GitHub](../sources/al-05.md). Alpaca (GitHub), official, retrieved 2026-11-12. [^al-03]: [GitHub - alpacahq/agentic: Multi-platform plugin marketplace for Alpaca APIs · GitHub](../sources/al-03.md). Alpaca (GitHub), official, retrieved 2026-11-12. [^wb-02]: [Webull Cloud MCP Server - Webull API](../sources/wb-02.md). Webull Developer, official, retrieved 2026-11-12. [^al-01]: [Alpaca - Trade with AI Using Alpaca's MCP Server](../sources/al-01.md). Alpaca, official, retrieved 2026-11-12. === faq.md === --- type: guide title: "FAQ: AI agents and money" summary: Short, cited answers to common questions about AI agents that trade, pay and use bank data, and who approves what. Each answer links to the page with the details. page_status: current last_verified: '2026-11-12' --- # FAQ: AI agents and money Short answers, each with its sources. The linked pages have the details. Anything the sources do not confirm stays "unknown". Not investment advice. ## Which brokers let AI agents trade? All five launch brokers publish an official [MCP](glossary.md#mcp) server for AI agents: Alpaca, Coinbase, Interactive Brokers, Robinhood and Webull.[^al-02][^cb-01][^ib-01][^rh-01][^wb-02] They differ on who approves each order. Details: [Trading](directory.md). ## Who approves an AI agent's trades? It depends on the broker. Robinhood limits the agent to a separate account you fund, and per-order approval is an optional toggle.[^rh-01][^rh-04] With Webull's hosted Cloud MCP, you confirm each trade in the Webull app.[^wb-07] At Interactive Brokers, by default the AI drafts instructions you review and submit.[^ib-01][^ib-07] Alpaca documents no broker-side approval, so approval has to live in your agent or client.[^al-05][^al-03] See [approval models](approval-models/README.md). ## Can I test a trading agent without real money? Sometimes. Alpaca has a separate [paper trading](glossary.md#paper-trading) endpoint with a $100K simulated balance.[^al-01][^al-03] Webull's local OpenAPI MCP defaults to the UAT [sandbox](glossary.md#sandbox); a sandbox for its Cloud MCP is unknown.[^wb-03] For Robinhood, Coinbase and Interactive Brokers, a paper option for agents is unknown. See the [launch-broker comparison](comparisons/launch-brokers.md). ## Can an AI agent pay for things for me? Yes, through several programs, each with limits. Visa lets approved agent builders pay with tokenized Visa credentials, under purchase instructions the consumer approved.[^pm-01] Mastercard lets only registered agents pay, using agentic tokens.[^pm-05][^pm-06] Stripe's shared [payment tokens](glossary.md#payment-token) carry usage and expiry limits.[^pm-08] Robinhood's Agentic Credit Card asks you to approve each purchase or set a monthly limit.[^rh-09] See [Payments](payments/README.md). ## Do banks let outside AI agents into my account? Often not fully, according to news reports. They say several big US banks block outside agents that log in with a customer's password,[^bl-02][^bl-08] and that most allow read-only access at best, while some build their own AI tools.[^bl-01][^bl-02] See [Banks and outside agents](personal-money/banks-and-outside-agents.md). ## Can AI tools for financial advisors place trades? Not on their own, for the two whose official pages address it. Anthropic's solutions page says "Claude doesn’t place trades or move money."[^an-02] Nitrogen's agents page says "Every action still requires your approval."[^ni-01] Wells Fargo's launch release describes AI Teammate as search and summary help for advisor teams; whether it can place trades is unknown.[^wf-01] See [Advisor agents](advisors/README.md). ## Sources [^al-02]: [GitHub - alpacahq/alpaca-mcp-server: Alpaca’s official MCP Server lets you trade stocks, ETFs, crypto, and options, run data analysis, and build strat](sources/al-02.md). Alpaca (GitHub), official, retrieved 2026-11-12. [^cb-01]: [Coinbase MCP - Coinbase Developer Documentation](sources/cb-01.md). Coinbase Developer Platform, official, retrieved 2026-11-12. [^ib-01]: [Interactive Brokers AI Hub](sources/ib-01.md). Interactive Brokers, official, retrieved 2026-11-12. [^rh-01]: [Onboarding an external agent - Robinhood](sources/rh-01.md). Robinhood, official, retrieved 2026-11-12. [^wb-02]: [Webull Cloud MCP Server - Webull API](sources/wb-02.md). Webull Developer, official, retrieved 2026-11-12. [^rh-04]: [Trading with your agent - Robinhood](sources/rh-04.md). Robinhood, official, retrieved 2026-11-12. [^wb-07]: [Webull Expands Cloud MCP to Enable AI-Powered Trading Without Coding or Installation](sources/wb-07.md). Webull / PR Newswire, official, retrieved 2026-11-12. [^ib-07]: [AI Instructions](sources/ib-07.md). IBKR Guides, official, retrieved 2026-11-12. [^al-05]: [GitHub - alpacahq/cli: CLI for Trading API · GitHub](sources/al-05.md). Alpaca (GitHub), official, retrieved 2026-11-12. [^al-03]: [GitHub - alpacahq/agentic: Multi-platform plugin marketplace for Alpaca APIs · GitHub](sources/al-03.md). Alpaca (GitHub), official, retrieved 2026-11-12. [^al-01]: [Alpaca - Trade with AI Using Alpaca's MCP Server](sources/al-01.md). Alpaca, official, retrieved 2026-11-12. [^wb-03]: [GitHub - webull-inc/webull-openapi-mcp: Webull OpenAPI MCP · GitHub](sources/wb-03.md). Webull (GitHub), official, retrieved 2026-11-12. [^pm-01]: [Visa Developer Center](sources/pm-01.md). Visa Developer, official, retrieved 2026-11-12. [^pm-05]: [Mastercard Agent Pay: secure, scalable and trusted agentic AI](sources/pm-05.md). Mastercard, official, retrieved 2026-11-12. [^pm-06]: [Agentic token framework: Driving trusted AI transactions](sources/pm-06.md). Mastercard, official, retrieved 2026-11-12. [^pm-08]: [Shared payment tokens - Stripe Documentation](sources/pm-08.md). Stripe Docs, official, retrieved 2026-11-12. [^rh-09]: [Agentic Credit Card - Robinhood](sources/rh-09.md). Robinhood, official, retrieved 2026-11-12. [^bl-02]: [Scoop: Unvetted AI agents are accessing U.S. bank accounts](sources/bl-02.md). Axios, third-party, retrieved 2026-11-12. [^bl-08]: [Five Major Banks Are Blocking AI Agents From Logging Into Customer Accounts](sources/bl-08.md). Yahoo Finance, third-party, retrieved 2026-11-12. [^bl-01]: [JPMorgan blocks outside AI agents like Muse, Instinct from account access](sources/bl-01.md). CNBC, third-party, retrieved 2026-11-12. [^an-02]: [Claude for Financial Advisors - Claude by Anthropic](sources/an-02.md). Anthropic, official, retrieved 2026-11-13. [^ni-01]: [AI Agents Welcome - Nitrogen](sources/ni-01.md). Nitrogen, official, retrieved 2026-11-13. [^wf-01]: [Wells Fargo Newsroom - Wells Fargo introduces AI Teammate, bringing AI-powered support to the advisor experience](sources/wf-01.md). Wells Fargo, official, retrieved 2026-11-13. === gaps.md === --- type: gaps title: Gaps - what we do not know yet summary: Open questions and missing sources, ranked. page_status: current last_verified: '2026-11-14' --- # Gaps This page lists what the wiki cannot answer yet. Items come from unknown fields, sources that need a second check and reader feedback, and are removed when a source closes them. Nothing here is a claim about the providers. ## Highest priority 1. **Terms and agreements: none collected.** Needed: Robinhood agentic disclosures and crypto agreement, IBKR Autonomous Trading terms, Coinbase agent terms, Webull and Public MCP terms. 2. **Limits.** IBKR AI Partition funding limits ("limits apply"),[^ib-02] Coinbase trade-size and spend rules (announced as coming soon),[^cb-07] and order rate limits for every provider. 3. **Paper trading for agents** at Robinhood, Coinbase, IBKR and Webull Cloud MCP. 4. **Order types** for Coinbase, Webull, IBKR and Alpaca agent orders. 5. **IBKR Autonomous Trading asset list.** An independent review found IBKR's descriptions inconsistent.[^ib-03] 6. **Primary statements from blockers.** The JPMorgan and Morgan Stanley evidence is from news reports.[^bl-01][^bl-02] 7. **Independent tests.** Only Robinhood and IBKR have independent write-ups in the batch.[^rh-02][^ib-03] ## Payments and personal money agents - **Fees** for agent payments: none of the cited [payments](payments/README.md) sources give them. - **Production MCP addresses** for Visa Intelligent Commerce and Mastercard Agent Pay, and whether Mastercard has an MCP at all. - **Who approves what** under ACP and x402. It depends on the agent or wallet, and the cited specs do not say. - **Primary sources** for [JPMorgan Smart Cash](personal-money/jpmorgan-smart-cash.md), which rests on one news report, and for most bank positions on [Banks and outside agents](personal-money/banks-and-outside-agents.md). - **Whether Meta Muse can move money** or pay bills, and whether it offers developer access. ## Advisor agents The [advisor agents](advisors/README.md) section is new and still thin: only Claude for Financial Advisors, Nitrogen, and Wells Fargo AI Teammate have pages so far. Official coverage of other advisor platforms, and of approval and access rules beyond the sources already cited, has not been collected yet. ## Unknown fields by provider See the `unknown` values in [data/providers.csv](data/providers.csv) or the [Trading](directory.md) page. ## Leads and other directories (not evidence) These cards are prior art or competing directories. They are leads only: use them to find official sources, not to back a provider field or a factual claim about a broker or rail. - Broker and finance MCP lists: awesome-broker-mcp,[^pa-01] awesome-finance-mcp,[^pa-02] awesome-finance-agent,[^pa-05] and the Finance & Fintech section of awesome-mcp-servers.[^pa-06] - Agent-payments lists: awesome-payment-agent-skills[^pa-03] and awesome_mpp.[^pa-04] - Other directories and explainers: FintechAI Directory,[^pa-07] Agentic Rails Atlas (Mastercard Agent Pay explainer),[^pa-08] AgentBroker Index (Fidelity page),[^pa-09] and The Agentic Trader (Interactive Brokers guide).[^pa-10] ## Sources [^ib-02]: [Interactive Brokers Introduces Autonomous Trading](sources/ib-02.md). Interactive Brokers, official, retrieved 2026-11-12. [^cb-07]: [Coinbase for Agents: Your AI Agent Can Now Trade and Pay with Coinbase](sources/cb-07.md). Coinbase, official, retrieved 2026-11-12. [^ib-03]: [IBKR Autonomous Trading: What the AI Partition Lets an AI Trade Without Asking, Read Off IBKR's Pages — DeskTested](sources/ib-03.md). DeskTested, third-party, retrieved 2026-11-12. [^bl-01]: [JPMorgan blocks outside AI agents like Muse, Instinct from account access](sources/bl-01.md). CNBC, third-party, retrieved 2026-11-12. [^bl-02]: [Scoop: Unvetted AI agents are accessing U.S. bank accounts](sources/bl-02.md). Axios, third-party, retrieved 2026-11-12. [^rh-02]: [Robinhood MCP Server: What 73 Tools and an OAuth Handshake Look Like Up Close — DeskTested](sources/rh-02.md). DeskTested, third-party, retrieved 2026-11-12. [^pa-01]: [GitHub - mphinance/awesome-broker-mcp: Which brokers can an AI actually trade through? A verified directory of broker MCP servers — official vs commun](sources/pa-01.md). mphinance (GitHub), third-party, retrieved 2026-11-12. [^pa-02]: [GitHub - BlockRunAI/awesome-finance-mcp: A curated list of MCP servers for AI finance agents · GitHub](sources/pa-02.md). BlockRunAI (GitHub), third-party, retrieved 2026-11-12. [^pa-05]: [GitHub - macoloye/awesome-finance-agent: A curated list of finance agent SDKs, MCP tools, wallet infrastructure, safeguards, simulation systems, and s](sources/pa-05.md). macoloye (GitHub), third-party, retrieved 2026-11-12. [^pa-06]: [awesome-mcp-servers: Finance & Fintech section](sources/pa-06.md). punkpeye (GitHub), third-party, retrieved 2026-11-12. [^pa-03]: [GitHub - frankxai/awesome-payment-agent-skills: Web-first payment-agent skills: mandates, auth, settlement. Human spend cap required. · GitHub](sources/pa-03.md). frankxai (GitHub), third-party, retrieved 2026-11-12. [^pa-04]: [GitHub - mpp-best/awesome_mpp: A curated list of open-source AI agent payment & x402 projects, SDKs and tools. Full directory at mpp.best · GitHub](sources/pa-04.md). mpp-best (GitHub), third-party, retrieved 2026-11-12. [^pa-07]: [FintechAI Directory — AI Tools for Finance, Curated by Finance Professionals](sources/pa-07.md). FintechAI Directory, third-party, retrieved 2026-11-12. [^pa-08]: [Mastercard Agent Pay explained: agentic tokens, Verifiable Intent and Know Your Agent - Agentic Rails Atlas](sources/pa-08.md). atlas.merces.ai, third-party, retrieved 2026-11-12. [^pa-09]: [Fidelity Investments MCP: AI agent access (ChatGPT, Claude)](sources/pa-09.md). agentbrokerindex.com, third-party, retrieved 2026-11-12. [^pa-10]: [How do I connect an AI agent to Interactive Brokers?](sources/pa-10.md). theagentictrader.com, third-party, retrieved 2026-11-12. === glossary.md === --- type: guide title: Glossary summary: Short, plain-English definitions of recurring terms in this wiki, including MCP, OAuth, paper trading, payment tokens, open banking, and related agent-finance vocabulary. page_status: current last_verified: '2026-11-14' --- # Glossary Short, plain-English definitions of recurring terms in this wiki. These entries describe general concepts, not a particular product. Provider-specific meanings stay on the provider pages. ## 2FA Two-factor authentication. A second check, besides a password, that a person is who they say they are. ## Agentic commerce Shopping and paying done by an AI agent on a person's behalf, from finding an item to checking out. ## AI Partition A separately funded slice of an account reserved for an agent, so the rest of the account stays out of reach. ## Allowlist A list of apps or clients that are allowed to connect. Anything not on the list is denied. ## API key A secret string a program uses to prove it is allowed to call a service. ## Approval model The rule for who or what has to say yes before an agent's order or payment goes through: a person, the provider, limits set in advance, or no one. This wiki sorts brokers into five [approval models](approval-models/README.md). ## Bearer token A credential sent with a request, usually in an HTTP header, to prove the client is allowed to access a resource. ## CLI Command-line interface. A program you run by typing commands, rather than clicking in a graphical app. ## Client ID Metadata Documents A way for an app to describe itself with a document at a URL, so a server can identify the app during [OAuth](#oauth) sign-in. ## Data aggregator A company that connects apps to a person's bank and card accounts, with their permission, and passes along data such as balances and transactions. ## Dynamic Client Registration A way for an app to register itself with an [OAuth](#oauth) server as part of connecting, instead of being set up in advance by a person. ## Environment variables Named settings stored in the environment of a running program, often used for credentials, endpoints, or limits. ## GenAI Generative AI. Software that produces text, code, or other content in response to a prompt. ## Greeks Standard measures of how an option's price may change as things such as the underlying price or time to expiration change. ## Human in the loop A design where a person reviews or approves an agent's action before it takes effect, instead of letting the agent act alone. See [Build it](build/human-in-the-loop.md) for patterns. ## llms.txt A machine-readable index of pages, published so AI agents can find and read a site's documentation. ## Mandates A record of what a person authorized an agent to do, used so later actions can be checked against that authorization. ## MCP Model Context Protocol. A standard way for an AI application to connect to a tool or service, such as a broker. ## OAuth A standard sign-in method that lets a person grant an app limited access to an account, without sharing their password with that app. ## Open banking Sharing bank data with other apps through approved, permissioned connections, instead of handing over a bank password. ## OpenAPI A standard way to describe a web API, so people and programs can see what requests it accepts. ## Paper trading Practice trading with simulated money. Also called paper mode. ## Payment token A stand-in for a card number or payment method that works only within set limits, such as one seller, a maximum amount or an expiry date. The real card number stays hidden. ## PKCE Proof Key for Code Exchange. An extra check in an [OAuth](#oauth) sign-in flow that helps make sure the same app that started the sign-in is the one that finishes it. ## Preflight A preview of an order, including estimated cost or risk, shown before the order is sent. ## Protected-resource metadata A published description of how a server expects a client to sign in, including the sign-in address and the [scopes](#scopes) it offers. ## Rails The shared plumbing that agent access to money runs on, separate from any single provider: how agents connect, sign in, prove who they are, carry a person's consent and pay. See [Rails](rails/README.md). ## Refresh token A credential an app can use to get a new access token without asking the person to sign in again. ## Sandbox A test environment that is not the live production system. ## Scopes Named permissions in an [OAuth](#oauth) sign-in request, which limit what the app is allowed to do. ## Stablecoin A digital token designed to hold a steady value, usually pegged to a currency such as the US dollar. ## Stdio Standard input and output. A local program can talk to a client through these streams instead of over the internet. ## UAT User acceptance testing. A test environment used to try a system before using the live one. See also [sandbox](#sandbox). ## Virtual card A card number that exists only online, often created for one purpose and with its own limits. ## x402 A protocol for paying for a resource as part of a web request, often used so an agent can pay for data or a service. === payments/README.md === --- type: payment title: Payments summary: How AI agents pay. Card-network agent programs, payment tokens, commerce and payment protocols, and an agent credit card, each with its own page and a sourced record. page_status: current last_verified: '2026-11-14' --- # Payments This section covers how an AI agent pays for things on a person's behalf, often called [agentic commerce](../glossary.md#agentic-commerce). Each program has its own page. The YAML header at the top of each page holds a short record: who runs it, what an agent can do, what the person controls, whether there is an official [MCP](../glossary.md#mcp) server, and how available it is. Every value is sourced or says "unknown." The same records are in [data/programs.json](../data/programs.json). ## The programs | Program | Type | In one line | |---|---|---| | [Visa Intelligent Commerce](visa-intelligent-commerce.md) | Card network | Approved agent builders pay with tokenized Visa credentials, under purchase instructions the consumer approved.[^pm-01] | | [Mastercard Agent Pay](mastercard-agent-pay.md) | Card network | Only registered agents can pay, using Mastercard agentic tokens.[^pm-05][^pm-06] | | [Agentic Commerce Protocol (ACP)](agentic-commerce-protocol.md) | Commerce protocol | An open standard for buyers, their agents and businesses to complete purchases. OpenAI and Stripe maintain it, and it is in beta.[^pm-07] | | [Stripe](stripe.md) | Payment tokens and MCP | Shared payment tokens give a seller limited use of a customer's payment method. Stripe also runs an official MCP server.[^pm-08][^pm-09] | | [PayPal](paypal.md) | MCP server and toolkit | An MCP server and an agent toolkit for PayPal business APIs such as orders and invoices.[^pm-10][^pm-11] | | [x402](x402.md) | Payment protocol | An open standard for paying inside a web request, built on the HTTP 402 "Payment Required" status.[^pm-14][^pm-15] | | [AP2 (Agent Payments Protocol)](ap2.md) | Mandate protocol | An open protocol that carries signed proof of what the user authorized.[^pm-13] | | [Robinhood Agentic Credit Card](robinhood-agentic-credit-card.md) | Agent card | A [virtual card](../glossary.md#virtual-card) for your agent, with approval for each purchase or a required monthly limit.[^rh-09] | ## What can an agent do with each program? The same records side by side, taken from each page's YAML header. Each value is sourced on its page; `unknown` means no source confirms it yet. The same records are in [data/programs.json](../data/programs.json). | Program | Operator | What an agent can do | What you control | Official MCP | Availability | Last verified | |---|---|---|---|---|---|---| | [Agentic Commerce Protocol (ACP)](agentic-commerce-protocol.md) | OpenAI and Stripe (spec maintainers) | Let a user find and buy from a business inside an AI app, through a checkout API and a delegated-payment spec | unknown | unknown | Beta. OpenAI and Stripe were the first to implement it | 2026-11-14 | | [AP2 (Agent Payments Protocol)](ap2.md) | Google (reference code on GitHub) | Carry signed proof of what the user authorized: a Checkout Mandate shared with the merchant and a Payment Mandate shared with the credential provider, the card networks and the payment processor | Open mandates hold the user's limits, such as budget and allowed payment methods, before a cart is final. Closed mandates authorize one finalized checkout and amount | unknown | Open protocol, available as an extension for A2A and Universal Commerce Protocol. Samples in Python, Go and Android | 2026-11-14 | | [Mastercard Agent Pay](mastercard-agent-pay.md) | Mastercard | Pay with agentic tokens once registered and verified, including through a merchant's normal card checkout form | Mastercard says each transaction is checked against authenticated user intent and explicit consent before the action | unknown | unknown | 2026-11-14 | | [PayPal](paypal.md) | PayPal | Use PayPal APIs for orders, invoices, subscriptions, shipment tracking, transaction details and disputes | Access uses the PayPal account's own credentials: an access token for the local server, or client ID and secret for the hosted one. A sandbox is available for testing | Yes | Local server (Node.js 18 or later) or hosted server. Sandbox address https://mcp.sandbox.paypal.com | 2026-11-14 | | [Robinhood Agentic Credit Card](robinhood-agentic-credit-card.md) | Robinhood (Robinhood Credit, Inc.) | Fetch the agentic virtual card's number to finish purchases, and read that card's spending history and settings. The MCP does not browse or shop for you | Approve each purchase in the Robinhood Banking app, or set a monthly limit, which is required if you do not approve each purchase. The agent sees only the cards you authorize | Yes | A virtual card in the Robinhood Gold Card. Card setup and agent sign-in work on desktop only. Announced 2026-05-27 | 2026-11-14 | | [Stripe](stripe.md) | Stripe | Grant a seller a shared payment token for a purchase. Separately, call the Stripe API and search Stripe's docs through the Stripe MCP server | Each token has usage and expiry limits, such as currency, maximum amount and an expiry window. MCP access is granted on Stripe's OAuth consent page and can be revoked | Yes | Shared payment tokens are in public preview in the US, Canada and select European countries | 2026-11-14 | | [Visa Intelligent Commerce](visa-intelligent-commerce.md) | Visa | Buy things for a consumer with tokenized Visa credentials, under purchase instructions the consumer approved | Consumer-approved purchase instructions, Visa Payment Passkeys with device binding, and network-level controls | Yes | Production needs Visa onboarding and approval at each stage: sandbox, certification, production. Intelligent Commerce Connect was in pilot with select partners as of 2026-04-08 | 2026-11-14 | | [x402](x402.md) | x402 Foundation | Pay for a web resource as part of the request: the server replies 402 Payment Required with its terms, and the client retries with a payment attached | unknown | unknown | Open standard. Specification version 2 is published | 2026-11-14 | ## How the controls work The sources describe three kinds of control. Most programs use more than one. - **The network vets the agent.** Visa requires approved participants and agent registration before production use.[^pm-01] Mastercard registers and verifies agents before they can transact.[^pm-06] - **The credential is limited.** Stripe's shared payment tokens carry usage and expiry limits.[^pm-08] Visa and Mastercard use tokenized credentials instead of the raw card number.[^pm-01][^pm-06] See [payment token](../glossary.md#payment-token). - **The person approves.** Robinhood lets you approve each purchase in its app. If you turn that off, a monthly limit is required.[^rh-09] AP2 records the user's authorization as signed [mandates](../glossary.md#mandates).[^pm-13] ## What is still unknown - Fees for agent payments. None of the cited sources give them. - Which consumer AI apps can use each card-network program today. - Production MCP addresses for Visa and Mastercard. See [gaps](../gaps.md) for the full list. ## Related pages - [Agent payments](../rails/agent-payments.md): the one-table rail overview. - [Agent identity](../rails/agent-identity.md): how merchants tell which agent is calling, including Visa's Trusted Agent Protocol and Web Bot Auth. - [Mandates and data access](../rails/mandates-and-data-access.md): proof of authorization and the US data-rights rule. - [Personal money agents](../personal-money/README.md): agents that work with your bank and card data. Not investment advice. ## Sources [^pm-01]: [Visa Developer Center](../sources/pm-01.md). Visa Developer, official, retrieved 2026-11-12. [^pm-05]: [Mastercard Agent Pay: secure, scalable and trusted agentic AI](../sources/pm-05.md). Mastercard, official, retrieved 2026-11-12. [^pm-06]: [Agentic token framework: Driving trusted AI transactions](../sources/pm-06.md). Mastercard, official, retrieved 2026-11-12. [^pm-07]: [GitHub - agentic-commerce-protocol/agentic-commerce-protocol: The Agentic Commerce Protocol (ACP) is an interaction model and open standard for connec](../sources/pm-07.md). ACP (GitHub), official, retrieved 2026-11-12. [^pm-08]: [Shared payment tokens - Stripe Documentation](../sources/pm-08.md). Stripe Docs, official, retrieved 2026-11-12. [^pm-09]: [Model Context Protocol (MCP) - Stripe Documentation](../sources/pm-09.md). Stripe Docs, official, retrieved 2026-11-12. [^pm-10]: [MCP server quickstart guide - PayPal Developer](../sources/pm-10.md). PayPal Developer, official, retrieved 2026-11-12. [^pm-11]: [Agent toolkit quickstart guide - PayPal Developer](../sources/pm-11.md). PayPal Developer, official, retrieved 2026-11-12. [^pm-14]: [GitHub - x402-foundation/x402: A payments protocol for the internet. Built on HTTP. · GitHub](../sources/pm-14.md). x402 Foundation (GitHub), official, retrieved 2026-11-12. [^pm-15]: [x402 specification v2](../sources/pm-15.md). x402 Foundation (GitHub), official, retrieved 2026-11-12. [^pm-13]: [AP2 - Agent Payments Protocol Documentation](../sources/pm-13.md). AP2 Protocol, official, retrieved 2026-11-12. [^rh-09]: [Agentic Credit Card - Robinhood](../sources/rh-09.md). Robinhood, official, retrieved 2026-11-12. === payments/agentic-commerce-protocol.md === --- type: payment id: agentic-commerce-protocol title: Agentic Commerce Protocol (ACP) summary: An open standard for buyers, their AI agents and businesses to complete purchases. OpenAI and Stripe maintain the spec, which is in beta. page_status: current last_verified: '2026-11-14' kind: commerce-protocol operator: OpenAI and Stripe (spec maintainers) agent_can: Let a user find and buy from a business inside an AI app, through a checkout API and a delegated-payment spec user_controls: unknown mcp_server: unknown endpoint: null availability: Beta. OpenAI and Stripe were the first to implement it field_sources: operator: - pm-07 agent_can: - pm-07 endpoint: - pm-07 availability: - pm-07 --- # Agentic Commerce Protocol (ACP) ACP is an open standard for connecting buyers, their AI agents and businesses so they can complete purchases. OpenAI and Stripe maintain the specification, and it is in beta.[^pm-07] ## What is in the spec - A checkout API for businesses, and a separate delegated-payment spec. Both are published as [OpenAPI](../glossary.md#openapi) files.[^pm-07] - For AI apps, the repo says an app can let users buy directly from businesses without the app being the seller.[^pm-07] - OpenAI and Stripe were the first to implement it.[^pm-07] Stripe's side is on the [Stripe](stripe.md) page. ACP is a spec, not a hosted service, so there is no endpoint. ## Related - Visa lists ACP among the agent protocols its Intelligent Commerce Connect accepts.