Connect Claude to Your Bitso Account

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Early access
The Bitso connector for Claude is in early access. To use it, contact Bitso Customer Support and ask to join. Features and screens may change before general availability.

The Bitso connector lets Claude read your Bitso account on your behalf: balances, transactions and open orders, plus market data for crypto, US stocks and US stock options. You ask in plain language, for example "What's my Bitso balance?", and Claude fetches the answer from Bitso.

Claude never trades or moves funds on its own. Besides reading your account, it can send you a trade request: a US stock or option limit order that waits for you to approve it in the Bitso app. Nothing trades until you approve it.

Soon: one click from the Claude directory

Bitso is coming to the Claude connector directory. Once it's listed, you'll find Bitso under Customize → Connectors → Discover in Claude, click Connect, log in to Bitso and allow access. No URL or client ID needed.

Until then, early access users add Bitso as a custom connector, as described below.

Before you start

A Bitso account that has early access to the connector.
A Claude account on any plan. The Free plan allows one custom connector. On Team and Enterprise plans, an organization owner adds the connector.
Claude Desktop or claude.ai. The steps below use Claude Desktop; the same Customize → Connectors screens exist on claude.ai.

1. Add a custom connector

Open Customize → Connectors, click Add, then Add custom connector.

2. Enter a name and the server URL

Name: Bitso. It is only shown in your connectors list.
URL: https://mcp.bitso.com/mcp

Click Continue.

3. Set the OAuth client ID

This is the step most people miss. Claude pre-selects Register automatically, but Bitso does not support automatic client registration, so that option fails. Change it:

Sign-in: leave Sign in now selected.
OAuth client: select Use your own OAuth client.
Client ID: bitso-mcp-client
Client secret: leave it blank.

Save the connector.

4. Connect

Open the new connector and click Connect. Claude opens your browser.

5. Continue in the browser

The browser asks whether to finish connecting a connector. Click Continue connecting.

6. Log in to Bitso and allow access

Back in Claude, the connector shows as connected. Ask "What's my Bitso balance?" to check it works.

What you can ask

Claude picks the right tool itself; you don't need to name it.

Tool	What it does	Try asking
`get_account_balance`	Your balances per currency, including your stock positions	"What's my Bitso balance?"
`list_open_orders`	Your open orders, optionally for one book	"Do I have any open orders on BTC/MXN?"
`list_transactions`	Your deposits, withdrawals, trades, conversions, Stocks activity, margin, DeFi and Bitso+ rewards, newest first	"Show my last 10 withdrawals"
`list_books`	The trading books and their order limits	"Which books can I trade on Bitso?"
`get_market_summary`	Last price, high, low and volume over the past 7 days, per book	"How did ETH/MXN move this week?"
`get_ohlc_candles`	Price candles for one book	"Give me daily BTC/MXN candles for the last month"
`search_assets`	Finds cryptos and stocks by name or symbol	"Find Nvidia"
`get_stock_quote`	Last price and daily change of a stock, in USD	"What's AAPL trading at?"
`get_stock_bid_ask`	Current bid, ask and spread of a stock	"What's the spread on TSLA?"
`get_stock_stats`	Market cap, P/E, dividends, 52-week range and other key stats	"What's NVDA's P/E ratio?"
`get_stock_candles`	Price bars for a stock, from 1 hour to 1 year or between two dates	"Show MSFT's candles for the past week"
`get_stock_price_history`	Price line and change over a period	"How much has AMZN moved in 6 months?"
`get_stock_market_status`	Whether the US market is open and when the next session starts	"Is the stock market open?"
`list_stock_movers`	Today's top gainers, top losers or featured ETFs	"What are today's top stock gainers?"
`list_option_expirations`	The upcoming option expiration dates of a stock	"When do TSLA options expire?"
`get_options_chain`	Calls and puts around the current price for one expiration: prices, implied volatility, open interest	"Show me AAPL's option chain for next Friday"
`get_option_contract`	One option contract's prices and Greeks (delta, gamma, theta, vega, rho)	"What's the delta of the AAPL 200 call expiring Nov 20?"
`send_trade_request`	Asks you to approve a US stock or option limit order in the Bitso app. Nothing trades until you approve it	"Buy 2 AAPL at 180 USD or less, good for the day"
`get_trade_request`	The status of a trade request Claude sent	"Did I approve that AAPL order?"
`list_trade_requests`	The trade requests Claude sent, newest first	"Which orders are waiting for my approval?"
`submit_feedback`	Sends your feedback about the connector to the Bitso team, once per hour	"Tell Bitso the transactions list should show fees"

Trade requests

Claude can't place an order by itself. When you ask it to trade, it sends a trade request, and only you can turn that request into an order, in the Bitso app.

Turn on trade requests for Claude. In the Bitso app, open Claude's page among the AI assistants connected to your account and turn on trade requests. The app asks you to confirm your identity. Until you do this, Claude's requests are refused and Claude asks you to turn them on.
Ask Claude for the trade. Name the stock or option, buy or sell, how much and the highest (or lowest) price you accept. Claude sends the request and you get a notification. Your waiting and recent requests are also under Trade requests in the app menu.
Approve or reject it in the Bitso app. The review screen shows the order exactly as it will be placed. Approving asks you to confirm your identity again. Rejecting places no order, and Claude should not send the same request again unless you ask.

What to know about trade requests:

Limit orders only. Every request carries a limit price; there are no market orders. A stock order can be good for the day or until cancelled.
Options. Claude can request buying a call or a put, selling a covered call or selling a cash-secured put. Each request is a single contract series, so no spreads. Option orders are in USD, good for the day and placed during regular market hours. Bitso refuses one that your options approval level or buying power doesn't allow.
Limits. By default, one request can be worth up to 1,000 USD, Claude can have 3 requests waiting at a time, and you have 10 minutes to approve each one before it expires. You can change these on Claude's page in the Bitso app.
Market closed. A request approved while the US market is closed is placed when the next session opens.
Turning it off. If you turn trade requests off for Claude or disconnect the connector, the requests still waiting for you expire.

Good to know

Claude can see your data but cannot move funds or place an order on its own. A trade request becomes an order only when you approve it in the Bitso app.
Options data, such as an option chain or a contract's Greeks, may be delayed, and seeing it doesn't mean your account can trade options.
The only tool that sends something you wrote to Bitso is submit_feedback. Your feedback reaches the Bitso team together with your Bitso user ID.
The permissions on the consent screen grow as new tools ship. If a tool asks for a permission you haven't granted, disconnect the connector and connect again to approve it.

Troubleshooting

Symptom	Cause	Fix
Connecting fails straight after you save the connector	The OAuth client is still on Register automatically	Edit the connector and set Use your own OAuth client with `bitso-mcp-client` (step 3)
"You started connecting to Bitso but didn't finish"	The browser step was closed before Allow	Click Connect again
Claude says trade requests are turned off	Trade requests are not on for Claude yet	Turn them on in the Bitso app, on Claude's page (Trade requests, step 1)
Claude says a trade request is over your limit	The order is worth more than your limit, or too many requests are already waiting	Approve or reject the waiting requests, or raise the limit on Claude's page in the Bitso app
A trade tool fails with a permission error	You connected before trade requests existed, so you never granted that permission	Disconnect the connector and connect again to approve the new permission