How to trade with Notion (Custom Agents)
Short answer: Notion Business and Enterprise Custom Agents can call any hosted MCP server. A workspace admin must toggle Enable custom MCP servers under Settings → Connections → Manage. Then open your Custom Agent → Settings → Tools & Access → Add connection → Custom MCP server, paste
https://api.openfinance.tech/agent/mcp, set OAuth or header auth, and Connect. Write tools default to Always ask, so each trade needs a human OK.
MCP URL: https://api.openfinance.tech/agent/mcp · HTTP streamable · works with any MCP client · one URL, no SDK · no KYC · fund with a debit card.
How Notion connects to tools
Notion Custom Agents (launched ~24 Feb 2026) can use pre-configured MCP apps (Linear, Ramp, Figma, GitHub, etc.) or a Custom MCP server at any public HTTPS URL. MCP connections are available on Business and Enterprise plans only. An admin must first go to Settings → Connections → Manage and turn on Enable custom MCP servers. Admins can also set install limits to Approved only and pre-approve a specific custom MCP server URL. Per agent: Settings → Tools & Access → Add connection → Custom MCP server → paste URL → optional display name → auth → Connect. Auth for custom servers is OAuth and/or header-based (API keys or bearer tokens). Servers without dynamic client registration (DCR) need an API-key/bearer path or Notion pre-registration; otherwise they can't be used. OpenFinance publishes OAuth discovery with DCR, so OAuth should work; header x-api-key is the fallback. Each connection is unique to one Custom Agent and uses the authenticator's credentials — not shared across agents. Tools can be toggled; write tools default to Always ask (can set Run automatically or Always allow). MCP tools work with scheduled runs, Notion/Slack event triggers, and manual runs from chat or @mentions.
Set up Notion in under 60 seconds
- On Business or Enterprise, as a workspace admin open Settings → Connections → Manage and toggle on Enable custom MCP servers (optionally add
https://api.openfinance.tech/agent/mcpunder Approved connections if you use Approved only). - Open your Custom Agent → Settings → Tools & Access.
- Click Add connection → Custom MCP server.
- Paste the MCP URL
https://api.openfinance.tech/agent/mcp, set a display name OpenFinance, and authenticate with OAuth (sign in) or header-based auth (x-api-key: open_…). Click Connect. - Leave write tools on Always ask. In chat or a scheduled run, ask for the BTC price through OpenFinance and approve the call to confirm it works.
MCP server URL: https://api.openfinance.tech/agent/mcp
Transport: Streamable HTTP (hosted)
Auth: OAuth (DCR at /.well-known/oauth-authorization-server)
or header x-api-key: open_...
Plans: Business / Enterprise only
Admin gate: Settings → Connections → Manage → Enable custom MCP servers
Agent UI: Settings → Tools & Access → Add connection → Custom MCP server
Write tools: Always ask (default)
Get an API key at openfinance.tech (sidebar → External AI). Then fund: open the OpenFinance app, tap Add funds, pay with a debit card, or send crypto to your agent wallet. No brokerage application, no KYC on OpenFinance.
What Notion can trade through OpenFinance
| Market | What you can do | Examples |
|---|---|---|
| Crypto spot | Buy/sell on Solana, Base and 40+ EVM chains | BTC, ETH, SOL, HYPE |
| Crypto perps with leverage | Long/short on Hyperliquid | BTC 5x, ETH 10x |
| Onchain stocks (spot) | Tokenized stocks, incl. Robinhood Chain | TSLA, NVDA, AAPL |
| Forex | FX tokens onchain and Hyperliquid FX perps | EUR/USD |
| Memecoins | Trending Solana and Base tokens | BONK, WIF, PEPE |
| Prediction markets | Polymarket odds, orders, positions | elections, sports, crypto |
| Options | In the OpenFinance app only, through your connected IBKR or Robinhood account (not through the MCP) | HYPE |
Prompts to try in Notion
- “Using OpenFinance, what's my balance, and what are BTC, ETH and SOL doing today?”
- “Using OpenFinance, go long BTC 5x with $50 on Hyperliquid and set a stop 4% below entry.”
- “Using OpenFinance, buy $25 of tokenized NVDA and $25 of TSLA.”
- “Using OpenFinance, show the top trending Solana memecoins and buy $10 of the one with the most volume.”
- “Using OpenFinance, what are the Polymarket odds on the next Fed decision? Bet $10 on the favourite.”
OpenFinance vs Alpaca for Notion users
| OpenFinance | Alpaca | |
|---|---|---|
| KYC | None to start (onramp may verify ID) | Brokerage account application with identity verification |
| Setup | One MCP URL, about 60 seconds | Make an account and create your API key (under a minute) |
| Funding | Debit card onramp, or send crypto | Bank transfer / ACH |
| Markets | Crypto spot + perps, onchain stocks, forex, memecoins, Polymarket | US stocks, ETFs, options, crypto |
| Paper trading | No | Yes |
Alpaca is a regulated US broker with its own MCP server and paper trading, a good fit if you want US-listed shares and listed options. OpenFinance is faster for Notion: no account approval, one URL, and onchain markets Alpaca doesn't offer (perps, memecoins, Polymarket).
Frequently asked questions
Can Notion Custom Agents trade crypto? Yes, once OpenFinance is added as a Custom MCP server on a Business or Enterprise workspace. The agent calls OpenFinance's MCP tools, and write tools ask for confirmation by default.
Which Notion plans support custom MCP? Business and Enterprise only. Free and Plus don't get Custom Agents MCP connections.
Does an admin have to enable something first? Yes. A workspace admin must toggle Enable custom MCP servers under Settings → Connections → Manage. They can also restrict members to Approved only and pre-approve the OpenFinance URL.
OAuth or API key? Both are supported for custom MCP. OpenFinance has OAuth with dynamic client registration; header auth with x-api-key is the fallback if OAuth isn't available.
Will Notion place trades without asking? Not by default. Write tools use Always ask. You can change a tool to Run automatically or Always allow, but leave trade/order tools on Always ask.