Leverate, a global leader in white-label trading technology, has announced the release of a new Model Context Protocol (MCP) server, giving brokers and prop firms a secure way to connect AI assistants such as Claude, ChatGPT, and other compatible models directly to their Leverate data environment. The integration is designed to help firms explore their own operational data conversationally, surface patterns across their trading, marketing, and risk activity, and receive structured, context-aware suggestions for running and scaling their business.

Rather than adding another dashboard to learn, the MCP server lets a broker simply ask questions of their data in natural language and lets approved AI tools work with that data through a single, governed connection, with no custom development required.

An Open Standard, Built Into the Leverate Ecosystem

The Model Context Protocol is an open standard for connecting AI models to the systems where data already lives. Leverate’s MCP server brings a broker’s permissioned data across the CRM, Broker Portal, and Trading Platform to the AI assistant of their choice through one secure, standardised interface.

Because it’s built on an open protocol, brokers aren’t locked into a single provider; they connect the tools their teams already use. It’s a further step toward Leverate becoming the AI operating system for brokers.

What Brokers Can Do With It

Once connected, brokers can use their preferred AI assistant to:

• Interrogate their data conversationally: ask questions across deposits, trading activity, funnel stages, and desk performance, and receive answers drawn from their own live environment.
• Review marketing funnels: examine how leads move from registration through KYC to first deposit, and identify where in the journey engagement tends to drop off.
• Support risk oversight: explore exposure, flow, and account-level activity, and ask the assistant to summarise or flag patterns for the risk team to review.
• Build client profiles and segments: group traders by behaviour, lifecycle stage, asset interest, or activity to inform how the firm communicates with each segment.
• Request operational suggestions: generate context-aware, data-grounded ideas for segmentation, engagement, and process efficiency that the broker’s team can evaluate and act on.

Every output is a starting point for human decision-making. The assistant works with the broker’s data; the broker remains in control of every action taken on it.

Why It Matters

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 is designed to shorten the distance between a question and an informed answer across marketing, risk, and operations.

Leverate is among the first to bring this standard to brokers via fintech. MCP has rapidly become the connective layer for AI across the major platforms, with Anthropic reporting more than 10,000 active public MCP servers and over 97 million monthly SDK downloads by December 2025. Adoption is reaching financial services too: the Bank of England and FCA’s 2024 survey found roughly three-quarters of UK financial firms already use AI in some form. Leverate is putting that standard to work in the brokerage stack.

Ran Strauss, CEO & Co-Founder, Leverate said,

“For years, brokers have been sitting on rich data without an easy way to ask it questions. This release changes that. By building on an open standard like MCP, we’re letting brokers connect the AI tools they already trust directly to their Leverate environment, securely and on their terms. Its infrastructure is designed to support smarter, faster decisions, while keeping the broker firmly in control.”

Part of a Continuously Evolving Ecosystem

The MCP server is the latest step in Leverate’s ongoing investment in an AI-ready brokerage infrastructure, following integrations that bring analytics and intelligence directly into the trading and back-office flow. It extends the same philosophy across the wider ecosystem: from the trading platform to the CRM, Broker Portal, and Client Zone, giving brokers a connected environment that continues to adapt as their business and the technology around it evolve.

About Leverate

Leverate is a leading force in fintech innovation, dedicated to empowering financial institutions, brokers and prop firms with cutting-edge technology that drives growth, efficiency, and success. With 19+ years of experience and broker clients worldwide, Leverate provides a complete ecosystem, from trading platforms and CRM to liquidity and prediction markets, helping firms launch, operate, and scale with confidence.

To learn more about Leverate’s MCP server and the wider platform, visit https://leverate.com.