Read Access Spans All Your Accounts
Buda agents can retrieve supported information including:
- Watchlists and scans
- Positions and balances
- Transactions and order history
- All your Robinhood accounts, including account numbers
Robinhood Integration
Connect Robinhood to an Agent Workspace With Review Built In
Robinhood publishes an official MCP server for agentic trading, and Buda agents connect to it over Robinhood’s OAuth flow. Agents can read positions, balances, and order history, and place equity orders in a separate agentic account you fund and control.
Official Robinhood MCP Server
Beta, Equities Only
Trades Limited to a Separate Account
You Review and You Are Responsible
Robinhood opened its platform to agents in 2026, publishing an official MCP server for agentic trading alongside OAuth authentication and a dedicated account type.
The Buda Robinhood integration connects to that server. Agents can retrieve account, position, balance, and order-history information, and place equity orders within the separate agentic account you fund. Robinhood states this launched in beta with support for equities only.
Accounts
Connected
Positions
Read
Balances
Read
Orders
History
Trades
Review
What the Buda Robinhood Integration Actually Does
Robinhood holds your account information, and a connected agent can organize it for you to read.
An agent connected this way can retrieve your account information and place equity orders in the agentic account. Robinhood’s own framing is important and worth repeating rather than summarizing: you remain responsible for the trades your agent places, agents can make errors and misinterpret instructions, and Robinhood does not guarantee the accuracy, completeness, or suitability of any agent output.
What that means practically is that this integration is useful for analysis and preparation, and that every consequential step belongs to you:
Summarize my current positions and how they have changed this month. Do not place any orders.
The agent retrieves the account data and reports it. What happens next is your decision.
Your accounts and your money never leave Robinhood; Buda only organizes what you can already see.
What Buda Agents Can Reach in Robinhood
Robinhood’s MCP server exposes account information and order placement, with a deliberate asymmetry between the two that you should understand before connecting.
Trading Is Limited to the Agentic Account
Where you configure trading, and only there, agents can:
- Operate within the agentic account only
- Place equity orders using available order types
This is the asymmetry that matters: read access covers all of your Robinhood accounts, while trading is confined to the separate agentic account you open and fund. An agent cannot trade in your primary investing account, but it can see it. Robinhood states that Agentic Trading launched in beta with equities only, that opening an agentic account requires a primary individual investing account in good standing, that a customer may hold at most ten self-directed individual accounts including the agentic one, and that account opening is desktop-only. Brokerage services are provided by Robinhood Financial LLC, a registered broker-dealer and member SIPC, with clearing through Robinhood Securities, LLC, also a registered broker-dealer and member SIPC. Robinhood also states that once your data is shared with an AI provider, it leaves Robinhood’s security environment and is governed by that provider’s terms.
Analysis Work, With Trading Left to You
The defensible use of this integration is understanding your account, not delegating decisions about it. Every pattern below stops at information.
Summarize Position Changes
Reading a portfolio across time is tedious and mechanical.
- Present the summary for you to read
- Identify what changed and by how much
- Retrieve current positions and balances
- Compare against an earlier point in time
- Note which changes came from orders you placed
Reconstruct Order History
Order history is a list; a narrative is more useful.
- Note the sequence of what happened
- Summarize activity in plain language
- Group orders by symbol and direction
- Retrieve transactions over the period
- Present the record without interpretation
Prepare Record-Keeping Exports
Tax and record-keeping work is assembly, not judgment.
Example workflow- Retrieve transactions for the period you specify.
- Organize them by symbol and by date.
- Group orders belonging to the same position.
- Format the record for your own review.
- Note anything the data does not make clear.
- Hand the record to you, and to your tax professional.
Track Watchlists Against Positions
Watchlists and holdings drift apart over time.
- Identify overlap and divergence
- Note watchlist items never acted on
- Report positions no longer on any list
- Retrieve watchlists and current positions
- Present the comparison as information only
Prepare Questions for a Professional
Advice belongs to a licensed professional; preparation does not.
- Organize context in one document
- List the questions the record raises
- Hand it to your financial professional
- Identify what the data does not explain
- Assemble your position and activity summary
Verify What an Agent Did
If you enable trading, reviewing it is not optional.
- Report discrepancies immediately
- Note anything that diverged from intent
- Retrieve orders placed in the agentic account
- Check Robinhood’s own activity feed alongside
- Compare against the instruction that produced them
Robinhood Workflow Examples
Four patterns. None of them place an order without you.
Monthly Position Summary
Trigger: Run at month end.
