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ChatGPT reaches Allocait through the same MCP server that Claude uses. You sign in to your Allocait account in your browser, choose what ChatGPT may do, and it calls Allocait’s tools as you. There’s no key to copy. To add Allocait to Codex, see Connect Codex.
Allocait never places a trade and never connects to a brokerage. Allocait cannot approve, stop or place an order. It checks the numbers you give it against the rules you wrote. Allocait fills no price from its own data. Prices come from you or from ChatGPT or Codex, apart from the premium you saved on a held option.

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Before you start

You need an Allocait account that can connect an agent. If you’re not sure, start the sign-in below. The consent screen shows which access you can allow. If the account can’t connect one, the screen says so and offers only Deny; see ChatGPT errors. Which ChatGPT workspaces can add a server by URL, and who in a workspace can do it, is OpenAI’s rule. Read OpenAI’s guide to custom servers in ChatGPT for what your workspace offers. In a workspace, an admin may need to add Allocait first, and members then sign in with their own Allocait account. A connection request expires if you wait too long to approve it. If the consent screen says it expired, start again from ChatGPT.

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Add Allocait in ChatGPT

Where Allocait is listed in ChatGPT’s plugin directory, open Plugins, find Allocait and add it. Otherwise, add it by its URL.
1

Add a server by URL

In ChatGPT, add a server by URL. See OpenAI’s guide linked above for the current steps.
2

Enter the URL

3

Choose OAuth

For authentication, choose OAuth. If ChatGPT asks how to register, choose dynamic client registration. Leave any client ID and secret blank.
4

Sign in

When ChatGPT opens Allocait, sign in.
5

Check the consent screen

Check that Signed in as shows your account and that Returns you to names ChatGPT.
6

Choose access and allow

Under Access, choose Read only or Read and change, then select Allow. See Access for what each allows.
ChatGPT’s menus change from time to time. If a step doesn’t match what you see, the server URL and OAuth sign-in are what matter.

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Try it

Illustrative example. The figures are hypothetical, not a recommendation. These use fictional symbols.
  • “List my portfolios and show the snapshot for the first one. Use these prices: ALFA 181.5, BRAV 93.7, GOLF 61.3.”
  • “I’m weighing a 35-share change to ALFA. Use check_trades with ALFA at 181.5, BRAV at 93.7 and GOLF at 61.3, and tell me which of my rules it puts outside range.”
  • “Show my current rules as rules text.”

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Next steps

Connect Codex

Add the same server from a terminal.

Access

What you allow, and how to change or remove it.

What is sent

What ChatGPT sends and why prices come from you.

ChatGPT errors

What each message means and what to do next.