Robinhood launched something called Agentic Trading: a separate account that an AI can trade inside, while your main account stays untouched. Claude was one of the first AIs it was built for. This guide is the full setup — the exact link, the funding, the approval gate, and every prompt that runs it.
The plan · 6 steps
- 1Copy the MCP link from Robinhood's Agentic Trading overview page
- 2Add it as a custom connector in Claude
- 3Sign in on robinhood.com, open the Agentic account, and fund it with a small amount
- 4Turn on Robinhood Trading in a new chat and run the Portfolio X-Ray
- 5Rebalance with reviewed orders, then type PLACE THE ORDERS and allow once
- 6Set the dip-buy rule and Friday report as scheduled tasks
Get The Link And Connect It
The video says Google "Robinhood MCP," click the first link, and copy the link at the bottom. Here is exactly where that goes.
The link you need
The page: Robinhood Agentic Trading overview (robinhood.com, Support).
Step 1: Open Connectors in Claude
In Claude (desktop app or claude.ai), on the left side click Customize, then Connectors. Click Add (top right), then Add custom connector. That is how Claude talks to any tool with an MCP link. Pro and Max plans.
Step 2: Paste the link
Name it Robinhood Trading. In the URL field paste https://agent.robinhood.com/mcp/trading. Leave the advanced settings alone. Click Add.
Step 3: Sign in to Robinhood
Click Connect on the new Robinhood card. A robinhood.com login page opens in your browser. Sign in there, on Robinhood's own page (check the address bar says robinhood.com), and approve the connection. You never type your Robinhood password into Claude.
Step 4: Open and fund the Agentic account
During sign-in, Robinhood prompts you to open your Agentic account and accept its agreement (desktop browser required). Then, in the Robinhood app, transfer the amount you want the AI to work with into the Agentic account. Start small; a few hundred dollars is plenty to learn on.
Step 5: Turn it on in the chat
In a new Claude conversation, open the tools menu by the message box and switch Robinhood Trading on. Say "Read my Robinhood accounts and tell me what you see." If it lists your accounts, positions and buying power, you are connected.
Maverick's tip
Troubleshooting. Nothing happens on Connect: pop-ups are blocked, allow them for claude.ai. "Not connected" after it worked yesterday: the login expired, click the card and sign in again. Reads accounts but won't place orders: the Agentic account isn't opened or funded, or the market is closed and you asked for a market order (after hours, limit orders only).
What It Can See Versus What It Can Do
| Sees (read-only, all your accounts) | Does (Agentic account only) |
|---|---|
| Every account, position, balance and buying power | Places, reviews and cancels stock and ETF orders |
| Full order and transaction history, realized P&L | Places options orders (at your approved options level) |
| Your watchlists and scans | Places crypto orders, if you have Robinhood Crypto and your state allows it |
| Live quotes, fundamentals, financials, earnings dates, technicals | Creates and updates watchlists and scanners |
| Popular watchlists and market indexes | Never moves money in or out. Never touches your main account. |
What the Agentic account is
Robinhood calls it "a type of self-directed, individual investing account." It sits next to your main account, counts toward your limit of ten individual accounts, and it is the only place the AI can place orders. You fund it by transferring money into it inside the Robinhood app. Whatever you put in is the most the AI can ever work with. That transfer is your risk ceiling.
Every Tool Claude Gets
Once connected, Claude has around sixty tools from Robinhood. You never call them by name, you just ask, but knowing what is in the box tells you what you can ask for. Here is the whole box in plain English.
| Family | What Claude can do with it | Example ask |
|---|---|---|
| Account and portfolio | List accounts, portfolio value, buying power, realized P&L, trade history, and search. | "What's my realized P&L this year, by ticker?" |
| Market data | Price history, fundamentals, financial statements, price and book data, technical indicators, earnings results and the earnings calendar, indexes. | "Show me the 200-day trend and next earnings date for everything I hold." |
| Watchlists | See yours and Robinhood's popular lists, create and update lists, add or remove stocks and options. | "Build a watchlist of dividend ETFs with expense ratios under 0.1%." |
| Scanner | See filter options, create a scan, run it, update its filters and settings. | "Scan for S&P 500 stocks down 10% this month with rising revenue." |
| Stocks and ETFs | Positions, tax lots, quotes, order history, tradability check, review an order, place it, cancel it. | "Review a $100 buy of VTI and show me the estimated fill." |
| Options | Chains, quotes, historicals, positions, orders, your options level, review, place, cancel. | "What would a covered call on my 100 AAPL shares pay this month?" |
| Crypto | Tradable pairs, quotes, positions, orders, preview, place, cancel. No transfers, staking or lending. | "Preview buying $50 of BTC in the agentic account." |
The pattern that matters: review, then place
Every order family has a review tool and a place tool. Review returns the real estimated price, cost and any warnings without doing anything. Place is the real thing. The prompts in this guide always make Claude review first, show you the result, and wait. That is the approval gate.