[^pm-04] See [Visa Intelligent Commerce](visa-intelligent-commerce.md). - All programs: [Payments](README.md). ## Unknown What the person approves under ACP, and whether there is an official MCP server. No cited source confirms it, so the wiki says unknown. ## Sources [^pm-07]: [GitHub - agentic-commerce-protocol/agentic-commerce-protocol: The Agentic Commerce Protocol (ACP) is an interaction model and open standard for connec](../sources/pm-07.md). ACP (GitHub), official, retrieved 2026-11-12. [^pm-04]: [Visa Opens the Door to AI-Driven Shopping for Businesses Worldwide - Visa](../sources/pm-04.md). Visa, official, retrieved 2026-11-12. === payments/ap2.md === --- type: payment id: ap2 title: AP2 (Agent Payments Protocol) summary: 'An open protocol for agent payments that records what the user authorized as signed mandates: a Checkout Mandate for the merchant and a Payment Mandate for the payment side.' page_status: current last_verified: '2026-11-14' kind: mandate-protocol operator: Google (reference code on GitHub) agent_can: 'Carry signed proof of what the user authorized: a Checkout Mandate shared with the merchant and a Payment Mandate shared with the credential provider, the card networks and the payment processor' user_controls: Open mandates hold the user's limits, such as budget and allowed payment methods, before a cart is final. Closed mandates authorize one finalized checkout and amount mcp_server: unknown endpoint: null availability: Open protocol, available as an extension for A2A and Universal Commerce Protocol. Samples in Python, Go and Android field_sources: operator: - pm-12 agent_can: - pm-13 user_controls: - pm-13 endpoint: - pm-13 availability: - pm-13 - pm-12 --- # AP2 (Agent Payments Protocol) AP2 is an open protocol for agent payments. It is built so a merchant can trust that an agent's request reflects what the user actually wants.[^pm-13] It uses [mandates](../glossary.md#mandates). ## Mandates AP2 uses signed digital credentials. There are two main mandates, each in two stages:[^pm-13] - **Checkout Mandate**, shared with the merchant. *Open:* the user's limits and goals before a cart is final. *Closed:* approval of one finalized checkout. - **Payment Mandate**, shared with the credential provider, the card networks and the merchant's payment processor. *Open:* limits such as budget and allowed payment methods. *Closed:* approval of one amount for a finalized checkout. The mandates chain together into an audit trail, whether or not the person is present at checkout.[^pm-13] ## Where it fits - AP2 is available as an extension for the open Agent2Agent (A2A) protocol and for Universal Commerce Protocol. Its docs call it an open extension for A2A and [MCP](../glossary.md#mcp).[^pm-13] - Google's GitHub repo has reference code and sample scenarios in Python, Go and Android. The samples use Google's Agent Development Kit, but AP2 does not require it.[^pm-12] - AP2 is a protocol, not a hosted service, so there is no endpoint. More context: [Mandates and data access](../rails/mandates-and-data-access.md). All programs: [Payments](README.md). ## Unknown Which payment networks and wallets support AP2 in production. No cited source confirms it, so the wiki says unknown. ## Sources [^pm-13]: [AP2 - Agent Payments Protocol Documentation](../sources/pm-13.md). AP2 Protocol, official, retrieved 2026-11-12. [^pm-12]: [GitHub - google-agentic-commerce/AP2: Building a Secure and Interoperable Future for AI-Driven Payments. · GitHub](../sources/pm-12.md). Google (GitHub), official, retrieved 2026-11-12. === payments/mastercard-agent-pay.md === --- type: payment id: mastercard-agent-pay title: Mastercard Agent Pay summary: Mastercard's program for agent payments. Agents are registered and verified before they can pay, and they pay with agentic tokens. Merchants can verify agents with Web Bot Auth. page_status: current last_verified: '2026-11-14' kind: card-network-program operator: Mastercard agent_can: Pay with agentic tokens once registered and verified, including through a merchant's normal card checkout form user_controls: Mastercard says each transaction is checked against authenticated user intent and explicit consent before the action mcp_server: unknown endpoint: unknown availability: unknown field_sources: operator: - pm-05 - pm-06 agent_can: - pm-05 - pm-06 user_controls: - pm-05 --- # Mastercard Agent Pay Mastercard says only registered agents can transact with Agent Pay, and that payments are traceable through Mastercard network tokens. It covers both consumer and business use cases.[^pm-05] ## How it works - **Register the agent.** Mastercard's Agent Pay Acceptance Framework registers and verifies AI agents before they may transact on the network. Each agent is uniquely identified.[^pm-06] - **Pay with an agentic token.** Agents pay with agentic tokens, which Mastercard describes as dynamic, cryptographically secure credentials.[^pm-06] See [payment token](../glossary.md#payment-token). - **Merchants verify the agent.** Merchants can check an agent with the Web Bot Auth standard at their content delivery network. A verified agent can then submit a Dynamic Token Verification Code in a normal card checkout form.[^pm-06] More on [agent identity](../rails/agent-identity.md). - **User intent.** Mastercard says every transaction is verified by authenticated user intent and explicit consent before an action is taken.[^pm-05] The framework story is dated 2025-10-14.[^pm-06] ## Unknown Whether there is an official MCP server, any public endpoint, availability by country, and fees. No cited source confirms it, so the wiki says unknown. All programs: [Payments](README.md). ## Sources [^pm-05]: [Mastercard Agent Pay: secure, scalable and trusted agentic AI](../sources/pm-05.md). Mastercard, official, retrieved 2026-11-12. [^pm-06]: [Agentic token framework: Driving trusted AI transactions](../sources/pm-06.md). Mastercard, official, retrieved 2026-11-12. === payments/paypal.md === --- type: payment id: paypal title: PayPal summary: PayPal offers an MCP server, run locally or hosted, and an agent toolkit that let AI agents use PayPal business APIs such as orders, invoices, subscriptions and disputes. page_status: current last_verified: '2026-11-14' kind: payment-mcp operator: PayPal agent_can: Use PayPal APIs for orders, invoices, subscriptions, shipment tracking, transaction details and disputes user_controls: 'Access uses the PayPal account''s own credentials: an access token for the local server, or client ID and secret for the hosted one. A sandbox is available for testing' mcp_server: 'yes' endpoint: https://mcp.paypal.com availability: Local server (Node.js 18 or later) or hosted server. Sandbox address https://mcp.sandbox.paypal.com field_sources: operator: - pm-10 - pm-11 agent_can: - pm-11 user_controls: - pm-10 mcp_server: - pm-10 endpoint: - pm-10 availability: - pm-10 --- # PayPal PayPal's agent tools are for businesses that use PayPal. They let an AI agent work with PayPal's APIs.[^pm-11] ## MCP server - You can run the [MCP](../glossary.md#mcp) server yourself or use PayPal's hosted one.[^pm-10] - The local server needs Node.js 18 or later and a PayPal access token, set for the [sandbox](../glossary.md#sandbox) or for production.[^pm-10] - Hosted addresses: `https://mcp.paypal.com` for production and `https://mcp.sandbox.paypal.com` for the sandbox. The hosted server can use your PayPal client ID and secret.[^pm-10] ## Agent toolkit - Pre-built functions for orders, invoices, subscriptions, shipment tracking, transaction details and disputes.[^pm-11] - Works with Amazon Bedrock, CrewAI, LangChain, MCP, OpenAI's Agents SDK and Vercel's AI SDK, in TypeScript and Python.[^pm-11] ## Unknown Whether a consumer's own agent can pay with a PayPal account through these tools, and any per-action approval. No cited source confirms it, so the wiki says unknown. All programs: [Payments](README.md). ## Sources [^pm-11]: [Agent toolkit quickstart guide - PayPal Developer](../sources/pm-11.md). PayPal Developer, official, retrieved 2026-11-12. [^pm-10]: [MCP server quickstart guide - PayPal Developer](../sources/pm-10.md). PayPal Developer, official, retrieved 2026-11-12. === payments/robinhood-agentic-credit-card.md === --- type: payment id: robinhood-agentic-credit-card title: Robinhood Agentic Credit Card summary: A virtual card inside the Robinhood Gold Card that your AI agent uses through the Robinhood Banking MCP. You approve each purchase or set a required monthly limit. page_status: current last_verified: '2026-11-14' kind: agent-card operator: Robinhood (Robinhood Credit, Inc.) agent_can: Fetch the agentic virtual card's number to finish purchases, and read that card's spending history and settings. The MCP does not browse or shop for you user_controls: Approve each purchase in the Robinhood Banking app, or set a monthly limit, which is required if you do not approve each purchase. The agent sees only the cards you authorize mcp_server: 'yes' endpoint: https://banking-agent.robinhood.com/mcp/banking availability: A virtual card in the Robinhood Gold Card. Card setup and agent sign-in work on desktop only. Announced 2026-05-27 field_sources: operator: - rh-09 agent_can: - rh-09 user_controls: - rh-09 mcp_server: - rh-09 endpoint: - rh-09 availability: - rh-09 - rh-10 --- # Robinhood Agentic Credit Card The Agentic Credit Card is a [virtual card](../glossary.md#virtual-card) inside the Robinhood Gold Card. You connect an AI agent to the Robinhood Banking [MCP](../glossary.md#mcp) server, then create the card during setup.[^rh-09] Robinhood announced it on 2026-05-27, alongside Agentic Trading.[^rh-10] ## What the agent can do - Fetch the card's number to complete a purchase, and view the card's spending history and settings.[^rh-09] - The MCP does not browse the internet or find things to buy. Your agent has to get to checkout on its own.[^rh-09] - The agent can see only the agentic cards you authorize, and nothing else in your Robinhood account.[^rh-09] ## What you control - **Approve each purchase.** You get a notice and approve the purchase in the Robinhood Banking app.[^rh-09] - **Or a monthly limit.** If you turn off per-purchase approval, a monthly limit is required. You can change both settings later.[^rh-09] - Robinhood says you are responsible for the purchases your agent makes.[^rh-09] ## How to connect - Address: `https://banking-agent.robinhood.com/mcp/banking`.[^rh-09] - Robinhood gives setup steps for Claude Code, Claude Desktop, ChatGPT (Developer Mode), Codex, Codex CLI, Cursor and OpenClaw, and says other MCP clients can connect too.[^rh-09] - Card creation and agent sign-in work only on a desktop browser.[^rh-09] Robinhood's trading side for agents is on the [Robinhood](../providers/robinhood.md) provider page. All programs: [Payments](README.md). ## Unknown Monthly limit ranges and fees for the agentic card. No cited source confirms it, so the wiki says unknown. ## Sources [^rh-09]: [Agentic Credit Card - Robinhood](../sources/rh-09.md). Robinhood, official, retrieved 2026-11-12. [^rh-10]: [Robinhood is Now Open to Agents](../sources/rh-10.md). Robinhood, official, retrieved 2026-11-12. === payments/stripe.md === --- type: payment id: stripe title: Stripe summary: Stripe offers shared payment tokens, which give a seller scoped, time-limited use of a customer's payment method for agent purchases, plus an official MCP server at mcp.stripe.com. page_status: current last_verified: '2026-11-14' kind: payment-credential operator: Stripe agent_can: Grant a seller a shared payment token for a purchase. Separately, call the Stripe API and search Stripe's docs through the Stripe MCP server user_controls: Each token has usage and expiry limits, such as currency, maximum amount and an expiry window. MCP access is granted on Stripe's OAuth consent page and can be revoked mcp_server: 'yes' endpoint: https://mcp.stripe.com availability: Shared payment tokens are in public preview in the US, Canada and select European countries field_sources: operator: - pm-08 - pm-09 agent_can: - pm-08 - pm-09 user_controls: - pm-08 - pm-09 mcp_server: - pm-09 endpoint: - pm-09 availability: - pm-08 --- # Stripe Stripe has two agent pieces in the cited sources: shared payment tokens for agent purchases, and an official [MCP](../glossary.md#mcp) server. Stripe also co-maintains [ACP](agentic-commerce-protocol.md).[^pm-07] ## Shared payment tokens - A shared payment token (SPT) gives a seller scoped access to a customer's payment method for a purchase an agent starts.[^pm-08] See [payment token](../glossary.md#payment-token). - The agent grants the token to the seller's Stripe profile. Each token has usage and expiry limits.[^pm-08] - In a [sandbox](../glossary.md#sandbox), a test helper simulates limits an agent might set, such as currency, maximum amount and expiry window.[^pm-08] - SPTs are in public preview, for agents, customers and sellers in the US, Canada and select European countries.[^pm-08] ## Stripe MCP server - The server gives AI agents tools to use the Stripe API and search Stripe's docs and support articles.[^pm-09] - Address: `https://mcp.stripe.com`.[^pm-09] - Sign-in: [OAuth](../glossary.md#oauth) for clients acting for your Stripe user account, or an agent [API key](../glossary.md#api-key) for autonomous clients. Stripe says to give an agent key only the permissions the client needs.[^pm-09] - With OAuth you can grant access to live accounts or sandboxes, set permissions for each, and revoke a session in your Stripe settings.[^pm-09] ## Unknown Fees for shared payment tokens. No cited source confirms it, so the wiki says unknown. All programs: [Payments](README.md). ## Sources [^pm-07]: [GitHub - agentic-commerce-protocol/agentic-commerce-protocol: The Agentic Commerce Protocol (ACP) is an interaction model and open standard for connec](../sources/pm-07.md). ACP (GitHub), official, retrieved 2026-11-12. [^pm-08]: [Shared payment tokens - Stripe Documentation](../sources/pm-08.md). Stripe Docs, official, retrieved 2026-11-12. [^pm-09]: [Model Context Protocol (MCP) - Stripe Documentation](../sources/pm-09.md). Stripe Docs, official, retrieved 2026-11-12. === payments/visa-intelligent-commerce.md === --- type: payment id: visa-intelligent-commerce title: Visa Intelligent Commerce summary: Visa's program for agent payments with Visa credentials. Approved agent builders get network-level controls, consumer-approved purchase instructions and tokenized credentials. Visa lists an MCP for it. page_status: current last_verified: '2026-11-14' kind: card-network-program operator: Visa agent_can: Buy things for a consumer with tokenized Visa credentials, under purchase instructions the consumer approved user_controls: Consumer-approved purchase instructions, Visa Payment Passkeys with device binding, and network-level controls mcp_server: 'yes' endpoint: unknown availability: 'Production needs Visa onboarding and approval at each stage: sandbox, certification, production. Intelligent Commerce Connect was in pilot with select partners as of 2026-04-08' field_sources: operator: - pm-01 agent_can: - pm-01 user_controls: - pm-01 mcp_server: - pm-02 - pm-01 availability: - pm-01 - pm-04 --- # Visa Intelligent Commerce Visa Intelligent Commerce (VIC) lets agent providers, wallet providers and agent enablers buy things for consumers with Visa credentials. Visa says it provides network-level controls, consumer-approved purchase instructions, agent validation and tokenized payment credentials.[^pm-01] See [payment token](../glossary.md#payment-token). ## Who can use it - Production access needs onboarding to VIC and approval as a participant. Visa also lists onboarding to its Trusted Agent Protocol, Visa Token Service and Visa Payment Passkeys, and registration in the Visa Agent Registry Service.[^pm-01] - Only tokenizable credit, debit and prepaid cards enrolled in Visa's Cloud Token Framework qualify.[^pm-01] - Every integration moves from sandbox to certification to production, with Visa approval at each step.[^pm-01] ## How an agent connects - Visa's general Developer MCP lets builders search Visa docs and API references. Separate product MCP servers connect agents to Visa products, and VIC is listed as one.[^pm-02] - The VIC docs describe an [MCP](../glossary.md#mcp) integration with the [sandbox](../glossary.md#sandbox) host `sandbox.mcp.visa.com`, or direct API calls.[^pm-01] - A production MCP address is not in the cited sources, so the endpoint is unknown. ## Intelligent Commerce Connect On 2026-04-08, Visa announced Intelligent Commerce Connect as part of VIC. Visa says one integration covers payment initiation, tokenization, spend controls and authentication, and lets agents pay with Visa and non-Visa cards. It names agent protocols it accepts, including Trusted Agent Protocol, Machine Payments Protocol (MPP), ACP and Universal Commerce Protocol (UCP). At launch it was in pilot with select partners.[^pm-04] ## Related - Visa's Trusted Agent Protocol, on [agent identity](../rails/agent-identity.md).[^pm-03] - [Agentic Commerce Protocol (ACP)](agentic-commerce-protocol.md). - All programs: [Payments](README.md). ## Unknown Fees, the consumer AI apps that support VIC today, and a production MCP address. No cited source confirms it, so the wiki says unknown. ## Sources [^pm-01]: [Visa Developer Center](../sources/pm-01.md). Visa Developer, official, retrieved 2026-11-12. [^pm-02]: [MCP docs - Visa Developer](../sources/pm-02.md). Visa Developer, official, retrieved 2026-11-12. [^pm-04]: [Visa Opens the Door to AI-Driven Shopping for Businesses Worldwide - Visa](../sources/pm-04.md). Visa, official, retrieved 2026-11-12. [^pm-03]: [GitHub - visa/trusted-agent-protocol: Establishing a universal standard of trust between AI agents and merchants for the next phase of agentic commerc](../sources/pm-03.md). Visa (GitHub), official, retrieved 2026-11-12. === payments/x402.md === --- type: payment id: x402 title: x402 summary: An open payment standard built on the HTTP 402 Payment Required status. A server asks for payment inside the web request, and the client pays and retries. Coinbase for Agents uses it. page_status: current last_verified: '2026-11-14' kind: payment-protocol operator: x402 Foundation agent_can: 'Pay for a web resource as part of the request: the server replies 402 Payment Required with its terms, and the client retries with a payment attached' user_controls: unknown mcp_server: unknown endpoint: null availability: Open standard. Specification version 2 is published field_sources: operator: - pm-14 - pm-15 agent_can: - pm-15 endpoint: - pm-14 - pm-15 availability: - pm-14 - pm-15 --- # x402 [x402](../glossary.md#x402) is an open payment standard built on HTTP. It lets a client, such as an agent, pay for something it asks a website for.[^pm-14][^pm-15] ## How it works 1. The client asks for a resource. 2. If no valid payment is attached, the server replies with a "payment required" signal and its payment terms.[^pm-15] 3. The client sends the request again with a payment. 4. A facilitator, a service that checks and settles payments, can handle verification and settlement on a blockchain.[^pm-15] The spec names several payment schemes, including `exact`, `upto` and `batch-settlement`.[^pm-15] The project says it aims to support both crypto and traditional payment networks, and forms of value including [stablecoins](../glossary.md#stablecoin).[^pm-14] x402 is a standard, not a hosted service, so there is no single endpoint. ## Where it shows up - Coinbase for Agents lets an agent pay for data and research with x402 from a USDC balance.[^cb-01] See [Coinbase](../providers/coinbase.md). ## Unknown What a person approves before an x402 payment depends on the agent or wallet. The spec sources do not say. No cited source confirms it, so the wiki says unknown. All programs: [Payments](README.md). ## Sources [^pm-14]: [GitHub - x402-foundation/x402: A payments protocol for the internet. Built on HTTP. · GitHub](../sources/pm-14.md). x402 Foundation (GitHub), official, retrieved 2026-11-12. [^pm-15]: [x402 specification v2](../sources/pm-15.md). x402 Foundation (GitHub), official, retrieved 2026-11-12. [^cb-01]: [Coinbase MCP - Coinbase Developer Documentation](../sources/cb-01.md). Coinbase Developer Platform, official, retrieved 2026-11-12. === personal-money/README.md === --- type: personal-money title: Personal money agents summary: AI agents that work with a person's bank and card data, the tools that connect them, banks' own AI tools, and how big banks treat outside agents. page_status: current last_verified: '2026-11-14' --- # Personal money agents This section covers AI agents that help a person manage everyday money: seeing balances, spotting subscriptions, moving cash. It also covers the plumbing that connects them to bank accounts, and how banks respond. Each tool has its own page with a sourced record in its YAML header. The same records are in [data/programs.json](../data/programs.json). ## The pages | Page | Type | In one line | |---|---|---| | [Meta Muse](meta-muse.md) | Personal agent | Meta's personal AI agent. People connect bank and card accounts through Plaid for money guidance.[^pb-01] | | [Plaid MCP servers](plaid.md) | Developer tools | Plaid's MCP servers are for developer diagnostics and a sandbox coding kit, not end-user account access.[^pb-02] | | [JPMorgan Smart Cash](jpmorgan-smart-cash.md) | Bank AI tool | A JPMorgan pilot that aims to predict a user's cash flow and move funds for yield (news report).[^bl-01] | | [Banks and outside agents](banks-and-outside-agents.md) | Topic | News reports say several big US banks block outside agents that log in with a customer's password.[^bl-02][^bl-08] | ## What can an agent do with each tool? The same records side by side, taken from each page's YAML header. Each value is sourced on its page; `unknown` means no source confirms it yet. The same records are in [data/programs.json](../data/programs.json). | Tool | Operator | What an agent can do | What you control | Official MCP | Availability | Last verified | |---|---|---|---|---|---|---| | [JPMorgan Smart Cash](jpmorgan-smart-cash.md) | JPMorgan Chase | Predict a user's cash flow and move funds to maximize yield, as the bank's CFO described it (news report) | unknown | unknown | A targeted pilot that began in the weeks before 2026-10-13 (news report) | 2026-11-14 | | [Meta Muse](meta-muse.md) | Meta | Give personalized money guidance from accounts you connect through Plaid, such as balances, transactions, investment holdings and mortgage information | You choose whether to connect accounts, and you can manage Plaid-powered connections in Plaid Portal | unknown | Launched 2026-09-08 with Plaid-powered account connections in its finance features | 2026-11-14 | | [Plaid MCP servers](plaid.md) | Plaid | Developer work only: production diagnostics and analytics for a Plaid customer's team, and a local sandbox MCP for building. No access to end users' accounts | The Dashboard MCP needs a Plaid OAuth token, and the team must be approved for Production access | Yes | The Dashboard MCP is under active development. Plaid says breaking changes may occur and support is limited | 2026-11-14 | ## How it fits together - **The agent.** A personal agent, such as Muse, reads account data you choose to share.[^pb-01] - **The connection.** A [data aggregator](../glossary.md#data-aggregator), such as Plaid, links the agent to your bank with your permission.[^pb-01] This is a form of [open banking](../glossary.md#open-banking). - **The bank.** Banks decide what outside agents can do. News reports say most allow read-only access at best, while some build their own AI tools.[^bl-01][^bl-02] News reports also name other personal agents, such as Instinct, an invitation-only text-message concierge, and OpenAI's Dots. They have no pages yet.[^bl-01] ## Related pages - [Robinhood Agentic Credit Card](../payments/robinhood-agentic-credit-card.md): a card your agent can spend with, with limits you set. - [Mandates and data access](../rails/mandates-and-data-access.md): the US data-rights rule (often called 1033) in the background. - [Payments](../payments/README.md): how agents pay. Not investment advice. ## Sources [^pb-01]: [Plaid powers Meta's new AI agent, Muse - Plaid](../sources/pb-01.md). Plaid, official, retrieved 2026-11-12. [^pb-02]: [Resources - MCP Server - Plaid Docs](../sources/pb-02.md). Plaid Docs, official, retrieved 2026-11-12. [^bl-01]: [JPMorgan blocks outside AI agents like Muse, Instinct from account access](../sources/bl-01.md). CNBC, third-party, retrieved 2026-11-12. [^bl-02]: [Scoop: Unvetted AI agents are accessing U.S. bank accounts](../sources/bl-02.md). Axios, third-party, retrieved 2026-11-12. [^bl-08]: [Five Major Banks Are Blocking AI Agents From Logging Into Customer Accounts](../sources/bl-08.md). Yahoo Finance, third-party, retrieved 2026-11-12. === personal-money/banks-and-outside-agents.md === --- type: personal-money title: Banks and outside agents summary: What news reports say about big US banks blocking or limiting outside AI agents, the read-only middle ground, and the US data-rights rule in the background. page_status: current last_verified: '2026-11-14' --- # Banks and outside agents Most of what is known here comes from news reports, not from the banks. Each line says which. ## The short version - Several big US banks block outside AI agents that log in with a customer's password.[^bl-01][^bl-02][^bl-08] - Most allow, or are moving toward, read-only access through approved data connections.[^bl-02] See [open banking](../glossary.md#open-banking). - Some banks are building their own AI tools, such as [JPMorgan Smart Cash](jpmorgan-smart-cash.md).[^bl-01] ## Bank by bank (news reports) - **JPMorgan Chase.** Its CEO said it will not allow outside agents into customer accounts. A spokeswoman confirmed the bank blocks external AI agents from acting for retail customers, and said it supports customer-authorized data sharing through open banking providers. CNBC says agents can see some data, such as balances, read-only through Plaid or another connector, but cannot send money or pay a bill. There is no timeline for more access.[^bl-01] - **Morgan Stanley.** Has begun blocking third-party agents from its platforms, according to people familiar with the decision. A spokesperson said the bank had not seen "rogue AI agents accessing our platforms."[^bl-02] - **Citi.** Says it does not let third-party AI agents log into customer accounts or transact directly, but allows some read-only access through approved open-banking providers, as reported by Yahoo Finance.[^bl-08] - **Bank of America and Wells Fargo.** Named among the banks limiting third-party agent access. The cited reports give no bank-specific detail.[^bl-02][^bl-08] - **Schwab.** Covered on the [overview](../overview.md), because it blocks some agents while running its own MCP pilot. ## Why banks say they are worried - Banks are finding unvetted agents inside customer accounts. These usually log in with the customer's permission and password, which most banks' rules forbid. Some agents appear to act on their own, beyond the user's instructions.[^bl-02] - Many banks cannot tell whether account activity is directed by the user.[^bl-02] - Reuters could not independently verify the specific incidents, according to Yahoo Finance.[^bl-08] ## The middle ground Reading data is one thing, and moving money is another. Banks already allow read-only connections for budgeting apps.[^bl-02] Yahoo Finance says a standard way to give agents scoped, limited power to transact does not exist yet.[^bl-08] For a card-based approach with limits, see the [Robinhood Agentic Credit Card](../payments/robinhood-agentic-credit-card.md). ## The data-rights rule (background) Rules are background here, not a focus. The CFPB's personal financial data rights rule (Section 1033) went through a reconsideration notice in August 2025.[^pb-05] A November 2026 POLITICO report says bank lobbyists see the rule, then at the White House budget office, as a possible way to regulate AI agents.[^pb-04] More on [Mandates and data access](../rails/mandates-and-data-access.md). ## Unknown Primary statements from most of these banks. This is listed on [gaps](../gaps.md). All pages: [Personal money agents](README.md). ## Sources [^bl-01]: [JPMorgan blocks outside AI agents like Muse, Instinct from account access](../sources/bl-01.md). CNBC, third-party, retrieved 2026-11-12. [^bl-02]: [Scoop: Unvetted AI agents are accessing U.S. bank accounts](../sources/bl-02.md). Axios, third-party, retrieved 2026-11-12. [^bl-08]: [Five Major Banks Are Blocking AI Agents From Logging Into Customer Accounts](../sources/bl-08.md). Yahoo Finance, third-party, retrieved 2026-11-12. [^pb-05]: [Federal Register](../sources/pb-05.md). Federal Register, official, retrieved 2026-11-12. [^pb-04]: [AI agents scramble banks' fight with fintechs](../sources/pb-04.md). POLITICO, third-party, retrieved 2026-11-12. === personal-money/jpmorgan-smart-cash.md === --- type: personal-money id: jpmorgan-smart-cash title: JPMorgan Smart Cash summary: A JPMorgan Chase AI tool in a targeted pilot. Per a news report, it aims to predict a user's cash flow and move funds to maximize yield. Only a news source is cited. page_status: current last_verified: '2026-11-14' kind: bank-tool operator: JPMorgan Chase agent_can: Predict a user's cash flow and move funds to maximize yield, as the bank's CFO described it (news report) user_controls: unknown mcp_server: unknown endpoint: unknown availability: A targeted pilot that began in the weeks before 2026-10-13 (news report) field_sources: operator: - bl-01 agent_can: - bl-01 availability: - bl-01 --- # JPMorgan Smart Cash Smart Cash is JPMorgan Chase's own AI tool. All facts here come from one news report, not from the bank.