Connect AI assistants to markets research, your portfolio, and trading
Unlok MCP is a Model Context Protocol (MCP) server that lets AI assistants — such as Claude and ChatGPT — access Unlok on your behalf. Ask about stock quotes, review your holdings, check market news, preview trades, and place orders through natural conversation.
You connect once through OAuth. Your AI app never sees your Unlok password.
https://mcp.unlok.com/mcp when adding this MCP to your AI app. Do not use
the root URL (https://mcp.unlok.com) as the MCP endpoint.
Add Unlok as a remote MCP connector in your AI app. The connector discovers OAuth automatically and will open a browser window for you to sign in and approve access.
In Claude (claude.ai), go to Settings → Connectors and add a new custom connector.
Set the server URL to:
https://mcp.unlok.com/mcpClick Connect. Claude opens your browser to sign in at Unlok and approve the requested permissions. After authorization, portfolio and trading tools become available in chat.
In ChatGPT, add an MCP app or connector (availability depends on your plan and region). Use the remote MCP server option when available.
https://mcp.unlok.com/mcpComplete the OAuth sign-in flow when prompted. Chart and holdings tools render as interactive widgets in ChatGPT when supported.
Unlok MCP uses OAuth 2.1. Your AI app obtains an access token after you approve access in your browser. The token is sent automatically on each request — you never paste credentials into chat.
| Scope | What it allows |
|---|---|
| (none) | Markets research tools — quotes, charts, news, market overview |
account:read |
View portfolio, holdings, balances, orders, and account activity |
orders:read |
Preview orders, check tradability, and read order rules |
orders:write |
Place, cancel, modify, and close orders (always requires your explicit confirmation in chat) |
offline_access |
Refresh tokens so your connection stays active between sessions |
confirmed: true
in the tool call. Your AI assistant should always show you a preview and ask for approval before executing
any trade.
Once connected, your AI assistant can call these tools. You can also ask it to run the help tool
for a live list of available actions.
| Tool | Description |
|---|---|
analyze_market | Quote, fundamentals, and rating for a single symbol |
show_chart | Price chart with OHLCV data (1D, 5D, 1M, 3M, 6M, YTD, 1Y, 5Y) |
show_market_overview | Market sentiment, sectors, and top movers |
get_market_positioning_pulse | Compact market pulse snapshot |
analyze_markets_batch | Batch quotes for up to 20 symbols |
compare_assets | Side-by-side comparison of 2–10 symbols |
browse_markets | Search stocks or browse crypto, forex, indices, commodities |
get_market_news | Latest news from the intelligence feed |
| Tool | Description |
|---|---|
get_holdings | Primary holdings view — positions, weights, and P&L |
list_accounts | All linked accounts (paper and live) |
get_account_overview | Balances, margin, positions, and P&L summary |
get_portfolio_summary | Portfolio-level aggregates |
get_portfolio_allocation | Sector and industry weights |
get_portfolio_heatmap | Holdings treemap by value and day change |
show_portfolio_chart | Portfolio NAV history |
get_open_orders | Resting orders |
get_trades | Recent fills |
get_account_activity | Cash activity |
get_portfolio_news | News for symbols you hold |
paper_trading_status | Whether paper or live trading is active |
show_deposit | Deposit instructions and link to the Unlok app |
Recommended flow: get_order_rules → preview_order → confirm with you → place_order
| Tool | Description |
|---|---|
get_order_rules | Valid trading sessions and time-in-force options |
check_tradability | Check whether symbols can be traded |
preview_order | Fee estimate and order preview before placement |
place_order | Submit a buy or sell order (requires your approval) |
close_position | Close a single position |
close_positions_batch | Close multiple or all positions |
cancel_order | Cancel a resting order |
modify_order | Change quantity or price on an open order |
reconnect | Show in-app sign-in prompt when your session has expired |
reconnect — you'll see an in-app sign-in prompt to approve. No need to open connector settings.
account:read; trading needs orders:read and orders:write).
https://mcp.unlok.com/mcp, not
https://mcp.unlok.com alone.
list_accounts first.get_order_rules to see valid sessions (regular, pre-market, after-hours).check_tradability if a symbol cannot be traded.Expected response: {"status":"ok","service":"unlok-mcp"}
OAuth discovery metadata used by connectors during setup.
For integrators and advanced debugging.
Mcp-Session-Id header)
Unlok MCP implements the Model Context Protocol
over Streamable HTTP. Connectors discover OAuth via Protected Resource Metadata, authorize against
https://api.unlok.com, and send Bearer tokens on every /mcp request.