Robinhood MCP setup

A step-by-step guide to wiring Claude to a Robinhood account via MCP.

This is the free lead-magnet guide to running an AI trading loop like The Bot Portfolio on your own machine. It’s the same MCP wiring the bot uses.

Before you start

• A funded Robinhood account you control.
• Claude Code (or another MCP-capable client).
• Comfort with the terminal and environment variables.

Trading involves real risk of loss. Set conservative limits and never automate more than you can afford to lose. This guide is educational, not financial advice.

1. Install the Robinhood MCP server

Add the Robinhood MCP server to your client’s MCP config and authenticate. The server exposes account, market-data, and order tools to the model.

2. Set your guardrails

Define hard limits in config — max % per position, long-only, daily cadence, and stop/take rules. These should be enforced in your own code, not left to the model.

3. Author the decision loop

Give the model a daily prompt: pull the account snapshot, review signals, propose long-only trades with rationale, and submit only orders that pass the guardrail check. Log every decision.

4. Publish (optional)

The Bot Portfolio renders each day into a video + scorecard. You can stop at logging, or build your own content layer.

Want this set up for you, tuned to your risk limits? Book a 30-min call or read what’s included. New to Robinhood? Use my referral link.