MCP export

A plan is not autotrade

The MCP export turns a Hiss into text: a system prompt and a rebalance plan you paste into your own MCP-enabled agent (Claude Code, Claude Desktop, ChatGPT, Cursor, …). HISS never connects to a brokerage account, never sees your portfolio, and never executes. Your agent — under your control, with your explicit per-order approval — does any acting.

Copying the prompt

On any basket page, choose Export → MCP plan and copy the generated prompt. It bundles the Strategist system prompt, the no-autotrade policy, your basket's target allocations, and the review checklist. Paste it as the system prompt (or first message) of your MCP session.

Plan fields

• Target basket — name, symbol, thesis, and per-asset target weights with rationales.
• Snapshot step — a placeholder your agent fills from MCP tools, read-only; HISS never sees it.
• Target vs current table — computed drift per ticker.
• Draft orders — only drifts beyond the manifest's threshold (default 500 bps), skipping trades under the minimum (default $10).
• Per-order cap — optional maxSingleOrderUsd; the agent must refuse larger orders.
• Review + log steps — the checklist walk-through and a record of what was approved.

The no-autotrade policy

NO-AUTOTRADE POLICY (default for all HISS Strategist MCP sessions)

1. Never place, modify, or cancel an order without an explicit, per-order
   user confirmation in this conversation.
2. "Explicit confirmation" means the user states the ticker, side, and
   approximate dollar amount back, or replies with a clear affirmative to a
   fully-specified order summary.
3. If data may be stale, incomplete, or contradictory: stop and say so.
   Do not trade.
…
7. The user is ultimately responsible for all trades placed by their agent.

Per-order approval flow

Before your agent may place anything, it must, for each order:

1. Summarize the trade (ticker, side, dollar amount, order type).
2. Explain why it maps to the selected basket.
3. Show the estimated allocation impact.
4. Show the risks.
5. Ask for explicit confirmation — and not proceed without a clear yes.

The full review checklist embedded in every plan (12 items) starts with:

• Basket manifest selected and read in full.
• Account mode verified: this plan targets a Robinhood Agentic account, not Robinhood Chain tokens.
• User confirmed they have Agentic Trading access (it is a limited rollout).
• User reviewed buying power.
• User reviewed current allocations.

Claude Code setup

To attach the Robinhood Trading MCP server to Claude Code:

claude mcp add robinhood-trading --transport http https://agent.robinhood.com/mcp/trading

Then start a session, paste the exported HISS plan, and let the checklist drive the conversation. Remember: Agentic Trading is a limited rollout, and every order your agent places is your responsibility. See also the AI Strategist for how plans are generated.