Last Updated on Sep 25, 2026 by Loveesha Sharma
What if you could ask your AI assistant how your portfolio is performing, compare US stocks or find companies that match your investment thesis without switching between multiple tabs? Tickertape MCP makes this possible by connecting your Tickertape account to compatible AI assistants such as ChatGPT and Claude. From reviewing your holdings to screening US stocks, here’s how Tickertape MCP brings investment research and supported trading tools into a simple conversation.
Table of Contents
What is Tickertape MCP?
Tickertape MCP is a first-party Model Context Protocol (MCP) server that connects your Tickertape account to compatible AI assistants. It allows you to access supported portfolio information, US market data, stock screening tools and trading functions through natural language.
MCP is an open standard that allows AI assistants to communicate with external applications and services. Instead of manually opening different pages to check your investments, you can ask a connected assistant a question and let it retrieve relevant information from Tickertape.
For example, you can ask your assistant to review your portfolio allocation, compare the financial performance of two US companies or find stocks that match certain financial criteria.
Tickertape builds and operates the MCP server directly, rather than relying on a third-party service to connect its tools.
Tickertape MCP server URL: https://mcp.tickertape.in/mcp
What Can You Do With Tickertape MCP?
Tickertape MCP supports four main activities: portfolio analysis, US stock research, stock screening and US equity trading.
1. Place and Track US Equity Orders(Available with Tickertape Pro)
Tickertape MCP also supports US equity trading through a connected AI assistant.
Eligible users can preview, place, cancel and track supported US equity orders. However, the assistant cannot place an order without user confirmation.
For example, you can ask your assistant to buy a specified dollar amount of Microsoft or sell a certain number of Amazon shares.
Before placing the order, Tickertape MCP shows a preview containing the expected quantity, execution price and fee breakdown. You must review and confirm these details before the order is placed.
The order preview also checks your available wallet balance. If you do not have sufficient funds, it shows the shortfall and directs you to top up through the Tickertape app. The order does not proceed until the funding requirement is met.
US equity trading through Tickertape MCP requires a Tickertape Pro subscription, and standard brokerage charges apply.
2. Analyse Your Investment Portfolio
Tickertape MCP allows you to access information about your holdings across Indian equities, US equities, mutual funds and gold.
You can ask your AI assistant questions about your portfolio’s value, asset allocation, performance and exposure to individual stocks or sectors.
For example, you can use prompts such as:
- What is my total portfolio value?
- How is my portfolio divided across asset classes?
- Which stocks are my top gainers and losers?
- How much of my portfolio is invested in US equities?
- Which sectors account for the largest share of my holdings?
- Am I heavily exposed to any single company?
You can also ask questions about your mutual fund investments, SIPs and individual Indian stock holdings using the information available through your connected account. This helps you understand your investments without manually comparing multiple portfolio screens.
3. Research US Stocks
Tickertape MCP provides access to US market quotes, company fundamentals, financial statements and historical price data. You can ask your assistant to retrieve information about individual companies or compare businesses using their financial metrics.
For example, you can use prompts such as:
- What is Apple’s latest share price?
- Compare the financials of Apple and Microsoft.
- Show NVIDIA’s share price performance over the past year.
- What are the revenue and profit growth trends of Tesla?
- Is the US stock market open right now?
The available research tools support quarterly and annual financial statements, historical charts, company overviews and market information.
4. Screen US Stocks
Tickertape MCP allows you to search for US stocks using financial filters and predefined stock universes. Instead of manually setting up every filter, you can describe the type of stocks you want to explore in a conversation.
For example:
- Find large-cap US stocks with a P/E ratio below 25.
- Screen the S&P 500 for companies with high revenue growth.
- Find US companies that meet my profitability criteria.
- Compare stocks based on valuation and financial health.
The MCP can retrieve available screening filters and run searches across supported US stock universes, including the S&P 500 and Nasdaq 100.
How to Connect Tickertape MCP to ChatGPT or Claude
You can connect Tickertape MCP to a supported AI assistant using its MCP server URL.
