Checks portfolios, quotes and transactions and places reviewed trades and savings plans in a Scalable Capital brokerage account from ChatGPT, Claude, Cursor or the Scalable CLI.
Use it now
Keep it with up to 9 other tools you're setting up, then share them all as one link.
Try this first
Ask your assistant, with Scalable Capital MCP connected:
- Market Data
Use Scalable Capital MCP to search securities and derivatives: ‹what you're looking for›
- Reviewed Orders
Use Scalable Capital MCP to prepare buy and sell order previews: ‹what you need›
- Savings Plans
Use Scalable Capital MCP to list eligible savings plans: ‹what you need›
Connect it over MCP
{
"mcpServers": {
"scalable-capital-mcp": {
"url": "https://mcp.scalable.capital/mcp"
}
}
}claude mcp add --transport http scalable-capital-mcp https://mcp.scalable.capital/mcp
In Grok, ChatGPT and other assistants, add a custom connector with the address https://mcp.scalable.capital/mcp (how, step by step).
It may ask you to sign in to Scalable Capital or for a key when you add it; the setup guide says which.
Setup guide: help.scalable.capital/en/agentic-investing-aac939f8/how-do-…
Install the CLI
Install it as its own instructions say.
Setup guide: help.scalable.capital/en/agentic-investing-aac939f8/how-do-…
Compare
Press Compare to add it to the tray at the bottom of the window, then pick up to 2 others anywhere on the site.
- Access
- MCPCLI
- Auth
- OAuth 2.0
- Skills
- 5
Skills
Portfolio Overview
Retrieves the account profile, portfolio snapshots, holdings, cash and buying power, and transaction history for personal Broker accounts.
Market Data
Searches securities and derivatives and returns the latest quotes, chart data and security news in English or German.
Reviewed Orders
Prepares buy and sell order previews with costs and disclosures, then submits an order only after your fresh, explicit confirmation.
Savings Plans
Lists, previews, creates, updates and removes eligible savings plans, with a mandatory preview and explicit confirmation before submission.
Watchlists and Price Alerts
Adds and removes watchlist items and creates or removes security and crypto price alerts, at the Limited or Full access level.