Buda agent workflow- Retrieve current positions and balances.
- Compare against the previous month.
- Summarize what changed and by how much.
- Attribute changes to orders where the data shows it.
- Note anything the data cannot explain.
- Present the summary for you to read.
Activity Reconciliation
Trigger: Run weekly if agent trading is enabled.
Buda agent workflow- Retrieve orders placed in the agentic account.
- Retrieve the instructions that produced them.
- Compare each order against its instruction.
- Flag any order that diverged from intent.
- Cross-check against Robinhood’s activity feed.
- Report discrepancies for you to act on.
Record Assembly
Trigger: Ahead of a tax or record-keeping deadline.
Buda agent workflow- Retrieve transactions for the period.
- Group orders by symbol and position.
- Organize chronologically with running detail.
- Note gaps the data does not resolve.
- Format for your own review.
- Hand the record to you and your tax professional.
Rule Adherence Check
Trigger: Run monthly.
Buda agent workflow- Read the rules you have written down.
- Retrieve positions and orders for the period.
- Compare activity against each stated rule.
- Identify where activity diverged.
- Present the divergence without recommending action.
- Leave the judgment entirely to you.
Example Prompts for the Robinhood Integration
Prompts that keep the agent on the analysis side of the line.
Position Summary
Summarize my current positions and balances, and how they changed over the past month. Do not place any orders.
Order History
List my orders from the last quarter grouped by symbol, and describe what happened in plain language.
Record Keeping
Assemble my transactions for the tax year, grouped by position, and note anything the data does not make clear.
Watchlist Review
Compare my watchlists against my current positions and tell me what overlaps and what does not.
Rule Check
Here are the rules I wrote for myself. Compare my activity over the last three months against them and tell me where it diverged.
Agent Audit
Show me every order placed in the agentic account this month alongside the instruction that produced it, and flag anything that does not match.
What This Integration Is and Is Not
A brokerage integration is not comparable to a project-tool integration, and it would be misleading to present it as one.
Robinhood is explicit about where responsibility sits:
You are ultimately responsible for the trades your AI agent places in your account.
Robinhood is equally explicit about the limits of agent reliability:
AI agents can make errors, misinterpret instructions, act on incomplete or outdated information, and may behave in unexpected ways.
| Capability | What the integration provides | What it does not provide |
|---|---|---|
| Account information | Positions, balances, transactions, order history | Any assurance the data is complete or current |
| Order placement | Equity orders in the agentic account, in beta | Options, crypto, or futures |
| Account scope for trading | The separate agentic account only | Access to trade your primary account |
| Account scope for reading | All accounts, including account numbers | Any way to narrow read scope to one account |
| Review controls | Preview, notifications, activity feed, disconnect | A guarantee that an agent acts as intended |
| Responsibility | Robinhood places it with you | Any transfer of responsibility to Buda or Robinhood |
| Investment advice | Nothing on this page is advice | Recommendations, suitability, or strategy |
| Performance | No claim is made | Any expectation of returns |
| Regulatory status | Robinhood Financial LLC, broker-dealer, member SIPC | Buda is not a broker-dealer or adviser |
Use this integration to understand your account. Do not use it as a substitute for your own judgment or for a licensed professional’s advice.
Keeping Financial Context Separate
Most Buda integrations gain value from being combined with each other. This one is the exception worth stating.
Brokerage data includes account numbers, balances, and complete transaction history. Combining it with other connected systems widens where that information travels, and Robinhood has already stated that data shared with an AI provider leaves its security environment.
Robinhood and Your Own Records
Compare account activity against rules or notes you have written for yourself.
Robinhood and Nothing Else, By Default
Treat this connection as isolated unless you have a specific reason and understand where the data goes.
Robinhood and Your Professional
Assemble a record to hand to a tax or financial professional, rather than routing it through other tools.
Robinhood and Your Own Review
Reconcile what an agent did against what you asked, every time.
Here the sensible default runs the other way: fewer connections, not more.
Access, Account Segregation, and What It Does Not Cover
Access runs through Robinhood’s own server, with authentication handled entirely on Robinhood’s side.
Robinhood’s primary control is account segregation: you open a dedicated agentic account and fund it with an amount reserved for agent trades. Trading is confined to that account. Additional controls include reviewing what an agent is about to do before it acts, previewing trades, push notifications on every agent trade, a real-time activity feed with profit and loss in Robinhood’s apps, and the ability to disconnect the agent at any time.
