Connect Robinhood to Claude or ChatGPT (2026)

Yes, you can connect Robinhood to ChatGPT, Claude and every other assistant through Era. Link Robinhood once, and each assistant can read your holdings, your cost basis and your tax lots next to your other accounts, so questions about your portfolio get answers from your real positions.

A brokerage account is more than a balance. This page shows how to bring Robinhood into the same view as your bank and other brokerages, and what your assistant can then tell you about what you hold.

Can I connect Robinhood to ChatGPT or Claude?

Yes. Link Robinhood in Era, add Era to ChatGPT, Claude, Gemini or any assistant that supports MCP, and approve what it may read. The assistant then sees your holdings beside your bank accounts and other brokerages, and one approval works for every assistant.

Era connects accounts across the US, the UK, Canada, France, Germany, Spain, and 40+ countries in all.

1. Link Robinhood in Era. Choose Robinhood in the connect flow and sign in on Robinhood's own page. Era never has your Robinhood password.
2. Add Era to your assistant. Claude, ChatGPT, Gemini, Perplexity, Poke and the developer tools each take a few minutes, and you add Era once per assistant.
3. Approve what it can see. You choose the access, with read-only keys, expiry dates and one-step revocation.

On Era's free plan you can bring Robinhood statements into a manual account through the Document Library, and live connections are part of the paid plans.

What can my assistant tell me about my Robinhood money?

With Robinhood linked, your assistant can read what you hold and how it came to be there. The questions people ask most are about concentration, cost basis and what they own across more than one account. Each answer comes from your real records and not from a pasted statement.

• Holdings with quantity and cost basis. See each position and what you paid for it.
• Tax lots. Read the lots behind a position, with when each was bought.
• How a position changed. Follow a holding as you added to it or sold part of it.
• One view across accounts. The same security held in Robinhood and elsewhere rolls up into one line.
• Financial health. Your health figures and the analysis behind them include your investments.

Can my assistant read my Robinhood tax lots?

Yes. Ask for the lots behind a position and your assistant lists each purchase with its date and cost basis. That is the raw material for questions about what you would owe on a sale, which lots are the oldest, and how a position built up over time.

Era also lets you group holdings and rename them, so a set of positions can be your retirement tilt or your long-term picks, and the assistant uses the names you chose.

How do I see what I hold across Robinhood and my other brokerages?

Link each brokerage in Era, and the same security held in two places rolls up into one line with the total quantity and cost basis. Ask "how much of my portfolio is in one stock?" and the answer counts every account, not just the one you opened first.

As a reader of your own holdings, your assistant is useful for the questions that need more than one screen: overlap between funds, concentration, and how your investments sit against your cash.

How do I use Robinhood with Claude?

Add Era to Claude from Claude's connector directory, link Robinhood in Era, and Claude answers from your real Robinhood data. It reads your accounts through Era, it keeps what you tell it in the memory every other assistant shares, and you can ask in everyday words.

Try: "Which of my Robinhood positions have the oldest tax lots?"

The steps are in connecting Claude to your accounts with Era.

How do I use Robinhood with ChatGPT?

Add Era to ChatGPT, link Robinhood in Era, and ChatGPT can read the same accounts Claude does, so you never explain your setup twice. It answers from the real figures and remembers the goals you have already shared with your other assistants.

Try: "Roll up everything I hold across Robinhood and my other brokerages, and show the biggest positions."

The walkthrough is connecting ChatGPT to your accounts with Era.

How do I use Robinhood with Gemini?

Gemini connects to Era the same way as any other assistant that speaks MCP: you add Era once, approve what it may see, and Gemini reads your linked Robinhood data. Whatever you told Claude or ChatGPT about your plans is already there when Gemini starts.

Try: "Show how my Robinhood positions changed over the past year."

Connect any AI assistant to your accounts walks through the setup.

How do I use Robinhood with Perplexity?

Perplexity lists Era among its connectors, so you add it from there, link Robinhood in Era and approve access. Perplexity then brings your own figures into its answers, next to the research it is known for, through the same connection your other assistants use.

Try: "Look at my largest holdings and find the latest research on them."

If you want the background on how the connection works, what MCP is explains it in plain terms.

How do I use Robinhood with Poke?

Poke is the assistant you text, and it connects to Era like the others. Link Robinhood once and you can message Poke the way you would message a friend who knows your accounts, with the same memory and the same approvals as every other assistant.

Text: "What is my biggest position at Robinhood?"

Text your money with Poke and Era shows how.

How do I use Robinhood with Cursor and other developer tools?

Cursor installs Era with one click from Era's setup page, and the same page covers VS Code, Claude Code, GitHub Copilot, OpenClaw and the rest of the developer tools. Your Robinhood data comes with the connection, so a script or an agent you build can read it too.

Try a script that reads your holdings and flags any position above a share you choose.

Developers will like how developers use Era Context.

Is it safe to connect Robinhood to an AI assistant?

Yes, when the connection goes through a link you approve and the assistant never holds your password. Era signs in to Robinhood through a regulated connection, shows what each assistant may read, and lets you revoke access in one step. No provider trains on your data, including during any model inference Era runs.

How to audit an AI agent managing your money shows how to check what an assistant has done.

Does Robinhood have its own MCP server?

You do not need to wait for one. Brokerages are starting to open their own doors to assistants, one at a time, and each covers only its own accounts. Era is the single hub that already holds Robinhood, your other brokerages and your banks, so every assistant reads them through one approval.

Schwab and AI agents looks at what another brokerage has said.

Related reading

• Schwab and AI agents: what's allowed now
• Does your bank have an MCP server?
• Can Claude manage your money?