📑 Table of Contents

  1. Before You Start

  2. Installation

  3. Setup Step by Step

  4. Prompts to Use It

  5. Daily Workflow

  6. Tips

  7. Quick Reference

✅ Before You Start

  • A funded Robinhood account in good standing

  • Access to the Agentic Trading beta (Robinhood emails you when you're in)

  • A desktop device for setup (account creation and agent authentication cannot be done on mobile)

  • An AI platform that supports MCP (examples reported at launch: Claude, ChatGPT, Cursor)

  • The terminal or CLI for your AI platform installed, if it uses one

  • Money you are genuinely willing to lose, set aside as the agent's dedicated budget

❝

⚠️ You are legally responsible for every trade the agent places. Robinhood states plainly that agents can make errors, act on outdated information, and behave in unexpected ways.

🛠️ Installation

The agent connects to the Robinhood Trading MCP server at:

https://agent.robinhood.com/mcp/trading

🍎 macOS / 🐧 Linux / 🪟 Windows

The MCP server is remote, so there is nothing to install locally on any OS. You connect by adding the server URL to your AI platform's MCP configuration. The exact step depends on your platform.

If your platform uses a config file (Claude Desktop style):

  1. Open your AI platform's MCP settings or config file.

  2. Add the Robinhood Trading MCP server URL.

  3. Save and restart the platform.

json

{
  "mcpServers": {
    "robinhood-trading": {
      "url": "https://agent.robinhood.com/mcp/trading"
    }
  }
}

If your platform uses a CLI (Codex style), run in your terminal:

bash

codex mcp add robinhood-trading --url https://agent.robinhood.com/mcp/trading
❝

⚠️ The connection method above is the published pattern from Robinhood's support docs and the Codex example they provide. Your specific platform may name the step differently. Follow the on screen instructions Robinhood shows during onboarding and your platform's own MCP docs if anything differs.

🚀 Setup Step by Step

  1. Open Robinhood on a desktop browser. Setup will not complete on mobile.

  2. Go to the Agentic Trading section and start the setup flow.

  3. Choose your agentic AI platform when prompted.

  4. Create your Robinhood Agentic account. This is separate from your main portfolio.

  5. Fund the agentic account with the specific amount you want the agent to control. The agent can never spend beyond this.

  6. Connect your AI platform to the Robinhood Trading MCP using the URL or CLI command from the Installation section.

  7. Authenticate the agent by following Robinhood's on screen authorization steps.

  8. Choose your approval setting. You can require the agent to preview trades for your approval, or let it act on rules without per trade confirmation.

  9. Confirm notifications are on so you see every trade the moment it happens.

  10. Place one tiny test instruction (see Prompts) to confirm the connection works end to end.

❝

⚠️ If you tell the agent to act without asking for approval, it will place trades without confirming with you first. Decide this deliberately.

💬 Prompts to Use It

Account checks (safe, read only)

What is my current buying power and total value in my agentic account?
List every position in my agentic account with cost basis and current value.

Analysis

Analyze the concentration risk and sector exposure in my agentic account. Flag anything over 20 percent of the portfolio.
Backtest a simple mean reversion strategy on large cap stocks that dropped more than 5 percent today. Show me how it would have performed over the last 12 months before you place anything.

Placing trades (the agent will act)

Place a limit buy for 1 share of NVDA at $50. This is a test order that should not fill. I will confirm it appears in my app, then cancel it.
Buy $250 of VOO in my agentic account.

Rule based automation

Rebalance my agentic account to equal weight across its current holdings every morning at 9:35 AM Eastern. Preview the trades before placing them.
Monitor my agentic positions. If any single position drops more than 3 percent intraday, sell it and notify me.

🔁 Daily Workflow

A realistic day with an agentic trading setup looks less like watching charts and more like managing an employee.

In the morning, you check the overnight notifications Robinhood pushed for any trades the agent made. You open the app and glance at the agentic account's performance against the rest of your portfolio, which stays untouched. If a rule based strategy is running, like a 9:35 AM rebalance, you confirm it fired and the trades look sane.

During the day you mostly leave it alone, but you keep notifications on so anything unexpected surfaces immediately. When you want to adjust strategy, you talk to the agent in plain language instead of editing code, then preview what it intends to do before approving. At any sign of weird behavior, you disconnect it from the app in one tap, which kills its access instantly.

🧠 Tips

  • Start with the Preview Trades setting on. Earn trust before you let the agent act without confirmation. Switching to autonomous is a one way trip to surprises if you skip this.

  • Fund the agentic account with an amount that, if it went to zero, would not change your life. That number is your real risk limit, not your stop loss.

  • Use a non filling limit order (far below market) as your first live test. You confirm the pipe works without risking a fill, then cancel.

  • The wall between the agentic account and your main portfolio is the entire point. Never look for a way to give the agent broader access. That defeats the safety model Robinhood built.

  • Keep your strategy rules specific and bounded. "Sell if it drops 3 percent" is testable. "Manage my risk" is an invitation for the agent to interpret freely.

  • The Agentic Credit Card is a separate product on a separate MCP server (banking). Do not confuse the two. Trading and spending are isolated by design.

⚡ Quick Reference

# Robinhood Trading MCP server
https://agent.robinhood.com/mcp/trading

# Connect via CLI (Codex style)
codex mcp add robinhood-trading --url https://agent.robinhood.com/mcp/trading

# Connect via config (Claude Desktop style)
{
  "mcpServers": {
    "robinhood-trading": {
      "url": "https://agent.robinhood.com/mcp/trading"
    }
  }
}

# Safe first test (should not fill, then cancel)
"Place a limit buy for 1 NVDA at $50."

# Kill switch
Disconnect the agent from inside the Robinhood app (instant)

# Hard rules
Desktop only for setup  |  Equities only in beta  |  You own every trade
Agent is capped at the agentic account budget  |  Preview Trades = approval required

By The AI Leverage - Learn and master AI daily

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