An MCP server for brokers, built into your Leverate environment

Connect Claude, ChatGPT and other MCP-compatible assistants directly to your permissioned Leverate data, through a single, governed connection. Ask questions of your own operational data in natural language, with no custom development required.

One connection. Every question your team already asks.

Once connected, brokers use their preferred AI assistant to work directly with their permissioned data across the CRM, Broker Portal and Trading Platform.

Interrogate data conversationally

Ask questions across deposits, trading activity, funnel stages and desk performance, answered from your live environment.

Review marketing funnels

Trace how leads move from registration through KYC to first deposit, and see where engagement drops off.

Support risk oversight

Explore exposure, flow and account-level activity; ask the assistant to summarise or flag patterns for review.

Build client profiles & segments

Group traders by behaviour, lifecycle stage, asset interest or activity to inform how you communicate.

Request operational suggestions

Generate context-aware, data-grounded ideas for segmentation, engagement and process efficiency.

Stay in control

Every output is a starting point for human decision-making. Governed access, your team decides what happens next.

How it works

An open standard, built into the ecosystem

The Model Context Protocol is an open standard for connecting AI models to the systems where data already lives. Because it is built on an open protocol, you are not locked into a single provider, you connect the tools your teams already use.

Connect once, securely

A single, standardised interface brings your permissioned data across the CRM, Broker Portal and Trading Platform to the AI assistant of your choice.

Ask in natural language

Rather than adding another dashboard to learn, your team simply asks questions of the data and receives answers grounded in the live environment.

Keep control of every action

Approved AI tools work with your data through one governed connection. Every output is a starting point for a person on your team to review and decide on.

Why it matters

From data collection to answers on demand

Brokerages already hold vast data across acquisition, trading and back-office systems. The challenge has rarely been collecting it, it’s making it reachable, at the moment a team needs it, without waiting on a report or a developer.

By opening that data to the AI tools teams already use, Leverate’s MCP server shortens the distance between a question and an informed answer across marketing, risk and operations.

10,000+

Active public MCP servers (Anthropic, Dec 2025)

97M

Monthly MCP SDK downloads

1 connection

Reaches CRM, Broker Portal and Trading Platform data in one governed channel

19+ yrs

Leverate serving brokers worldwide

Common questions

Frequently Asked Questions

What is the Model Context Protocol (MCP)?

MCP is an open standard for connecting AI models to the systems where data already lives. It lets AI assistants work with your data through a single, standardised interface, no per-tool custom development required.

Which AI assistants can I connect?

Any MCP-compatible client, including Claude and ChatGPT. Because MCP is an open standard, you’re not locked into a single provider, connect the tools your team already uses.

Which parts of my brokerage data can the MCP server reach?

The server exposes permissioned data across your Leverate environment, including CRM records (leads, KYC, deposits), Broker Portal activity (desks, operations, reporting) and Trading Platform data (flow, exposure and account-level activity). Access is scoped to what your team is already entitled to see.

How is broker data kept secure and governed?

Every connection is authenticated and governed. The AI assistant works with your permissioned data through a single controlled channel, no raw exports, no shadow copies. Your compliance, risk and operations teams remain in control of what is exposed and what actions are taken.

Can my dealing, risk and marketing teams each ask their own questions?

Yes. A dealing desk can ask about exposure and flow, risk can explore account-level activity and patterns, and marketing can trace how leads move from registration through KYC to first deposit, all from the same governed connection, without waiting on a bespoke report.

Will this replace our BI tools or Broker Portal dashboards?

No. The MCP server complements them. Dashboards remain the source of truth for structured reporting; the MCP server lets your team ask ad-hoc questions in natural language when a dashboard doesn’t have the exact cut they need.

Do I need custom development or a data project to get value?

No. Because the server is built into your Leverate environment and uses an open standard, there is no bespoke integration work per team or per assistant. Brokers can start asking questions of their live data from day one.

How does this fit with the rest of the Leverate platform?

The MCP server is part of Leverate’s ongoing investment in AI-ready brokerage infrastructure. It extends across the wider ecosystem, from the Trading Platform to the CRM, Broker Portal and Client Zone, giving you a connected environment that continues to adapt as your business and the surrounding technology evolve.

Explore the MCP Server for Your Brokerage

See how a governed connection between your Leverate data and your preferred AI assistant could fit into your operations. Talk to our team for a walkthrough.