[^bl-01] ## What the report says - JPMorgan began a targeted pilot of Smart Cash in the weeks before its 2026-10-13 earnings call.[^bl-01] - The bank's CFO said it aims to predict a user's cash flow and move funds to maximize yield.[^bl-01] - CNBC says this looks like a defensive move against outside agents.[^bl-01] At the same time, the bank blocks outside AI agents from acting for retail customers. See [Banks and outside agents](banks-and-outside-agents.md). ## Unknown Who can join the pilot, what the person approves before money moves, and any official page. No cited source confirms it, so the wiki says unknown. A primary JPMorgan source would close this gap. All pages: [Personal money agents](README.md). ## Sources [^bl-01]: [JPMorgan blocks outside AI agents like Muse, Instinct from account access](../sources/bl-01.md). CNBC, third-party, retrieved 2026-11-12. === personal-money/meta-muse.md === --- type: personal-money id: meta-muse title: Meta Muse summary: Meta's personal AI agent. Its finance features use Plaid so people can connect bank, card, investment and mortgage accounts for personalized money guidance. page_status: current last_verified: '2026-11-14' kind: personal-agent operator: Meta agent_can: Give personalized money guidance from accounts you connect through Plaid, such as balances, transactions, investment holdings and mortgage information user_controls: You choose whether to connect accounts, and you can manage Plaid-powered connections in Plaid Portal mcp_server: unknown endpoint: unknown availability: Launched 2026-09-08 with Plaid-powered account connections in its finance features field_sources: operator: - pb-01 - pb-03 agent_can: - pb-01 user_controls: - pb-01 availability: - pb-01 --- # Meta Muse Muse is Meta's personal AI agent. It launched on 2026-09-08 with Plaid-powered account connections in its finance features.[^pb-01] ## What it does with money - People can connect financial accounts through Plaid to share balances, transactions, investment holdings, mortgage information and more.[^pb-01] Plaid is a [data aggregator](../glossary.md#data-aggregator). - Plaid says Muse gives personalized guidance and helps people take steps toward their financial goals.[^pb-01] - A CNBC report says people who gave Muse access to bank and card statements used it as a budgeting coach and to cancel unneeded subscriptions.[^pb-03] ## What you control - You choose whether to connect an account, and you can manage Plaid-powered connections in Plaid Portal.[^pb-01] ## How banks reacted (news reports) - CNBC says bank stocks fell in September when Muse topped the app download charts, on fears that people would use agents to move money to higher-yield accounts.[^bl-01] - POLITICO says JPMorgan's CEO urged customers not to give their passwords to Meta.[^pb-04] More on this: [Banks and outside agents](banks-and-outside-agents.md). ## Unknown Whether Muse can move money or pay bills, and whether it has an official MCP server or other developer access. No cited source confirms it, so the wiki says unknown. All pages: [Personal money agents](README.md). ## Sources [^pb-01]: [Plaid powers Meta's new AI agent, Muse - Plaid](../sources/pb-01.md). Plaid, official, retrieved 2026-11-12. [^pb-03]: [Meta's Muse is attacking one of economy's most profitable weak spots](../sources/pb-03.md). CNBC, third-party, retrieved 2026-11-12. [^bl-01]: [JPMorgan blocks outside AI agents like Muse, Instinct from account access](../sources/bl-01.md). CNBC, third-party, retrieved 2026-11-12. [^pb-04]: [AI agents scramble banks' fight with fintechs](../sources/pb-04.md). POLITICO, third-party, retrieved 2026-11-12. === personal-money/plaid.md === --- type: personal-money id: plaid title: Plaid MCP servers summary: 'Plaid''s MCP servers are developer tools: a hosted Dashboard MCP for production diagnostics and analytics, and a local sandbox MCP for building. They do not give agents access to end users'' accounts.' page_status: current last_verified: '2026-11-14' kind: aggregator-tools operator: Plaid agent_can: 'Developer work only: production diagnostics and analytics for a Plaid customer''s team, and a local sandbox MCP for building. No access to end users'' accounts' user_controls: The Dashboard MCP needs a Plaid OAuth token, and the team must be approved for Production access mcp_server: 'yes' endpoint: https://api.dashboard.plaid.com/mcp/ availability: The Dashboard MCP is under active development. Plaid says breaking changes may occur and support is limited field_sources: operator: - pb-02 agent_can: - pb-02 user_controls: - pb-02 mcp_server: - pb-02 endpoint: - pb-02 availability: - pb-02 --- # Plaid MCP servers Plaid is the [data aggregator](../glossary.md#data-aggregator) behind Meta Muse's account connections.[^pb-01] Its own [MCP](../glossary.md#mcp) servers, though, are for developers. They are not a way for an agent to reach a person's bank account.[^pb-02] ## The two servers - **Dashboard MCP.** Hosted by Plaid at `https://api.dashboard.plaid.com/mcp/`. It gives production diagnostics and analytics: debugging Items (connected accounts), Link conversion data and usage metrics. It works with production data only, and the team must be approved for Production access.[^pb-02] - **AI coding toolkit.** A local MCP server for development, in a [sandbox](../glossary.md#sandbox). It offers mock data, documentation search and similar tools.[^pb-02] The Dashboard MCP uses a Plaid [OAuth](../glossary.md#oauth) token. Plaid says it is under active development, breaking changes may occur, and support is limited.[^pb-02] ## Plaid and personal agents - Plaid says it supports connections to more than 12,000 financial institutions and financial apps in the US (company-reported).[^pb-01] - People can manage their Plaid-powered connections in Plaid Portal.[^pb-01] See [Meta Muse](meta-muse.md) and [Banks and outside agents](banks-and-outside-agents.md). ## Unknown Whether Plaid plans an MCP for end-user account access. No cited source confirms it, so the wiki says unknown. All pages: [Personal money agents](README.md). ## Sources [^pb-01]: [Plaid powers Meta's new AI agent, Muse - Plaid](../sources/pb-01.md). Plaid, official, retrieved 2026-11-12. [^pb-02]: [Resources - MCP Server - Plaid Docs](../sources/pb-02.md). Plaid Docs, official, retrieved 2026-11-12. === providers/alpaca.md === --- type: provider id: alpaca title: Alpaca summary: Developer-first. Hosted Trading MCP with OAuth (live and paper) plus a local open-source MCP and a CLI using API keys. No broker-side per-order approval is documented; paper trading is built in. provider: Alpaca page_status: current last_verified: '2026-11-12' status: official-mcp can_place_orders: ['yes'] approval_model: [none] assets: [stocks, ETFs, fractional equities, options (including multi-leg), crypto] order_types: unknown auth: "Hosted Trading MCP: OAuth sign-in with an Alpaca account (plugins for Cursor, Claude Code and Codex). Local Trading MCP and CLI: API key and secret in environment variables" endpoint: https://api.alpaca.markets/mcp endpoint_note: Paper trading uses https://paper-api.alpaca.markets/mcp. The local server runs over stdio. transport: [remote-http, local-stdio, cli] reads_portfolio: 'yes' paper_trading: 'yes' limits: unknown notifications: unknown notes: Earlier research could not confirm a hosted retail MCP; Alpaca's own agentic repo now documents one. The Broker API MCP (beta) is a separate B2B product for broker partners. field_sources: status: [al-02, al-03, al-09] can_place_orders: [al-01, al-09] approval_model: [al-05] assets: [al-01, al-09] auth: [al-03, al-02] endpoint: [al-03] transport: [al-03, al-02, al-05] reads_portfolio: [al-03] paper_trading: [al-01, al-03] --- # Alpaca > Every fact below links to a source card; "unknown" means no source in the current batch confirms it. ## Overview and current status Alpaca is an API-first broker with several official agent options: hosted [MCP](../glossary.md#mcp) servers behind [OAuth](../glossary.md#oauth), a local Trading MCP server you run with [API keys](../glossary.md#api-key), and a [CLI](../glossary.md#cli).[^al-03] The hosted Trading MCP is at `https://api.alpaca.markets/mcp`, with a [paper-trading](../glossary.md#paper-trading) twin at `https://paper-api.alpaca.markets/mcp`.[^al-03] Hosted access currently supports Cursor, Claude Code and Codex through plugins.[^al-03] Agents can trade fractional equities, ETFs, crypto and multi-leg options.[^al-01] Paper mode starts with $100K in simulated funds; switching to live means changing API keys.[^al-01] A separate Broker API MCP, in public beta since 2026-07-20, is for broker partners who build investing apps for their own customers.[^al-07][^al-08] It is not a retail path and is noted here for context. ## Feature matrix | Feature | Value | Sources | |---|---|---| | Read portfolio | Yes (account, orders, positions, portfolio, market data) | [^al-03] | | Place orders | Yes | [^al-01][^al-09] | | Order types | unknown | | | Assets | Stocks, ETFs, fractional equities, options including multi-leg, crypto | [^al-01][^al-09] | | Paper trading | Yes, separate paper endpoint and $100K simulated balance | [^al-01][^al-03] | | Tool filtering | `ALPACA_TOOLSETS` limits which tools the local server exposes | [^al-02] | | Limits | unknown | | | Notifications | unknown | | ## Implementation details - **Hosted Trading MCP:** `https://api.alpaca.markets/mcp` (live) and `https://paper-api.alpaca.markets/mcp` (paper), OAuth sign-in with an Alpaca account.[^al-03] - **Local Trading MCP v2:** a full rewrite on FastMCP and [OpenAPI](../glossary.md#openapi); none of the v1 tools exist in v2.[^al-02] It runs over [stdio](../glossary.md#stdio) with API keys and does not set up remote auth, so Alpaca warns not to expose it to the internet.[^al-02] - **CLI:** built for agents and scripts; Alpaca says it has no confirmation prompts and every command runs immediately.[^al-05] - **Agent skills:** Alpaca publishes SKILL.md files for its Trading and Broker APIs.[^al-04] ## Guardrails and risks | Guardrail | Where it is enforced | Sources | |---|---|---| | Paper endpoint and simulated balance for testing | Server side (broker) | [^al-01][^al-03] | | `ALPACA_TOOLSETS` tool filtering | In the local server you run | [^al-02] | | Per-order approval | Not documented at the broker. The CLI has no confirmation prompts, so any approval step lives in your agent or MCP client | [^al-05] | | Do not expose the local server publicly | Your deployment | [^al-02] | ## How to build against it 1. Start on the paper endpoint or a paper account.[^al-01][^al-03] 2. For hosted use, install Alpaca's plugin in Cursor, Claude Code or Codex and sign in with OAuth.[^al-03] 3. For local use, run the v2 Trading MCP over stdio with API keys and limit tools with `ALPACA_TOOLSETS`.[^al-02] 4. Add your own approval step before live orders. See [Human-in-the-loop patterns](../build/human-in-the-loop.md). ## Unknown so far - Order types and limits for agent orders: unknown. - Whether the hosted Trading MCP adds any broker-side confirmation: unknown. - Agent terms of use: not yet in the source batch. ## Changelog - 2026-11-12: Page drafted from source batch 1. ## Sources [^al-03]: [GitHub - alpacahq/agentic: Multi-platform plugin marketplace for Alpaca APIs · GitHub](../sources/al-03.md). Alpaca (GitHub), official, retrieved 2026-11-12. [^al-01]: [Alpaca - Trade with AI Using Alpaca's MCP Server](../sources/al-01.md). Alpaca, official, retrieved 2026-11-12. [^al-07]: [Alpaca Launches MCP Servers in Public Beta for Broker Partners.](../sources/al-07.md). Alpaca, official, retrieved 2026-11-12. [^al-08]: [Broker API MCP (Alpaca Docs)](../sources/al-08.md). Alpaca Docs, official, retrieved 2026-11-12. [^al-09]: [Trading API MCP](../sources/al-09.md). Alpaca Docs, official, retrieved 2026-11-12. [^al-02]: [GitHub - alpacahq/alpaca-mcp-server: Alpaca’s official MCP Server lets you trade stocks, ETFs, crypto, and options, run data analysis, and build strat](../sources/al-02.md). Alpaca (GitHub), official, retrieved 2026-11-12. [^al-05]: [GitHub - alpacahq/cli: CLI for Trading API · GitHub](../sources/al-05.md). Alpaca (GitHub), official, retrieved 2026-11-12. [^al-04]: [GitHub - alpacahq/alpaca-skills: Agent skills for Alpaca's Trading API and Broker API: drop-in SKILL.md files for AI coding assistants · GitHub](../sources/al-04.md). Alpaca (GitHub), official, retrieved 2026-11-12. === providers/coinbase.md === --- type: provider id: coinbase title: Coinbase summary: Coinbase for Agents. Remote MCP with OAuth (allowlisted clients) or a local CLI with an API key. Agents can be limited to a dedicated portfolio chosen on the approval screen. provider: Coinbase page_status: current last_verified: '2026-11-14' status: official-mcp can_place_orders: ['yes'] approval_model: [separate-account] assets: [crypto spot, US derivatives (futures), eligible US equities, x402 payments] order_types: unknown auth: OAuth via login.coinbase.com for the remote MCP; Dynamic Client Registration and Client ID Metadata Documents supported, but clients are allowlisted; the local CLI uses a CDP API key endpoint: https://agents.coinbase.com/mcp transport: [remote-http, cli] reads_portfolio: 'yes' paper_trading: unknown limits: unknown notifications: unknown notes: The dedicated portfolio is optional; the main account can also be used. Isolated agent portfolios are spot-crypto only. Per-order confirmation depends on the AI client. field_sources: status: [cb-01, cb-07] can_place_orders: [cb-01] approval_model: [cb-01, cb-03, cb-07] assets: [cb-01] auth: [cb-01, cb-04] endpoint: [cb-01, cb-04] transport: [cb-01] reads_portfolio: [cb-01] --- # Coinbase > Every fact below links to a source card; "unknown" means no source in the current batch confirms it. ## Overview and current status Coinbase for Agents connects AI apps to a Coinbase account for crypto, equities and derivatives trading, portfolio management and [x402](../glossary.md#x402) payments.[^cb-01] It launched on 2026-06-11 with an [MCP](../glossary.md#mcp) server and a [CLI](../glossary.md#cli). At launch, crypto spot and derivatives were enabled and stocks were described as coming.[^cb-07] The current docs list eligible US stocks.[^cb-01] There are two ways in: a remote MCP server at `https://agents.coinbase.com/mcp` using [OAuth](../glossary.md#oauth), and a local CLI that uses a CDP [API key](../glossary.md#api-key).[^cb-01] The CDP CLI/MCP for the developer platform is a separate product for wallets and payments, not consumer account access.[^cb-05] ## Feature matrix | Feature | Value | Sources | |---|---|---| | Read portfolio | Yes | [^cb-01] | | Place orders | Yes, with a known limitation on some hosted clients (see below) | [^cb-01] | | Order types | unknown | | | Assets | Crypto spot, US derivatives (futures), eligible US equities | [^cb-01] | | Payments | x402 payments for premium data from a USDC balance | [^cb-01] | | Limits (size, spend) | unknown. Trade-size and spend rules were announced as coming soon | [^cb-07] | | Notifications | unknown | | | Paper or sandbox | unknown | | ## Implementation details - **Endpoint:** `https://agents.coinbase.com/mcp`, for example `claude mcp add coinbase --transport http https://agents.coinbase.com/mcp`.[^cb-01] - **Auth:** OAuth with `login.coinbase.com` as the authorization server.[^cb-04] [Dynamic Client Registration](../glossary.md#dynamic-client-registration) and [Client ID Metadata Documents](../glossary.md#client-id-metadata-documents) are supported, but Coinbase still [allowlists](../glossary.md#allowlist) clients.[^cb-01] - **[Scopes](../glossary.md#scopes) advertised:** include `mcp:orders:create`, `mcp:trades:create`, `mcp:transfers:create` and `mcp:portfolios:update`.[^cb-04] - **Account boundary:** you choose which portfolios the agent can reach on the OAuth approval screen.[^cb-03] Isolated agent portfolios are spot crypto only; US derivatives work only in the default portfolio.[^cb-01] - **CLI:** runs locally with a CDP API key; Coinbase calls it the most reliable way to execute trades across models.[^cb-01] - **Agent feedback:** official docs have a Send feedback section. They say you or your agent can send feedback about the Coinbase MCP through the `coinbase_feedback_submit` tool, that the team reads submitted feedback every day, that feedback is limited to 2,000 characters or less, and that each user can send up to 6 submissions per day. A tool table on the same page also says submissions are screened. The official docs describe this MCP tool and a local CLI command `coinbase feedback`; they do not document an HTTP path named `/feedback`.[^cb-09] ## Guardrails and risks | Guardrail | Where it is enforced | Sources | |---|---|---| | Dedicated portfolio chosen at sign-in | Server side (broker), optional | [^cb-03][^cb-07] | | Main account access is also allowed | | [^cb-07] | | Client allowlisting, including DCR clients | Server side (broker) | [^cb-01] | | Maximum trade size and spend rules | Announced as "soon", not shipped in the sources | [^cb-07] | | Per-order confirmation | Client side. Coinbase documents that Claude previews and asks to confirm, while ChatGPT creates the order in one turn | [^cb-01] | | KYT transaction monitoring on payments | Server side (broker) | [^cb-07] | The advertised scopes include transfers, so check which tools your client exposes before connecting a funded account.[^cb-04] ## How to build against it 1. Create and fund a dedicated portfolio with only what the agent may use, then pick only that portfolio on the approval screen.[^cb-03] 2. Add the remote MCP in your client, or use the CLI with a CDP API key for terminal agents.[^cb-01] 3. If your agent only previews orders on a hosted client, ask it to execute explicitly or use the CLI, as Coinbase suggests.[^cb-01] Coinbase publishes an agent-readable [llms.txt](../glossary.md#llmstxt) at `https://docs.cdp.coinbase.com/llms.txt`, which lists Coinbase for Agents materials.[^cb-06] See [Connect an MCP client](../build/connect-an-mcp-client.md). ## Unknown so far - Order types and limits: unknown. - [Paper trading](../glossary.md#paper-trading) for the consumer agent product: unknown. A news report's "separate sandbox" describes running the agent outside the main account, which reads like the isolated portfolio rather than paper trading.[^cb-08] - Agent terms of use: not yet in the source batch. ## Changelog - 2026-11-14: Cited the official CDP docs llms.txt index.[^cb-06] - 2026-11-13: Added the official `coinbase_feedback_submit` feedback tool, from Coinbase MCP docs.[^cb-09] - 2026-11-12: Page drafted from source batch 1. ## Sources [^cb-01]: [Coinbase MCP - Coinbase Developer Documentation](../sources/cb-01.md). Coinbase Developer Platform, official, retrieved 2026-11-12. [^cb-07]: [Coinbase for Agents: Your AI Agent Can Now Trade and Pay with Coinbase](../sources/cb-07.md). Coinbase, official, retrieved 2026-11-12. [^cb-05]: [CDP MCP - Coinbase Developer Documentation](../sources/cb-05.md). Coinbase Developer Platform, official, retrieved 2026-11-12. [^cb-04]: [Coinbase for Agents MCP: OAuth protected-resource metadata](../sources/cb-04.md). Coinbase (endpoint metadata), official, retrieved 2026-11-12. [^cb-03]: [Coinbase for Agents setup skill (skill.md)](../sources/cb-03.md). Coinbase Developer Platform, official, retrieved 2026-11-12. [^cb-09]: [Coinbase MCP - Coinbase Developer Documentation](../sources/cb-09.md). Coinbase Developer Platform, official, retrieved 2026-11-13. [^cb-06]: [Coinbase Developer Platform docs llms.txt](../sources/cb-06.md). Coinbase Developer Platform, official, retrieved 2026-11-12. [^cb-08]: [Coinbase’s new tool can help agents trade and pay for premium research - TechCrunch](../sources/cb-08.md). TechCrunch, third-party, retrieved 2026-11-12. === providers/interactive-brokers.md === --- type: provider id: interactive-brokers title: Interactive Brokers summary: Remote MCP connector. By default the AI drafts trade instructions you review and submit; eligible accounts can enable Autonomous Trading inside a separately funded AI Partition. provider: Interactive Brokers (IBKR) page_status: current last_verified: '2026-11-12' status: official-mcp can_place_orders: [draft-only, 'yes'] approval_model: [draft-then-submit, ai-partition] assets: [stocks, equity options] order_types: unknown auth: IBKR's own login and authorization flow; credentials are never shared with the AI app; revoke in Client Portal > Settings > Manage Third-Party Consents endpoint: https://api.ibkr.com/v1/api/mcp-public endpoint_note: The Claude connector directory lists https://api.ibkr.com/v1/api/mcp for IBKR's certified connector. transport: [remote-http] reads_portfolio: 'yes' paper_trading: unknown limits: "Autonomous Trading: funding limited to cash allocated to the AI Partition; funding, account and eligibility limits apply at launch (amounts not published in the sources)" notes: can_place_orders and approval_model list the default AI Integration first, then Autonomous Trading. The exact asset list for Autonomous Trading is unclear; an independent review found IBKR's descriptions inconsistent. field_sources: status: [ib-01, ib-08] can_place_orders: [ib-01, ib-07, ib-02, ib-06] approval_model: [ib-01, ib-07, ib-02, ib-06] assets: [ib-02] auth: [ib-08, ib-01] endpoint: [ib-08] transport: [ib-08] reads_portfolio: [ib-01] limits: [ib-06, ib-02] notifications: unknown --- # Interactive Brokers > Every fact below links to a source card; "unknown" means no source in the current batch confirms it. ## Overview and current status Interactive Brokers runs an [MCP](../glossary.md#mcp) server for AI platforms such as ChatGPT, Claude, Grok and Perplexity. With the default **AI Integration**, the AI generates trade instructions and you review and submit every order.[^ib-01] Instructions show up in an IBKR app such as Client Portal, where you confirm or reject them.[^ib-07] On 2026-10-21 IBKR announced **Autonomous Trading**: eligible clients can let their connected AI submit supported orders without approving each one, inside a separately funded [AI Partition](../glossary.md#ai-partition).[^ib-02][^ib-06] Since release 1.1.5 (2026-07-17), any MCP client can connect through a custom connector URL.[^ib-08] ## Feature matrix | Feature | AI Integration (default) | Autonomous Trading | Sources | |---|---|---|---| | Read portfolio | Yes | Yes | [^ib-01] | | Place orders | Draft only. You review and submit in an IBKR app | Yes, inside the AI Partition | [^ib-01][^ib-07][^ib-06] | | Assets | unknown for instructions | Supported stock and equity-option orders (examples in the announcement) | [^ib-02] | | Eligibility | IBKR account | Individual, non-margin accounts only, after a Review & Approve track record | [^ib-06] | | Limits | | Funding limited to cash allocated to the partition; other limits apply, amounts not published | [^ib-06][^ib-02] | | Paper or sandbox | unknown | unknown | | | Notifications | unknown | unknown | | ## Implementation details - **Endpoint:** `https://api.ibkr.com/v1/api/mcp-public` for custom connectors in any MCP client, including Claude Code and Cursor.[^ib-08] The Claude connector directory lists `https://api.ibkr.com/v1/api/mcp` and tools such as `get_order_instructions`, `get_account_positions` and `search_contracts`.[^ib-04] - **Auth:** you sign in on IBKR's login screen; credentials are never shared with the AI app.[^ib-08][^ib-01] - **Revoke:** Client Portal > Settings > Manage Third-Party Consents.[^ib-08] - **Autonomous eligibility:** individual, non-margin accounts; joint, retirement, advisor-managed, organizational and Lite accounts are excluded. You first execute at least 10 trades over two weeks in Review & Approve mode.[^ib-06] An independent review quoted the requirement as 10 trades "of $100 or more each"; the IBKR page retrieved on 2026-11-12 does not show that amount.[^ib-03] - **Entities:** an independent review reports IBKR's FAQ plans Autonomous Trading for IB LLC, Australia, Singapore and the UK.[^ib-03] ## Guardrails and risks | Guardrail | Where it is enforced | Sources | |---|---|---| | AI Integration: every instruction is reviewed and confirmed by you in an IBKR app | Server side (broker) | [^ib-07][^ib-01] | | Autonomous: trading only inside the funded AI Partition | Server side (broker) | [^ib-06] | | Autonomous: eligibility gate (account type plus Review & Approve history) | Server side (broker) | [^ib-06] | | Autonomous: funding, account and eligibility limits | Server side (broker), amounts unknown | [^ib-02] | | Revoke access any time | Server side (broker) | [^ib-08][^ib-06] | IBKR's AI Hub points to an Autonomous Trading Risk Disclosure that names the risk of agents placing unintended or erroneous orders.[^ib-01] ## How to build against it 1. Start with AI Integration: connect the custom connector and have the agent create instructions you review in Client Portal.[^ib-08][^ib-07] 2. Ask the agent to show account, side, quantity, order type, limit price, estimated value and available cash before creating an instruction, as IBKR's own example prompt does.[^ib-06] 3. Move to Autonomous Trading only if the account is eligible and you have funded a partition with what the agent may use.[^ib-06] See [Connect an MCP client](../build/connect-an-mcp-client.md). ## Unknown so far - Exact asset and order-type list for Autonomous Trading: unknown (IBKR's own descriptions vary).[^ib-03] - AI Partition funding limits: stated only as "limits apply".[^ib-02] - [Paper trading](../glossary.md#paper-trading) through MCP: unknown. - The connection FAQ could not be captured (it needs JavaScript). ## Changelog - 2026-11-12: Page drafted from source batch 1. ## Sources [^ib-01]: [Interactive Brokers AI Hub](../sources/ib-01.md). Interactive Brokers, official, retrieved 2026-11-12. [^ib-07]: [AI Instructions](../sources/ib-07.md). IBKR Guides, official, retrieved 2026-11-12. [^ib-02]: [Interactive Brokers Introduces Autonomous Trading](../sources/ib-02.md). Interactive Brokers, official, retrieved 2026-11-12. [^ib-06]: [AI-Powered Portfolio Analysis & Trading Tools (IBKR AI Integrations)](../sources/ib-06.md). Interactive Brokers, official, retrieved 2026-11-12. [^ib-08]: [Version 1.1.5 - Custom Connector, Connect From Any MCP Client](../sources/ib-08.md). IBKR Guides, official, retrieved 2026-11-12. [^ib-04]: [Interactive Brokers (IBKR) connector - Claude by Anthropic](../sources/ib-04.md). Anthropic (Claude connector directory), third-party, retrieved 2026-11-12. [^ib-03]: [IBKR Autonomous Trading: What the AI Partition Lets an AI Trade Without Asking, Read Off IBKR's Pages — DeskTested](../sources/ib-03.md). DeskTested, third-party, retrieved 2026-11-12. === providers/robinhood.md === --- type: provider id: robinhood title: Robinhood summary: Remote Trading MCP with OAuth. Agents read all Robinhood accounts but trade only in a dedicated agentic (MCP) account; per-order approval is an optional toggle. provider: Robinhood page_status: current last_verified: '2026-11-14' status: official-mcp can_place_orders: ['yes'] approval_model: [separate-account, per-order-confirm] assets: [long equities, options (single-leg only), 'crypto (not in some states, including New York)'] order_types: [market (share-based), market (dollar-based), limit, stop limit, stop market] auth: OAuth to the remote MCP server; protected-resource metadata lists the scope "internal"; an independent test reports PKCE and dynamic client registration endpoint: https://agent.robinhood.com/mcp/trading transport: [remote-http] reads_portfolio: 'yes' paper_trading: unknown limits: unknown notifications: Push notification whenever the agent makes a trade, plus a real-time activity feed and P&L in the app notes: Trade approvals are off by default for MCP accounts and still rolling out. Built-in Robinhood Agents are a separate product. field_sources: status: [rh-01, rh-10, rh-13] can_place_orders: [rh-01, rh-04] approval_model: [rh-01, rh-04, rh-10] assets: [rh-04] order_types: [rh-04] auth: [rh-13, rh-02] endpoint: [rh-01, rh-13] transport: [rh-01] reads_portfolio: [rh-01] notifications: [rh-10] --- # Robinhood > Every fact below links to a source card; "unknown" means no source in the current batch confirms it. ## Overview and current status Robinhood runs an official remote Trading [MCP](../glossary.md#mcp) server for outside agents at `https://agent.robinhood.com/mcp/trading`.[^rh-01][^rh-13] Robinhood announced Agentic Trading on 2026-05-27 as a beta that supported equities only at launch.[^rh-10] The current support pages list long equities, options and crypto.[^rh-04] An external agent gets read access to all of your Robinhood accounts, including account numbers, positions, balances and order history, but it can only place trades in your Robinhood Agentic account.[^rh-01] The agentic account is separate from the rest of your portfolio, so the agent can only use the money you deposit into it.[^rh-10] Robinhood also offers built-in Robinhood Agents, provided by Robinhood Labs, LLC, which says it is not a broker-dealer.[^rh-07] This page covers outside agents connecting through MCP. The official Robinhood Agents product page describes Agent Apps, which connect an agent to additional data and tools, and Agent Loops, which that page marks as coming soon; it also repeats the dedicated-account control.