Maverick's tip
The tax-lots tool is quietly one of the most useful things here. Ask Claude which lots to sell to keep a gain long-term, or to harvest a loss, before you trim anything in your main account by hand.
The Portfolio X-Ray
This is the "tell me where I'm overexposed" prompt from the video, expanded so the answer is specific instead of vibes, and so it builds you something you can click.
PROMPT 1: WHERE AM I OVEREXPOSED
Read my Robinhood accounts through the connector. Analyze my whole portfolio and tell me where I'm overexposed: single-stock concentration, sector concentration (look through my ETFs to what they actually hold), and how correlated my holdings are with each other over the last year of daily prices. Use real data from the connector, not guesses, and say when a number is an estimate. Then build me an interactive artifact called Portfolio X-Ray: one card per position with its weight, a concentration meter, a sector breakdown, a correlation table, and a plain-English risk grade with the ONE change that would lower my risk the most. Do not place any trades. This is analysis, not advice; I decide.
What came back
On my test account (four holdings, one of them 60% of the total), the X-Ray graded it a D. It showed the big position was 3.6 times the next one, that looking through the S&P 500 ETF I was actually 82% tech, and that all four holdings moved together on about seven days in ten. The one change was a specific trim into a broad, non-tech ETF, with the note to check cost basis and holding period first. The artifact had a meter that turned red above 25%, a sector bar with the ETF decomposed, and a card per position you could expand.
Why "look through my ETFs" is in there
If you hold a big tech stock and an S&P 500 fund, you own that stock twice. Most people's real concentration is higher than the position list suggests. The connector doesn't expose fund holdings, so Claude pulls those from public fund data and should say so.
Maverick's tip
Claude's read of your risk is a model's read. It can be wrong about a sector, miss a correlation that only shows up in a crash, or grade on incomplete data. Treat the X-Ray as a second opinion that's fast and free, not a verdict. Robinhood's own line: you are responsible for every trade the agent places.
Rebalance, Then Wait For The Green Light
Now the part where it trades. Same chat. This is built so Claude designs the whole thing, reviews every order with Robinhood for real prices, and then stops dead until you say a specific phrase. Fill in the targets.
PROMPT 2: THE REBALANCE
Design a rebalance for my AGENTIC account only. Use the cash in it; my main account is context, never touch it. Targets: no single stock above [25]% of the agentic account, at least [half] of the invested amount in broad index ETFs, keep [$200] cash. Use broad ETFs unless I name a stock. Show me the exact orders as a table: ticker, side, dollars, order type, and why. Review every order with the connector's review tool so I see real estimated prices, cost and warnings. Then STOP and wait. Do not place anything until I reply with the exact words PLACE THE ORDERS.
What happens on screen
Claude reads the agentic account, builds a table of orders that hit your targets, runs each one through Robinhood's review tool, and shows you the estimated fills, total cost and any warnings (dollar-based fractional orders fill as market orders during regular hours, for example). Then it stops. When you type PLACE THE ORDERS, it places exactly those lines, then reads the account back and shows you the fills.
You are always the last click, twice
First, the phrase. "GO" is too easy to type by accident, which is why the prompt uses PLACE THE ORDERS. Second, Claude itself asks permission before running a tool that changes something. When the place-order prompt appears, choose allow once. Never pick "always allow" for a tool that places or cancels orders, or you've removed the gate.
Maverick's tip
Want to change one line? Say "swap XOM for a broad energy ETF and re-review." It redoes the table and waits again. You can go around as many times as you like before the phrase.
Rules And Reports
Robinhood's own example of what an agent can do is "buy $100 every time the price drops 2%." Here is that rule written so it is safe, and the honest version of how it runs.
PROMPT 3: THE DIP-BUY RULE
Set up a rule for my agentic account: on any trading day where [SPY] is down [2]% or more from the previous close when you check at [3:30pm ET], prepare a $[100] buy of [SPY], at most once per day, and only if cash after the buy stays above $[200]. Review the order and show it to me with the price, then wait for my approval. Never place it on your own. If the connector is not signed in, tell me and do nothing.
In a normal Claude chat this rule only runs when you say "check the rule." To make it run by itself, turn it into a scheduled task in the Claude desktop app (Claude Code, then Routines, or Cowork's scheduled tasks): weekdays at 3:30pm, with the Robinhood connector attached to the task. Each run checks the price, reviews the order if the rule fires, and pings you. You reply to approve. If you don't, nothing happens. Scheduled runs are hourly at most, so this is not a real-time trigger, it is a once-a-day check, which is the point.
PROMPT 4: THE FRIDAY REPORT
Every Friday at [5pm ET], build me a one-page report on my agentic account as an artifact I can reopen at the same link: what you traded this week, realized and unrealized P&L per position, anything I hold that reports earnings in the next two weeks, and one thing you'd change and why. Update the same artifact each week, don't make a new one. If it's a market holiday, use Thursday's close and say so.
