How to connect the Skipo MCP to Claude

In this guide we show you step by step how to connect your Skipo account to Claude via MCP. Follow the steps and discover a new way to manage your investments.

How to connect the Skipo MCP to Claude

In this guide we explain what the Skipo MCP is, how to connect it to your Claude account step by step and what you can ask once the integration is up and running.

What is the Skipo MCP?

The Skipo MCP is Skipo's official integration with Claude. When you connect your account, Claude can read real-time information about your portfolio and the Skipo market, and use it to answer your questions.

MCP stands for Model Context Protocol. It is an open standard developed by Anthropic that lets applications like Skipo connect with AI models like Claude, giving them controlled access to specific information. In practice, when you connect the Skipo MCP, you are giving Claude a key with read permissions on your account: it can check your balance, your transactions or market prices, but it cannot execute any transaction on your behalf.

It is an integration designed so that AI becomes part of the way you already manage your money, not to replace your decisions or trade for you.

What is connecting Skipo to Claude useful for?

With the MCP connected, Claude works as a conversational layer on top of your Skipo account. Some concrete use cases:

  • Research before investing. You can ask Claude to summarize the context of an asset, for example an Alphabet earnings report or the recent movement of bitcoin, and then ask how much of that asset you have in your portfolio.
  • Understand your portfolio. You can ask which assets you are most exposed to, how much you have earned with your interest-bearing account or what your historical return has been.
  • Review your Recurring Orders. Check how many you have active, how many were executed last month or how often they are being executed.
  • Get quotes without opening the app. Ask for the market prices of any asset available on Skipo, updated every 5 seconds.
  • Build reports. Ask for a monthly summary, a chart of your xStocks returns or an analysis of which assets you are gaining on and which you are not.

How to connect the Skipo MCP to Claude step by step

To connect the MCP you need two things: an active Claude account and a Skipo account. If you do not have a Skipo account yet, you can create one in a couple of minutes from the app or from skipo.com.

Once you have both accounts, the flow is as follows:

  1. Open Claude in your browser or in the Claude mobile app, and go to Settings.
  2. In the Customize section, choose Connectors.
  3. Click Browse. You will see the full directory of available integrations.
  4. Find Skipo in the list and click Connect.
  5. A browser window will open with the Skipo login. Enter your email and password as you do when you log in to the app.
  6. Claude will show you which permissions it is requesting (all read-only). Review them and click Approve.
  7. Done. Your account is connected instantly.

From then on, every time you open a chat in Claude, you can ask questions about your Skipo account directly. You do not need to mention the MCP explicitly in every message: Claude knows when to check your information.

What you can ask Claude once connected

Here are some example prompts, grouped by what you need to figure out. You can copy them as they are or adapt them to what you want to review.

About your portfolio

  • What is my current balance on Skipo?
  • Which assets do I have money invested in today?
  • How much do I have in bitcoin, ethereum and USDT?
  • What percentage of my portfolio is in xStocks versus crypto?

About your transaction history

  • How many Recurring Orders do I have active?
  • How many deposits did I make in the last 3 months?
  • Show me all my AAPLx purchases in the last year.
  • What was my last sale and at what price did I execute it?

About your returns

  • How much have I earned with my interest-bearing account this year?
  • Analyze the performance of my xStocks investments.
  • What has my historical return on Skipo been?
  • Make a chart showing how my portfolio has changed over the last 6 months.

About market prices

  • What is the price of bitcoin on Skipo right now?
  • Show me the prices of all available xStocks.
  • How much has ETH risen in the last 24 hours?
  • Compare the price of TSLAx and NVDAx right now.

Claude answers with real-time information from your account and the Skipo market. You can keep the conversation going by asking it to dig deeper, build a report, compare periods or combine several data points in a single answer.

Advantages of the Skipo MCP

Quick lookups without switching apps

With the MCP connected, you no longer need to switch between tabs or open the app every time you want to check something in your account. Everything stays in the same conversation where you are already working or researching.

Custom analysis

Skipo provides the raw data (balance, history, prices) and Claude builds whatever you ask for: a chart, a summary, a comparison between two periods or a table. It is a level of customization that does not come preloaded in any investment app.

Zero friction in authorization

The connection is made once, from Claude's settings, and is ready for all future conversations. You do not have to re-enter credentials each time or grant permissions again in every chat.

Full control over access

At Skipo we designed the MCP with read-only permissions. Claude cannot execute purchases, sales or withdrawals, and you can disconnect the MCP from Claude at any time without affecting your Skipo account.

Things to consider before connecting the MCP

  • It is read-only. Claude can check your information, but it cannot trade on your account. If you ask it to buy bitcoin or set up a new Recurring Order, it will not do it: you will have to do that from the Skipo app or website.
  • It is authorized per Claude account. The MCP connects to your specific Claude account. If you use Claude on several devices with the same account, the integration works on all of them.
  • You can disconnect whenever you want. From Claude you can disconnect the MCP in two clicks. When you do, Claude loses access to your Skipo information immediately.
  • Skipo will never ask for your credentials by chat. Authorization happens on Skipo's own website, in a closed flow. If someone asks for your Skipo password through another channel, do not give it to them.

Frequently asked questions

Does the Skipo MCP cost anything?

The Skipo MCP is free. Use of Claude is subject to Anthropic's terms and plans.

Do I need a paid Claude account to use the Skipo MCP?

You need a Claude account that supports connectors. Anthropic defines the exact availability by plan on its website.

Can I use the Skipo MCP in the Claude mobile app?

Yes. Once you connect the MCP from your account, it works both in the web chat and in the Claude mobile app.

Does Claude store my Skipo data?

Claude looks up your information at the moment you ask for it, in real time against Skipo. How that data is handled within Claude is governed by Anthropic's privacy policy.

What happens if I change my Skipo password?

If you change your password, we recommend disconnecting and reconnecting the MCP in Claude to make sure the session is up to date.

Can I have other integrations active alongside the Skipo MCP?

Yes. Claude lets you have multiple connectors active at the same time. The Skipo MCP works fine alongside any other integrations you have set up.

How is the Skipo MCP different from using Claude without a connector?

Without the MCP, Claude has no access to your Skipo account, only to public information and whatever you share manually in the chat. With the MCP connected, Claude can check your real information (balance, history, prices) without you having to copy and paste it.