Your favorite AI. Your Obside tools.
Keep the conversation where you like it. Connect Obside to a compatible AI assistant and bring your portfolios, market data and agents into the same chat.
- MCP-compatible clients
- Your account's tools
- Revocable access
Claude
ChatGPT
How is my portfolio exposed to technology stocks?
Your portfolio enters the conversation
MCP gives your assistant a way to use Obside tools with your account. Ask a question, inspect the result, and decide what comes next.
Bring your own assistant
Connect a supported client such as Claude or ChatGPT through the available connection flow, or configure an MCP client with an access token.
Go beyond a market summary
Ask about your holdings, look up market data, inspect trades, run backtests or manage your agents using the tools exposed by Obside.
Keep access in your hands
Manage connections from your account and revoke access when needed. Operations involving live trading use explicit confirmation safeguards.
One connection. A more useful chat.
- 01
Open your MCP settings
Sign in to Obside and check your plan's MCP access.
- 02
Connect your client
Follow the connection instructions for your assistant. Some clients use account authorization; others require an access token.
- 03
Ask with context
Let your assistant use Obside tools to answer questions about your account and the markets.
A few things to know.
What is MCP?
The Model Context Protocol is a standard that lets AI applications use external tools and context. Obside's MCP server connects a compatible assistant to your Obside account.
Does it work with every AI assistant?
The assistant must support the remote MCP connection and authentication method used by Obside. Setup and available tools can vary by client; check the connection instructions in your MCP settings.
Do I need a paid plan?
Yes. MCP access requires an eligible paid Obside subscription. Your assistant's own subscription and connector requirements may also apply.
Let your AI meet your portfolio
Connect once, then ask questions with your own investing context.
Connect my assistantKeep exploring Obside.
One workspace. More ways to understand and act on the markets.