[^rh-05] A support article says Agent Apps are only available in the Robinhood mobile app, and only accessible by agents hosted by Robinhood.[^rh-12] Another support article covers setting up a built-in agent in the mobile app.[^rh-08] TechCrunch's launch coverage on 2026-05-27 described a dedicated pre-loaded balance and reported that options, crypto, event contracts, futures, and prediction markets were planned at the time; treat current assets as the official support pages above.[^rh-11] ## Feature matrix | Feature | Value | Sources | |---|---|---| | Read portfolio | Yes. All accounts, positions, balances and transactions | [^rh-01] | | Place orders | Yes, in the agentic (MCP) account only | [^rh-01][^rh-04] | | Order types | Market (share-based and dollar-based), limit, stop limit, stop market | [^rh-04] | | Assets | Long equities, single-leg options, crypto | [^rh-04] | | Multi-leg options | No, not through an agent | [^rh-04] | | Crypto transfers, staking, lending | No. The agent can trade crypto but not move, stake or lend it | [^rh-04] | | Limits (size, rate) | unknown | | | Notifications | Push notification on every agent trade, activity feed, P&L | [^rh-10] | | Paper or sandbox | unknown | | ## Implementation details - **Endpoint:** `https://agent.robinhood.com/mcp/trading`, added as a remote HTTP MCP server, for example `claude mcp add robinhood-trading --transport http https://agent.robinhood.com/mcp/trading`.[^rh-01] - **Auth:** [OAuth](../glossary.md#oauth). The [protected-resource metadata](../glossary.md#protected-resource-metadata) names the same URL as resource and authorization server, uses [bearer tokens](../glossary.md#bearer-token) in the header, and lists one [scope](../glossary.md#scopes), `internal`.[^rh-13] An independent test on 2026-09-05 reported OAuth 2.0 with [PKCE](../glossary.md#pkce), [dynamic client registration](../glossary.md#dynamic-client-registration), and 73 tools on that date.[^rh-02] - **Tool list:** Robinhood publishes tool tables per category, including trade-approval tools such as `get_trade_approvals` and `decline_trade_approval`.[^rh-04] - **Account boundary:** read access spans all accounts; trading is limited to the agentic account.[^rh-01] ## Guardrails and risks | Guardrail | Where it is enforced | Sources | |---|---|---| | Trading only in the agentic account | Server side (broker) | [^rh-01][^rh-10] | | Trade approvals toggle: when on, the agent proposes and you place each order in the app | Server side (broker), optional | [^rh-04] | | Trade approvals are **off by default** for MCP accounts and still rolling out | | [^rh-04] | | Some trades may still need your approval with approvals off | Server side (broker) | [^rh-04] | | Disconnect the agent at any time | Server side (broker) | [^rh-10] | Robinhood warns that if you tell your agent to act without asking you, it can place trades without your confirmation.[^rh-01] Because the agent can read every account, treat account numbers and balances it sees as sensitive inside your agent's logs. ## How to build against it 1. Open a Robinhood Agentic (MCP) account and fund it only with what the agent may use.[^rh-10] 2. Add the MCP server in your client (Claude Code, Codex and others are documented) and complete OAuth.[^rh-01] 3. Decide whether to turn on Trade approvals before the first order.[^rh-04] 4. For your own client: discover OAuth metadata from `/.well-known/oauth-protected-resource`, then use bearer tokens.[^rh-13] Robinhood also publishes a machine-readable [llms.txt](../glossary.md#llmstxt) at `https://robinhood.com/llms.txt`.[^rh-06] See [Connect an MCP client](../build/connect-an-mcp-client.md) and [Human-in-the-loop patterns](../build/human-in-the-loop.md). ## Unknown so far - [Paper trading](../glossary.md#paper-trading) or [sandbox](../glossary.md#sandbox) for agents: unknown. - Order size and rate limits: unknown. - The agentic account agreement and disclosure text: not yet in the source batch. ## Changelog - 2026-11-14: Added official product and support pages on built-in Agents, Agent Apps and Agent Loops, plus TechCrunch launch coverage and the site llms.txt index.[^rh-05][^rh-08][^rh-12][^rh-11][^rh-06] - 2026-11-12: Page drafted from source batch 1. ## Sources [^rh-01]: [Onboarding an external agent - Robinhood](../sources/rh-01.md). Robinhood, official, retrieved 2026-11-12. [^rh-13]: [Robinhood Trading MCP: OAuth protected-resource metadata](../sources/rh-13.md). Robinhood (endpoint metadata), official, retrieved 2026-11-12. [^rh-10]: [Robinhood is Now Open to Agents](../sources/rh-10.md). Robinhood, official, retrieved 2026-11-12. [^rh-04]: [Trading with your agent - Robinhood](../sources/rh-04.md). Robinhood, official, retrieved 2026-11-12. [^rh-07]: [Robinhood Agents overview - Robinhood](../sources/rh-07.md). Robinhood, official, retrieved 2026-11-12. [^rh-05]: [Robinhood Agents - Build Your AI Trading Agent](../sources/rh-05.md). Robinhood, official, retrieved 2026-11-12. [^rh-12]: [Agent apps - Robinhood](../sources/rh-12.md). Robinhood, official, retrieved 2026-11-12. [^rh-08]: [Setting up an agent - Robinhood](../sources/rh-08.md). Robinhood, official, retrieved 2026-11-12. [^rh-11]: [Robinhood now lets your AI agents trade stocks - TechCrunch](../sources/rh-11.md). TechCrunch, third-party, retrieved 2026-11-12. [^rh-02]: [Robinhood MCP Server: What 73 Tools and an OAuth Handshake Look Like Up Close — DeskTested](../sources/rh-02.md). DeskTested, third-party, retrieved 2026-11-12. [^rh-06]: [robinhood.com llms.txt](../sources/rh-06.md). Robinhood, official, retrieved 2026-11-12. === providers/webull.md === --- type: provider id: webull title: Webull summary: Two official paths. The hosted Cloud MCP prepares trade instructions that you confirm in the Webull app; the local OpenAPI MCP places orders directly, with configurable risk limits and a sandbox default. provider: Webull page_status: current last_verified: '2026-11-14' status: official-mcp can_place_orders: [confirm-in-app, 'yes'] approval_model: [per-order-confirm, none] assets: [stocks, options (single-leg and strategies), futures, crypto, event contracts] order_types: unknown auth: "Cloud MCP: OAuth authorization code flow with a per-account Non-Trading or Trading capability. Local OpenAPI MCP: App Key and App Secret, with a 2FA flow" endpoint: https://api.webull.com/mcp transport: [remote-http, local-stdio, cli] reads_portfolio: 'yes' paper_trading: 'yes' limits: "Local OpenAPI MCP only: per-market maximum order notional (default USD 10,000 for the US market), quantity limits and a symbol whitelist" notifications: unknown notes: can_place_orders and approval_model list the Cloud MCP first, then the local OpenAPI MCP. Paper trading refers to the local MCP's UAT sandbox; for Cloud MCP it is unknown. field_sources: status: [wb-02, wb-03, wb-06] can_place_orders: [wb-02, wb-07, wb-03] approval_model: [wb-02, wb-07, wb-03] assets: [wb-02, wb-03] auth: [wb-02, wb-09, wb-03] endpoint: [wb-02] transport: [wb-02, wb-03, wb-05] reads_portfolio: [wb-02] paper_trading: [wb-03] limits: [wb-03] --- # Webull > Every fact below links to a source card; "unknown" means no source in the current batch confirms it. ## Overview and current status Webull has two official agent paths: 1. **[Cloud MCP](../glossary.md#mcp)**, hosted by Webull at `https://api.webull.com/mcp`. It prepares trade instructions, and each trade needs your separate confirmation in Webull before it goes to the market.[^wb-02][^wb-07] 2. **Local OpenAPI MCP**, an open-source server you run yourself with API credentials. It can place, modify and cancel orders directly.[^wb-03] Webull announced its MCP server on 2026-06-11, saying it had been working with clients since April.[^wb-06] An earlier official announcement, dated 08/04 in the post (source card published 2026-08-04), described ChatGPT, Claude, and Grok connectors, a Webull [CLI](../glossary.md#cli) packaged as a standalone Go binary, and enhanced MCP.[^wb-08] On 2026-09-29 it expanded Cloud MCP to trade preparation with no API keys, available to eligible US users through Claude, Perplexity and Grok, with ChatGPT pending.[^wb-07] A separate Japan launch was announced on 2026-05-13.[^wb-10] Webull maintains an official Agentic Trading product page.[^wb-01] ## Feature matrix | Feature | Cloud MCP | Local OpenAPI MCP | Sources | |---|---|---|---| | Read portfolio | Yes (account info, portfolio, watchlists) | Yes | [^wb-02][^wb-03] | | Place orders | Instructions only, confirmed in the Webull app or desktop | Yes: place, modify, cancel | [^wb-02][^wb-03] | | Assets | Stock, single-leg option, option strategy, futures, crypto, event and algo instructions | Stocks, options, futures, crypto, event contracts | [^wb-02][^wb-03] | | Regions | US (eligible users) | US, HK, JP, SG, MY, UK, MX, BR, ZA, with region-specific features | [^wb-07][^wb-03] | | Limits | unknown | Notional limits per market, quantity limits, symbol whitelist | [^wb-03] | | Paper or sandbox | unknown | Defaults to the [UAT](../glossary.md#uat) [sandbox](../glossary.md#sandbox) | [^wb-03] | | Notifications or audit trail | unknown | Audit log of all order operations | [^wb-03] | ## Implementation details - **Cloud endpoint:** `https://api.webull.com/mcp` (a configuration URL, not a page to open).[^wb-02] - **Cloud auth:** [OAuth](../glossary.md#oauth) authorization code flow. Each account gets a Non-Trading capability (data and account info only) or a Trading capability (adds trade instructions).[^wb-02] The [protected-resource metadata](../glossary.md#protected-resource-metadata) lists [scopes](../glossary.md#scopes) `account:read`, `order:read`, `order:write`, `market:read`, `instrument:read` and `instruction:all`.[^wb-09] - **Cloud order tools:** `place_stock_instruction`, `place_option_single_instruction`, `place_option_strategy_instruction`, `place_futures_instruction`, `place_crypto_instruction`, `place_event_instruction` and `place_algo_instruction`, each documented as needing confirmation in the Webull app or desktop.[^wb-02] - **Local MCP:** runs with `uvx webull-openapi-mcp`, needs an App Key and App Secret, supports [2FA](../glossary.md#2fa), and defaults to the UAT sandbox until you set `WEBULL_ENVIRONMENT=prod`.[^wb-03] - **CLI:** Webull also publishes an [OpenAPI](../glossary.md#openapi) CLI, labelled an alpha preview.[^wb-05] A related official repo, webull-openapi-skills, provides agent skills for the OpenAPI CLI with configurable risk controls.[^wb-04] ## Guardrails and risks | Guardrail | Where it is enforced | Sources | |---|---|---| | Cloud: every trade needs separate confirmation in Webull | Server side (broker) | [^wb-07][^wb-02] | | Cloud: Non-Trading capability blocks order instructions | Server side (broker) | [^wb-02] | | Local: notional and quantity limits, symbol whitelist | In the local server you run (configurable) | [^wb-03] | | Local: sandbox by default | In the local server you run | [^wb-03] | | Local: no broker-side approval step documented | | [^wb-03] | The local server's limits live in your own configuration, so anyone who can change its [environment variables](../glossary.md#environment-variables) can change them.[^wb-03] ## How to build against it - **Lowest risk:** connect Cloud MCP with the Non-Trading capability first, then switch the account to Trading when you want instructions you confirm in the app.[^wb-02] - **Automation:** run the local OpenAPI MCP in UAT, set notional limits and a symbol whitelist, and only then move to `prod`.[^wb-03] See [Connect an MCP client](../build/connect-an-mcp-client.md). ## Unknown so far - Cloud MCP limits, notifications and [paper mode](../glossary.md#paper-trading): unknown. - Exact order types per region: unknown. - Agent terms of use: not yet in the source batch. ## Changelog - 2026-11-14: Added the official Agentic Trading landing page, the OpenAPI skills repo, and the 2026-08-04 connectors and CLI announcement.[^wb-01][^wb-04][^wb-08] - 2026-11-12: Page drafted from source batch 1. ## Sources [^wb-02]: [Webull Cloud MCP Server - Webull API](../sources/wb-02.md). Webull Developer, official, retrieved 2026-11-12. [^wb-07]: [Webull Expands Cloud MCP to Enable AI-Powered Trading Without Coding or Installation](../sources/wb-07.md). Webull / PR Newswire, official, retrieved 2026-11-12. [^wb-03]: [GitHub - webull-inc/webull-openapi-mcp: Webull OpenAPI MCP · GitHub](../sources/wb-03.md). Webull (GitHub), official, retrieved 2026-11-12. [^wb-06]: [Webull Launches Model Context Protocol, Enabling Investors to Trade Through AI in Plain Language](../sources/wb-06.md). PR Newswire, official, retrieved 2026-11-12. [^wb-08]: [Webull Launches ChatGPT, Claude & Grok Connectors, CLI, and Enhanced MCP to Expand AI-Powered Investing Tools](../sources/wb-08.md). Webull / PR Newswire, official, retrieved 2026-11-12. [^wb-10]: [「Webull MCP Server」および「Webull Agent Skills」の提供開始　日本株と米国株の取引ができる公式MCP Serverの提供は日本初（※）](../sources/wb-10.md). Webull Securities Japan, official, retrieved 2026-11-12. [^wb-01]: [Webull Agentic Trading — Let your AI agent trade the markets](../sources/wb-01.md). Webull, official, retrieved 2026-11-12. [^wb-09]: [Webull API: OAuth protected-resource metadata](../sources/wb-09.md). Webull (endpoint metadata), official, retrieved 2026-11-12. [^wb-05]: [GitHub - webull-inc/webull-openapi-cli · GitHub](../sources/wb-05.md). Webull (GitHub), official, retrieved 2026-11-12. [^wb-04]: [GitHub - webull-inc/webull-openapi-skills · GitHub](../sources/wb-04.md). Webull (GitHub), official, retrieved 2026-11-12. === rails/README.md === --- type: rail title: Rails summary: The building blocks under agent access to money - how agents connect, authenticate, pay, prove who they are, and carry a user's mandate. page_status: current last_verified: '2026-11-12' --- # Rails "Rails" here means the shared plumbing that agent access runs on, separate from any single provider. | Rail | What it covers | |---|---| | [Remote MCP with OAuth](remote-mcp-oauth.md) | Hosted MCP servers, OAuth discovery metadata, client registration | | [Local MCP servers and CLIs](local-mcp-and-cli.md) | Servers and CLIs you run yourself with API keys | | [Agent payments](agent-payments.md) | Card-network agent programs, payment tokens, HTTP 402 payments. One page per program in [Payments](../payments/README.md) | | [Agent identity](agent-identity.md) | Signing agent traffic so sites can tell which agent is calling | | [Mandates and data access](mandates-and-data-access.md) | Proof of what a user authorized, and the rules on sharing financial data | These pages are starter overviews built from batch 1. Each claim is cited; depth will grow with later source batches. ## Related pages - [Approval models](../approval-models/README.md): who or what says yes before an agent's order reaches the market. - [Trading](../directory.md): which brokers let AI agents trade, with every provider's key fields. - [Payments](../payments/README.md) and [Personal money agents](../personal-money/README.md): the programs that run on these rails. - [Glossary](../glossary.md): short definitions of terms such as [MCP](../glossary.md#mcp), [OAuth](../glossary.md#oauth) and [mandates](../glossary.md#mandates). === rails/agent-identity.md === --- type: rail title: Agent identity summary: How agents can prove who they are to websites and merchants - signed HTTP requests, network-run trust protocols and proof-of-human delegation. page_status: current last_verified: '2026-11-14' --- # Agent identity Agents can prove who they are to websites and merchants by signing their web requests, as Web Bot Auth and the card-network programs built on it do, by carrying proof that a real person delegated them, or through on-chain identity registries.[^id-01][^pm-03][^pm-06][^id-04][^id-07] The table lists each approach. | Approach | What it is | Sources | |---|---|---| | Web Bot Auth | IETF draft using HTTP Message Signatures for automated traffic | [^id-01] | | Cloudflare signed agents | Verification of Web Bot Auth signatures for bots and agents | [^id-02][^id-03] | | Visa Trusted Agent Protocol | Agent identity to merchants via HTTP Message Signatures | [^pm-03] | | Mastercard Agent Pay | Uses Web Bot Auth at the CDN to verify agents | [^pm-06] | | World AgentKit | Proof-of-human delegation to agents, in beta | [^id-04] | | ERC-8004 (Trustless Agents) | Draft Ethereum ERC for on-chain identity, reputation, and validation registries, so agents can be discovered and trusted across organizational boundaries without pre-existing trust. Status on the official page: Draft. | [^id-07] | ## Why it matters for finance Banks in the batch say they block agents that log in with customer credentials or browser automation.[^bl-04][^bl-08] Signed, identifiable agent traffic is one way a provider could tell a sanctioned agent from an unvetted one. ERC-8004 says payments are orthogonal to the protocol and not covered here, but it gives examples of how x402 payments can enrich feedback signals.[^id-07] ## Sources [^id-01]: [draft-ietf-webbotauth-httpsig-protocol-01 - HTTP Message Signatures for automated traffic](../sources/id-01.md). IETF, official, retrieved 2026-11-12. [^pm-03]: [GitHub - visa/trusted-agent-protocol: Establishing a universal standard of trust between AI agents and merchants for the next phase of agentic commerc](../sources/pm-03.md). Visa (GitHub), official, retrieved 2026-11-12. [^pm-06]: [Agentic token framework: Driving trusted AI transactions](../sources/pm-06.md). Mastercard, official, retrieved 2026-11-12. [^id-04]: [Now available: AgentKit, Proof of Human for the agentic web](../sources/id-04.md). World, official, retrieved 2026-11-12. [^id-07]: [ERC-8004: Trustless Agents](../sources/id-07.md). Ethereum Improvement Proposals, official, retrieved 2026-11-14. [^id-02]: [Web Bot Auth · Cloudflare bot solutions docs](../sources/id-02.md). Cloudflare Docs, official, retrieved 2026-11-12. [^id-03]: [The age of agents: cryptographically recognizing agent traffic - Cloudflare Blog](../sources/id-03.md). Cloudflare Blog, official, retrieved 2026-11-12. [^bl-04]: [Schwab CEO says firm is blocking rogue AI agents from client accounts - InvestmentNews](../sources/bl-04.md). InvestmentNews, third-party, retrieved 2026-11-12. [^bl-08]: [Five Major Banks Are Blocking AI Agents From Logging Into Customer Accounts](../sources/bl-08.md). Yahoo Finance, third-party, retrieved 2026-11-12. === rails/agent-payments.md === --- type: rail title: Agent payments summary: Starter overview of how agents pay - card-network agent programs, scoped payment tokens, open commerce protocols and HTTP 402 payments. page_status: current last_verified: '2026-11-14' --- # Agent payments AI agents pay through card-network programs, limited payment tokens, open commerce protocols and payments built into a web request.[^pm-01][^pm-05][^pm-08][^pm-07][^pm-14] The table lists each rail; every program also has its own page in [Payments](../payments/README.md). | Rail | What it is | Sources | |---|---|---| | [Visa Intelligent Commerce](../payments/visa-intelligent-commerce.md) | Lets agent providers transact with Visa credentials, with network-level controls, consumer-approved instructions and tokenized credentials; an MCP is available | [^pm-01][^pm-02][^pm-04] | | [Mastercard Agent Pay](../payments/mastercard-agent-pay.md) | Registered, verified agents and agentic tokens | [^pm-05][^pm-06] | | [Agentic Commerce Protocol (ACP)](../payments/agentic-commerce-protocol.md) | Open standard for buyers, their agents and businesses; the spec is maintained by OpenAI and Stripe | [^pm-07] | | [Stripe Shared Payment Tokens](../payments/stripe.md) | A scoped, expiring payment credential with usage limits for agent purchases | [^pm-08] | | [Stripe MCP](../payments/stripe.md#stripe-mcp-server) | Official Stripe MCP server for API actions and knowledge search, at `https://mcp.stripe.com`, with OAuth or agent API keys | [^pm-09] | | [PayPal MCP server and Agent Toolkit](../payments/paypal.md) | MCP server that runs locally or remotely | [^pm-10][^pm-11] | | [x402](../payments/x402.md) | Open, HTTP-native payment standard built on HTTP 402 | [^pm-14][^pm-15] | ## Where brokers meet payments - Coinbase for Agents lets an agent pay for data and research with x402 from a USDC balance.[^cb-01] - Robinhood's Agentic Credit Card gives an agent a dedicated virtual card through Robinhood Banking's MCP server, with a spending limit you set and a choice of manual approvals.[^rh-10][^rh-09] Details: [Robinhood Agentic Credit Card](../payments/robinhood-agentic-credit-card.md). Each program has its own page, with a sourced record, in the [Payments](../payments/README.md) section. AP2, which records what a user authorized, is on [AP2](../payments/ap2.md). ## Sources [^pm-01]: [Visa Developer Center](../sources/pm-01.md). Visa Developer, official, retrieved 2026-11-12. [^pm-05]: [Mastercard Agent Pay: secure, scalable and trusted agentic AI](../sources/pm-05.md). Mastercard, official, retrieved 2026-11-12. [^pm-08]: [Shared payment tokens - Stripe Documentation](../sources/pm-08.md). Stripe Docs, official, retrieved 2026-11-12. [^pm-07]: [GitHub - agentic-commerce-protocol/agentic-commerce-protocol: The Agentic Commerce Protocol (ACP) is an interaction model and open standard for connec](../sources/pm-07.md). ACP (GitHub), official, retrieved 2026-11-12. [^pm-14]: [GitHub - x402-foundation/x402: A payments protocol for the internet. Built on HTTP. · GitHub](../sources/pm-14.md). x402 Foundation (GitHub), official, retrieved 2026-11-12. [^pm-02]: [MCP docs - Visa Developer](../sources/pm-02.md). Visa Developer, official, retrieved 2026-11-12. [^pm-04]: [Visa Opens the Door to AI-Driven Shopping for Businesses Worldwide - Visa](../sources/pm-04.md). Visa, official, retrieved 2026-11-12. [^pm-06]: [Agentic token framework: Driving trusted AI transactions](../sources/pm-06.md). Mastercard, official, retrieved 2026-11-12. [^pm-09]: [Model Context Protocol (MCP) - Stripe Documentation](../sources/pm-09.md). Stripe Docs, official, retrieved 2026-11-12. [^pm-10]: [MCP server quickstart guide - PayPal Developer](../sources/pm-10.md). PayPal Developer, official, retrieved 2026-11-12. [^pm-11]: [Agent toolkit quickstart guide - PayPal Developer](../sources/pm-11.md). PayPal Developer, official, retrieved 2026-11-12. [^pm-15]: [x402 specification v2](../sources/pm-15.md). x402 Foundation (GitHub), official, retrieved 2026-11-12. [^cb-01]: [Coinbase MCP - Coinbase Developer Documentation](../sources/cb-01.md). Coinbase Developer Platform, official, retrieved 2026-11-12. [^rh-10]: [Robinhood is Now Open to Agents](../sources/rh-10.md). Robinhood, official, retrieved 2026-11-12. [^rh-09]: [Agentic Credit Card - Robinhood](../sources/rh-09.md). Robinhood, official, retrieved 2026-11-12. === rails/local-mcp-and-cli.md === --- type: rail title: Local MCP servers and CLIs summary: Self-run MCP servers and CLIs authenticate with API keys you hold, so their guardrails are only as strong as your local setup. page_status: current last_verified: '2026-11-14' --- # Local MCP servers and CLIs Some providers publish servers or [CLIs](../glossary.md#cli) you run locally with API credentials. | Provider | Local option | Credentials | Safety defaults | Sources | |---|---|---|---|---| | Alpaca | Trading [MCP](../glossary.md#mcp) v2 ([stdio](../glossary.md#stdio)) and CLI | [API key](../glossary.md#api-key) and secret | Tool filtering with `ALPACA_TOOLSETS`; CLI has no confirmation prompts | [^al-02][^al-05] | | Webull | [OpenAPI](../glossary.md#openapi) MCP and CLI (alpha) | App Key and App Secret, [2FA](../glossary.md#2fa) | [UAT](../glossary.md#uat) [sandbox](../glossary.md#sandbox) by default; notional, quantity and symbol limits | [^wb-03][^wb-05] | | Coinbase | CLI | CDP API key | Key scoped to chosen portfolios | [^cb-01] | | tastytrade | Self-hosted MCP only | [OAuth](../glossary.md#oauth)2 [refresh token](../glossary.md#refresh-token) in env vars | Defaults to production; read-only mode available | [^tt-03][^tt-04] | A newsroom post describes real-time quotes, option chains with [Greeks](../glossary.md#greeks), single- and multi-leg orders, and [preflight](../glossary.md#preflight) cost estimates.[^tt-02] ## Builder notes - Never expose a local server to the internet. Alpaca warns its package has no remote auth.[^al-02] - Check the default environment. Webull defaults to sandbox;[^wb-03] tastytrade defaults to production.[^tt-03] Webull publishes OpenAPI agent skills for its CLI, with configurable risk controls.[^wb-04] - Limits set in [environment variables](../glossary.md#environment-variables) can be changed by anything that can edit that environment. ## Sources [^al-02]: [GitHub - alpacahq/alpaca-mcp-server: Alpaca’s official MCP Server lets you trade stocks, ETFs, crypto, and options, run data analysis, and build strat](../sources/al-02.md). Alpaca (GitHub), official, retrieved 2026-11-12. [^al-05]: [GitHub - alpacahq/cli: CLI for Trading API · GitHub](../sources/al-05.md). Alpaca (GitHub), official, retrieved 2026-11-12. [^wb-03]: [GitHub - webull-inc/webull-openapi-mcp: Webull OpenAPI MCP · GitHub](../sources/wb-03.md). Webull (GitHub), official, retrieved 2026-11-12. [^wb-05]: [GitHub - webull-inc/webull-openapi-cli · GitHub](../sources/wb-05.md). Webull (GitHub), official, retrieved 2026-11-12. [^cb-01]: [Coinbase MCP - Coinbase Developer Documentation](../sources/cb-01.md). Coinbase Developer Platform, official, retrieved 2026-11-12. [^tt-03]: [MCP Server · tastytrade Developer Docs](../sources/tt-03.md). tastytrade Developer Docs, official, retrieved 2026-11-12. [^tt-04]: [OAuth2 authentication · tastytrade Developer Docs](../sources/tt-04.md). tastytrade Developer Docs, official, retrieved 2026-11-12. [^tt-02]: [Open API MCP Brings AI to Your tastytrade Account](../sources/tt-02.md). tastytrade, official, retrieved 2026-11-12. [^wb-04]: [GitHub - webull-inc/webull-openapi-skills · GitHub](../sources/wb-04.md). Webull (GitHub), official, retrieved 2026-11-12. === rails/mandates-and-data-access.md === --- type: rail title: Mandates and data access summary: Protocols that record what a user authorized an agent to do, and the US data-rights rule that may shape agent access to bank data. page_status: current last_verified: '2026-11-14' --- # Mandates and data access A [mandate](../glossary.md#mandates) records what a user authorized an agent to do, and AP2 is a payments protocol built on them.[^pm-13] On data access, the US personal financial data rights rule (CFPB Section 1033) went through a reconsideration notice in August 2025, and a November 2026 report says it could become a vehicle to regulate AI agents.[^pb-05][^pb-04] ## Mandates - **AP2 (Agent Payments Protocol):** a protocol for agent-initiated payments built on [mandates](../glossary.md#mandates), designed to work with A2A and [MCP](../glossary.md#mcp).[^pm-13] A reference implementation and samples are on GitHub.[^pm-12] Details: [AP2](../payments/ap2.md). ## Data access - **CFPB Section 1033 (personal financial data rights):** the rule went through a reconsideration notice in August 2025.[^pb-05] A November 2026 report says the rule, then at OMB, could become a vehicle to regulate AI agents.[^pb-04] - **Aggregators:** Plaid powers account connections for Meta's Muse agent.[^pb-01] Plaid's own MCP servers are for dashboard diagnostics and a [sandbox](../glossary.md#sandbox) coding toolkit, not end-user account access.[^pb-02] A September 27, 2026 CNBC article covers Muse as a personal agent, including consumers giving the AI access to banking and credit card statements.[^pb-03] More in [Personal money agents](../personal-money/README.md), including [Meta Muse](../personal-money/meta-muse.md), [Plaid MCP servers](../personal-money/plaid.md) and [Banks and outside agents](../personal-money/banks-and-outside-agents.md). Rules and risk are background here, not a focus. A January 27, 2026 FINRA blog, "Emerging Trend in [GenAI](../glossary.md#genai): Observations on AI Agents," discusses member firms' use of AI agents.[^id-05] FINRA's 2026 Annual Regulatory Oversight Report has a GenAI section on emerging agent trends, describing AI agents as systems that can autonomously perform and complete tasks on behalf of a user.