You can connect your Hapi account to your artificial intelligence (AI) assistant to ask questions about your portfolio, your transactions or the market in natural language — for example, “how is my portfolio doing this month?”. The connection is read-only: the AI cannot buy, sell or move money.
📌 Important: this feature is in closed beta. Only customers enabled by Hapi can use it. If your account is not enabled, the assistant will show you an access-not-enabled message and you will not be able to connect. Because this is a beta, the feature may change, have errors or stop being available.
How do I get access to the beta?
There is no automatic sign-up. Hapi will enable groups of customers gradually, according to its eligibility criteria; there is no guarantee that your account will be enabled or on what date. When your account is enabled, we will let you know.
Which assistants can I connect?
Only three: Claude (by Anthropic), ChatGPT (by OpenAI) and Cursor (by Anysphere). Hapi does not accept connections from other applications, even if they use the same name.
Step by step
In your assistant, add a new connector:
Claude: Settings → Connectors → Add custom connector.
ChatGPT: turn on developer mode and create a new connector.
Cursor: we will publish the steps for Cursor soon.
Paste this server URL:
https://mcp.hapi.trade/mcp. If it asks for a client ID, leave it empty.The assistant will take you to a Hapi page. Log in to your account if you have not already.
Review the authorization screen: you will see the assistant’s name with the seal “Hapi verified this is the official … app”, which confirms that the application is the official assistant it claims to be (it does not mean Hapi reviews or endorses its answers), the web address the authorization returns to (for example, claude.ai or chatgpt.com), what the AI will be able to see and what it will not be able to do.
Check the box to accept the Hapi Connected AI Terms and tap Authorize. The Authorize button is only enabled after you check the box.
Confirm your identity with your password and the code we send you by email.
Go back to your assistant and ask it a question.
Every time you connect an AI, we send you an email and a notification so you know the connection was made.
⚠️ Only authorize connections that you started yourself. If you receive a link to authorize an AI that you did not request, do not complete it, even if it comes from someone you know. Always check that the domain shown on the screen is that of the assistant you are using.
Does it have a cost?
Your AI assistant may have its own plans and prices, which depend on each provider.
Do you have questions? Contact our support team. We are here to help.
👉 The support team does not provide investment, tax or legal advice.
Stocks and ETFs are offered by Hapi Securities LLC, member of FINRA and SIPC (CRD #311868); custody and clearing through Apex Clearing Corporation. Hapi Securities LLC is part of Hapi Corp. and its affiliates. Hapi is self-directed and does not provide investment recommendations. AI assistants are third-party services that are not affiliated with Hapi (Anthropic, OpenAI and Anysphere); Hapi does not review or approve their answers, which are not investment recommendations from Hapi. Investing involves risk, including the possible loss of capital.