The Pulse
Leverate Lets AI Assistants Connect Directly to Trading Accounts
Leverate has launched MCP for Traders, a product that connects ChatGPT, Claude and other compatible AI assistants to live trading accounts. Traders can inspect positions and prepare orders inside a conversation, but each order requires expl
AI.info Team ·
Leverate announced MCP for Traders on September 16, connecting AI assistants including ChatGPT and Claude directly to live trading accounts through the company’s white-label trading platform.
The product allows traders to ask about market conditions, inspect account positions and prepare orders without leaving an AI conversation. An order does not reach the market until the trader explicitly approves it inside the assistant application, according to Leverate’s announcement.
The launch extends Leverate’s July release of MCP for Brokers, which connected AI assistants to broker-side data in the company’s CRM, Broker Portal and trading platform. MCP for Traders shifts the connection from the brokerage’s internal operations to an individual client account.
Fifteen tools sit behind the account connection
Traders activate the feature from the AI Connector section in their platform settings. They copy a connection prompt or configuration into a compatible AI application, creating scoped access to one trading account.
Leverate says the connection includes 15 trading tools. Ten focus on account and market data, while five support trading-account functions. The company says each connection is tied to one account and secured with a token controlled by the trader.
Order placement follows a two-stage process. The assistant first prepares the proposed trade and repeats the instrument, direction, size, order type, price, stops and margin effect. The trader must then approve the order before execution.
Approval stays with the trader
Leverate says the assistant is instructed to answer only about the connected account and the broker’s own instruments. It is also designed to explain trading terms neutrally and decline requests for advice, recommendations or predictions.
“Most brokers’ traders are already using AI. The question was whether they would use it on the broker’s own platform or somewhere else entirely,” Ran Strauss, CEO and co-founder of Leverate, said in the announcement. “We built this so the answer can be on the platform, with the trader confirming every order and the firm able to see exactly what came from an assistant.”
The company’s design places a human approval step between an assistant’s output and market execution. That distinction matters because the product can prepare and submit an order through the connected account, but it does not give the assistant unrestricted authority to trade without confirmation.
Brokers decide who gets access
Activation sits with the broker rather than the individual trader alone. From the Broker Portal, a firm can switch MCP for Traders on for its brand and decide which clients receive access by group, trading terms, country or manual allowlist.
Leverate says every AI-originated order is recorded in its CRM with a separate source flag. Risk and compliance teams can therefore distinguish an assistant-generated order from a manual one. On prop-trading accounts, assistant-generated orders pass through the same risk engine and remain subject to challenge and daily-loss limits.
The product is off by default, and availability may vary by jurisdiction. Leverate says MCP for Traders is live on its white-label trading platform and is rolling out across the Client Portal and wider Leverate ecosystem. Support for MT4 and MT5 is planned to follow.
From broker data to account action
The launch follows a broader push by Leverate to make brokerage systems accessible through the Model Context Protocol, an open standard for connecting AI applications to external data and tools. The company’s July MCP for Brokers product focused on conversational access to operational information such as deposits, trading activity, funnel stages and desk performance.
MCP for Traders adds the ability to act on account information, subject to the trader’s approval and the broker’s controls. Leverate says it will publish usage figures from the first connected accounts in the coming months.
For now, the product’s operating boundaries are clear: brokers control availability, account access is scoped, AI-originated orders are logged, and a trader must approve each proposed transaction before it is sent to the market.