Connect your Pearler to your AI
Your AI already helps you in loads of ways day-to-day. Now it can look at your portfolio too. The Pearler MCP connector links your account to Claude, ChatGPT and other AI tools, so you get analysis of your actual holdings and balances, not generic answers.
Free for all Pearler customers.
Not on Pearler yet? Open an account, then connect your AI.
Connecting an AI service is covered by section 14 of our terms, Pearler and AI Services.
Illustration only. Not financial advice, and not a recommendation of any company.
Your own analyst, briefed on what you own.
Say goodbye to the days of screenshotting your portfolio into a chat window. Once connected, your AI can see what you hold. So you can ask the questions you actually have:
“What’s my real exposure to AI across everything I hold?”
“Where do my ETFs overlap, and by how much?”
“Which sectors am I not in at all?”
“What would this look like without my three biggest holdings?”
Answers come from your AI provider, not from Pearler, and aren’t financial advice or a recommendation from us.
Analysis from your AI. Decisions from you.
Ask your AI to prepare an order and it will hand you a pre-filled link. You open it in Pearler, review it, and confirm. Nothing is ever bought or sold without your explicit confirmation in Pearler. Or go read-only with the click of a button.
Example only. Not a recommendation of any investment.
How it works
Connect
Add Pearler from your AI tool’s connector directory. Takes a couple of minutes.
Using another MCP tool? Add https://pearler.com/mcp as a custom connector.
Approve
Log in with your Pearler credentials, then approve a consent screen that names exactly what’s being requested. Disconnect anytime from your AI tool’s settings.
Ask
Chat with your AI about your portfolio like you would with someone who’s actually read it.
Why we built it
More of life runs through AI tools every day. Rather than making you switch to another app that doesn’t know you, we’re meeting you where you already are. Pearler has always been a technology-first company. We were early on features that later became standard, and we think AI connectivity is next. Before long this will be standard. We’d rather you have it now.
Control and safety
Read-only by design
The connector can’t execute a trade, move money, or change account details. It can only read the data you approve and hand you links back to Pearler.
You approve every action
An AI can draft; only you can review and confirm on pearler.com. Links never turn into orders by themselves.
You choose what’s shared
Each request returns only the data needed to answer it. Asking about your balance doesn’t expose your holdings. Access tokens are short-lived, and you can disconnect at any time.
Your AI, your rules
The connector works with the AI tools you already use and trust, and it has no access to your conversation history in those tools.
Questions you’d be right to ask
Which AI tools does this work with?
Any AI tool that supports MCP (Model Context Protocol) connectors. In Claude, Pearler is in the connector directory, so you can add it in a couple of clicks. In ChatGPT, it’s in the directory too. In any other MCP tool, add Pearler as a custom connector using https://pearler.com/mcp.
Can the AI trade without me?
No. The connector is read-only, so it can never place a trade, move money, or change anything on your account. The most it can do is hand you a pre-filled order or Automate link, which you review and confirm yourself on pearler.com.
Is the AI’s analysis financial advice?
No. Responses are generated by your AI provider, not Pearler, and aren’t financial advice or a recommendation from us. Verify anything before acting on it.
What does it cost?
Nothing. The connector is free for all Pearler customers. It’s a feature of your Pearler account, not a separate product. Your AI provider may charge for its own plan, and Pearler’s usual fees still apply to any order you confirm.
What information does the AI see?
Only what you approve on the consent screen: your holdings, your cash balances, and the shares available to invest in on Pearler. Each request returns only the data needed to answer it, and you can disconnect at any time.
Your portfolio, in the tools you already use.
Connect Pearler to your AIRead-only by design. Every order is reviewed and confirmed by you on pearler.com.