[^id-06] ## Sources [^pm-13]: [AP2 - Agent Payments Protocol Documentation](../sources/pm-13.md). AP2 Protocol, official, retrieved 2026-11-12. [^pb-05]: [Federal Register](../sources/pb-05.md). Federal Register, official, retrieved 2026-11-12. [^pb-04]: [AI agents scramble banks' fight with fintechs](../sources/pb-04.md). POLITICO, third-party, retrieved 2026-11-12. [^pm-12]: [GitHub - google-agentic-commerce/AP2: Building a Secure and Interoperable Future for AI-Driven Payments. · GitHub](../sources/pm-12.md). Google (GitHub), official, retrieved 2026-11-12. [^pb-01]: [Plaid powers Meta's new AI agent, Muse - Plaid](../sources/pb-01.md). Plaid, official, retrieved 2026-11-12. [^pb-02]: [Resources - MCP Server - Plaid Docs](../sources/pb-02.md). Plaid Docs, official, retrieved 2026-11-12. [^pb-03]: [Meta's Muse is attacking one of economy's most profitable weak spots](../sources/pb-03.md). CNBC, third-party, retrieved 2026-11-12. [^id-05]: [Emerging Trend in GenAI: Observations on AI Agents](../sources/id-05.md). FINRA, official, retrieved 2026-11-12. [^id-06]: [GenAI: Continuing and Emerging Trends (FINRA 2026 oversight report)](../sources/id-06.md). FINRA, official, retrieved 2026-11-12. === rails/remote-mcp-oauth.md === --- type: rail title: Remote MCP with OAuth summary: How hosted broker MCP servers advertise their OAuth setup, how clients register, and why allowlisting still matters. page_status: current last_verified: '2026-11-14' --- # Remote MCP with OAuth Most launch brokers host an MCP server that clients reach over HTTP and authorize with OAuth. ## Discovery: protected-resource metadata Four servers in the batch publish OAuth protected-resource metadata at `/.well-known/oauth-protected-resource`, which tells a client where to sign in and which scopes exist: | Server | Authorization server | Scopes advertised | Source | |---|---|---|---| | Robinhood `agent.robinhood.com/mcp/trading` | the same URL | `internal` | [^rh-13] | | Coinbase `agents.coinbase.com/mcp` | `login.coinbase.com` | portfolios, accounts, orders, trades, transfers, products | [^cb-04] | | Webull `api.webull.com` | `api.webull.com` | `account:read`, `order:read`, `order:write`, `market:read`, `instrument:read`, `instruction:all` | [^wb-09] | | Public `mcp.public.com` | listed in metadata; product page gives `https://mcp.public.com/mcp` | `trading.read`, `trading.write`, `marketdata`, `openid` | [^pu-05][^pu-01] | Fine-grained scopes (Coinbase, Webull) let a client ask for less than full access. A single broad scope (Robinhood's `internal`) means account-level settings do the limiting instead. Public also documents a Claude and Claude Code connector for its MCP, and an official changelog entry covers Grok MCP connector setup with OAuth.[^pu-09][^pu-03] ## Client registration - Robinhood: an independent test found a dynamic client registration endpoint and PKCE.[^rh-02] - Coinbase: supports Dynamic Client Registration and Client ID Metadata Documents, but still allowlists clients; registration does not grant every scope or tool.[^cb-01] - Alpaca: hosted MCP setups ship fixed OAuth client IDs per client app.[^al-03] ## Builder notes - Read the metadata before you build a consent screen; it tells you what a token can do. - Expect allowlisting. A working registration call does not mean your client may trade.[^cb-01] ## Sources [^rh-13]: [Robinhood Trading MCP: OAuth protected-resource metadata](../sources/rh-13.md). Robinhood (endpoint metadata), official, retrieved 2026-11-12. [^cb-04]: [Coinbase for Agents MCP: OAuth protected-resource metadata](../sources/cb-04.md). Coinbase (endpoint metadata), official, retrieved 2026-11-12. [^wb-09]: [Webull API: OAuth protected-resource metadata](../sources/wb-09.md). Webull (endpoint metadata), official, retrieved 2026-11-12. [^pu-05]: [Public MCP: OAuth protected-resource metadata](../sources/pu-05.md). Public.com (endpoint metadata), official, retrieved 2026-11-12. [^pu-01]: [Public MCP Server for trading on AI platforms](../sources/pu-01.md). Public.com, official, retrieved 2026-11-12. [^pu-09]: [Claude & Claude Code Connector for Stock & Options Trading on Public MCP](../sources/pu-09.md). Public.com API docs, official, retrieved 2026-11-12. [^pu-03]: [Public Trading API Changelog - Latest Updates & Release Notes](../sources/pu-03.md). Public.com API docs, official, retrieved 2026-11-12. [^rh-02]: [Robinhood MCP Server: What 73 Tools and an OAuth Handshake Look Like Up Close — DeskTested](../sources/rh-02.md). DeskTested, third-party, retrieved 2026-11-12. [^cb-01]: [Coinbase MCP - Coinbase Developer Documentation](../sources/cb-01.md). Coinbase Developer Platform, official, retrieved 2026-11-12. [^al-03]: [GitHub - alpacahq/agentic: Multi-platform plugin marketplace for Alpaca APIs · GitHub](../sources/al-03.md). Alpaca (GitHub), official, retrieved 2026-11-12. === sources/al-01.md === --- type: source id: al-01 title: Alpaca - Trade with AI Using Alpaca's MCP Server url: https://alpaca.markets/mcp-server publisher: Alpaca subject: Alpaca category: broker authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: a5b909bd5b387bc9b1996cb282b8bf81b7058a9fb60cd4a15d831d8620abcab0 supports_fields: - assets - notes use: evidence --- # Alpaca - Trade with AI Using Alpaca's MCP Server **Official source** · Alpaca · official-doc · retrieved 2026-11-12 · [open the original](https://alpaca.markets/mcp-server) ## Summary Alpaca MCP product page: equities, ETFs, crypto, multi-leg options; paper mode with $100K simulated, switch to live by changing API keys. ## Short quotes > Trade fractional equities, crypto, ETFs, and multi-leg options (spreads, condors) with natural language commands. > Try any workflow with $100K in simulated funds and real market data. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/al-02.md === --- type: source id: al-02 title: 'GitHub - alpacahq/alpaca-mcp-server: Alpaca’s official MCP Server lets you trade stocks, ETFs, crypto, and options, run data analysis, and build strat' url: https://github.com/alpacahq/alpaca-mcp-server publisher: Alpaca (GitHub) subject: Alpaca category: broker authority: official source_type: repo published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: ffb783ebc5f01626a9bd74dad1f09946d75f2dc68db3af20041dc7aa474cbe00 supports_fields: - auth - endpoint - notes use: evidence --- # GitHub - alpacahq/alpaca-mcp-server: Alpaca’s official MCP Server lets you trade stocks, ETFs, crypto, and options, run data analysis, and build strat **Official source** · Alpaca (GitHub) · repo · retrieved 2026-11-12 · [open the original](https://github.com/alpacahq/alpaca-mcp-server) ## Summary alpaca-mcp-server v2 (FastMCP/OpenAPI rewrite); API keys; ALPACA_TOOLSETS tool filtering; warns not to expose to internet - no remote auth in this package. ## Short quotes > This package does not configure remote MCP authentication, so do not expose it directly to the public internet with your Alpaca API keys. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/al-03.md === --- type: source id: al-03 title: 'GitHub - alpacahq/agentic: Multi-platform plugin marketplace for Alpaca APIs · GitHub' url: https://github.com/alpacahq/agentic publisher: Alpaca (GitHub) subject: Alpaca category: broker authority: official source_type: repo published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 22a1224fd20be635c283cade88b34ddefab70b995e30ec9eb3ed860efb6e51f9 supports_fields: - endpoint - auth - notes use: evidence --- # GitHub - alpacahq/agentic: Multi-platform plugin marketplace for Alpaca APIs · GitHub **Official source** · Alpaca (GitHub) · repo · retrieved 2026-11-12 · [open the original](https://github.com/alpacahq/agentic) ## Summary alpacahq/agentic: hosted plugins, remote OAuth MCP servers, local Trading MCP, CLI. ## Short quotes > Plugins are the easiest way to connect Cursor, Claude Code, or Codex to Alpaca's hosted OAuth-protected MCP endpoints. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/al-04.md === --- type: source id: al-04 title: 'GitHub - alpacahq/alpaca-skills: Agent skills for Alpaca''s Trading API and Broker API: drop-in SKILL.md files for AI coding assistants · GitHub' url: https://github.com/alpacahq/alpaca-skills publisher: Alpaca (GitHub) subject: Alpaca category: broker authority: official source_type: repo published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 8fc1c2ebff26d224c26b45fb408b7062997f6042e1322de32f14e5df5e2e683f supports_fields: - notes use: evidence --- # GitHub - alpacahq/alpaca-skills: Agent skills for Alpaca's Trading API and Broker API: drop-in SKILL.md files for AI coding assistants · GitHub **Official source** · Alpaca (GitHub) · repo · retrieved 2026-11-12 · [open the original](https://github.com/alpacahq/alpaca-skills) ## Summary Agent skills (SKILL.md) for Trading and Broker API with guardrails. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/al-05.md === --- type: source id: al-05 title: 'GitHub - alpacahq/cli: CLI for Trading API · GitHub' url: https://github.com/alpacahq/cli publisher: Alpaca (GitHub) subject: Alpaca category: broker authority: official source_type: repo published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: b0ae0e02d3003d9499bdb7b9c158cbad3421145839c5f199e40ed4fdff0b5255 supports_fields: - approval_model - notes use: evidence --- # GitHub - alpacahq/cli: CLI for Trading API · GitHub **Official source** · Alpaca (GitHub) · repo · retrieved 2026-11-12 · [open the original](https://github.com/alpacahq/cli) ## Summary Alpaca CLI for agents: 'no confirmation prompts ... Every command executes immediately'. ## Short quotes > there are no confirmation prompts, "are you sure?" dialogs, or interactive guardrails. Every command executes immediately. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/al-07.md === --- type: source id: al-07 title: Alpaca Launches MCP Servers in Public Beta for Broker Partners. url: https://alpaca.markets/blog/alpaca-launches-mcp-servers-in-public-beta-for-broker-partners/ publisher: Alpaca subject: Alpaca category: broker authority: official source_type: announcement published: '2026-07-20' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 127b53275fb72a9d444beb08a1aae95e3eab738cf06c2c6c208ae9135e58c546 supports_fields: - notes use: evidence --- # Alpaca Launches MCP Servers in Public Beta for Broker Partners. **Official source** · Alpaca · announcement · retrieved 2026-11-12 · [open the original](https://alpaca.markets/blog/alpaca-launches-mcp-servers-in-public-beta-for-broker-partners/) ## Summary Broker API MCP servers (sandbox read/write, production) in public beta for broker partners (B2B). ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/al-08.md === --- type: source id: al-08 title: Broker API MCP (Alpaca Docs) url: https://docs.alpaca.markets/us/docs/broker-api-mcp publisher: Alpaca Docs subject: Alpaca category: broker authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: reader-proxy archive_url: unknown sha256: 2640a4cac5105fce4eff584e18fc6d0d762aa8ce08fdfbd068c52771718520c6 supports_fields: - auth - notes use: evidence --- # Broker API MCP (Alpaca Docs) **Official source** · Alpaca Docs · official-doc · retrieved 2026-11-12 · [open the original](https://docs.alpaca.markets/us/docs/broker-api-mcp) ## Summary Broker API MCP: remote OAuth; consent approved by Superuser (manage_keys entitlement) in Broker Dashboard. B2B - note only. ## Short quotes > The Broker MCP connects to your firm's Broker API through an OAuth authorization in the Broker Dashboard. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/al-09.md === --- type: source id: al-09 title: Trading API MCP url: https://docs.alpaca.markets/docs/alpaca-mcp-server publisher: Alpaca Docs subject: Alpaca category: broker authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 4849eb3b42d594db1b915f860a16ea7940c27505e59bdf2e19d2364869fbc920 supports_fields: - auth - assets - endpoint use: evidence --- # Trading API MCP **Official source** · Alpaca Docs · official-doc · retrieved 2026-11-12 · [open the original](https://docs.alpaca.markets/docs/alpaca-mcp-server) ## Summary Trading API MCP docs: stocks, options, crypto orders; requires API keys; docs index at docs.alpaca.markets/us/llms.txt. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/an-01.md === --- type: source id: an-01 title: Claude for Financial Advisors | Claude by Anthropic url: https://claude.com/resources/articles/claude-for-financial-advisors publisher: Anthropic subject: Anthropic category: advisor authority: official source_type: official-doc published: '2026-09-14' retrieved: '2026-11-13' http_status: 200 fetch_method: direct archive_url: unknown sha256: adb0d019864e557631bf4f72a81f37062c67cb0820ec3e336f29444655062dc6 supports_fields: [] use: evidence --- # Claude for Financial Advisors | Claude by Anthropic **Official source** · Anthropic · official-doc · retrieved 2026-11-13 · [open the original](https://claude.com/resources/articles/claude-for-financial-advisors) ## Summary Official Anthropic article, originally published September 14, 2026 and later updated to include additional connectors from Anthropic partners. Lists advisor connectors including Addepar, BlackRock, CAIS, Charles Schwab, Conquest Planning, Envestnet, FactSet, FINNY, Flourish, Franklin Templeton, iCapital, Invesco, J.P. Morgan Asset Management (55ip), Jump, MSCI, Nevis, Orion, SS&C Black Diamond, Wealthbox, Wealth.com, Vanguard and Zocks, plus other already-available Claude connectors. ## Short quotes > This article was originally published on September 14, 2026. It has been updated to include additional connectors from Anthropic partners. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/an-02.md === --- type: source id: an-02 title: Claude for Financial Advisors | Claude by Anthropic url: https://claude.com/solutions/financial-advisors publisher: Anthropic subject: Anthropic category: advisor authority: official source_type: official-doc published: unknown retrieved: '2026-11-13' http_status: 200 fetch_method: direct archive_url: unknown sha256: fa5058ed4c87811278541a6f8e161088f4b8a9fa82bac2d5f2f430f8e3cd2a2b supports_fields: [] use: evidence --- # Claude for Financial Advisors | Claude by Anthropic **Official source** · Anthropic · official-doc · retrieved 2026-11-13 · [open the original](https://claude.com/solutions/financial-advisors) ## Summary Official Anthropic solutions page for Claude for Financial Advisors. States Claude doesn’t place trades or move money, and that notes, emails, and CRM updates are drafted and held until approved. Recommends Enterprise for Registered Investment Advisors, including audit logs. ## Short quotes > Claude doesn’t place trades or move money. > Notes, emails, and CRM updates are drafted and held until you approve them. > We recommend Enterprise for Registered Investment Advisors. > It includes audit logs, and we don’t train our models on your data by default on Team and Enterprise plans. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/bd-01.md === --- type: source id: bd-01 title: 8 questions for the Wells Fargo wealth unit’s AI chief | Banking Dive url: https://www.bankingdive.com/news/8-questions-for-the-wells-fargo-wealth-units-ai-chief/874275/ publisher: Banking Dive subject: Wells Fargo category: advisor authority: third-party source_type: news published: '2026-11-10' retrieved: '2026-11-13' http_status: 200 fetch_method: webfetch archive_url: unknown sha256: 03d31400d3b1670ab9c7f2f341f4c4b29c7048ab7b2fb0f2a8ff1fc679b97f69 supports_fields: [] use: evidence --- # 8 questions for the Wells Fargo wealth unit’s AI chief | Banking Dive **Third-party source** · Banking Dive · news · retrieved 2026-11-13 · [open the original](https://www.bankingdive.com/news/8-questions-for-the-wells-fargo-wealth-units-ai-chief/874275/) ## Summary Interview with Andre Mansour, head of WIM AI, published Nov. 10, 2026. Company-reported / interview figures, not in the July launch release: Advisor Gateway described as a platform with over 200 tools; AI Teammate launched 'this past quarter' with hundreds of thousands of interactions; meeting prep that used to take multiple hours can take a couple of prompts; consumer Fargo described as having over a billion interactions. ## Short quotes > which is a single platform with over 200 tools for an adviser to use daily. > We just launched this past quarter. We have had hundreds of thousands of interactions and a lot of things that used to take hours now are down to minutes. > It used to take multiple hours sometimes to prep for those meetings, and now it can easily take a couple of prompts. > we have already deployed a consumer AI solution, Fargo, which has had over a billion interactions thus far ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/bl-01.md === --- type: source id: bl-01 title: JPMorgan blocks outside AI agents like Muse, Instinct from account access url: https://www.cnbc.com/2026/10/13/jpmorgan-ai-agents-account-access.html publisher: CNBC subject: JPMorgan Chase category: blocker authority: third-party source_type: news published: '2026-10-13' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 26157386bc0d3fc755e38f9956ffb4be77ebeb2c550f8d07e512a35a0ed62ef3 supports_fields: - status - notes use: evidence --- # JPMorgan blocks outside AI agents like Muse, Instinct from account access **Third-party source** · CNBC · news · retrieved 2026-11-12 · [open the original](https://www.cnbc.com/2026/10/13/jpmorgan-ai-agents-account-access.html) ## Summary Dimon: won't allow outside agents in customer accounts; spokeswoman: bank blocks external agents for retail; supports open-banking data sharing; Smart Cash pilot. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/bl-02.md === --- type: source id: bl-02 title: 'Scoop: Unvetted AI agents are accessing U.S. bank accounts' url: https://www.axios.com/2026/10/22/ai-agents-banks-unauthorized-accounts-access publisher: Axios subject: Banks (JPM, MS, BofA, Citi, Wells) category: blocker authority: third-party source_type: news published: '2026-10-22' retrieved: '2026-11-12' http_status: 200 fetch_method: reader-proxy archive_url: unknown sha256: 172965c3a9f913a763812d015ab28cb3874bacb642c5d27286ce0587e7dafb97 supports_fields: - status - notes use: evidence --- # Scoop: Unvetted AI agents are accessing U.S. bank accounts **Third-party source** · Axios · news · retrieved 2026-11-12 · [open the original](https://www.axios.com/2026/10/22/ai-agents-banks-unauthorized-accounts-access) ## Summary Scoop: banks detecting unvetted third-party agents inside customer accounts. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/bl-04.md === --- type: source id: bl-04 title: Schwab CEO says firm is blocking rogue AI agents from client accounts - InvestmentNews url: https://www.investmentnews.com/transformation/schwab-ceo-says-firm-is-blocking-rogue-ai-agents-from-client-accounts/268786 publisher: InvestmentNews subject: Charles Schwab category: blocker authority: third-party source_type: news published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 019f05a26700afd3fb23a14714f3fe1da41ac5a87d55c4abfa7530b44993700f supports_fields: - status - notes use: evidence --- # Schwab CEO says firm is blocking rogue AI agents from client accounts - InvestmentNews **Third-party source** · InvestmentNews · news · retrieved 2026-11-12 · [open the original](https://www.investmentnews.com/transformation/schwab-ceo-says-firm-is-blocking-rogue-ai-agents-from-client-accounts/268786) ## Summary Wurster at IMPACT 2026: Schwab blocks agents logging in on clients' behalf; LLMs allowed via controlled access; no money movement. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/bl-05.md === --- type: source id: bl-05 title: Schwab Announces Platform Enhancements Including MCP Server to Connect Clients’ AI Platforms With Their Schwab Accounts | Charles Schwab url: https://pressroom.aboutschwab.com/press-releases/press-release/2026/Schwab-Announces-Platform-Enhancements-Including-MCP-Server-to-Connect-Clients-AI-Platforms-With-Their-Schwab-Accounts/default.aspx publisher: Charles Schwab subject: Charles Schwab category: blocker authority: official source_type: announcement published: unknown (2026 per URL) retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 824c89c8c6e99bc275e2c526c339e0b9649950c4f0bc35afc4cd96b905a9a4b4 supports_fields: - status - endpoint - approval_model - notes use: evidence --- # Schwab Announces Platform Enhancements Including MCP Server to Connect Clients’ AI Platforms With Their Schwab Accounts | Charles Schwab **Official source** · Charles Schwab · announcement · retrieved 2026-11-12 · [open the original](https://pressroom.aboutschwab.com/press-releases/press-release/2026/Schwab-Announces-Platform-Enhancements-Including-MCP-Server-to-Connect-Clients-AI-Platforms-With-Their-Schwab-Accounts/default.aspx) ## Summary Schwab MCP Server pilot (Claude): account data, research, and for thinkorswim-enabled accounts prepare/place/manage trades 'with the client in-the-loop'. ## Short quotes > with the client in-the-loop ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/bl-06.md === --- type: source id: bl-06 title: Schwab and JPMorgan are blocking AI agents from moving customer money url: https://thenextweb.com/news/schwab-blocks-ai-agents-meta-muse publisher: The Next Web subject: Charles Schwab category: blocker authority: third-party source_type: news published: '2026-10-16' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: df26c16521e6dd0693ac5c06225896a765def8bdce0e540bb6348769e0650c0e supports_fields: - notes use: evidence --- # Schwab and JPMorgan are blocking AI agents from moving customer money **Third-party source** · The Next Web · news · retrieved 2026-11-12 · [open the original](https://thenextweb.com/news/schwab-blocks-ai-agents-meta-muse) ## Summary Schwab blocks agents (incl. Meta Muse) moving client money; MCP for balances/research; Charley assistant. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/bl-07.md === --- type: source id: bl-07 title: JPMorgan CEO Dimon warns customers of 'liability transfer' with AI url: https://www.bankingdive.com/news/jpmorgan-dimon-ai-agents-bank-customers-liability-transfer/832870/ publisher: Banking Dive subject: JPMorgan Chase category: blocker authority: third-party source_type: news published: '2026-10-13' retrieved: '2026-11-12' http_status: 200 fetch_method: reader-proxy archive_url: unknown sha256: 4b8f726eb219f92527aeab0bf1fd35b9cfeb63fcfaa1b5691bac00df5492de6e supports_fields: - notes use: evidence --- # JPMorgan CEO Dimon warns customers of 'liability transfer' with AI **Third-party source** · Banking Dive · news · retrieved 2026-11-12 · [open the original](https://www.bankingdive.com/news/jpmorgan-dimon-ai-agents-bank-customers-liability-transfer/832870/) ## Summary Dimon warns of 'liability transfer' when customers use outside agents. ## Short quotes > liability transfer ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/bl-08.md === --- type: source id: bl-08 title: Five Major Banks Are Blocking AI Agents From Logging Into Customer Accounts url: https://finance.yahoo.com/technology/ai/articles/five-major-banks-blocking-ai-165359538.html publisher: Yahoo Finance subject: Banks (JPM, MS, BofA, Citi, Wells) category: blocker authority: third-party source_type: news published: '2026-10-22' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: b74a06035856353bb2a195ad58f64d50e50bbf92a251f8ff0cb25d1952984a7c supports_fields: - notes use: evidence --- # Five Major Banks Are Blocking AI Agents From Logging Into Customer Accounts **Third-party source** · Yahoo Finance · news · retrieved 2026-11-12 · [open the original](https://finance.yahoo.com/technology/ai/articles/five-major-banks-blocking-ai-165359538.html) ## Summary Five major banks blocking AI agents from logging into customer accounts. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/bl-09.md === --- type: source id: bl-09 title: Schwab and JPMorgan are blocking outside AI agents from accounts url: https://qz.com/schwab-jpmorgan-block-outside-ai-agents-customer-accounts-102126 publisher: Quartz subject: Charles Schwab / JPMorgan category: blocker authority: third-party source_type: news published: '2026-10-21' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: c0857c038cd07d23f6639876814aca0abde8e2d977462bd6b16239a740dba350 supports_fields: - notes use: evidence --- # Schwab and JPMorgan are blocking outside AI agents from accounts **Third-party source** · Quartz · news · retrieved 2026-11-12 · [open the original](https://qz.com/schwab-jpmorgan-block-outside-ai-agents-customer-accounts-102126) ## Summary Schwab and JPMorgan blocking outside agents; MCP with defined permissions, no fund transfers. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/bl-10.md === --- type: source id: bl-10 title: 'Schwab blocks outside AI agents and steers clients to Charley: the cash-sweep stakes for client-side agents' url: https://theexchange.tech/articles/schwab-blocked-outside-agents-and-built-its-own-both-moves-guard-a-493-billion-sweep publisher: The Exchange (theexchange.tech) subject: Charles Schwab category: blocker authority: third-party source_type: news published: '2026-10-22' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: ab1c611ecb8327f0ffda5990a74ba854bab7da30538f7d4a163d5cd044f24138 supports_fields: - notes use: evidence --- # Schwab blocks outside AI agents and steers clients to Charley: the cash-sweep stakes for client-side agents **Third-party source** · The Exchange (theexchange.tech) · news · retrieved 2026-11-12 · [open the original](https://theexchange.tech/articles/schwab-blocked-outside-agents-and-built-its-own-both-moves-guard-a-493-billion-sweep) ## Summary Analysis: Schwab blocks credential/browser-automation agents, steers to Charley; sweep-cash stakes. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/bl-11.md === --- type: source id: bl-11 title: Schwab surprises analysts with extra rapid launch of own MCP servers, also leaping from read-only to agentic (get stuff done) AI; it leaves RIAs out for now, and makes Anthropic's days numbered as Schwab's exclusive LLM | RIABiz url: https://riabiz.com/a/2026/11/13/schwab-surprises-analysts-with-extra-rapid-launch-of-own-mcp-servers-also-leaping-from-read-only-to-agentic-get-stuff-done-ai-it-leaves-rias-out-for-now-and-makes-anthropics-days-numbered-as-schwabs-exclusive-llm publisher: RIABiz subject: Charles Schwab category: blocker authority: third-party source_type: news published: '2026-11-13' retrieved: '2026-11-13' http_status: 200 fetch_method: direct archive_url: unknown sha256: 9e705c11ff237adf54ffdc77ea627041682d8f50a1f1d65bf99ee051f8fd4d30 supports_fields: [] use: evidence --- # Schwab surprises analysts with extra rapid launch of own MCP servers, also leaping from read-only to agentic (get stuff done) AI; it leaves RIAs out for now, and makes Anthropic's days numbered as Schwab's exclusive LLM | RIABiz **Third-party source** · RIABiz · news · retrieved 2026-11-13 · [open the original](https://riabiz.com/a/2026/11/13/schwab-surprises-analysts-with-extra-rapid-launch-of-own-mcp-servers-also-leaping-from-read-only-to-agentic-get-stuff-done-ai-it-leaves-rias-out-for-now-and-makes-anthropics-days-numbered-as-schwabs-exclusive-llm) ## Summary Third-party report on Schwab's Nov. 12 MCP announcement. Quotes Schwab that thinkorswim-enabled clients can prepare, place, and manage trades with the client in-the-loop. Belanger: announcement does not at all impact or target RIAs or advisors and is tied to the retail Charley ecosystem. Trout: this week's news doesn't cover advisor-managed accounts. The Key Points box is labeled AI generated. The headline framing that Anthropic's days are numbered is the publisher's opinion. ## Short quotes > prepare, place, and manage trades, all with the client in-the-loop, through their own AI platform > does not at all impact or target RIAs or advisors > This week’s news doesn’t change that, and it doesn’t cover advisor-managed accounts. > RIAs have their own track. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/cb-01.md === --- type: source id: cb-01 title: Coinbase MCP - Coinbase Developer Documentation url: https://docs.cdp.coinbase.com/coinbase-for-agents/overview publisher: Coinbase Developer Platform subject: Coinbase category: broker authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 079a194d95629b7100a1ad982f6dd55acac04f36f9d1d52d339e3802078f31e8 supports_fields: - status - endpoint - auth - approval_model - assets - notes use: evidence --- # Coinbase MCP - Coinbase Developer Documentation **Official source** · Coinbase Developer Platform · official-doc · retrieved 2026-11-12 · [open the original](https://docs.cdp.coinbase.com/coinbase-for-agents/overview) ## Summary Coinbase for Agents: remote MCP https://agents.coinbase.com/mcp via OAuth (DCR/CIMD, allowlisted clients) or local CLI with CDP API key; recommends isolated agent portfolio; crypto, equities, derivatives, x402 payments. Known issue: some hosted models preview but don't place orders. ## Short quotes > The remote MCP connects directly to `https://agents.coinbase.com/mcp` via OAuth. > Coinbase still approves clients through allowlisting, including DCR clients; DCR is not unrestricted self-service access. > On hosted chat clients, high-reasoning and extended-thinking modes sometimes draft an order but stop short of placing it. > spot crypto only, scoped to a specific portfolio selected when logging in or creating an API key. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/cb-03.md === --- type: source id: cb-03 title: Coinbase for Agents setup skill (skill.md) url: https://docs.cdp.coinbase.com/coinbase-for-agents/skill.md publisher: Coinbase Developer Platform subject: Coinbase category: broker authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 29760ed9be4540187af38ba5736dc295da9caca7e0bb0aebd3bf01b974dc7b6e supports_fields: - auth - notes use: evidence --- # Coinbase for Agents setup skill (skill.md) **Official source** · Coinbase Developer Platform · official-doc · retrieved 2026-11-12 · [open the original](https://docs.cdp.coinbase.com/coinbase-for-agents/skill.md) ## Summary Agent setup skill.md: harness-specific setup; dedicated portfolio selected on approval screen. ## Short quotes > On the approval screen, select which portfolios to give the agent access to. