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MCP & CLI for AI agents

Scalable Agentic Investing

Connect your AI agent like ChatGPT, Claude & Co. to your Scalable account and analyse markets, monitor your portfolio and execute trades.

Set up now
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Scalable

Your Scalable account, powered by your AI agent.

Agentic

Connect natively with agents like ChatGPT or Claude.

Investing

Build, monitor and analyse your portfolio through natural language.

A new frontier

Join Europe’s first bank to offer seamless AI-powered investing and connect your ChatGPT, Claude or any other AI agent directly to your Scalable account.

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Analyse

Have your agent analyse markets and your portfolio for insights.

  • Holdings

  • Asset allocation

  • Cash & interest

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Monitor

Stay updated by letting your agent set price alerts and edit your watchlist.

  • Price data

  • Price alerts

  • Watchlist

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Execute

Let your agent trade and manage your portfolio with your approval.

  • Buy order

  • Sell order

  • Savings plans

Find inspiration for your first prompt

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You are in control

  • Auftragsfreigabe: Bestätigen Sie Orders vor der Ausführung. Zahlungen werden niemals von KI-Assistenten ausgeführt.

  • Vollständige Transparenz: Verfolgen Sie alle Ihre Aktivitäten im Web und in der App.

  • Gezielte Steuerung: Aktivieren oder deaktivieren Sie den Agentic-Zugang jederzeit mit anpassbaren Berechtigungsstufen (Lesezugriff, eingeschränkter Zugriff oder Vollzugriff).

MCP: Connect to the Model Context Protocol

To set up your connection, follow these two steps:

  1. First, activate MCP access in your Scalable account on the web under Profile > Security > Agentic Investing. 

  2. Then, enter the Scalable MCP server URL (https://mcp.scalable.capital/mcp) on the web into your AI agent interface using the instructions below.

Platform capabilities & limitations: The Scalable MCP generally offers the full range of features. AI agents may restrict certain features based on their own guidelines.

ChatGPT

On the web go to Plugins, select the plus icon (+) and create a new plugin using the Scalable MCP server address: https://mcp.scalable.capital/mcp. Further information can be found in the ChatGPT documentation.

Note: Some features may be restricted due to provider policies.

Codex

Go to Settings > Plugins > MCPs, add a Streamable HTTP server and enter the Scalable MCP server address: https://mcp.scalable.capital/mcp. Further information can be found in the Codex documentation.

Claude

On the web go to Customize > Connectors, select Add custom connector and enter the Scalable MCP server address: https://mcp.scalable.capital/mcp. Further information can be found in the Claude documentation.

Grok

On the web go to grok.com/connectors, select New Connector > Custom and enter the Scalable MCP server address: https://mcp.scalable.capital/mcp. Further information can be found in the Grok documentation.

Other agents

Scalable MCP works with supported AI agents and compatible local agents. Support for additional AI agents may be added in the future.

CLI: Connect to your terminal

Use the Scalable CLI and manage your portfolio directly from your terminal using our official command-line interface – ideal for custom scripts and automated workflows.

Install Scalable CLI