How to Connect AI to Your Webull Account

You've probably heard that you can connect AI to your Webull brokerage account and let it analyze your portfolio for you. On Webull, that's absolutely real — and in this guide, TC Trading walks you through exactly how to connect AI to your Webull account step-by-step in about two minutes.

Here's the direct answer: Webull offers a cloud MCP connection that lets you link Claude, ChatGPT, or the AI of your choosing to your Webull account. Once connected, the AI can read your portfolio, positions, live price updates, tick data, and analyst ratings — becoming your own personal market analyst.

The best part? This version has minimal risk. In this read-only mode, the AI physically cannot place a trade for you. It's "look, don't touch." Let's get your AI plugged into Webull.

Table of Contents

• Two Versions of AI on Webull: Cloud vs. Local MCP
• Prerequisites / What You'll Need
• Step-by-Step Guide: Connect AI to Webull
  • How to Connect Claude to Webull
  • How to Connect ChatGPT to Webull
• What You Can Do Once Connected
• Tips & Best Practices
• Common Mistakes to Avoid
• Frequently Asked Questions
• Conclusion

Key Takeaways

• Two versions exist: the cloud MCP (read-only, this guide) and the local MCP (which can place trades — covered in a future video).
• The cloud MCP takes about 2 minutes to set up with no downloads, no API keys, and no configuration files.
• It's low risk by design — in this mode the AI can view your account and data but cannot execute trades.
• You control access — authorize only the accounts you're comfortable with and approve tools individually.
• It works with both Claude and ChatGPT, and you can do everything on a free Claude account right from the web.
• Once connected, AI can read your portfolio, pull live tick data, check order status, and even build watchlists on your Webull account.

Two Versions of AI on Webull: Cloud vs. Local MCP

Before you start, it's important to understand that connecting AI to Webull comes in two distinct versions — and almost no one explains the difference.

The cloud MCP (this guide): This lets you connect your Webull account inside Claude, ChatGPT, or the AI of your choosing without downloading anything to your computer. You don't even need the app — you can do this on the web version of your AI. It's all hosted by Webull. You literally paste a link, log in, and you're done. No installation, no API keys, no configurations. This gives AI "look, don't touch" capabilities.

The local MCP (a future video): This is where you actually download things onto your computer, connect API keys, and set up a configuration file. This is the version that will allow AI to actually place trades on your behalf.

This tutorial focuses entirely on the cloud MCP — the fast, low-risk way to give AI read access to your Webull account.

Prerequisites / What You'll Need

Here's everything you need before you begin:

Step-by-Step Guide: Connect AI to Webull

The process is very similar on both Claude and ChatGPT. We'll walk through both so you can see it done either way.

How to Connect Claude to Webull

1. Open the Webull agentic page. Go to webull.com/agentic. This is where you'll find the connection links you'll paste into ChatGPT or Claude.
2. Log in to Claude on the web. Head to Claude, log in, and open it in your browser (the desktop app works too, but the web version shows it can be done from anywhere).
3. Go to Settings → Connectors. In Claude, click the bottom-left menu, go to Settings, then Connectors. (Connectors have been moved to the Customize section, but there's a link right there to click.)
4. Add a custom connector. Under Connectors in the top left, click the plus sign, then Add a connector, then Add a custom connector.
5. Name it Webull. Give the connector the name "Webull."
6. Paste the server URL. From the webull.com/agentic page, scroll across to the column for ChatGPT, Claude, Cursor, Codex, or Kiro. Grab the Claude link (it's the exact same link for ChatGPT) and paste it in. Click Add.
7. Click Connect. You'll land on a page that says you're not connected to Webull yet, with a Connect button. Click it.
8. Log in to Webull. You'll be taken to the standard Webull web login page. Log in as normal.
9. Choose which accounts to authorize. Claude will request access to your Webull account. Here you decide which accounts to grant access to. For example, if you have an IRA you manage passively and don't want touched, simply leave it unselected. Select only the accounts you're comfortable authorizing.
10. Review the access scopes. You'll see options like order query — this doesn't place trades; it lets AI answer things like "What orders did I place today?", "Has my order been filled?", or "What's the status of my pending orders?" Click Authorize.
11. Confirm the connection. You'll be brought back to Claude, and it will show you're connected to Webull in the top right.
12. Approve the tools. In Claude, tools marked with a little hand icon need approval. These include 39 read-only tools plus write and delete tools (like creating a watchlist). Go through them individually so you know exactly what you're granting before clicking Always Allow.
13. Turn on the connector in a new chat. Start a new chat, click the plus sign, go to Connectors, and confirm the Webull toggle is on. You're good to go.

