#Japan #ChatGPT #Claude #Minato #Monex Securities

Monex Securities Introduces ChatGPT Plugin for Financial Services

In a groundbreaking move, Monex Securities, based in Minato, Tokyo, has announced the launch of its new "MONEX MCP Server" on August 19, 2026. This server enables users to utilize the "ChatGPT Plugin," allowing seamless interaction with their financial data through conversational AI. Monex has become the first major securities firm to offer this technology after receiving approval from OpenAI, and the integration is also compatible with another leading AI, Claude.

The Vision Behind the Innovation

Monex Securities' goal is to create cutting-edge financial solutions that utilize the latest technologies. The company has already made strides in the industry by offering services such as its AI Avatar Analyst, known as "AI Hatch," and automated stock information generation through social media. Furthermore, recent enhancements to their services, including the "Monex Assistant (Beta)" and the asset analysis tool "MONEX VISION," highlight their commitment to integrating generative AI into financial services.

The rise of generative AI has changed how individuals access information. As the demand for natural conversational guidance in obtaining financial insights grows, Monex aims to meet these evolving needs with their new server infrastructure.

What is the MONEX MCP Server?

The MONEX MCP Server allows users to inquire about their account details and investment information through simple conversational prompts with AI platforms like ChatGPT and Claude. Instead of navigating through a website or mobile app, customers can just ask the AI questions such as, "What is my current asset status?" or "Can you show me my transaction history for this month?" This feature ensures that users get accurate and timely information without hassle.

Security and Functionality

The MCP Standard adopted by Monex ensures a secure connection between AI and external services. This robust framework guarantees a safe and smooth integration of account services within the AI platforms, providing a novel financial service experience in the era of generative AI. Monex's internal development team has meticulously designed, planned, and built this functionality, leveraging their expertise and technological capabilities.

1. Using ChatGPT: The ChatGPT Plugin is available after passing OpenAI’s rigorous review. Users simply need to search and add "Monex Securities" through the ChatGPT Plugin section for easy installation and use.

2. Using Claude: The service is also offered as a custom connector on Claude, requiring no coding knowledge. A straightforward setup allows users to connect their accounts effortlessly.

Once the users agree to link their accounts, they can interact with AI to check a variety of information, including account status, asset holdings, order status, transaction history, mutual fund data, and insights from MONEX LABS TOOLS (such as MONEX VIEW and MONEX VISION). Currently, the referenced features focus mainly on account information retrieval.

Conclusion

Monex Securities continues to push the boundaries of financial technology, and with the launch of the MONEX MCP Server, they are setting a new standard for user interaction in the financial sector. By deploying the ChatGPT and Claude integrations, Monex offers customers a more intuitive way to manage their investments and financial queries.

For further details, interested parties can visit the official Monex Securities website here.

Important Note: Investment products offered by Monex Securities may incur capital loss due to price fluctuations. Before engaging in investments, please ensure you carefully read the contract and prospectus.

About Monex Securities

Monex Securities is registered as a financial instruments business operator under registration number 165 by the Kanto Local Finance Bureau and is a member of several associations including the Japan Securities Dealers Association and the Japan Cryptocurrency Association.