Server URL: https://mcp.tickertape.in/mcp
The setup process depends on the client you use.
How to Connect Tickertape MCP to Claude
To connect Tickertape MCP through Claude Web:
- Open Claude and go to Settings → Connectors → Customise.
- Select the option to add a custom connector.
- Name the connector Tickertape.
- Enter the MCP server URL: https://mcp.tickertape.in/mcp
- Complete the authentication process on Tickertape’s page.
- Once connected, access Tickertape tools through supported Claude conversations.
The connection can also be used with supported Claude Desktop and Claude CLI setups. You may need to restart these clients if the tools do not appear immediately.
How to Connect Tickertape MCP to ChatGPT
To connect Tickertape MCP through ChatGPT:
- Open ChatGPT and navigate to Settings → Connectors.
- Enable Developer Mode if it is available and required for your account’s setup.
- Select the option to create a custom connector.
- Enter Tickertape as the connector name.
- Add the MCP server URL: https://mcp.tickertape.in/mcp
- Complete the authentication process on Tickertape’s page.
- Select the connected Tickertape service when you want to use its tools.
Connector availability and setup steps may vary depending on your AI assistant, subscription and current interface.
How to Connect Tickertape MCP to Another Compatible Client
Tickertape MCP uses Streamable HTTP transport and OAuth 2.1 with PKCE authentication.
You can connect another MCP-compatible client by entering the server URL and following that client’s connector setup process. Sign-in and consent take place on Tickertape’s authentication page.
How to Check Whether Tickertape MCP Is Connected
Once you complete the setup, try this prompt:
“Check my holdings with Tickertape MCP.”
Your assistant should use the connected Tickertape tools to retrieve the relevant information from your account.
How Does Tickertape MCP Keep You in Control?
Connecting your investment account to an AI assistant involves granting access to selected information and tools. Tickertape MCP includes controls for authentication, permissions and trade confirmation.
- Secure Sign-in: You sign in through Tickertape’s own authentication page. You do not need to enter your Tickertape password or MPIN directly into an AI conversation.
- Permission-Based Access: Before connecting, a consent screen explains what information and tools your AI assistant can access through Tickertape MCP. You review and approve these permissions during the authentication process.
- Trade Confirmation: Every US equity order goes through a preview before placement. You can review the expected quantity, price and fees before confirming the order.
- Restricted Account Activities: The assistant cannot complete KYC, link bank accounts, initiate wallet top-ups, process remittances or make withdrawals. These activities remain within the Tickertape app.
- Access Revocation: You can disconnect the integration through Tickertape to revoke the access granted to your AI assistant. Revoking access through Tickertape invalidates the connection token on its servers.
- Data Protection: Tickertape MCP uses OAuth 2.1 with PKCE authentication, encrypted tokens and request audit logs. Tickertape states that it does not use connected account data for AI model training or advertising. Once information reaches your chosen AI assistant, that provider’s applicable terms, privacy policies and data controls also apply.
What Tools Does Tickertape MCP Support?
Tickertape MCP uses different tools depending on the information or action you request.
| Tool Category | What It Does |
| Portfolio | Retrieves supported holdings, portfolio values, allocations and other investment information. |
| US Quotes | Provides the latest available quotes for US stocks and supported FOREX tickers. |
| US Stock Research | Retrieves company overviews, fundamentals, financial statements and historical price charts. |
| US Stock Screener | Filters stocks using available financial metrics and predefined stock universes. |
| Market Status | Checks trading hours, market holidays and whether the US market is open. |
| US Trading | Previews, places, cancels and tracks supported US equity orders, subject to eligibility and confirmation requirements. |
The MCP separates read tools from write tools. Read tools retrieve information without changing your account or orders. Write tools can change order status or place transactions and require the relevant permissions and confirmation.
What Are the Limitations of Tickertape MCP?
Tickertape MCP makes it easier to access investment information through AI, but it does not replace every function available in the Tickertape app.
