The MCP Middleware Between
AI Agents and Financial Markets
Coming Soon: One Connection. Complete Infrastructure.
Switchfin's ensemble of specialized agents will handle everything between your strategy and the market
How Your Agents Connect
GPT-4, Claude, Custom Models, or Any MCP Client
Switchfin MCP Middleware Services
Gateway Agent
MCP interface, Authentication
Supervisor Agent
Coordination, Monitoring
Compliance Agent
Rules engine, Pre-trade checks
Strategy Orchestration
Multi-agent coordination
Order Execution
Smart routing, Algos
Portfolio Agent
Holdings, Allocation
Research Agent
Market analysis, Insights
Risk Agent
Exposure limits, Monitoring
Analytics Agent
Performance, Reporting
Brokers • Exchanges • Clearing Houses • Market Data Providers
MCP Middleware: Financial Services as Protocol Tools
Connect any AI agent to professional-grade financial infrastructure through Model Context Protocol
Without Switchfin
Months of infrastructure before first trade
With Switchfin
Deploy trading strategies in days
Compliance Tools
Pre-trade checks, position limits, regulatory rules
Risk Management
Real-time monitoring, exposure limits, stress testing
Smart Execution
Multi-broker routing, algo trading, best execution
Financial Memory
Decision history, audit trails, performance tracking
Why AI Agents Struggle with Financial Markets
Building a trading strategy is easy. Building compliant infrastructure is not.
The Infrastructure Burden
- • 6-12 months to build compliance systems
- • $2-5M for broker API integrations
- • 5-10 engineers just for infrastructure
- • Constant updates for regulatory changes
The Compliance Maze
- • Pre-trade compliance checks across jurisdictions
- • Real-time position and exposure monitoring
- • Audit trails for every decision and trade
- • Best execution requirements and reporting
Who Will Use Switchfin
From AI startups to established funds, anyone building intelligent trading systems will benefit
AI Platform Builders
Launch trading capabilities without building financial infrastructure
- • Add trading to any LLM or AI platform
- • Focus on strategy, not compliance
- • Go to market 10x faster
- • Scale without infrastructure costs
Example: "Enable GPT-4 to execute trades with one MCP connection"
Broker-Dealers
Enable AI capabilities for your clients without rebuilding infrastructure
- • Offer AI-powered trading services
- • Leverage existing clearing relationships
- • Unified compliance across all AI agents
- • New revenue streams from AI services
Example: "White-label AI trading capabilities for your platform"
RIAs & Wealth Managers
Offer AI-powered strategies with enterprise compliance
- • Automated fiduciary compliance
- • Client-specific customization
- • Tax-aware optimization
- • Regulatory reporting built-in
Example: "AI-managed portfolios with complete regulatory coverage"
Integration in Minutes, Not Months
Connect your AI agents to professional trading infrastructure with just a few lines of code
Proud member of
Stop Building Infrastructure. Start Trading.
Join the firms using Switchfin to deploy AI trading strategies in days, not years.