The Plutus connector allows you to connect your account to Claude using an MCP (Model Context Protocol). Once connected, you can use Claude can read your balances, positions, strategy, performance, orders and trade history.
The connector is read-only. Claude cannot pause trading, change your strategy, or move money. Any changes are still made in the Plutus app.
Connecting Plutus to Claude.
In Claude, open Customize and select the Connectors tab, or go directly to Plutus in the Claude Directory.
Search for Plutus and select Plutus | Investment Adviser.
Click Connect. You will be taken to Plutus to sign in and asked to authorize Claude to read your account information.
Once you are returned to Claude, the connector will show as connected.
Start a new conversation and ask a question such as "How is my Plutus account doing?" If you are using Claude Code or the desktop app, type /mcp to confirm Plutus is listed as connected.
What You Can Ask
Account: net liquidation value, cash, buying power.
Performance: Strategy and Actual returns by period, with optional benchmarks such as SPY.
Positions: your actual holdings and how they compare to your model.
Strategy: your allocations, preferences and risk score.
Activity: recent orders and executed trades.
Products: search and compare portfolios, baskets and managed strategies on Plutus.
Troubleshooting
"Investor data is not available for your account" this message describes that the connector is working but your Plutus account is not live. Please reach out to our team directly if you have any questions about setup.
Plutus is not listed in a conversation: make sure the connector is enabled for that conversation under the tools menu, or reconnect it from the Connectors page.
Data looks out of date: account balances and positions are refreshed from IBKR roughly every 15 minutes. Actual daily returns are on a one day delay from IBKR.
If you run into any issues connecting, please do not hesitate to reach out to our team using the chat function on our site.