How to Connect Claude to Webull
Last updated November 2026
Short answer
Webull now runs its own official AI connector for Webull accounts only. The other route is a connector that reaches Webull through a regulated aggregator, which can hold several brokers in one connection, signing in at Webull's own screen so no tool handles your password. Claude accepts custom connectors on Desktop, claude.ai and Claude Code. You add the connector URL in settings, authorise once, and the tools are available in any conversation. Once connected, Claude is reading your actual account. Walnut's own app and assistant also place buys you approve at Public and at Webull, among other brokers, not only reading. Walnut is informational and is not an investment adviser.
Asking Claude how your Webull portfolio is doing gets a generic answer, because otherwise it has no access to your positions. Claude is the assistant with the most mature connector support, and the one where this works with the least friction. Once the account is connected, its answers are about what you actually hold.
How the connection works
Claude accepts custom connectors on Desktop, claude.ai and Claude Code. You add the connector URL in settings, authorise once, and the tools are available in any conversation.
Behind it, a regulated aggregator holds the link to Webull. You authenticate at Webull's own screen, the aggregator receives scoped access, and the assistant reads through it. Your login is never handled by the assistant, and access is revocable from either end.
Walnut reads Webull in full, in both its US and Canadian entities, and Webull also takes buys you approve through Walnut. Public is where most Walnut users place them. Webull also has its own official AI connector for its own accounts.
How to set it up, step by step
These steps use Walnut, which connects Webull and any other brokers you add in one place. Setup takes a few minutes, and there is nothing to download.
1. Create a free Walnut account
Sign up with an email address or a phone number. Nothing is connected yet, and nothing is shared.
2. Connect Webull inside Walnut
Open the brokerage screen and pick Webull. You sign in at Webull's own screen, through a regulated aggregator, so Walnut never sees your password. Your positions appear once the first sync finishes.
3. Add Walnut to Claude
In Claude Desktop or claude.ai, open Settings, then Connectors, choose Add custom connector, name it Walnut and add the server URL https://walnutinvest.com/api/connector/mcp. Leave any OAuth client fields blank.
In Claude Code, run claude mcp add walnut --transport http https://walnutinvest.com/api/connector/mcp, then /mcp to sign in. If Claude Desktop connects but shows no tools, remove it and add it again from claude.ai in a browser, which handles the sign-in step more reliably.
4. Sign in to Walnut and approve access
Claude sends you to Walnut to sign in, and you approve what it can use. The connector reads; it does not place trades. Buys at Webull are approved in Walnut's own app, one order at a time.
5. Check that it is reading the right account
Ask Claude to list your Webull positions with their weights. If the list matches what Webull shows, the connection is live. If it answers in generalities, the connector is not attached to that conversation yet. The full walkthrough is in how to connect Walnut to Claude.
Webull's own AI connector
Webull launched its own official AI connector in August 2026, with native ChatGPT, Claude and Grok connectors and controls such as order caps and a read-only mode. It works with Webull accounts only.
That makes it the direct route if Webull is the only account you want an assistant to see. Walnut covers a different case: one connection across several brokers, including brokers with no connector of their own, read-only by default, with baskets of target weights on top, and buys placed only when you approve each one.
What it can and cannot see
| Data | Available? |
|---|---|
| Positions and quantities | Yes, once connected. This is the base of any analysis |
| Average cost per position | Not through Walnut, which receives no cost basis from brokers, so returns are measured as price change over a period |
| Account balances | Yes |
| Placing an order | Buys, yes, with your approval on each order, from Walnut's app and assistant |
| Your tax position and goals | No. Nothing knows this unless you say it |
| Accounts at other providers | Only if you connect those too |
Whether orders can be placed depends on the broker and on Walnut, not on the assistant. Walnut places buys you approve at Public and at Webull, among other brokers, and reads every other connected broker in full, so the analysis can cover all your accounts while each buy goes to a broker that takes them.
Get a recommendation for your situation
Walnut is the AI that knows your portfolio: ask anything in plain English, research any fund, and get an honest second opinion. On the broker you already use, read-only, and you approve every trade. Walnut is not a registered investment adviser.