Two limits belong in plain sight. Read access is not segregated — it spans all your accounts, including account numbers and full order history. And Robinhood states that once your data is shared with an AI provider, it leaves Robinhood’s security environment and is governed by that provider’s terms rather than Robinhood’s.
- Understand that read access covers all accounts before connecting.
- Start with analysis only and enable no trading.
- If you enable trading, fund the agentic account with an amount you accept losing.
- Keep pre-execution review switched on.
- Reconcile every agent order against your instruction.
- Disconnect the agent if behavior diverges from intent, at any time.
This Is Your Money and Your Decision
Every Buda integration keeps humans in control. On a brokerage account, that principle is not a design preference — it is the whole basis on which the integration is defensible.
On this account that principle is not a design preference; it is the entire basis on which the integration is defensible. Buda is not a broker-dealer, is not an investment adviser, and nothing produced through this integration is investment advice.
Agents can retrieve, organize, summarize, compare, and present.
You should keep deciding everything involving:
Robinhood states that agentic trading involves significant risk, including the possible loss of your entire investment.
- Everything else
- When to disconnect the agent
- Whether to place any order at all
- Any decision with tax consequences
- What to do with any summary produced
- Whether an agent’s reasoning is sound
- Whether to enable trading permissions
- How much to fund the agentic account with
- Whether to consult a licensed professional
- Whether the data is complete enough to act on
Who This Integration Is Actually For
This integration differs from the rest of Buda’s catalog: it serves individuals managing their own accounts, not teams running a business process.
Self-Directed Investors
Summarize positions and activity without exporting statements by hand.
Record Keepers
Assemble transaction records for tax preparation or personal accounting.
People Who Wrote Down Rules
Check your own activity against the rules you set for yourself.
Cautious Experimenters
Explore agentic trading in a separately funded account with review switched on.
Developers Building Personal Tooling
Work against an official, OAuth-authenticated interface rather than unofficial endpoints.
Anyone Reconciling Agent Behavior
Verify what an agent did against what you actually asked for.
Frequently Asked Questions
What is a Robinhood integration?
It is a connection that lets another application work with Robinhood accounts — retrieving account information and, where the holder enables it, placing supported orders.
How does Buda integrate with Robinhood?
Through Robinhood’s official MCP server for agentic trading. Authentication happens on Robinhood’s side over OAuth, so the agent never receives your password.
Is this generally available?
Robinhood’s newsroom describes Agentic Trading as launching in beta with support for equities only. Options, crypto, and futures are described as coming later. Treat the capability as beta.
What can an agent read?
Robinhood states that a connected agent can access all your Robinhood accounts including account numbers, all details about positions and balances, all details about transactions including order history, and your watchlists and scans.
What can an agent trade?
Equity orders, and only within the separate Agentic account you open and fund. Robinhood states that your agent can only place trades in your Robinhood Agentic account.
Does the agent only see the money I gave it?
No, and this is important. Trading is limited to the agentic account, but reading is not — read access spans all your Robinhood accounts. Understand this asymmetry before connecting.
Who is responsible if an agent makes a bad trade?
Robinhood states that you are ultimately responsible for the trades your AI agent places, and that Robinhood does not guarantee the accuracy, completeness, or suitability of any agent output and is not responsible for losses resulting from agent-generated decisions.
What happens to my financial data?
Robinhood states that once your data is shared with an AI provider of your choice, it leaves Robinhood’s security environment and is governed by that provider’s terms rather than Robinhood’s.
Can I review before an agent acts?
Robinhood describes pre-execution review, trade previews, push notifications on every agent trade, a real-time activity feed, and the ability to disconnect the agent at any time. Keep review enabled.
Does Buda give investment advice?
No. Buda is not a broker-dealer and not an investment adviser. Nothing produced through this integration is investment advice, and no claim is made about performance or outcomes.
Is Buda the same as Robinhood Cortex?
No. Cortex is Robinhood’s own AI investing assistant, available to Robinhood Gold subscribers and oriented toward analysis inside Robinhood. Buda is a separate agent workspace, and this integration is oriented toward organizing account information for your own review.
Should I let an agent trade autonomously?
That is your decision and your risk. Robinhood states that agentic trading involves significant risk including the possible loss of your entire investment, and that AI agents can make errors and behave in unexpected ways. Starting with analysis only, and keeping review enabled, is the conservative path.
Understand the Account. Decide for Yourself.
Robinhood has opened an official, authenticated path for agents. What that path is genuinely good for is organizing information you already own: positions, history, and activity, assembled so you can read it.
Connect Robinhood to Buda for that. Keep every decision about your money where it belongs, which is with you.