Maverick's tip
The one thing that breaks scheduled rules: the Robinhood login expires. When it does, every tool call fails and the rule quietly does nothing, usually on the volatile week you set it up for. That is why prompt 3 says "if the connector is not signed in, tell me." When you get that ping, click the Robinhood card in Connectors and sign in again.
Bonus Prompts
Three more that use tools most people never touch. No trades in any of them.
BONUS: EXPLAIN EVERY POSITION TO ME
For each position I hold, in both accounts, tell me in three sentences what the company or fund actually does, how it made money last quarter, when it next reports earnings, and whether I'm up or down on it and by how much. Use the fundamentals and earnings tools. Flag anything I hold that you'd struggle to explain in one sentence.
BONUS: THE TAX-LOT CHECK
Before I sell anything in my main account, look at my tax lots for [TICKER]. Tell me which lots are long-term, which are short-term, the gain or loss on each, and which specific lots I'd sell to trim [X] shares with the smallest tax hit. Don't place anything; I'll do the sale myself.
BONUS: BUILD ME A SCANNER
Create a scan in Robinhood called [NAME] that finds [what you want, e.g. large-cap stocks down 15% or more from their 52-week high with positive revenue growth and a dividend]. Run it, show me the top ten with one line each on why they showed up, and add the three you'd research first to a watchlist called [NAME]. No trades.
Maverick's tip
Everything above works with the connector's read-only tools, which means it works even if you never fund the agentic account. The analysis alone is worth the setup.
The Other Ways To Connect
The same link works in every MCP-compatible tool. Robinhood lists these on the overview page. Same Agentic account, same rules, different front door.
| Where | How |
|---|---|
| Claude (this guide) | Customize, then Connectors, then Add, then Add custom connector, paste the link. |
| ChatGPT | Settings, then Connectors, then Add connector, paste the link. |
| Codex | In the chat, the plus button, then MCP, then paste the link. |
| Cursor | Settings, then MCP, then Add new global MCP server, paste the link. |
| Grok | In a chat, the plus button, then Add connector, then Custom, add the link. |
Why Claude for this
Two reasons I'd start here. Claude asks permission before running tools that change something, which is your second approval gate for free. And it builds artifacts, so the X-Ray and the Friday report are things you can open, not walls of text.
Maverick's tip
Claude Code is the one to use if you want the dip-buy rule running unattended on a schedule with full logs. Cowork's scheduled tasks are the easier version of the same thing.
The Guardrails That Make This Reasonable
Robinhood's own disclosure says agentic trading "involves significant risk, including the possible loss of your entire investment," that agents "can make errors, misinterpret instructions, act on incomplete or outdated information," and that you assume all the risk. They are right. Here is how you use it anyway without getting hurt.
| Guardrail | How |
|---|---|
| Separate account | The Agentic account is the only place the AI can place orders. Fund it with money you are willing to lose. |
| Every order needs approval | Prompts review first. You say PLACE THE ORDERS. You click allow once. No silent trades. |
| Start tiny | A few hundred dollars is enough to learn how it behaves before you size up. |
| Check the math | Ask which numbers came from the connector and which came from public data. It should tell you. |
| It's not advice | Claude is a very fast analyst with no license and no memory of your goals unless you tell it. You decide. Every time. |
Maverick's tip
Crypto through the agent isn't available in every state (New York included), needs a separate Robinhood Crypto account, and the agent can trade coins but never transfer, stake or lend them. Options need the level you're already approved for; the agent can't upgrade you.
Mistakes That Make It Dangerous
| Mistake | Fix |
|---|---|
| Funding the Agentic account like it's your main one | Start with an amount you'd spend on a nice dinner. Add more after a month of watching it behave. |
| Clicking "always allow" on a place-order tool | Allow once, every time. That click is the whole safety model. |
| "Rebalance me" with no numbers | Give it the caps: max per stock, ETF share, cash floor. Otherwise it improvises something plausible. |
| Using GO as the approval word | Use a phrase you'd never type by accident. |
| Assuming a chat rule runs by itself | Chats don't run on a schedule. Use a scheduled task with the connector attached, or check manually. |
| Letting the login expire | When a scheduled run says "not signed in," reconnect that day, not next week. |
| Trusting the sector math blindly | Ask it which numbers came from the connector and which from public fund data. It'll tell you. |
| Trading on the first day | Run the X-Ray, the position explainer and the tax-lot check first. They're free and they teach you what the tool sees. |
Do this today
Open the Robinhood Agentic Trading page, copy the link, add it in Claude under Customize and Connectors, sign in on robinhood.com, and run the X-Ray before you fund anything. You'll learn more about your portfolio in ten minutes than you have in a year.