YOUR AI. YOUR RESEARCH.

Connect your AI agent

PRO

Bring your Instaport portfolio and research into the AI you already use.

01Your AI agentYou ask the questions

02Instaport MCPA secure, read-only connection

03Your permitted dataYou choose what to share

Checking MCP availability…

Choose your agent

Your conversations stay in your agent. Instaport supplies the data you permit.

Use a custom remote MCP connection in ChatGPT. Availability depends on your ChatGPT plan and workspace settings.

Add Instaport in ChatGPT

The MCP server address appears here when your account and the service are ready.

Server address unavailable

You won’t need to download an app or create an Instaport API key.

Sign in and choose what to share

Your agent will open Instaport in your browser. Sign in here, review the agent and its requested access, then approve the connection.

Enter your Instaport password only on Instaport. Exact portfolio amounts will require separate permission.

Continue in your agent

Ask questions using your permitted Instaport data. For example:

“Which of my holdings report earnings this week?”

Data you can choose to share

Each connection is limited to the permissions you approve and the data available to your account.

Your portfolioPositions, performance, allocations and watchlists
Stocks, funds and cryptoFinancials, prices, holdings and research
News and socialNews, integrated social signals and eligible Portside content
Smart MoneySuper investors and congressional disclosures
CalendarsEarnings and US economic releases

Access and usage controls

MCP is designed for read-only research, with account-wide pacing and usage limits. It cannot place trades, post to Portside or change your portfolio.

You can revoke future access. Disconnecting cannot delete information already retained by your agent.

Personal use only

For your personal, non-commercial research. Commercial use, resale, redistribution or reuse outside that purpose requires prior written consent from Instaport. Source restrictions also apply.

You’ll review and accept the MCP terms before authorizing a connection.