MCP quickstart — connect Claude or ChatGPT to PipSync in minutes

Risk warning: CFDs are complex instruments with a high risk of losing money rapidly due to leverage. 70–80% of retail investor accounts lose money when trading CFDs. Risk disclosure · Past performance.

You do not install anything. MCP (Model Context Protocol) is a connector you add inside the assistant, and PipSync's connector is trading-scope only — it reads your accounts and routes orders you approve, but can never move or withdraw money. MCP access is in early access and is switched on per account.

1. 1

   Create your PipSync account and connect a broker

   Sign up at app.pipsync.io and link the MT5 (or cTrader / Match-Trade) account you want the assistant to reach. The free plan is enough.

2. 2

   Copy your MCP URL and access token

   In the dashboard, open the connectors/MCP settings and copy your personal MCP URL and access token. Treat the token like a password — anyone with it can place trades you would otherwise confirm.

3. 3

   Open the connector settings in your assistant

   In Claude or ChatGPT, go to the connectors (MCP) section where you add a custom tool server. This is the same place for both clients.

4. 4

   Add the PipSync connector

   Paste your MCP URL, authenticate with your token, and save. PipSync then appears as a set of trading tools the assistant can call.

5. 5

   Verify with a read-only prompt

   Ask something harmless first: “List my PipSync accounts” or “What are my open positions?” A correct answer from your live account confirms the connector works.

6. 6

   Place your first trade — and confirm the preview

   Ask it to open, modify or close a small position. The assistant shows a preview; check it, then confirm. Nothing is sent to your broker until you do.

7. 7

   Turn on your risk rules

   Set position sizing, SL/TP mapping and guardrails in PipSync. They run server-side and apply to orders the assistant places, so the same limits protect you either way.

Typical setup time: about 5 minutes.

Three things: a free PipSync account with at least one broker account (MT5, cTrader or Match-Trade) connected, an assistant that supports MCP connectors (Claude or ChatGPT), and your personal MCP URL and access token from the PipSync dashboard.

You do not need a VPS, an EA or any local software. The connector is a URL the assistant calls; PipSync runs the trading side in the cloud.

Open the connectors (MCP) settings in your assistant, choose to add a custom server, paste your PipSync MCP URL and authenticate with your token. Save, and the PipSync trading tools appear in that chat.

The steps are identical in Claude and ChatGPT because MCP is a shared standard. Keep the token private: it authenticates the connector, so anyone who has it could act on your account within its trading scope.

This is almost always one of three things. Work through them in order:

• MCP access isn't enabled on your account yet — it's early access and rolled out in stages; check the dashboard or contact support.
• The URL or token was pasted incompletely — re-copy both from the dashboard and re-authenticate.
• The assistant cached an old connection — remove the connector and add it again, then start a fresh chat.

Start on a demo account and with read-only prompts until you trust the answers, then ask for a small trade. Every write is two-step: the assistant previews exactly what it will do, and the order is only sent after you confirm.

Because access is trading-scope only, the connector can place and manage trades but can never withdraw funds. Your server-side risk rules still apply, so a mistyped request cannot bypass your sizing or stop-loss limits.