How to Connect ChatGPT to Webull

The ChatGPT process is very much the same, with a few different menu locations:

1. Open ChatGPT settings. Go to ChatGPT, then Settings.
2. Go to Apps → Advanced Settings. Click Apps, then Advanced settings, then enable Developer mode.
3. Create the app. Click Create app. You can add the Webull logo if you'd like, or just name it "Webull."
4. Paste the link. Grab the same link from webull.com/agentic, paste it in, click Understand and continue, then Create.
5. Sign in and authorize. Click Sign in — it's the exact same login and authorization page as Claude. Grant access to the information you want, then click Authorize.
6. Set permissions. You'll be returned to ChatGPT. Go to permissions — unlike Claude, there's no dropdown for individual permissions, so you can leave it set to Allow low risk for now.
7. Enable Webull in chat. Back in ChatGPT, click the plus sign and scroll down to find the Webull option. You're now calling on your Webull accounts.

Note: ChatGPT's developer mode appears to be a paid feature (available on the $20/month plan). Double-check with ChatGPT — but if you go the Claude route, you can do everything on a free Claude account.

What You Can Do Once Connected

Once your AI is connected, you're only scratching the surface. Here's what TC Trading demonstrated live in the video:

• Check account balances. Ask "What is the value of my Webull cash account?" and the AI pulls up your account list, total value, settled cash, and any active positions across all authorized accounts.
• Pull live tick data. A simple prompt like "Pull up the tick data on Tesla" returned 30 ticks of after-hours tape spanning about 14 cents over roughly 40 seconds.
• Build watchlists automatically. Ask it to "Add the top five stocks by market cap to a watchlist and call it Top Five," and the AI works through each step in front of you. In the demo, it created a watchlist with Google, Apple, Nvidia, Amazon, and Microsoft — which then populated directly in the Webull app.

This can genuinely streamline your research and organization. You can have AI do a bunch of research and then drop all those tickers onto a watchlist you'll come back to later when you're actively trading.

Tips & Best Practices

• Review every tool before approving. Go through the read-only, write, and delete tools individually so you know exactly what you're granting access to.
• Only authorize the accounts you want. Leave passive accounts like an IRA unselected if you don't want AI seeing them.
• Use the free route first. You can test the entire workflow on a free Claude account before deciding whether you need ChatGPT's paid developer mode.
• Disconnect anytime. In the top right of the connector, you can disconnect, refresh the tool list, or remove the Webull connection whenever you like.
• Use it on the go. Instead of logging into Webull, passing two-factor authentication, and hunting through the order tab, just ask your AI for a portfolio update in seconds.

Common Mistakes to Avoid

• Confusing the two versions. The cloud MCP (this guide) cannot place trades. Only the local MCP can. Don't expect trade execution from this setup.
• Clicking "Always Allow" blindly. Approving all tools without reviewing them means you may grant write and delete access you didn't intend to.
• Assuming ChatGPT is free for this. Developer mode appears to require the paid ChatGPT plan — Claude's free tier does not.
• Forgetting to toggle the connector on. After connecting, you must enable the Webull connector in your chat's Connectors menu, or the AI won't have access.

Frequently Asked Questions

Can AI place trades on my Webull account with this method?
No. The cloud MCP covered in this guide is read-only — it physically cannot place a trade. Trade execution requires the local MCP setup, which is a separate process.

How long does it take to connect AI to Webull?
The cloud MCP connection takes about 2 minutes, with no downloads, API keys, or configuration files required.

Do I need to pay for anything?
You can do everything on a free Claude account. ChatGPT's developer mode, which is needed for the connection there, appears to be a paid feature on the $20/month plan.

Do I need to download an app or software?
No. The cloud MCP is hosted by Webull. You can connect entirely from the web version of Claude or ChatGPT — no installation required.

What can the AI actually see?
Depending on what you authorize, it can read your portfolio, positions, live price and tick data, analyst ratings, order status, and account balances across the accounts you approve.

Can I limit which accounts the AI accesses?
Yes. During authorization you select exactly which accounts to grant access to. You can leave any account — like an IRA — unselected.

Can the AI create watchlists on my Webull account?
Yes, if you approve the write tools. In the demo, AI built and populated watchlists directly in the Webull app, such as a "Top Five" list of the largest stocks by market cap.

How do I disconnect AI from Webull?
In the top-right of the connector settings, you can disconnect, refresh the tool list, or remove the Webull connection at any time.

Is my data safe with this connection?
This mode grants viewing and organizational access only — not trading permission. You control which accounts and tools you approve, and you can revoke access whenever you want.

Conclusion

Just like that, you've connected Claude and ChatGPT to your Webull account. The AI can now see everything inside your authorized accounts, pull insightful data on demand, and help organize your research — all with minimal risk, since it can't place a single trade in this mode.

This is only the beginning of what's possible. The cloud MCP is the fast, low-risk entry point; the local MCP is where AI can eventually trade on your behalf.

Full YouTube video below: