As a Rupeezy MFD partner, you can connect Claude or ChatGPT to your client data in a few minutes by adding the Rupeezy partner MCP server URL to your AI account in Privacy Mode. You can then analyse and work with client data through the AI assistant while client information stays protected by Privacy Mode.
What do I need before I start?
- Your Rupeezy Demat account credentials (for MFD partners)
- Google Chrome or any modern web browser
- A paid AI account — either Claude.ai or OpenAI ChatGPT
- The Rupeezy partner MCP server URL: https://mcp.rupeezy.in/mcp-partner
How do I connect using Claude (Pro or Team plan)?
- Go to claude.ai and log in to your account.
- Click your profile icon in the bottom-left corner.
- Select Settings.
- Open the Connectors section.
- Under MCP Servers, click Add custom connector.
- Paste the MCP server URL https://mcp.rupeezy.in/mcp-partner and name it rupeezy-partner.
- Click Add.
- When prompted, sign in with your Rupeezy account and approve access.
Your Rupeezy MCP server is now connected to Claude.
How do I connect using ChatGPT (Plus plan, web only)?
- Go to chatgpt.com and sign in.
- Click Apps in the left sidebar.
- Click the Settings icon in the top-right corner.
- Open Advanced Settings.
- Enable Developer Mode.
- Return to the Apps section.
- Click Create App.
- Enter rupeezy-partner as the App Name and https://mcp.rupeezy.in/mcp-partner as the MCP Server URL.
- Set Authentication to OAuth.
- Click Create.
- When prompted, sign in with your Rupeezy account and approve access.
Your AI assistant is now connected to Rupeezy in Privacy Mode.
What can I do once I'm connected?
Client management
- View All Clients — get a complete list of all your clients.
- Client Summary — see a snapshot of a client, including portfolio and key stats.
- Client Account Stats — check how many clients are active, inactive and MF-trade enabled.
- Client Overview — view aggregate totals across your entire client base.
- Leads Pipeline — view all unconverted prospects in your pipeline. To add leads, see How do I add a new client or lead on the Rupeezy Partner app?
Portfolio and transactions
- Client Portfolio — view live mutual fund holdings for any client.
- SIPs — monitor active SIP orders for clients.
- Internal MF holdings — view Rupeezy mutual funds by client.
- External MF holdings — view external mutual funds for a complete investment picture.
- Investment Analytics — track AUM growth and monthly inflow trends.
Reports
- Partner Dashboard — access a dashboard with clients, earnings, leads and analytics.
- Generate Transaction Report — create downloadable transaction reports for any client.
- Transaction Reports — view all previously generated reports.
To connect your own Rupeezy trading account to an AI assistant instead, see How do I set up the Rupeezy MCP server?