Set up a connection
Open Settings, then MCP Connections in the web portal. Follow the setup instructions for your AI client and sign in to KeyRing when asked. Review the account and access requested before authorizing.
Connection access
MCP connections provide read-only access to supported portfolio information in the account you authorize. They do not give an AI client unrestricted database access. A connected client can retain data it receives; only connect clients you trust.
Manage access
Use MCP Connections to review or revoke connections. Supported clients can renew their authorization automatically; you may still need to sign in again after revocation or other security changes.