Swan.my.id - Jakarta — Pluang has opened beta access to Pluang Agentic Trading for selected users who previously joined its waitlist. The new feature allows users to connect their Pluang accounts with compatible artificial intelligence (AI) platforms through the Model Context Protocol (MCP).
Users who receive an email or WhatsApp notification from Pluang can now try the beta service. The integration supports AI platforms such as Claude, ChatGPT, and other assistants compatible with MCP.
Through the connection, users can ask AI to review portfolios, research supported assets, test investment strategies, monitor market conditions, and execute selected buy or sell transactions. However, access depends on the permissions granted during the connection process.
What Is Pluang Agentic Trading?
Pluang Agentic Trading is an integration between a Pluang account and compatible AI assistants through MCP. The Model Context Protocol is an open standard designed to let AI applications connect with external data sources and functions in a structured way.
Instead of navigating every feature manually, users can communicate with the AI using everyday language. The AI can then perform supported tasks based on the permissions provided by the user.
The feature combines AI assistance with investment account functions. However, its capabilities are not unlimited. The available actions depend on the access rights authorized during the connection process.
This distinction is important because reading account information and conducting transactions are treated as separate permissions. Users can therefore control the scope of access according to their needs.
What Can Pluang Agentic Trading Do?
The beta service is designed to support several investment and trading activities. These functions can help users organize information and interact with their Pluang accounts through an AI interface.
Key capabilities include:
- Portfolio analysis: AI can review the composition and holdings of a connected Pluang account.
- Asset research: Users can request market information and supported asset prices for further consideration.
- Strategy testing: Users can conduct backtesting with historical data without immediately placing real transactions.
- Market monitoring: AI can provide summaries or monitor market conditions based on user instructions.
- Buying and selling: Users can request supported buy or sell transactions without opening the Pluang application directly.
However, these functions should not be treated as automatic investment recommendations. AI-generated information may contain errors, delays, or incomplete data.
Therefore, users should verify important information before acting. They should also consider their own investment objectives, financial capacity, and risk profile.
How to Connect Pluang With Claude
Users connecting Pluang with Claude need to use the web version or desktop application when setting up the connection for the first time.
The process involves adding Pluang's MCP connection to Claude. Users then follow the authorization instructions displayed by the platform.
The general steps are:
- Open Claude through its web or desktop application.
- Open the Customize menu.
- Select the Connectors tab.
- Choose Add Custom Connectors.
- Add the Pluang MCP connection.
- Follow the instructions to complete the connection and authorize the Pluang account.
After authorization, the available Pluang functions will depend on the permissions granted during setup.
How to Connect Pluang With ChatGPT
Pluang also provides a connection process for ChatGPT. According to the beta guide, users need to activate Developer Mode through the relevant Plugins section.
The process then continues through the plugin interface. Users can browse available plugins, select the option to create an app, and proceed with connecting ChatGPT to their Pluang account.
The connection requires authorization before ChatGPT can access the permitted Pluang functions.
Because platform interfaces can change, users should follow the instructions shown on their current ChatGPT interface during setup. The same principle applies to other AI platforms that support MCP.
Connecting Pluang With Other AI Assistants
Pluang Agentic Trading is not limited to a single AI platform. Users who have another AI assistant supporting MCP can use the same Pluang MCP endpoint.
The AI platform must support the required MCP connection process. Users should then follow that platform's instructions for adding a custom connector or external MCP service.
This approach gives users more flexibility when choosing an AI assistant. However, compatibility and available functions may differ between platforms.
Important Privacy and Security Considerations
Connecting an investment account to an external AI service involves data-sharing considerations. Pluang states that account data may be sent to the selected AI provider for processing.
The provider may process the data on systems located outside Indonesia. Pluang also states that passwords, one-time codes, and registered bank account details are not sent to the AI provider.
However, the AI provider determines how eligible data is processed, stored, and retained under its own privacy policy. Pluang says it cannot control or audit those processes.
Because of that, users should review the AI provider's privacy policy before completing the connection. Understanding what information may be shared is an important part of using the feature.
Users should also review every transaction request before confirming it. This is especially relevant when AI has permission to execute trades.
AI Assistance Does Not Remove Investment Risk
The arrival of agentic trading tools changes how investors can interact with financial platforms. However, automation does not eliminate market risk.
AI can process information quickly, but its output can still be inaccurate or incomplete. Market prices can also change after information is retrieved or analyzed.
For that reason, users should treat AI-generated analysis as supporting information rather than a replacement for independent research.
Before placing a transaction, users should consider several factors:
- Check the asset and transaction details.
- Review the requested quantity and price.
- Confirm the intended buy or sell action.
- Verify information that may have changed recently.
- Consider whether the transaction matches the user's risk profile.
- Avoid committing funds beyond personal financial capacity.
These steps become particularly important when an AI assistant has permission to conduct transactions.
Beta Access Is Currently Limited
The Pluang Agentic Trading beta is currently available to selected waitlist users. Receiving an email or WhatsApp notification from Pluang indicates that the user has been selected to access the beta.
The rollout gives Pluang an opportunity to introduce AI-assisted account management while users test the available functions. It also allows users to explore how conversational AI can interact with investment data and trading tools.
As the feature develops, its supported platforms, capabilities, and connection procedures may change.
For users who receive beta access, the key consideration is understanding the permissions involved. AI can make account interactions more conversational, but users remain responsible for reviewing information and confirming transactions.
Pluang also reminds users that all investments carry risks, including the possibility of losing investment value. Past performance does not guarantee future results. Therefore, AI-assisted trading should still be approached with careful research and appropriate risk management.