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/cb-04.md === --- type: source id: cb-04 title: 'Coinbase for Agents MCP: OAuth protected-resource metadata' url: https://agents.coinbase.com/.well-known/oauth-protected-resource publisher: Coinbase (endpoint metadata) subject: Coinbase category: broker authority: official source_type: official-doc published: '2026-11-12' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: fe97deb3a592353c9ee50caddde586ab915fe7a4b0fd45061e5a0c66cd392b2b supports_fields: - auth - endpoint use: evidence --- # Coinbase for Agents MCP: OAuth protected-resource metadata **Official source** · Coinbase (endpoint metadata) · official-doc · retrieved 2026-11-12 · [open the original](https://agents.coinbase.com/.well-known/oauth-protected-resource) ## Summary OAuth protected-resource metadata: auth server login.coinbase.com; scopes incl. mcp:orders:create, mcp:transfers:create, mcp:portfolios:update. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/cb-05.md === --- type: source id: cb-05 title: CDP MCP - Coinbase Developer Documentation url: https://docs.cdp.coinbase.com/get-started/tools/cdp-cli-mcp publisher: Coinbase Developer Platform subject: Coinbase category: broker authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 69cdffad856126c0388a728650db80f2047d559e8e552564caf628e2cae0adc9 supports_fields: - notes use: evidence --- # CDP MCP - Coinbase Developer Documentation **Official source** · Coinbase Developer Platform · official-doc · retrieved 2026-11-12 · [open the original](https://docs.cdp.coinbase.com/get-started/tools/cdp-cli-mcp) ## Summary CDP CLI/MCP (@coinbase/cdp-cli): developer-platform MCP for the CDP API (wallets, payments), distinct from consumer account access. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/cb-06.md === --- type: source id: cb-06 title: Coinbase Developer Platform docs llms.txt url: https://docs.cdp.coinbase.com/llms.txt publisher: Coinbase Developer Platform subject: Coinbase category: broker authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 8af57beb422f409befb55e2b1f5bc1f756b71c1e805ebce546201f0d91458385 supports_fields: - notes use: evidence --- # Coinbase Developer Platform docs llms.txt **Official source** · Coinbase Developer Platform · official-doc · retrieved 2026-11-12 · [open the original](https://docs.cdp.coinbase.com/llms.txt) ## Summary docs.cdp.coinbase.com/llms.txt: agent-readable docs index. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/cb-07.md === --- type: source id: cb-07 title: 'Coinbase for Agents: Your AI Agent Can Now Trade and Pay with Coinbase' url: https://www.coinbase.com/blog/coinbase-for-agents publisher: Coinbase subject: Coinbase category: broker authority: official source_type: announcement published: '2026-06-11' retrieved: '2026-11-12' http_status: 200 fetch_method: reader-proxy archive_url: unknown sha256: a40a180413454f2f5c30c0f89448554a8e3ce84293f3767aba7d43dfadff2a7e supports_fields: - status - approval_model - assets - notes use: evidence --- # Coinbase for Agents: Your AI Agent Can Now Trade and Pay with Coinbase **Official source** · Coinbase · announcement · retrieved 2026-11-12 · [open the original](https://www.coinbase.com/blog/coinbase-for-agents) ## Summary Launch blog: MCP + CLI; isolated portfolio or main account; spot and derivatives at launch; trade-size/spend rules 'coming soon'; KYT monitoring on payments. ## Short quotes > Your agent can operate inside its own isolated portfolio, with no external visibility or access into your other holdings, or it can simply use your main Coinbase account. > And soon, you’ll also be able to set exact rules: maximum trade size, what it can interact with, how much it can spend. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/cb-08.md === --- type: source id: cb-08 title: Coinbase’s new tool can help agents trade and pay for premium research | TechCrunch url: https://techcrunch.com/2026/06/11/coinbase-debuts-mcp-for-agent-trading/ publisher: TechCrunch subject: Coinbase category: broker authority: third-party source_type: news published: '2026-06-11' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 101ba8dc656f7b62cf72e3c0f51b70765b6475d35fe5c95dc1961809eb4d5e4b supports_fields: - notes use: evidence --- # Coinbase’s new tool can help agents trade and pay for premium research | TechCrunch **Third-party source** · TechCrunch · news · retrieved 2026-11-12 · [open the original](https://techcrunch.com/2026/06/11/coinbase-debuts-mcp-for-agent-trading/) ## Summary Coverage: agent can trade crypto spot/derivatives, pay for research via x402; separate sandbox option. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/cb-09.md === --- type: source id: cb-09 title: Coinbase MCP - Coinbase Developer Documentation url: https://docs.cdp.coinbase.com/ai-agents/coinbase-for-agents/coinbase-mcp publisher: Coinbase Developer Platform subject: Coinbase category: broker authority: official source_type: official-doc published: unknown retrieved: '2026-11-13' http_status: 200 fetch_method: direct archive_url: unknown sha256: 488d31f8cb80163eca66bb45cfb2f2c74466ec63a01b2f105f5e3bd288a91dd4 supports_fields: - notes use: evidence --- # Coinbase MCP - Coinbase Developer Documentation **Official source** · Coinbase Developer Platform · official-doc · retrieved 2026-11-13 · [open the original](https://docs.cdp.coinbase.com/ai-agents/coinbase-for-agents/coinbase-mcp) ## Summary Official Coinbase MCP docs, Send feedback section: you or your agent can send feedback about the Coinbase MCP through the coinbase_feedback_submit tool. Feedback is limited to 2,000 characters or less. Each user can send up to 6 submissions per day. Tool table also says submissions are screened. The docs do not document an HTTP path named /feedback. ## Short quotes > You or your agent can send feedback about the Coinbase MCP directly through the `coinbase_feedback_submit` tool. > The team reads submitted feedback every day. > Feedback is limited to 2,000 characters or less. > Each user can send up to 6 submissions per day. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/ib-01.md === --- type: source id: ib-01 title: Interactive Brokers AI Hub url: https://www.interactivebrokers.com/en/trading/ai-hub.php publisher: Interactive Brokers subject: Interactive Brokers category: broker authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: webfetch archive_url: unknown sha256: e2af3ad36306a8ff9b209c304991bf702ca4f435747fb9d94a7f6722cc611a2d supports_fields: - status - approval_model - notes use: evidence --- # Interactive Brokers AI Hub **Official source** · Interactive Brokers · official-doc · retrieved 2026-11-12 · [open the original](https://www.interactivebrokers.com/en/trading/ai-hub.php) ## Summary AI Hub: AI Integration via MCP (ChatGPT, Claude, Grok, Perplexity) - 'you review and submit every order'; Autonomous Trading in dedicated AI Partition. ## Short quotes > With AI Integration, you review and submit every order. > Execute supported trades based on criteria you set within a dedicated AI Partition, without confirming each order. > you review and submit every order ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/ib-02.md === --- type: source id: ib-02 title: Interactive Brokers Introduces Autonomous Trading url: https://www.interactivebrokers.com/en/general/about/mediaRelations/10-21-26.php publisher: Interactive Brokers subject: Interactive Brokers category: broker authority: official source_type: announcement published: '2026-10-21' retrieved: '2026-11-12' http_status: 200 fetch_method: reader-proxy archive_url: unknown sha256: bcc4aeefc7e0451029f4c902e9292fac71dbfc4227f4567cefdf6d8df62daf4d supports_fields: - approval_model - assets - notes use: evidence --- # Interactive Brokers Introduces Autonomous Trading **Official source** · Interactive Brokers · announcement · retrieved 2026-11-12 · [open the original](https://www.interactivebrokers.com/en/general/about/mediaRelations/10-21-26.php) ## Summary IBKR Autonomous Trading: eligible clients authorize connected AI to submit supported orders in a funded AI Partition without per-order approval; subject to entity/country/eligibility and funding limits. ## Short quotes > IBKR Autonomous Trading adds the option for eligible clients to authorize their connected AI to submit supported orders without the client approving each order individually. > At launch, the capability will be subject to funding, account and eligibility limits, which may evolve over time. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/ib-03.md === --- type: source id: ib-03 title: 'IBKR Autonomous Trading: What the AI Partition Lets an AI Trade Without Asking, Read Off IBKR''s Pages — DeskTested' url: https://desktested.com/posts/ibkr-autonomous-trading/ publisher: DeskTested subject: Interactive Brokers category: broker authority: third-party source_type: independent-test published: '2026-11-02' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 126452dfdc9596154d44e8a9adc7df63d3c48b3034020c163a2bb328785cbdc4 supports_fields: - approval_model - assets - notes use: evidence --- # IBKR Autonomous Trading: What the AI Partition Lets an AI Trade Without Asking, Read Off IBKR's Pages — DeskTested **Third-party source** · DeskTested · independent-test · retrieved 2026-11-12 · [open the original](https://desktested.com/posts/ibkr-autonomous-trading/) ## Summary Reads IBKR pages: eligibility = individual non-margin accounts; 10 trades of $100+ in two weeks in Review & Approve mode; planned for IB LLC, Australia, Singapore, UK; notes inconsistent descriptions of tradable assets. ## Short quotes > Execute at least 10 trades of $100 or more each over a two-week period using Review & Approve mode, where you approve and submit each AI order. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/ib-04.md === --- type: source id: ib-04 title: Interactive Brokers (IBKR) connector | Claude by Anthropic url: https://claude.com/connectors/interactive-brokers publisher: Anthropic (Claude connector directory) subject: Interactive Brokers category: broker authority: third-party source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: fb0e67f11cd4c9a1b4b5f7f1794035ae015bceba8dbc22add36fcdcc09189d6e supports_fields: - endpoint - notes use: evidence --- # Interactive Brokers (IBKR) connector | Claude by Anthropic **Third-party source** · Anthropic (Claude connector directory) · official-doc · retrieved 2026-11-12 · [open the original](https://claude.com/connectors/interactive-brokers) ## Summary Claude connector URL https://api.ibkr.com/v1/api/mcp; tools listed incl. get_order_instructions, get_account_positions, search_contracts. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/ib-06.md === --- type: source id: ib-06 title: AI-Powered Portfolio Analysis & Trading Tools (IBKR AI Integrations) url: https://www.interactivebrokers.com/en/trading/ai-integrations.php publisher: Interactive Brokers subject: Interactive Brokers category: broker authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: reader-proxy archive_url: unknown sha256: d524571eca3f9db92a06e5acb1a462a4f6c3ea14ff3c0ba49f9508a22d45d0f8 supports_fields: - approval_model - assets - auth - notes use: evidence --- # AI-Powered Portfolio Analysis & Trading Tools (IBKR AI Integrations) **Official source** · Interactive Brokers · official-doc · retrieved 2026-11-12 · [open the original](https://www.interactivebrokers.com/en/trading/ai-integrations.php) ## Summary AI Integrations page: Autonomous Trading for individual non-margin accounts (joint, retirement, advisor, org, Lite excluded); partition funded from allocated cash; revoke via Client Portal. ## Short quotes > Autonomous trading is available to individual, non-margin IBKR accounts. Joint, retirement, advisor-managed, organizational and Lite accounts are not eligible. > Execute at least 10 trades over a two-week period using Review & Approve mode, where you approve and submit each AI order. > Funding limited to allocated cash ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/ib-07.md === --- type: source id: ib-07 title: AI Instructions url: https://www.ibkrguides.com/orgportal/gen-ai-instructions.htm publisher: IBKR Guides subject: Interactive Brokers category: broker authority: official source_type: support published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: e0329f7c1b1b5f576bc93308bf9bcbdf1007873d8f7b618f837dbe49ac0548ec supports_fields: - approval_model - notes use: evidence --- # AI Instructions **Official source** · IBKR Guides · support · retrieved 2026-11-12 · [open the original](https://www.ibkrguides.com/orgportal/gen-ai-instructions.htm) ## Summary AI Instructions: AI-generated trade instructions appear in Client Portal for client review and submission. ## Short quotes > All such instructions must be reviewed and explicitly confirmed by the client within an IBKR application (for example Portal) before any action is taken. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/ib-08.md === --- type: source id: ib-08 title: Version 1.1.5 - Custom Connector, Connect From Any MCP Client url: https://www.ibkrguides.com/releasenotes/connector-v1.1.5.htm publisher: IBKR Guides subject: Interactive Brokers category: broker authority: official source_type: official-doc published: '2026-07-17' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 993008c340654b16ab9ff217ab7177f3e5369f0838a653755de9a3b20e41627b supports_fields: - endpoint - auth use: evidence --- # Version 1.1.5 - Custom Connector, Connect From Any MCP Client **Official source** · IBKR Guides · official-doc · retrieved 2026-11-12 · [open the original](https://www.ibkrguides.com/releasenotes/connector-v1.1.5.htm) ## Summary Release 1.1.5: custom connector URL https://api.ibkr.com/v1/api/mcp-public; IBKR OAuth, credentials never shared; revoke in Client Portal > Settings > Manage Third-Party Consents. ## Short quotes > Your IBKR credentials are never shared with the AI application, and you can revoke access at any time from Client Portal > Settings > Manage Third-Party Consents. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/id-01.md === --- type: source id: id-01 title: draft-ietf-webbotauth-httpsig-protocol-01 - HTTP Message Signatures for automated traffic url: https://datatracker.ietf.org/doc/draft-ietf-webbotauth-httpsig-protocol/ publisher: IETF subject: Web Bot Auth category: identity authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 81e26a81cf42ed686cfc9e22b23492578baba1b67a3bc2cf12aa8ce02254fe7a supports_fields: - notes use: evidence --- # draft-ietf-webbotauth-httpsig-protocol-01 - HTTP Message Signatures for automated traffic **Official source** · IETF · official-doc · retrieved 2026-11-12 · [open the original](https://datatracker.ietf.org/doc/draft-ietf-webbotauth-httpsig-protocol/) ## Summary draft-ietf-webbotauth-httpsig-protocol: HTTP Message Signatures for automated traffic. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/id-02.md === --- type: source id: id-02 title: Web Bot Auth · Cloudflare bot solutions docs url: https://developers.cloudflare.com/bots/reference/bot-verification/web-bot-auth/ publisher: Cloudflare Docs subject: Web Bot Auth category: identity authority: official source_type: official-doc published: '2026-10-08' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: eee7c4bfccf18b509010f51fbb4d7d849b70e14a51bf9939d33abc0367f06343 supports_fields: - notes use: evidence --- # Web Bot Auth · Cloudflare bot solutions docs **Official source** · Cloudflare Docs · official-doc · retrieved 2026-11-12 · [open the original](https://developers.cloudflare.com/bots/reference/bot-verification/web-bot-auth/) ## Summary Cloudflare Web Bot Auth verification for bots/agents. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/id-03.md === --- type: source id: id-03 title: 'The age of agents: cryptographically recognizing agent traffic | Cloudflare Blog' url: https://blog.cloudflare.com/signed-agents/ publisher: Cloudflare Blog subject: Web Bot Auth category: identity authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 598b828390fc337ccc5b2eb7d976b1c9da1445ebcc0568cb05f3167282d02aad supports_fields: - notes use: evidence --- # The age of agents: cryptographically recognizing agent traffic | Cloudflare Blog **Official source** · Cloudflare Blog · official-doc · retrieved 2026-11-12 · [open the original](https://blog.cloudflare.com/signed-agents/) ## Summary Signed agents: cryptographically recognizing agent traffic. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/id-04.md === --- type: source id: id-04 title: 'Now available: AgentKit, Proof of Human for the agentic web' url: https://world.org/blog/announcements/now-available-agentkit-proof-of-human-for-the-agentic-web publisher: World subject: World AgentKit category: identity authority: official source_type: announcement published: '2026-03-17' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 5ad1eb743dbf3c0239ef897f38b759f6801bc6b985b8aaef76234128c01e9fbb supports_fields: - notes use: evidence --- # Now available: AgentKit, Proof of Human for the agentic web **Official source** · World · announcement · retrieved 2026-11-12 · [open the original](https://world.org/blog/announcements/now-available-agentkit-proof-of-human-for-the-agentic-web) ## Summary AgentKit: proof-of-human delegation to agents (beta). ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/id-05.md === --- type: source id: id-05 title: 'Emerging Trend in GenAI: Observations on AI Agents' url: https://www.finra.org/media-center/blog/observations-on-ai-agents publisher: FINRA subject: FINRA category: rules-context authority: official source_type: official-doc published: '2026-01-27' retrieved: '2026-11-12' http_status: 200 fetch_method: reader-proxy archive_url: unknown sha256: 522e7fed2f49ac3e415b12f29e292a5e2bbfef3ba0a37a85b86c314a6d340fd7 supports_fields: - notes use: evidence --- # Emerging Trend in GenAI: Observations on AI Agents **Official source** · FINRA · official-doc · retrieved 2026-11-12 · [open the original](https://www.finra.org/media-center/blog/observations-on-ai-agents) ## Summary FINRA blog: observations on AI agents (supervision, access, audit trails). ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/id-06.md === --- type: source id: id-06 title: 'GenAI: Continuing and Emerging Trends (FINRA 2026 oversight report)' url: https://www.finra.org/rules-guidance/guidance/reports/2026-finra-annual-regulatory-oversight-report/gen-ai publisher: FINRA subject: FINRA category: rules-context authority: official source_type: official-doc published: unknown (2026 report) retrieved: '2026-11-12' http_status: 200 fetch_method: reader-proxy archive_url: unknown sha256: a7991c097242d99303a767707577956342ade512a5856407e72c280d92f74b66 supports_fields: - notes use: evidence --- # GenAI: Continuing and Emerging Trends (FINRA 2026 oversight report) **Official source** · FINRA · official-doc · retrieved 2026-11-12 · [open the original](https://www.finra.org/rules-guidance/guidance/reports/2026-finra-annual-regulatory-oversight-report/gen-ai) ## Summary 2026 Annual Regulatory Oversight Report - GenAI section incl. agents. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/id-07.md === --- type: source id: id-07 title: 'ERC-8004: Trustless Agents' url: https://eips.ethereum.org/EIPS/eip-8004 publisher: Ethereum Improvement Proposals subject: ERC-8004 category: identity authority: official source_type: official-doc published: '2025-08-13' retrieved: '2026-11-14' http_status: 200 fetch_method: direct archive_url: unknown sha256: 4dda62261d225ee464a6bf9f4e8b80f1ab1264402da3d0e046c20270a1e01847 supports_fields: [] use: evidence --- # ERC-8004: Trustless Agents **Official source** · Ethereum Improvement Proposals · official-doc · retrieved 2026-11-14 · [open the original](https://eips.ethereum.org/EIPS/eip-8004) ## Summary Official ERC-8004: Trustless Agents. Status on the page is Draft (citation: ERC-8004: Trustless Agents [DRAFT]; created 2025-08-13). Proposes on-chain identity, reputation, and validation registries so agents can be discovered and trusted across organizational boundaries without pre-existing trust. Payments are orthogonal to this protocol and not covered here; examples show how x402 payments can enrich feedback signals. ## Short quotes > This protocol proposes to use blockchains to discover, choose, and interact with agents across organizational boundaries without pre-existing trust, thus enabling open-ended agent economies. > Payments are orthogonal to this protocol and not covered here. > However, examples are provided showing how x402 payments can enrich feedback signals. > ERC-8004: Trustless Agents [DRAFT] ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/ni-01.md === --- type: source id: ni-01 title: AI Agents Welcome | Nitrogen url: https://nitrogenwealth.com/solutions/agents/ publisher: Nitrogen subject: Nitrogen category: advisor authority: official source_type: official-doc published: unknown retrieved: '2026-11-13' http_status: 200 fetch_method: direct archive_url: unknown sha256: b231ca914249a088119de4825e4e60c20eb130f3c380f790286488e0ddf4163a supports_fields: [] use: evidence --- # AI Agents Welcome | Nitrogen **Official source** · Nitrogen · official-doc · retrieved 2026-11-13 · [open the original](https://nitrogenwealth.com/solutions/agents/) ## Summary Official Nitrogen agents page. MCP server URL https://api2.riskalyze.com/mcp. Claude is in the Connectors Directory; ChatGPT Custom App is available via Developer mode, with a Nitrogen Plugin coming soon; Microsoft 365 Copilot is available by request. Every action still requires advisor approval; anything that touches client data still requires a human yes. Nucleus described as live at no additional cost, with a footnote that it is not available in some legacy plans. ## Short quotes > Every action still requires your approval, and client data is never used to train a model. > No. Anything that touches client data still requires a human “yes.” > Now available in the Connectors Directory. > Custom App now available via Developer mode. Nitrogen Plugin coming soon to the ChatGPT Plugins Directory. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/ni-02.md === --- type: source id: ni-02 title: Nitrogen Brings Its AI-Powered Advisor Platform to Claude and ChatGPT, Expands Nucleus Capabilities url: https://www.globenewswire.com/news-release/2026/11/10/3399840/0/en/nitrogen-brings-its-ai-powered-advisor-platform-to-claude-and-chatgpt-expands-nucleus-capabilities.html publisher: Nitrogen subject: Nitrogen category: advisor authority: official source_type: announcement published: '2026-11-10' retrieved: '2026-11-13' http_status: 200 fetch_method: webfetch archive_url: unknown sha256: 6154303fc57323cedf0a473b8065aa3332ae513a991cc482d9e63c20a43e71b6 supports_fields: [] use: evidence --- # Nitrogen Brings Its AI-Powered Advisor Platform to Claude and ChatGPT, Expands Nucleus Capabilities **Official source** · Nitrogen · announcement · retrieved 2026-11-13 · [open the original](https://www.globenewswire.com/news-release/2026/11/10/3399840/0/en/nitrogen-brings-its-ai-powered-advisor-platform-to-claude-and-chatgpt-expands-nucleus-capabilities.html) ## Summary Nitrogen Fall 2026 product announcement (GlobeNewswire, Source: Nitrogen): connected suite brought into Claude and ChatGPT, Nucleus expanded to plan and execute multi-step workflows, plus Contio and Zocks integrations. Supported external AI integrations included with Nucleus access at no additional cost. About section company-reported figures: tens of thousands of advisors, Net Promoter Score of 71, ISO 42001 certified. ## Short quotes > bringing its connected suite of advisor products into Claude and ChatGPT while expanding the capabilities of Nucleus™, its agentic AI engine. > at no additional cost for advisors with Nucleus access > Nucleus can now plan and execute multi-step workflows across products > Trusted by tens of thousands of advisors, backed by an industry-leading Net Promoter Score of 71, and ISO 42001 certified ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/np-02.md === --- type: source id: np-02 title: PrimeXBT Launches AI-Assisted Trading with MCP Integration, Connecting ChatGPT and Claude to Trading Accounts url: https://www.globenewswire.com/news-release/2026/11/04/3395052/0/en/primexbt-launches-ai-assisted-trading-with-mcp-integration-connecting-chatgpt-and-claude-to-trading-accounts.html publisher: GlobeNewswire subject: PrimeXBT category: broker-watchlist authority: official source_type: announcement published: '2026-11-04' retrieved: '2026-11-12' http_status: 200 fetch_method: reader-proxy archive_url: unknown sha256: 2120af7d1794b9662b624ac55e8521e698905340a63d0ceee29ba2f9caaa45bc supports_fields: - status use: evidence --- # PrimeXBT Launches AI-Assisted Trading with MCP Integration, Connecting ChatGPT and Claude to Trading Accounts **Official source** · GlobeNewswire · announcement · retrieved 2026-11-12 · [open the original](https://www.globenewswire.com/news-release/2026/11/04/3395052/0/en/primexbt-launches-ai-assisted-trading-with-mcp-integration-connecting-chatgpt-and-claude-to-trading-accounts.html) ## Summary PrimeXBT launches MCP for ChatGPT/Claude: account access and AI-assisted order preparation with preview. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/nv-01.md === --- type: source id: nv-01 title: Nevis Raises $70M Series B Led by EQT Ventures – Nevis url: https://www.neviswealth.com/blog/nevis-raises-70m-series-b/ publisher: Nevis subject: Nevis category: advisor authority: official source_type: announcement published: unknown (page dated Oct 2026) retrieved: '2026-11-13' http_status: 200 fetch_method: direct archive_url: unknown sha256: bbde44d531643e83fd9ce7bcf99deacecdf4c0f304b27da99fa3ff685b427f0d supports_fields: [] use: evidence --- # Nevis Raises $70M Series B Led by EQT Ventures – Nevis **Official source** · Nevis · announcement · retrieved 2026-11-13 · [open the original](https://www.neviswealth.com/blog/nevis-raises-70m-series-b/) ## Summary Official Nevis announcement (page dated Oct 2026): company-reported $70 million Series B led by EQT Ventures, with participation from Charles Schwab, Sequoia Capital, ICONIQ, QuantumLight and Ribbit Capital, bringing total funding to $110 million. Company-reported: more than $700 billion in assets. ## Short quotes > Nevis has raised a $70 million Series B, led by EQT Ventures, with participation from Charles Schwab, Sequoia Capital, ICONIQ, QuantumLight and Ribbit Capital. > This brings our total funding to $110 million in just two years since founding the company. > representing more than $700 billion in assets. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pa-01.md === --- type: source id: pa-01 title: 'GitHub - mphinance/awesome-broker-mcp: Which brokers can an AI actually trade through? A verified directory of broker MCP servers — official vs commun' url: https://github.com/mphinance/awesome-broker-mcp publisher: mphinance (GitHub) subject: awesome-broker-mcp category: prior-art authority: third-party source_type: prior-art published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 6185dc8bdbc606226c6b8ab26888694b8156532df300f00f84096f68261873aa supports_fields: - notes use: leads-only --- # GitHub - mphinance/awesome-broker-mcp: Which brokers can an AI actually trade through? A verified directory of broker MCP servers — official vs commun **Third-party source** · mphinance (GitHub) · prior-art · retrieved 2026-11-12 · [open the original](https://github.com/mphinance/awesome-broker-mcp) > Leads only. Prior art or a competing directory: use it to find primary sources, never to back a provider field. ## Summary Verified directory of broker MCP servers, split into official and community. Leads only. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pa-02.md === --- type: source id: pa-02 title: 'GitHub - BlockRunAI/awesome-finance-mcp: A curated list of MCP servers for AI finance agents · GitHub' url: https://github.com/BlockRunAI/awesome-finance-mcp publisher: BlockRunAI (GitHub) subject: awesome-finance-mcp category: prior-art authority: third-party source_type: prior-art published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 66b82cca863a496d79445ea301ad29e389206bd2856edd8cbf3e196bb5c9a25a supports_fields: - notes use: leads-only --- # GitHub - BlockRunAI/awesome-finance-mcp: A curated list of MCP servers for AI finance agents · GitHub **Third-party source** · BlockRunAI (GitHub) · prior-art · retrieved 2026-11-12 · [open the original](https://github.com/BlockRunAI/awesome-finance-mcp) > Leads only. Prior art or a competing directory: use it to find primary sources, never to back a provider field. ## Summary Curated MCP servers/skills for finance, trading, crypto. