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Connect your AI app

You need a Definedge trading account and this address: https://mcp.definedgesecurities.com/mcp

Three steps in any app​

  1. Check whether Definedge is already there: Connectors in Claude, Plugins in ChatGPT.
  2. If not, add it. Name: Definedge. Address: the one above. Authentication: No sign in (Claude suggests it) or No authentication (ChatGPT).
  3. Sign in. In a chat, ask "Connect to my Definedge account." and sign in through the Definedge link.

Do step 3 again on a new device, or whenever the assistant says you are not signed in. The detailed steps for each app follow.

  1. Open Claude at claude.ai or in the desktop app. Go to Customize → Connectors.
  2. Click + Add, then Add custom connector. Name: Definedge. URL: https://mcp.definedgesecurities.com/mcp. Click Continue.
  3. Click Continue again. Under Authentication, keep No sign in (Claude suggests it), then click Add. You sign in to Definedge from the chat instead.
  4. In a new chat, click +, open Connectors and switch Definedge on.
  5. Ask "Connect to my Definedge account." The assistant shows a Definedge sign-in link. Open it, sign in on signin.definedgesecurities.com, then come back and ask your question.

Optional: want Claude to ask you too before any order? Open Definedge in Customize → Connectors and, under Tool permissions, set the seven order tools (placeOrder, modifyOrder, cancelOrder, placeGttOrder, modifyGttOrder, cancelGttOrder, placeSliceOrder) to Needs approval. Definedge asks you to confirm every order either way.

Custom connectors work on every Claude plan; the Free plan allows one. You can also add the connector in the Claude mobile app: name, address, No sign in. Claude's help centre says connectors added on the web or desktop also appear in the mobile app. Servers added in Claude Code are separate and don't appear in the Claude apps.

Is "No sign in" safe?

Yes. "No sign in" (Claude) or "No authentication" (ChatGPT) only skips a sign-in step in the AI app's settings. Your Definedge account stays closed until you sign in through the Definedge link in the chat.

Menu names change

AI apps rename their menus from time to time. If a menu above looks different, search your app's help pages for "custom connector" or "MCP".