Connect your account
You need a Plutus account with the relevant investor access and completed account setup. Brokerage information requires a linked, supported brokerage account and available records. Product information depends on your account permissions and subscriptions. Claude must support custom connectors on your account.
- Open Claude's connector settings. Add a custom connector named Plutus.
- Use this server URL:
https://api.runplutus.com/v3/mcp - Select Connect. Sign in on the Plutus page, review the requested permissions, and approve if you want to continue.
- Return to Claude and enable Plutus for your conversation if prompted. Try a question from the examples below.
During authorization, investor:read allows the supported investment reads. offline_access allows the connection to refresh its credentials so you do not need to sign in for each question. You do not need to supply an API key.
What you can read
| Tool | Information available |
|---|---|
get_my_strategy | Your configured products and strategy allocations. |
get_my_positions | Stored stock and option holdings, quantities, valuations and exposure. |
get_my_account | Account value, cash balance, gross position value and buying power. |
get_my_strategy_factors | Paginated strategy-model performance factors. |
get_my_actual_performance | Your stored daily account performance history. |
get_my_trades | Stored executions and fill details. |
get_my_orders | Stored orders and their recorded statuses. |
search_products | Plutus baskets, portfolios and managed strategies visible to your account. |
get_benchmark_factors | History for the supported SPX, NDX, SPY, QQQ and IWM benchmarks. |
The connector cannot place or cancel orders, transfer assets, change allocations, or edit your strategy. Some account and position reads may refresh Plutus's stored brokerage snapshots.
Try these prompts
Summarize my configured strategy and current holdings. Explain the difference and include the snapshot timestamps.
What are my cash balance, account value and buying power? Keep the account currency and any missing-data warnings.
Show my five most recent trades and five most recently updated orders. Include recorded statuses and timestamps.
Compare my strategy-model performance with SPY over the most recent complete week for which both have data. Retrieve the necessary pages and align the periods.
Show five Plutus products I can access, including any restrictions on their details.
Understand the results
- Freshness: holdings, orders and prices are not guaranteed live. Check source timestamps and stale or partial-data flags. Balances and positions can come from different snapshots.
- Missing information: a missing or null value means unavailable, not zero. Empty history can mean the account has no records for that period.
- Different measures: buying power is not cash; configured strategy weights are not current holdings. Strategy-model performance differs from actual account returns.
- History and pagination: some tools return one page at a time. A page count is not the total record count. Match time periods before comparing performance.
- Fractional executions: a known representation issue can make a trade's top-level quantity differ from its nested execution details. Verify fractional fill quantities against your brokerage records before relying on a summary.
Claude generates the explanation of the returned information and can make mistakes. Review the underlying records before making financial decisions.
Troubleshooting
The connection opens the wrong account
Use the fresh-browser procedure above. Disconnecting in Claude and signing out of the Plutus website are separate actions from clearing the Plutus OAuth browser session.
Access or setup error
Check your account setup and investor access in Plutus. Brokerage reads also require a linked supported account. Reconnect if Claude reports that your authorization expired or lacks the requested permission.
Stale data or a temporary brokerage failure
Retry later and keep any freshness warning visible. If no usable stored snapshot exists, a tool may return an error. Do not interpret that as a zero balance or an empty portfolio.
Still need help?
Contact hello@runplutus.com with the tool name, approximate time and a redacted error message. Never send passwords, access tokens or refresh tokens.
Disconnect from Claude
Open Claude's connector settings, select Plutus and choose Disconnect. You can stop using the connector there without visiting the Plutus website.
Disconnecting the host connection is different from confirmed revocation of the credential stored by Plutus. Immediate server-side invalidation on Claude disconnect has not been established for this integration. Contact Plutus support if you need access invalidated. Signing out of the Plutus website alone does not revoke an MCP connection.
Privacy and permissions
Claude sends authenticated tool requests to Plutus. Plutus returns the account-authorized investment and product information needed by those tools. This makes the returned information available to Claude under your use of that service. The connector does not request your whole conversation history, memory or uploaded files.
See the Plutus privacy policy for Plutus's data practices and contact information. Only connect an account whose information you intend to make available to Claude.