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Skarb in an AI agent

Connect Skarb to Claude, ChatGPT, Gemini or Cursor — and ask about your portfolio in words. From Pro the agent reads positions, scores and macro; from Ultra it also checks a trade before you buy, sets alerts and writes in the diary — within the plan’s limits.

What you can ask

  • “What is lopsided in my portfolio?”The portfolio’s health and its checks
  • “Which holdings fall together?”Correlations and clusters
  • “What happens to my portfolio if 2022 comes again?”A stress test by a built-in scenario
  • “I want to buy $2K of NVDA — what do you say?”A trade check: flags, questions and a light
  • “Set an alert on BTC below $90K”A new alert — it comes in Telegram
  • “Note in my diary why I bought AAPL, and remind me after the report”A diary entry with a reminder of the report
  • “Where should $1K go to get back to my target weights?”A rebalance what-if with new money

The agent draws the conclusions from Skarb’s data: it can be wrong, and so can the market.

How to connect

Reading — from the Pro plan, actions — from Ultra.Plans
  1. On claude.ai or in Claude Desktop open Customize → Connectors and click Add custom connector.
  2. Name: Skarb, address: https://api.skarb.dev/mcp. Click Add, then Connect.
  3. Skarb opens: sign in as usual and click “Allow”. No token is needed.
  4. Done: Skarb shows up in Claude on your phone too, on the same account.
  5. Check: ask the agent “What is in my portfolio?” — it answers with your holdings from Skarb.

Free Claude takes one connector of your own. On Team and Enterprise the organization’s owner adds it in Organization settings → Connectors, and everybody connects by signing in to Skarb themselves.

The protocol, the tools and the errors are in the MCP documentation.MCP documentation

What the agent cannot do

  • Place orders or move money: Skarb itself cannot.
  • See your broker and exchange keys — they are sealed and never leave.
  • Hand out quotes and candles: the rights to them are the data providers’.
  • Go past your data: a token sees only your portfolios, and one tied to a portfolio only that one.
  • Work after it is revoked: revoking a token in the settings takes effect at once.

What the agent has read goes to the AI provider you connected.

Privacy

Limits

A tool call is one API request: on Pro up to 5000 a day and 60 a minute, on Ultra up to 20000 and 300. The handshake and the list of tools are free. Actions on Ultra spend the plan’s daily limits, as on the site: 25 trade checks, 50 rebalance what-ifs and 50 diary entries a day.

A script instead of an agent — your own trades and reading over REST.

API documentation

All content reflects the author’s personal opinion and is not financial advice. The author is not responsible for your investment decisions. Any investment involves the risk of partial or total loss of capital.