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pa-03.md === --- type: source id: pa-03 title: 'GitHub - frankxai/awesome-payment-agent-skills: Web-first payment-agent skills: mandates, auth, settlement. Human spend cap required. · GitHub' url: https://github.com/frankxai/awesome-payment-agent-skills publisher: frankxai (GitHub) subject: awesome-payment-agent-skills category: prior-art authority: third-party source_type: prior-art published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 282df6f1aa39af1cbf01d79a4ebdd9e714cb99370541060c0fe8ba3f100dcd9e supports_fields: - notes use: leads-only --- # GitHub - frankxai/awesome-payment-agent-skills: Web-first payment-agent skills: mandates, auth, settlement. Human spend cap required. · GitHub **Third-party source** · frankxai (GitHub) · prior-art · retrieved 2026-11-12 · [open the original](https://github.com/frankxai/awesome-payment-agent-skills) > Leads only. Prior art or a competing directory: use it to find primary sources, never to back a provider field. ## Summary Protocols/MCPs/playbooks for agent payments; mandate/authorization focus. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pa-04.md === --- type: source id: pa-04 title: 'GitHub - mpp-best/awesome_mpp: A curated list of open-source AI agent payment & x402 projects, SDKs and tools. Full directory at mpp.best · GitHub' url: https://github.com/mpp-best/awesome_mpp publisher: mpp-best (GitHub) subject: awesome_mpp category: prior-art authority: third-party source_type: prior-art published: '2026-11-01' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 8961c5c25c895f6d2bb1a8653c4618075f96c44c38ad76d669897920e938da9f supports_fields: - notes use: leads-only --- # GitHub - mpp-best/awesome_mpp: A curated list of open-source AI agent payment & x402 projects, SDKs and tools. Full directory at mpp.best · GitHub **Third-party source** · mpp-best (GitHub) · prior-art · retrieved 2026-11-12 · [open the original](https://github.com/mpp-best/awesome_mpp) > Leads only. Prior art or a competing directory: use it to find primary sources, never to back a provider field. ## Summary Auto-updated list: agent payments, x402, USDC micropayments. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pa-05.md === --- type: source id: pa-05 title: 'GitHub - macoloye/awesome-finance-agent: A curated list of finance agent SDKs, MCP tools, wallet infrastructure, safeguards, simulation systems, and s' url: https://github.com/macoloye/awesome-finance-agent publisher: macoloye (GitHub) subject: awesome-finance-agent category: prior-art authority: third-party source_type: prior-art published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: a414e57cc0c22588a242e5918871ca34654d67294624fe50ec25fcf9f5e505a8 supports_fields: - notes use: leads-only --- # GitHub - macoloye/awesome-finance-agent: A curated list of finance agent SDKs, MCP tools, wallet infrastructure, safeguards, simulation systems, and s **Third-party source** · macoloye (GitHub) · prior-art · retrieved 2026-11-12 · [open the original](https://github.com/macoloye/awesome-finance-agent) > Leads only. Prior art or a competing directory: use it to find primary sources, never to back a provider field. ## Summary Finance agent SDKs, wallets, safeguards, simulation. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pa-06.md === --- type: source id: pa-06 title: 'awesome-mcp-servers: Finance & Fintech section' url: https://github.com/punkpeye/awesome-mcp-servers#finance--fintech publisher: punkpeye (GitHub) subject: awesome-mcp-servers (Finance & Fintech) category: prior-art authority: third-party source_type: prior-art published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 891ce821d80660b9871b714d15974e887cb4ef009a39f9d9e4e379c369645826 supports_fields: - notes use: leads-only --- # awesome-mcp-servers: Finance & Fintech section **Third-party source** · punkpeye (GitHub) · prior-art · retrieved 2026-11-12 · [open the original](https://github.com/punkpeye/awesome-mcp-servers#finance--fintech) > Leads only. Prior art or a competing directory: use it to find primary sources, never to back a provider field. ## Summary Finance & Fintech section of awesome-mcp-servers (section extract). ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pa-07.md === --- type: source id: pa-07 title: FintechAI Directory — AI Tools for Finance, Curated by Finance Professionals url: https://fintechai.directory publisher: FintechAI Directory subject: fintechai.directory category: prior-art authority: third-party source_type: prior-art published: '2026-10-24' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: d862b981b9841ff4e4d716fd67c05f6eb4f0f2744b7199e5a469a05f1fbc9b06 supports_fields: - notes use: leads-only --- # FintechAI Directory — AI Tools for Finance, Curated by Finance Professionals **Third-party source** · FintechAI Directory · prior-art · retrieved 2026-11-12 · [open the original](https://fintechai.directory) > Leads only. Prior art or a competing directory: use it to find primary sources, never to back a provider field. ## Summary Curated AI tools for finance professionals (mostly research/enterprise). ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pa-08.md === --- type: source id: pa-08 title: 'Mastercard Agent Pay explained: agentic tokens, Verifiable Intent and Know Your Agent | Agentic Rails Atlas' url: https://atlas.merces.ai/p/mastercard-agent-pay/ publisher: atlas.merces.ai subject: Agentic Rails Atlas category: prior-art authority: third-party source_type: prior-art published: '2026-10-21' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 200135a3b1195057f48d944fe3729118a2d3da38dabe5c5b16d7d4fab4e8497d supports_fields: - notes use: leads-only --- # Mastercard Agent Pay explained: agentic tokens, Verifiable Intent and Know Your Agent | Agentic Rails Atlas **Third-party source** · atlas.merces.ai · prior-art · retrieved 2026-11-12 · [open the original](https://atlas.merces.ai/p/mastercard-agent-pay/) > Leads only. Prior art or a competing directory: use it to find primary sources, never to back a provider field. ## Summary Third-party explainer site on agentic rails (Mastercard Agent Pay page). ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pa-09.md === --- type: source id: pa-09 title: 'Fidelity Investments MCP: AI agent access (ChatGPT, Claude)' url: https://agentbrokerindex.com/p/fidelity/ publisher: agentbrokerindex.com subject: AgentBroker Index category: prior-art authority: third-party source_type: prior-art published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 7cbf61de325793ad1c2571512130aabcc2c1adf82b693c4cf0fc8d20e03c130b supports_fields: - notes use: leads-only --- # Fidelity Investments MCP: AI agent access (ChatGPT, Claude) **Third-party source** · agentbrokerindex.com · prior-art · retrieved 2026-11-12 · [open the original](https://agentbrokerindex.com/p/fidelity/) > Leads only. Prior art or a competing directory: use it to find primary sources, never to back a provider field. ## Summary AgentBroker Index Fidelity page: per-broker agent-access pages, newsletter. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pa-10.md === --- type: source id: pa-10 title: How do I connect an AI agent to Interactive Brokers? url: https://theagentictrader.com/guides/ai-agents-for-interactive-brokers publisher: theagentictrader.com subject: The Agentic Trader category: prior-art authority: third-party source_type: prior-art published: '2026-10-21' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: c9d06be15cc2833f49dc6fb4a53be3841ae993815b85cec981dbf52b9cdcb3dd supports_fields: - notes use: leads-only --- # How do I connect an AI agent to Interactive Brokers? **Third-party source** · theagentictrader.com · prior-art · retrieved 2026-11-12 · [open the original](https://theagentictrader.com/guides/ai-agents-for-interactive-brokers) > Leads only. Prior art or a competing directory: use it to find primary sources, never to back a provider field. ## Summary Guide: connecting agents to IBKR (TWS API, Client Portal API, MCP). ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pb-01.md === --- type: source id: pb-01 title: Plaid powers Meta's new AI agent, Muse | Plaid url: https://plaid.com/blog/meta-muse/ publisher: Plaid subject: Meta Muse / Plaid category: personal-money authority: official source_type: announcement published: '2026-09-08' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: ac2d5d563dad4f8b5172e1563a907f24697fc3674d7fa48e494fa88c9c63c5ec supports_fields: - notes use: evidence --- # Plaid powers Meta's new AI agent, Muse | Plaid **Official source** · Plaid · announcement · retrieved 2026-11-12 · [open the original](https://plaid.com/blog/meta-muse/) ## Summary Plaid powers Meta Muse account connections. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pb-02.md === --- type: source id: pb-02 title: Resources - MCP Server | Plaid Docs url: https://plaid.com/docs/resources/mcp/ publisher: Plaid Docs subject: Plaid category: personal-money authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 88a7484b10c2cee1fd74222cd1c12ad255eeadf1c7504f2ce5c8922209d82c1c supports_fields: - notes use: evidence --- # Resources - MCP Server | Plaid Docs **Official source** · Plaid Docs · official-doc · retrieved 2026-11-12 · [open the original](https://plaid.com/docs/resources/mcp/) ## Summary Plaid MCP: Dashboard MCP (diagnostics) and sandbox AI coding toolkit - not end-user account access. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pb-03.md === --- type: source id: pb-03 title: Meta's Muse is attacking one of economy's most profitable weak spots url: https://www.cnbc.com/2026/09/27/meta-muse-ai-personal-agent.html publisher: CNBC subject: Meta Muse category: personal-money authority: third-party source_type: news published: '2026-09-27' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 1b0bc6cd29a499a42daaa503fb5bf9043a895f947605e780e7d97f3174ab2f1c supports_fields: - notes use: evidence --- # Meta's Muse is attacking one of economy's most profitable weak spots **Third-party source** · CNBC · news · retrieved 2026-11-12 · [open the original](https://www.cnbc.com/2026/09/27/meta-muse-ai-personal-agent.html) ## Summary Meta Muse personal agent and banking deposits. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pb-04.md === --- type: source id: pb-04 title: AI agents scramble banks' fight with fintechs url: https://www.politico.com/newsletters/morning-money/2026/11/11/ai-agents-scramble-banks-fight-with-fintechs-01160620 publisher: POLITICO subject: Regulation (CFPB 1033) category: personal-money authority: third-party source_type: news published: '2026-11-11' retrieved: '2026-11-12' http_status: 200 fetch_method: reader-proxy archive_url: unknown sha256: 7267d31abe3222d671a8e41ce9bf542728d1108030f13ec1c1464a6cfb7f21af supports_fields: - notes use: evidence --- # AI agents scramble banks' fight with fintechs **Third-party source** · POLITICO · news · retrieved 2026-11-12 · [open the original](https://www.politico.com/newsletters/morning-money/2026/11/11/ai-agents-scramble-banks-fight-with-fintechs-01160620) ## Summary CFPB data-rights rule at OMB could be vehicle to regulate AI agents. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pb-05.md === --- type: source id: pb-05 title: Federal Register url: https://www.federalregister.gov/documents/2025/08/22/2025-16139/personal-financial-data-rights-reconsideration publisher: Federal Register subject: CFPB 1033 category: rules-context authority: official source_type: official-doc published: '2025-08-22' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 4b90d7726e1cd315ea45ef7d1d55d64f1c54cd0ffc61649773e25ee6ca364ac0 supports_fields: - notes use: evidence --- # Federal Register **Official source** · Federal Register · official-doc · retrieved 2026-11-12 · [open the original](https://www.federalregister.gov/documents/2025/08/22/2025-16139/personal-financial-data-rights-reconsideration) ## Summary Personal Financial Data Rights Reconsideration ANPR. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pm-01.md === --- type: source id: pm-01 title: Visa Developer Center url: https://developer.visa.com/docs/visa-intelligent-commerce publisher: Visa Developer subject: Visa Intelligent Commerce category: payments authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 8be3cd4d50ded8353c20bdb1865eafb35bc1886123d586d35e5f2bc353f63329 supports_fields: - status - auth - notes use: evidence --- # Visa Developer Center **Official source** · Visa Developer · official-doc · retrieved 2026-11-12 · [open the original](https://developer.visa.com/docs/visa-intelligent-commerce) ## Summary VIC lets agent providers/enablers transact with Visa credentials; network-level controls, consumer-approved instructions, tokenized credentials. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pm-02.md === --- type: source id: pm-02 title: MCP docs | Visa Developer url: https://developer.visa.com/mcp-docs publisher: Visa Developer subject: Visa Intelligent Commerce category: payments authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 7acdb268f10598eeb5f1e6bd743f51d842ae26a608dea2fc6d33044d7c9aba4f supports_fields: - endpoint use: evidence --- # MCP docs | Visa Developer **Official source** · Visa Developer · official-doc · retrieved 2026-11-12 · [open the original](https://developer.visa.com/mcp-docs) ## Summary Visa Developer MCP (docs) plus product-specific MCPs; VIC MCP available. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pm-03.md === --- type: source id: pm-03 title: 'GitHub - visa/trusted-agent-protocol: Establishing a universal standard of trust between AI agents and merchants for the next phase of agentic commerc' url: https://github.com/visa/trusted-agent-protocol publisher: Visa (GitHub) subject: Visa Trusted Agent Protocol category: identity authority: official source_type: repo published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 0bfe9dfb04683dad585a3230ca0aa90d16d473d895be70ac5883e62f74953592 supports_fields: - notes use: evidence --- # GitHub - visa/trusted-agent-protocol: Establishing a universal standard of trust between AI agents and merchants for the next phase of agentic commerc **Official source** · Visa (GitHub) · repo · retrieved 2026-11-12 · [open the original](https://github.com/visa/trusted-agent-protocol) ## Summary Trusted Agent Protocol: agent identity to merchants via HTTP Message Signatures. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pm-04.md === --- type: source id: pm-04 title: Visa Opens the Door to AI-Driven Shopping for Businesses Worldwide | Visa url: https://usa.visa.com/about-visa/newsroom/press-releases.releaseId.22276.html publisher: Visa subject: Visa Intelligent Commerce category: payments authority: official source_type: announcement published: '2026-04-08' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 0b1e727b613f772bdc68a17984ef355350028a67a21c389e278c1d6ac779feb3 supports_fields: - notes use: evidence --- # Visa Opens the Door to AI-Driven Shopping for Businesses Worldwide | Visa **Official source** · Visa · announcement · retrieved 2026-11-12 · [open the original](https://usa.visa.com/about-visa/newsroom/press-releases.releaseId.22276.html) ## Summary Visa Intelligent Commerce Connect: single integration for agentic payments, tokenization, spend controls. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pm-05.md === --- type: source id: pm-05 title: 'Mastercard Agent Pay: secure, scalable and trusted agentic AI' url: https://www.mastercard.com/global/en/business/artificial-intelligence/mastercard-agent-pay.html publisher: Mastercard subject: Mastercard Agent Pay category: payments authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: reader-proxy archive_url: unknown sha256: 183c671891a4c21d5914a90db7d236c8a39f90cba4c0e1de27908cf1c0cfe752 supports_fields: - notes use: evidence --- # Mastercard Agent Pay: secure, scalable and trusted agentic AI **Official source** · Mastercard · official-doc · retrieved 2026-11-12 · [open the original](https://www.mastercard.com/global/en/business/artificial-intelligence/mastercard-agent-pay.html) ## Summary Agent Pay: registered/verified agents, agentic tokens. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pm-06.md === --- type: source id: pm-06 title: 'Agentic token framework: Driving trusted AI transactions' url: https://www.mastercard.com/us/en/news-and-trends/stories/2025/agentic-commerce-framework.html publisher: Mastercard subject: Mastercard Agent Pay category: payments authority: official source_type: official-doc published: '2025-10-14' retrieved: '2026-11-12' http_status: 200 fetch_method: reader-proxy archive_url: unknown sha256: 190df4651574e1fae3605ac3647b1b5477f90cb2825a7edd3c72cd606437172f supports_fields: - notes use: evidence --- # Agentic token framework: Driving trusted AI transactions **Official source** · Mastercard · official-doc · retrieved 2026-11-12 · [open the original](https://www.mastercard.com/us/en/news-and-trends/stories/2025/agentic-commerce-framework.html) ## Summary Agentic token framework; Web Bot Auth at CDN for agent verification. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pm-07.md === --- type: source id: pm-07 title: 'GitHub - agentic-commerce-protocol/agentic-commerce-protocol: The Agentic Commerce Protocol (ACP) is an interaction model and open standard for connec' url: https://github.com/agentic-commerce-protocol/agentic-commerce-protocol publisher: ACP (GitHub) subject: Agentic Commerce Protocol (OpenAI/Stripe) category: payments authority: official source_type: repo published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 50fd97a24ce56f3d7011256ef08d8507cb167a88891a41ee1cb389f72b9185f5 supports_fields: - notes use: evidence --- # GitHub - agentic-commerce-protocol/agentic-commerce-protocol: The Agentic Commerce Protocol (ACP) is an interaction model and open standard for connec **Official source** · ACP (GitHub) · repo · retrieved 2026-11-12 · [open the original](https://github.com/agentic-commerce-protocol/agentic-commerce-protocol) ## Summary ACP open standard maintained by OpenAI and Stripe, beta; delegate_payment spec. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pm-08.md === --- type: source id: pm-08 title: Shared payment tokens | Stripe Documentation url: https://docs.stripe.com/agentic-commerce/concepts/shared-payment-tokens publisher: Stripe Docs subject: Stripe category: payments authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 307034c0d546aa0fe385d92f736fd87419fd61e93998c194208e4dc9cc9cb8ea supports_fields: - notes use: evidence --- # Shared payment tokens | Stripe Documentation **Official source** · Stripe Docs · official-doc · retrieved 2026-11-12 · [open the original](https://docs.stripe.com/agentic-commerce/concepts/shared-payment-tokens) ## Summary Shared Payment Tokens: scoped, expiring payment credential with usage limits for agent purchases. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pm-09.md === --- type: source id: pm-09 title: Model Context Protocol (MCP) | Stripe Documentation url: https://docs.stripe.com/mcp publisher: Stripe Docs subject: Stripe category: payments authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 2361c620cf9d8edb04c27a2079122e0431be7de67f1ee670bd24315c5ffcfa41 supports_fields: - endpoint - notes use: evidence --- # Model Context Protocol (MCP) | Stripe Documentation **Official source** · Stripe Docs · official-doc · retrieved 2026-11-12 · [open the original](https://docs.stripe.com/mcp) ## Summary Stripe MCP server for API actions and knowledge search. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pm-10.md === --- type: source id: pm-10 title: MCP server quickstart guide | PayPal Developer url: https://developer.paypal.com/ai-tools/mcp-server publisher: PayPal Developer subject: PayPal category: payments authority: official source_type: official-doc published: '2026-10-02' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 1df3e52da17e1dd800738c96d8f89457206958b3162b18afb0bfcf8d5d93012e supports_fields: - endpoint - notes use: evidence --- # MCP server quickstart guide | PayPal Developer **Official source** · PayPal Developer · official-doc · retrieved 2026-11-12 · [open the original](https://developer.paypal.com/ai-tools/mcp-server) ## Summary PayPal MCP server local or remote. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pm-11.md === --- type: source id: pm-11 title: Agent toolkit quickstart guide | PayPal Developer url: https://developer.paypal.com/ai-tools/toolkit publisher: PayPal Developer subject: PayPal category: payments authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: de60f2284f85a2b45b60db285e8fbff59388720333bb56778f2cc9a418a6313a supports_fields: - notes use: evidence --- # Agent toolkit quickstart guide | PayPal Developer **Official source** · PayPal Developer · official-doc · retrieved 2026-11-12 · [open the original](https://developer.paypal.com/ai-tools/toolkit) ## Summary PayPal Agent Toolkit quickstart. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pm-12.md === --- type: source id: pm-12 title: 'GitHub - google-agentic-commerce/AP2: Building a Secure and Interoperable Future for AI-Driven Payments. · GitHub' url: https://github.com/google-agentic-commerce/AP2 publisher: Google (GitHub) subject: Google AP2 category: mandates authority: official source_type: repo published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 23ab2d1055d1036d0afb201893831f977ffc8abe10a80553a45e1397719664f7 supports_fields: - notes use: evidence --- # GitHub - google-agentic-commerce/AP2: Building a Secure and Interoperable Future for AI-Driven Payments. · GitHub **Official source** · Google (GitHub) · repo · retrieved 2026-11-12 · [open the original](https://github.com/google-agentic-commerce/AP2) ## Summary AP2 reference implementation and samples. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pm-13.md === --- type: source id: pm-13 title: AP2 - Agent Payments Protocol Documentation url: https://ap2-protocol.org/ publisher: AP2 Protocol subject: Google AP2 category: mandates authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 48941ca8cb66fee6ed6ec965cf35882959835e2d933454b2f10efa47ada84cab supports_fields: - notes use: evidence --- # AP2 - Agent Payments Protocol Documentation **Official source** · AP2 Protocol · official-doc · retrieved 2026-11-12 · [open the original](https://ap2-protocol.org/) ## Summary AP2: protocol for agent-initiated payments (mandates); works with A2A/MCP. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pm-14.md === --- type: source id: pm-14 title: 'GitHub - x402-foundation/x402: A payments protocol for the internet. Built on HTTP. · GitHub' url: https://github.com/x402-foundation/x402 publisher: x402 Foundation (GitHub) subject: x402 category: payments authority: official source_type: repo published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: dad434e78316e0078641099501d8a72207d6a714d82e5f577a7cd95d9a434e99 supports_fields: - notes use: evidence --- # GitHub - x402-foundation/x402: A payments protocol for the internet. Built on HTTP. · GitHub **Official source** · x402 Foundation (GitHub) · repo · retrieved 2026-11-12 · [open the original](https://github.com/x402-foundation/x402) ## Summary x402: open HTTP-native payments standard (HTTP 402), network-agnostic. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pm-15.md === --- type: source id: pm-15 title: x402 specification v2 url: https://raw.githubusercontent.com/x402-foundation/x402/main/specs/x402-specification-v2.md publisher: x402 Foundation (GitHub) subject: x402 category: payments authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 72c50a120756a4567d242ef9ecf181cde6ccef2c7d6e3e0924f310b291a5c7e9 supports_fields: - notes use: evidence --- # x402 specification v2 **Official source** · x402 Foundation (GitHub) · official-doc · retrieved 2026-11-12 · [open the original](https://raw.githubusercontent.com/x402-foundation/x402/main/specs/x402-specification-v2.md) ## Summary x402 specification v2. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pu-01.md === --- type: source id: pu-01 title: Public MCP Server for trading on AI platforms url: https://public.com/mcp-trading publisher: Public.com subject: Public category: broker authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 6bf7dff3c7559078f487d66caa1833d8b804e2cd7f4323067d1a31b71c95a98e supports_fields: - status - endpoint - auth - assets use: evidence --- # Public MCP Server for trading on AI platforms **Official source** · Public.com · official-doc · retrieved 2026-11-12 · [open the original](https://public.com/mcp-trading) ## Summary Public MCP page: connect third-party agent to brokerage account; US stocks, ETFs, options, crypto, bonds; OAuth connector or API-key bearer. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pu-02.md === --- type: source id: pu-02 title: Connect the Public Hosted MCP Server to Claude, ChatGPT, Codex, Muse, Perplexity, and Grok | AI Trading Setup url: https://public.com/api/docs/templates/hosted-mcp publisher: Public.com API docs subject: Public category: broker authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 881f94d7d4ae1f8d97c2f4e52632fb841b79d2318d2d6e7370ac267e2022ceb2 supports_fields: - endpoint - auth use: evidence --- # Connect the Public Hosted MCP Server to Claude, ChatGPT, Codex, Muse, Perplexity, and Grok | AI Trading Setup **Official source** · Public.com API docs · official-doc · retrieved 2026-11-12 · [open the original](https://public.com/api/docs/templates/hosted-mcp) ## Summary Hosted MCP https://mcp.public.com/mcp for Claude, ChatGPT, Codex, Meta Muse, Perplexity, Grok; 'real order using real money ... review all preflight details before confirming'. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pu-03.md === --- type: source id: pu-03 title: Public Trading API Changelog | Latest Updates & Release Notes url: https://public.com/api/docs/changelog publisher: Public.com API docs subject: Public category: broker authority: official source_type: official-doc published: '2026-11-11' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: df3416c9dfda6566e34a6dcaffe5a65ab472eb7813d1e8884cf77ce9b744b69f supports_fields: - notes use: evidence --- # Public Trading API Changelog | Latest Updates & Release Notes **Official source** · Public.com API docs · official-doc · retrieved 2026-11-12 · [open the original](https://public.com/api/docs/changelog) ## Summary Trading API changelog (latest entry Nov 11, 2026), incl. Grok MCP OAuth setup. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pu-04.md === --- type: source id: pu-04 title: GitHub - PublicDotCom/publicdotcom-mcp-server · GitHub url: https://github.com/PublicDotCom/publicdotcom-mcp-server publisher: Public.com (GitHub) subject: Public category: broker authority: official source_type: repo published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 35f0327c204a5634ee4e1dfd9bb2bdc6b74fc4e03f111a29a7646a6b0a0de7cf supports_fields: - can_place_orders - assets - notes use: evidence --- # GitHub - PublicDotCom/publicdotcom-mcp-server · GitHub **Official source** · Public.com (GitHub) · repo · retrieved 2026-11-12 · [open the original](https://github.com/PublicDotCom/publicdotcom-mcp-server) ## Summary publicdotcom-mcp-server: tools incl. place_order, preflight_order, option chains/greeks, event contracts, brackets. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pu-05.md === --- type: source id: pu-05 title: 'Public MCP: OAuth protected-resource metadata' url: https://mcp.public.com/.well-known/oauth-protected-resource publisher: Public.com (endpoint metadata) subject: Public category: broker authority: official source_type: official-doc published: '2026-11-12' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 8614ce8086b57fd11a0232e7c29d7153e58ee91ccc7ff9d7ea68e8cf58adcc2f supports_fields: - auth use: evidence --- # Public MCP: OAuth protected-resource metadata **Official source** · Public.com (endpoint metadata) · official-doc · retrieved 2026-11-12 · [open the original](https://mcp.public.com/.well-known/oauth-protected-resource) ## Summary OAuth metadata: scopes trading.read, trading.write, marketdata, openid. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pu-06.md === --- type: source id: pu-06 title: How to Trade Stocks, Options & Crypto Using Claude url: https://public.com/learn/trade-stocks-options-crypto-using-claude publisher: Public.com subject: Public category: broker authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 2a3c4726e238b5a0ac719e8590f1af9a4c878fea1e51e4de57fe730bbde6b9b5 supports_fields: - approval_model - notes use: evidence --- # How to Trade Stocks, Options & Crypto Using Claude **Official source** · Public.com · official-doc · retrieved 2026-11-12 · [open the original](https://public.com/learn/trade-stocks-options-crypto-using-claude) ## Summary Claude guide: 'All orders are live. There is no paper trading mode'; run preflight before submitting. ## Short quotes > All orders are live. There is no paper trading mode ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pu-07.md === --- type: source id: pu-07 title: public.com llms.txt url: https://public.com/llms.txt publisher: Public.com subject: Public category: broker authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 619e6bda220dd39eda9f13b8041a887cf13a54f3dbb2d37c504f3df182fc67ff supports_fields: - notes use: evidence --- # public.com llms.txt **Official source** · Public.com · official-doc · retrieved 2026-11-12 · [open the original](https://public.com/llms.txt) ## Summary public.com/llms.txt (Yoast-generated). ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pu-08.md === --- type: source id: pu-08 title: Release 0.1.0 · PublicDotCom/publicdotcom-mcp-server · GitHub url: https://github.com/PublicDotCom/publicdotcom-mcp-server/releases/tag/0.1.0 publisher: Public.com (GitHub) subject: Public category: broker authority: official source_type: repo published: '2026-03-11' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 62da8ea66647cfeae48849ec2b73575a767ae18012656f002098107e64f5b923 supports_fields: - notes use: evidence --- # Release 0.1.0 · PublicDotCom/publicdotcom-mcp-server · GitHub **Official source** · Public.com (GitHub) · repo · retrieved 2026-11-12 · [open the original](https://github.com/PublicDotCom/publicdotcom-mcp-server/releases/tag/0.1.0) ## Summary Release 0.1.0: 'initial release of the Official Public API MCP Server'. ## Short quotes > initial release of the Official Public API MCP Server ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/pu-09.md === --- type: source id: pu-09 title: Claude & Claude Code Connector for Stock & Options Trading on Public MCP url: https://public.com/api/docs/templates/claude publisher: Public.com API docs subject: Public category: broker authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 0c087b48e6517c976fc4853cd1aab7a87e54a00a69b45ef98d5cde2cb5d9b382 supports_fields: - auth - notes use: evidence --- # Claude & Claude Code Connector for Stock & Options Trading on Public MCP **Official source** · Public.com API docs · official-doc · retrieved 2026-11-12 · [open the original](https://public.com/api/docs/templates/claude) ## Summary Claude & Claude Code connector setup for Public MCP. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/rh-01.md === --- type: source id: rh-01 title: Onboarding an external agent | Robinhood url: https://robinhood.com/us/en/support/articles/agentic-trading-overview/ publisher: Robinhood subject: Robinhood category: broker authority: official source_type: support published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: a32fdd4b8bc36f51c4b4f35ce61477610d5c3beb59f4744c4a9153981b5641c3 supports_fields: - status - endpoint - auth - can_place_orders - notes use: evidence --- # Onboarding an external agent | Robinhood **Official source** · Robinhood · support · retrieved 2026-11-12 · [open the original](https://robinhood.com/us/en/support/articles/agentic-trading-overview/) ## Summary Official setup for external agents: MCP URL https://agent.robinhood.com/mcp/trading; agent gets read access to all accounts but 'can only place trades in your Robinhood Agentic account'. (Overview URL now serves 'Onboarding an external agent'.) ## Short quotes > Your agent can only place trades in your Robinhood Agentic account. > Be aware that if you’ve asked your agent to take action without asking your approval, it can place trades without your confirmation. > can only place trades in your Robinhood Agentic account > Onboarding an external agent ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/rh-02.md === --- type: source id: rh-02 title: 'Robinhood MCP Server: What 73 Tools and an OAuth Handshake Look Like Up Close — DeskTested' url: https://desktested.com/posts/robinhood-mcp-desk-test/ publisher: DeskTested subject: Robinhood category: broker authority: third-party source_type: independent-test published: '2026-09-05' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 729466f2e4ea48a19b3497eadcf58e9ab16998c5fdd789e83312881742365ddd supports_fields: - endpoint - auth - notes use: evidence --- # Robinhood MCP Server: What 73 Tools and an OAuth Handshake Look Like Up Close — DeskTested **Third-party source** · DeskTested · independent-test · retrieved 2026-11-12 · [open the original](https://desktested.com/posts/robinhood-mcp-desk-test/) ## Summary Independent raw JSON-RPC test of Robinhood MCP: 73 tools, OAuth handshake with discovery metadata and dynamic client registration. ## Short quotes > supports dynamic client registration at `/oauth/trading/register` ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/rh-04.md === --- type: source id: rh-04 title: Trading with your agent | Robinhood url: https://robinhood.com/us/en/support/articles/trading-with-your-agent/ publisher: Robinhood subject: Robinhood category: broker authority: official source_type: support published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 876e47f7491d5d0275b97e359a66ba3f6a248fd9a30271a31726125cf156cd75 supports_fields: - can_place_orders - approval_model - assets - notes use: evidence --- # Trading with your agent | Robinhood **Official source** · Robinhood · support · retrieved 2026-11-12 · [open the original](https://robinhood.com/us/en/support/articles/trading-with-your-agent/) ## Summary Agents can place long equities, options and crypto orders (no multi-leg options). 'Trade approvals' toggle: on = agent proposes, you place; off = agent trades without confirmation. Crypto not in some states incl. NY. ## Short quotes > You can currently use a built-in or external agent to place long equities, options, and crypto orders. > Trade approvals are turned on by default for Robinhood Agents (built-in agents), and are turned off by default for MCP accounts (external agents). > Certain trades may still require your approval even when trade approvals are turned off. > Crypto trading through your agent isn't available in some states, including New York. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/rh-05.md === --- type: source id: rh-05 title: Robinhood Agents | Build Your AI Trading Agent url: https://robinhood.com/us/en/agents/ publisher: Robinhood subject: Robinhood category: broker authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 474e0086a70277be2560f754cdd8b7b0beba3e48cb11a3f11cff13eb649f4cb0 supports_fields: - notes use: evidence --- # Robinhood Agents | Build Your AI Trading Agent **Official source** · Robinhood · official-doc · retrieved 2026-11-12 · [open the original](https://robinhood.com/us/en/agents/) ## Summary Robinhood Agents product page: built-in agents, Agent Apps, Agent Loops. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/rh-06.md === --- type: source id: rh-06 title: robinhood.com llms.txt url: https://robinhood.com/llms.txt publisher: Robinhood subject: Robinhood category: broker authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 0dac4a7a05d4c893e9ad626e046f70240badaa92c271c7f51fa5798a5b4d9193 supports_fields: - notes use: evidence --- # robinhood.com llms.txt **Official source** · Robinhood · official-doc · retrieved 2026-11-12 · [open the original](https://robinhood.com/llms.txt) ## Summary robinhood.com/llms.txt: machine-readable site index for LLMs. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/rh-07.md === --- type: source id: rh-07 title: Robinhood Agents overview | Robinhood url: https://robinhood.com/us/en/support/articles/robinhood-agents-overview/ publisher: Robinhood subject: Robinhood category: broker authority: official source_type: support published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 4960626dda3c1e3823ea580b71b2101ff14db47786181b9f0cf252e6cf3965c8 supports_fields: - approval_model - notes use: evidence --- # Robinhood Agents overview | Robinhood **Official source** · Robinhood · support · retrieved 2026-11-12 · [open the original](https://robinhood.com/us/en/support/articles/robinhood-agents-overview/) ## Summary Robinhood Agents (built-in): dedicated self-directed account, choose LLM, token usage billed from prepaid balance; provided by Robinhood Labs, LLC (not a broker-dealer). ## Short quotes > RHL is not a broker-dealer, investment adviser, futures commission merchant, or money transmitter ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/rh-08.md === --- type: source id: rh-08 title: Setting up an agent | Robinhood url: https://robinhood.com/us/en/support/articles/setting-up-an-agent/ publisher: Robinhood subject: Robinhood category: broker authority: official source_type: support published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: a18dbfb539b4a3595a035c24550a2be5c4626746fadebe8a0ef6fb070fd15c0c supports_fields: - notes use: evidence --- # Setting up an agent | Robinhood **Official source** · Robinhood · support · retrieved 2026-11-12 · [open the original](https://robinhood.com/us/en/support/articles/setting-up-an-agent/) ## Summary Setting up a built-in agent in the mobile app. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/rh-09.md === --- type: source id: rh-09 title: Agentic Credit Card | Robinhood url: https://robinhood.com/us/en/support/articles/agentic-credit-card/ publisher: Robinhood subject: Robinhood (Agentic Credit Card) category: commerce authority: official source_type: support published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: cf05ed685427c65faf6fb2843a8d90efd4cf03648dd1f7c4a23cab5f7473ba32 supports_fields: - approval_model - auth - notes use: evidence --- # Agentic Credit Card | Robinhood **Official source** · Robinhood · support · retrieved 2026-11-12 · [open the original](https://robinhood.com/us/en/support/articles/agentic-credit-card/) ## Summary Agentic Credit Card: virtual card under Robinhood Gold Card via Robinhood Banking MCP; choose approval for every purchase or a required monthly spending limit. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/rh-10.md === --- type: source id: rh-10 title: Robinhood is Now Open to Agents url: https://robinhood.com/us/en/newsroom/robinhood-is-now-open-to-agents/ publisher: Robinhood subject: Robinhood category: broker authority: official source_type: announcement published: '2026-05-27' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: a3180143527ccfc3e247c0221631c4880c7cf4f37daa56e3d49d6b31e14af760 supports_fields: - status - approval_model - assets - notes use: evidence --- # Robinhood is Now Open to Agents **Official source** · Robinhood · announcement · retrieved 2026-11-12 · [open the original](https://robinhood.com/us/en/newsroom/robinhood-is-now-open-to-agents/) ## Summary 'Robinhood is Now Open to Agents': Agentic Trading (dedicated account, equities-only beta at launch) and Agentic Credit Card; push notifications, activity feed, disconnect anytime. ## Short quotes > meaning your agent only has access to the funds you deposit into that account > Agentic Trading is launching in beta with support for equities only out of the gate. > Robinhood is Now Open to Agents ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/rh-11.md === --- type: source id: rh-11 title: Robinhood now lets your AI agents trade stocks | TechCrunch url: https://techcrunch.com/2026/05/27/robinhood-now-lets-your-ai-agents-trade-stocks/ publisher: TechCrunch subject: Robinhood category: broker authority: third-party source_type: news published: '2026-05-27' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 3e64e3ddc7c7f5d02834246ed9a358535fc614ef2229e6c63f9344f631713b70 supports_fields: - notes use: evidence --- # Robinhood now lets your AI agents trade stocks | TechCrunch **Third-party source** · TechCrunch · news · retrieved 2026-11-12 · [open the original](https://techcrunch.com/2026/05/27/robinhood-now-lets-your-ai-agents-trade-stocks/) ## Summary Coverage of launch: separate agent account with pre-loaded balance; stocks only at launch; options/crypto/futures planned. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/rh-12.md === --- type: source id: rh-12 title: Agent apps | Robinhood url: https://robinhood.com/us/en/support/articles/agent-apps/ publisher: Robinhood subject: Robinhood category: broker authority: official source_type: support published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 4e8bcb7977880eb7c4afa5b70fed51d8f5afd8d16230e893095d4b959d394114 supports_fields: - notes use: evidence --- # Agent apps | Robinhood **Official source** · Robinhood · support · retrieved 2026-11-12 · [open the original](https://robinhood.com/us/en/support/articles/agent-apps/) ## Summary Agent Apps: third-party datasets/skills; only for Robinhood-hosted agents, mobile app only. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/rh-13.md === --- type: source id: rh-13 title: 'Robinhood Trading MCP: OAuth protected-resource metadata' url: https://agent.robinhood.com/.well-known/oauth-protected-resource publisher: Robinhood (endpoint metadata) subject: Robinhood category: broker authority: official source_type: official-doc published: '2026-11-12' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: e6d8e73cb425d8123a37f9b324e011fba6ef11771c8bcbaf0b5c1705cb0652e5 supports_fields: - auth - endpoint use: evidence --- # Robinhood Trading MCP: OAuth protected-resource metadata **Official source** · Robinhood (endpoint metadata) · official-doc · retrieved 2026-11-12 · [open the original](https://agent.robinhood.com/.well-known/oauth-protected-resource) ## Summary Live OAuth protected-resource metadata: resource https://agent.robinhood.com/mcp/trading, bearer header, scopes ['internal']. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/tt-01.md === --- type: source id: tt-01 title: 'GitHub - tastytrade/tastytrade-mcp: MCP server for the tastytrade open API: quotes, positions, balances, and dry-run-gated order flow for LLM agents. ' url: https://github.com/tastytrade/tastytrade-mcp publisher: tastytrade (GitHub) subject: tastytrade category: broker authority: official source_type: repo published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: e6dbee9d9d61c713c651f40f766a077e8ff2e08d9390abe8ccd735e446790690 supports_fields: - auth - approval_model - notes use: evidence --- # GitHub - tastytrade/tastytrade-mcp: MCP server for the tastytrade open API: quotes, positions, balances, and dry-run-gated order flow for LLM agents. **Official source** · tastytrade (GitHub) · repo · retrieved 2026-11-12 · [open the original](https://github.com/tastytrade/tastytrade-mcp) ## Summary Official tastytrade-mcp: dry-run-first confirmation token (single use, 60s) for 5 order tools; notes token is not human approval; 7 destructive tools act on first call. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/tt-02.md === --- type: source id: tt-02 title: Open API MCP Brings AI to Your tastytrade Account url: https://tastytrade.com/newsroom/news/open-api-mcp-brings-ai-to-your-tastytrade-account/ publisher: tastytrade subject: tastytrade category: broker authority: official source_type: announcement published: '2026-08-31' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 98d02be40295f921beb63b15afcf06fad7ef6868ea35b27e5112124c12b9445f supports_fields: - status - assets use: evidence --- # Open API MCP Brings AI to Your tastytrade Account **Official source** · tastytrade · announcement · retrieved 2026-11-12 · [open the original](https://tastytrade.com/newsroom/news/open-api-mcp-brings-ai-to-your-tastytrade-account/) ## Summary 'Open API MCP Brings AI to Your tastytrade Account': quotes, option chains, single/multi-leg orders, preflight cost estimate. ## Short quotes > Open API MCP Brings AI to Your tastytrade Account ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/tt-03.md === --- type: source id: tt-03 title: MCP Server · tastytrade Developer Docs url: https://developer.tastytrade.com/docs/sdks-and-tools/mcp-server/ publisher: tastytrade Developer Docs subject: tastytrade category: broker authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: ae4659892c9ca1dd57f643f768fc9ef3c983367b708ab7d01773810e778c49d8 supports_fields: - endpoint - auth - approval_model - notes use: evidence --- # MCP Server · tastytrade Developer Docs **Official source** · tastytrade Developer Docs · official-doc · retrieved 2026-11-12 · [open the original](https://developer.tastytrade.com/docs/sdks-and-tools/mcp-server/) ## Summary Self-hosted only - 'no tastytrade-hosted endpoint'; env-only OAuth refresh token; defaults to production; sandbox separate creds; 84 tools; TASTYTRADE_READ_ONLY. ## Short quotes > no tastytrade-hosted endpoint ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/tt-04.md === --- type: source id: tt-04 title: OAuth2 authentication · tastytrade Developer Docs url: https://developer.tastytrade.com/docs/authentication/oauth2/ publisher: tastytrade Developer Docs subject: tastytrade category: broker authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 2e2bbaf7b4e8cc13def21370935f7ffce801b27cfa3de9d8d59b33d214de86d9 supports_fields: - auth use: evidence --- # OAuth2 authentication · tastytrade Developer Docs **Official source** · tastytrade Developer Docs · official-doc · retrieved 2026-11-12 · [open the original](https://developer.tastytrade.com/docs/authentication/oauth2/) ## Summary OAuth2 authentication guide for the tastytrade API. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/wb-01.md === --- type: source id: wb-01 title: Webull Agentic Trading — Let your AI agent trade the markets url: https://webull.com/agentic publisher: Webull subject: Webull category: broker authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: b138bd7c937dd49bdf3a07ed6439f2c1dd4692bae84bdf06a5a4aacfab8c34c2 supports_fields: - status - notes use: evidence --- # Webull Agentic Trading — Let your AI agent trade the markets **Official source** · Webull · official-doc · retrieved 2026-11-12 · [open the original](https://webull.com/agentic) ## Summary Webull Agentic Trading landing page. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/wb-02.md === --- type: source id: wb-02 title: Webull Cloud MCP Server | Webull API url: https://developer.webull.com/apis/docs/AI-friendly-Resources/mcp/ publisher: Webull Developer subject: Webull category: broker authority: official source_type: official-doc published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 9ac818b94dba7d9d8c9a220019d3bf285f7f5b83f61eed3f991a9900ba1934f7 supports_fields: - endpoint - auth - approval_model - notes use: evidence --- # Webull Cloud MCP Server | Webull API **Official source** · Webull Developer · official-doc · retrieved 2026-11-12 · [open the original](https://developer.webull.com/apis/docs/AI-friendly-Resources/mcp/) ## Summary Cloud MCP https://api.webull.com/mcp; OAuth authorization code flow; per-account capabilities: Non-Trading or Trading (generate trade instructions). ## Short quotes > Webull Cloud MCP uses OAuth Authorization Code Flow. > Create a stock order instruction (requires confirmation in Webull APP / Desktop). ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/wb-03.md === --- type: source id: wb-03 title: 'GitHub - webull-inc/webull-openapi-mcp: Webull OpenAPI MCP · GitHub' url: https://github.com/webull-inc/webull-openapi-mcp publisher: Webull (GitHub) subject: Webull category: broker authority: official source_type: repo published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 277ce96c6095aabe6d8527f781d4cde2a74572f8a937337250d0ad18574935e7 supports_fields: - can_place_orders - assets - auth - notes use: evidence --- # GitHub - webull-inc/webull-openapi-mcp: Webull OpenAPI MCP · GitHub **Official source** · Webull (GitHub) · repo · retrieved 2026-11-12 · [open the original](https://github.com/webull-inc/webull-openapi-mcp) ## Summary Local OpenAPI MCP: stocks, options, futures, crypto, event contracts; 9 regions; risk controls (notional/quantity limits, symbol whitelist); audit log; 2FA flow. ## Short quotes > Place, modify, cancel orders for stocks, options, futures, crypto, and event contracts > Market-specific notional limits (USD/HKD/CNH/JPY), quantity limits, symbol whitelist > The server defaults to UAT (sandbox) environment. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/wb-04.md === --- type: source id: wb-04 title: GitHub - webull-inc/webull-openapi-skills · GitHub url: https://github.com/webull-inc/webull-openapi-skills publisher: Webull (GitHub) subject: Webull category: broker authority: official source_type: repo published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: f65f98be3a4c8de2f016520651f0a55ee616b8c82513d0dcdd34deb11c7b04da supports_fields: - notes use: evidence --- # GitHub - webull-inc/webull-openapi-skills · GitHub **Official source** · Webull (GitHub) · repo · retrieved 2026-11-12 · [open the original](https://github.com/webull-inc/webull-openapi-skills) ## Summary Agent skills for Webull OpenAPI via CLI; configurable risk controls. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/wb-05.md === --- type: source id: wb-05 title: GitHub - webull-inc/webull-openapi-cli · GitHub url: https://github.com/webull-inc/webull-openapi-cli publisher: Webull (GitHub) subject: Webull category: broker authority: official source_type: repo published: unknown retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: bfb47d7cc98851940faaf92f94ac6dd1088cc4f2bdb8b400ef8b28b034f9995b supports_fields: - notes use: evidence --- # GitHub - webull-inc/webull-openapi-cli · GitHub **Official source** · Webull (GitHub) · repo · retrieved 2026-11-12 · [open the original](https://github.com/webull-inc/webull-openapi-cli) ## Summary Webull OpenAPI CLI (alpha preview). ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/wb-06.md === --- type: source id: wb-06 title: Webull Launches Model Context Protocol, Enabling Investors to Trade Through AI in Plain Language url: https://www.prnewswire.com/news-releases/webull-launches-model-context-protocol-enabling-investors-to-trade-through-ai-in-plain-language-302797953.html publisher: PR Newswire subject: Webull category: broker authority: official source_type: announcement published: '2026-06-11' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 2ddfdd50bb001c7f30e75e78d8e045561b9fc6816777c350e5f3abfcc99d4e0d supports_fields: - status - can_place_orders use: evidence --- # Webull Launches Model Context Protocol, Enabling Investors to Trade Through AI in Plain Language **Official source** · PR Newswire · announcement · retrieved 2026-11-12 · [open the original](https://www.prnewswire.com/news-releases/webull-launches-model-context-protocol-enabling-investors-to-trade-through-ai-in-plain-language-302797953.html) ## Summary Webull MCP server launch (operational since April): market data, balances, place/modify/cancel orders; all US clients. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/wb-07.md === --- type: source id: wb-07 title: Webull Expands Cloud MCP to Enable AI-Powered Trading Without Coding or Installation url: https://www.webull.com/news/15661785982567424 publisher: Webull / PR Newswire subject: Webull category: broker authority: official source_type: announcement published: '2026-09-29' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: e68c9fee1e0a62069a83c072a64da9d9633a3a4adc5332dff43bd5d10f04b8ca supports_fields: - approval_model - notes use: evidence --- # Webull Expands Cloud MCP to Enable AI-Powered Trading Without Coding or Installation **Official source** · Webull / PR Newswire · announcement · retrieved 2026-11-12 · [open the original](https://www.webull.com/news/15661785982567424) ## Summary Cloud MCP expansion: no API keys; 'Each trade requires separate customer confirmation before an order can be submitted'; Claude, Perplexity, Grok; ChatGPT pending. ## Short quotes > Each trade requires separate customer confirmation before an order can be submitted to the market. > Each trade requires separate customer confirmation before an order can be submitted ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/wb-08.md === --- type: source id: wb-08 title: Webull Launches ChatGPT, Claude & Grok Connectors, CLI, and Enhanced MCP to Expand AI-Powered Investing Tools url: https://www.webull.com/news/15344695056475136 publisher: Webull / PR Newswire subject: Webull category: broker authority: official source_type: announcement published: '2026-08-04' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 5551f1e967d9db5e47d3f43856dafe9650ee79bb6570f9a7c85fbb97ae1f6976 supports_fields: - notes use: evidence --- # Webull Launches ChatGPT, Claude & Grok Connectors, CLI, and Enhanced MCP to Expand AI-Powered Investing Tools **Official source** · Webull / PR Newswire · announcement · retrieved 2026-11-12 · [open the original](https://www.webull.com/news/15344695056475136) ## Summary ChatGPT/Claude/Grok connectors, Webull CLI (Go binary), expanded MCP skills. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/wb-09.md === --- type: source id: wb-09 title: 'Webull API: OAuth protected-resource metadata' url: https://api.webull.com/.well-known/oauth-protected-resource publisher: Webull (endpoint metadata) subject: Webull category: broker authority: official source_type: official-doc published: '2026-11-12' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: bda85ff706b784890b4f161bb33ef1914c9562e03999eca6253e15ec561b5829 supports_fields: - auth - endpoint use: evidence --- # Webull API: OAuth protected-resource metadata **Official source** · Webull (endpoint metadata) · official-doc · retrieved 2026-11-12 · [open the original](https://api.webull.com/.well-known/oauth-protected-resource) ## Summary OAuth protected-resource metadata: scopes account:read, order:read, order:write, market:read, instrument:read, instruction:all. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/wb-10.md === --- type: source id: wb-10 title: 「Webull MCP Server」および「Webull Agent Skills」の提供開始　日本株と米国株の取引ができる公式MCP Serverの提供は日本初（※） url: https://www.webull.co.jp/blog/322 publisher: Webull Securities Japan subject: Webull category: broker authority: official source_type: announcement published: '2026-05-13' retrieved: '2026-11-12' http_status: 200 fetch_method: direct archive_url: unknown sha256: 28d5f04f548e6e40291c8fab1b2bd966cae8bf207a892f428fff386875ca5da3 supports_fields: - notes use: evidence --- # 「Webull MCP Server」および「Webull Agent Skills」の提供開始　日本株と米国株の取引ができる公式MCP Serverの提供は日本初（※） **Official source** · Webull Securities Japan · announcement · retrieved 2026-11-12 · [open the original](https://www.webull.co.jp/blog/322) ## Summary Japan launch of Webull MCP Server and Agent Skills (JP and US stocks); docs offered as llms.txt. ## Short quotes None recorded yet. ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/wf-01.md === --- type: source id: wf-01 title: Wells Fargo Newsroom - Wells Fargo introduces AI Teammate, bringing AI-powered support to the advisor experience url: https://newsroom.wf.com/news-releases/news-details/2026/Wells-Fargo-introduces-AI-Teammate-bringing--AI-powered-support-to-the-advisor-experience/default.aspx publisher: Wells Fargo subject: Wells Fargo category: advisor authority: official source_type: announcement published: '2026-07-15' retrieved: '2026-11-13' http_status: 200 fetch_method: direct archive_url: unknown sha256: 53f176ea431bdd8c15191dbdfd117a4b429c1f38d2925c8a8ec96fff9494d863 supports_fields: [] use: evidence --- # Wells Fargo Newsroom - Wells Fargo introduces AI Teammate, bringing AI-powered support to the advisor experience **Official source** · Wells Fargo · announcement · retrieved 2026-11-13 · [open the original](https://newsroom.wf.com/news-releases/news-details/2026/Wells-Fargo-introduces-AI-Teammate-bringing--AI-powered-support-to-the-advisor-experience/default.aspx) ## Summary Official Wells Fargo newsroom release dated 07/15/2026: launch of AI Teammate, a chat-based capability embedded in Advisor Gateway. Initial phase: search and summarize information from WFA's core resource center, plus guided workflows. Available across all WIM advisor channels, including FiNet. About section company-reported: $2.4 trillion in client assets. ## Short quotes > AI Teammate introduces a chat-based experience embedded within the firm’s central technology platform, Advisor Gateway. > In its initial phase, AI Teammate helps teams search and summarize information from WFA’s core resource center > AI Teammate will be available to financial advisors across all Wealth & Investment Management (WIM) advisor channels, including independent advisors who are part of Wells Fargo Advisors Financial Network, “FiNet.” > with $2.4 trillion in client assets ## Notes This card is a pointer, not a copy. Archive link: unknown. === sources/ws-01.md === --- type: source id: ws-01 title: 'Wealthtech Roundup: Anthropic, Schwab, Advyzon, Orion And More' url: https://www.wealthsolutionsreport.com/wealthtech-roundup-anthropic-schwab-advyzon-orion-and-more/ publisher: Wealth Solutions Report subject: Anthropic category: advisor authority: third-party source_type: news published: '2026-11-10' retrieved: '2026-11-13' http_status: 200 fetch_method: direct archive_url: unknown sha256: 00ce0922757f0b319ac7c6b44506bfa2695e93355cbc49de9defb884ada0ff86 supports_fields: [] use: evidence --- # Wealthtech Roundup: Anthropic, Schwab, Advyzon, Orion And More **Third-party source** · Wealth Solutions Report · news · retrieved 2026-11-13 · [open the original](https://www.wealthsolutionsreport.com/wealthtech-roundup-anthropic-schwab-advyzon-orion-and-more/) ## Summary Third-party roundup published November 10, 2026. Reports Anthropic expanded Claude for Financial Advisors with 11 partner additions, with capabilities and availability varying by provider. Reports Schwab Advisor Services expanded AI capabilities through Schwab Advisor Center, including Claude for Financial Advisors and Wealth.com's Ester, with free access until February and a paid offering planned for the first quarter of 2027. Also reports a Nevis Series B; prefer Nevis's own announcement for funding figures. ## Short quotes > expanded Claude for Financial Advisors with 11 partner additions > with capabilities and availability varying by provider. > with free access until February and a paid offering planned for the first quarter of 2027. ## Notes This card is a pointer, not a copy. Archive link: unknown.