What to ask about your Webull account
First ask the assistant to list your positions, so you know what it can see. These questions are useful on a Webull account in particular.
How has each holding done against the S&P 500 over the past year?
Walnut measures each holding as price change over the period against the index, because brokers send no cost basis, so it shows how each holding performed, not your profit or loss on it.
Which positions make up more than a quarter of the portfolio?
Walnut flags any holding above 25% of the account, because one stock or fund at that size moves the whole account.
What trades would bring this basket back to its target weights?
Webull takes buys you approve through Walnut. The assistant lists the trades, and nothing reaches Webull until you approve the specific order.
You may not need Claude for this
If the goal is to ask questions about your own portfolio and get answers based on what you hold, the assistant you use is a matter of preference.
Walnut connects Webull and has its own built-in assistant, so the conversation works whether or not Claude ever supports connectors. For people who would rather stay in the assistant they already use, Walnut also exposes an MCP connector that Claude and ChatGPT accept. Both routes read the same account.
Related: connecting Webull to an AI assistant covers this broker in depth, and AI portfolio analysis covers what you can learn from reading the account alone.
FAQ
Can Claude connect to Webull?
Yes, in two ways: Webull's own official connector, for Webull accounts only; Walnut's connector, which reads Webull alongside your other brokers in one connection and adds analysis across them, while Walnut's app places buys you approve at Webull. Once connected, Claude reads your real positions inside the conversation rather than answering from what you paste in.
Does Claude see my real Webull holdings?
Only through a connection you set up and authorise. Without one it knows nothing about your account and answers in general terms. With one, it reads your actual positions.
Can Claude place trades in my Webull account?
Walnut's own app and built-in assistant place buys you approve at Webull, and nothing reaches the broker until you approve the specific order. Approving and placing are separate steps, and each approval covers one specific order. Webull's own connector is a second route for orders, limited to Webull accounts.
Is it safe to connect Webull to an AI assistant?
The safe shape is the same regardless of assistant: you sign in at Webull's own screen so no tool handles your password, access is scoped and revocable, and you can end it from the broker's side as well as the app's. Check those before you connect.
What can it not do?
It does not know your tax position, your goals, or any account you have not connected, so advice depending on those is guessing unless you supply them. It also cannot see accounts at other providers unless you connect those too.
Do I need Claude at all?
No. Walnut has its own built-in assistant that reads a connected Webull account directly, so you can ask about your portfolio without Claude or any other client supporting connectors. Using Claude is optional.
Which brokers can an AI assistant actually trade?
Through Walnut, buys you approve are placed at Public first, and also at E*Trade, tastytrade, Webull (US and Canada), moomoo, Questrade, Wealthsimple, Trading 212 and Stake (Australia). Every other connected broker, including Robinhood, Fidelity, Schwab, Vanguard and Interactive Brokers, is read in full for tracking and analysis. Separately, several brokers now run their own official AI connectors for their own accounts, including Robinhood, Interactive Brokers (which drafts orders for you to submit), Webull and Public.
How do I disconnect Webull?
From the app that holds the connection. In Walnut, the brokerage screen has a disconnect that removes the authorization, so nothing can read Webull through it any more, including Claude. Removing the Walnut connector from Claude's settings ends the assistant's side as well. You can also review and revoke connected apps from Webull's own account settings.
Is connecting Webull to Claude free?
Walnut is free to start, including connecting Webull and adding the connector to Claude. Walnut Plus, $9.99 a month on the web, removes the session limit on the assistant. Pricing changes, so check the current plans before you rely on this.
What should I ask once it is connected?
Ask it to list your positions and their weights, sorted by value. That shows what it can see and how concentrated the account is. Then ask how each holding has done against the S&P 500.
More on Webull
Connect your broker to an AI assistant
Step-by-step guides for each major broker, plus the general setup guides for ChatGPT and Claude, which brokers have an AI assistant built in, and Walnut's MCP connector.
Related articles
Walnut is informational and is not an investment adviser, and nothing here is investment advice. Assistant connector support and broker integrations both change; the positions described were checked again in October 2026 and may have changed since.