- US Equity Trading Only: Trading through the MCP is currently limited to supported US equities. The integration supports portfolio analysis and selected research questions about Indian stock holdings, but it does not support Indian equity order placement.
- Trading Requires Tickertape Pro: You need an eligible Tickertape Pro subscription to place US equity orders through the integration.
- KYC and Fund Transfers Stay in the App: The assistant cannot open accounts, complete KYC, link bank accounts, transfer funds or process withdrawals on your behalf.
- AI Answers Require Verification: AI assistants can misinterpret financial information or provide incorrect explanations. Verify important balances, transaction details and other material information against the Tickertape app, which remains the source of truth.
- Client Support Can Vary: Available connection methods depend on the MCP features supported by your chosen AI assistant, subscription and device.
Conclusion
Tickertape MCP connects your investments and supported Tickertape tools to compatible AI assistants, allowing you to explore your portfolio, research US companies and screen stocks through natural language.
It also supports US equity trading for eligible Pro users, with an order preview and confirmation before placement. By bringing these functions into a conversational interface, Tickertape MCP offers another way to access investment information while keeping important account activities and transaction approvals under your control.
Connect Tickertape MCP: https://mcp.tickertape.in/mcp
Frequently Asked Questions About Tickertape MCP
1. What is the full form of MCP in Tickertape MCP?
MCP stands for Model Context Protocol. It is an open standard that allows AI assistants to connect with external applications, retrieve information and use supported tools.
2. Is Tickertape MCP an official Tickertape product?
Yes, Tickertape MCP is a first-party server built and operated by Tickertape. It connects supported Tickertape tools and account information to compatible AI assistants.
3. Can I use Tickertape MCP with ChatGPT?
Yes, Tickertape MCP is designed to support ChatGPT through a compatible custom MCP connection. Access depends on the connector capabilities and subscription features available to your ChatGPT account.
4. Can I use Tickertape MCP with Claude?
Yes, you can connect Tickertape MCP to supported Claude clients using the MCP server URL and completing the Tickertape authentication process.
5. Can Tickertape MCP analyse my mutual fund investments?
Yes, Tickertape MCP supports portfolio-related questions covering mutual funds alongside Indian equities, US equities and gold. You can ask about the mutual funds available in your connected portfolio, their performance, SIP investments and your overall asset allocation.
6. Can Tickertape MCP help me find US stocks?
Yes, Tickertape MCP supports US stock screening through available financial filters and stock universes. You can use natural language to search for companies that match criteria such as valuation, profitability or revenue growth.
7. Can Tickertape MCP place trades without my confirmation?
No, every supported US equity order requires a preview and explicit user confirmation before placement. The assistant cannot silently place trades or independently execute scheduled trading instructions.
8. Can I buy US stocks through Tickertape MCP?
Yes, eligible Tickertape Pro users can place supported US equity buy and sell orders through a connected AI assistant. Every order requires a preview and confirmation, and standard brokerage charges apply.
9. Can Tickertape MCP place Indian stock orders?
No, the current integration supports portfolio analysis and selected research questions about Indian stock holdings, but order placement through the MCP is limited to US equities.
10. Does Tickertape MCP have access to my bank account?
No, Tickertape MCP does not support bank linking, wallet top-ups, remittances or withdrawals through the assistant. These activities remain within the Tickertape app.
11. Can I disconnect Tickertape MCP?
Yes, you can revoke the integration through Tickertape. This invalidates the connection token on Tickertape’s servers, rather than simply removing the connector from your assistant’s interface.
12. Is Tickertape MCP free to use?
There is no additional charge to connect Tickertape MCP. US equity trading through the integration requires Tickertape Pro, and standard brokerage charges apply.
13. Is Tickertape MCP available on mobile?
The connection can work across supported web, desktop and mobile clients when linked to the same assistant account. Actual availability depends on the AI assistant’s MCP support and your account.
14. What should I do if Tickertape MCP gives an incorrect answer?
Verify important financial information against the Tickertape app. If you notice an issue with a tool response or trade, contact Tickertape support and provide details about the assistant you were using and the approximate time of the request.
