Montrose Draft orders

The agent prepares orders; you submit them yourself.

Integration

Hosted MCP

Official agent product

Yes

Supported assistants

Claude, ChatGPT, Any MCP client

Limits & approval steps

Read access to portfolio data plus pre-filled trades: the agent prepares a buy, and you log in to Montrose to review and approve it. Cannot move money in, out or between accounts. Access is opt-in, time-limited and revocable (90 days per the MCP page; Montrose's setup guide says seven days).

ES / EU / US

ES: Unknown · EU: Yes · US: No

Launched

2026-03-23

Notes

Swedish investment platform backed by DNB Carnegie; the MCP feature is offered to its customers in Sweden. We found no documentation that Montrose accepts residents of Spain. Activate in Montrose's MCP settings and paste the personal MCP link into your AI tool's custom connector.

Sources

• https://www.montrose.io/mcp
• https://news.cision.com/dnb-carnegie/r/montrose-first-in-europe-to-let-customers-connect-their-portfolio-to-their-own-ai-interface,c4325064
• https://www.montrose.io/blogg/montrose-mcp-koppla-portfoljen-till-ai

Related guides

• Which brokers and exchanges let an AI agent trade in Spain?
• Which brokers, banks and exchanges work with ChatGPT?
• Which brokers and exchanges can you connect to Claude?
• Official MCP servers from brokers, banks and exchanges
• AI agent trading permissions: who approves the order?