Turn public filings into a research process.

Why does a Robinhood-connected agent need an operating system?

Robinhood's MCP gives an AI agent real reach into a real brokerage account: it can read every account, position, and balance, and it can review and place equity orders in the dedicated Agentic account. An agent with that reach and no rules is a chat window with a brokerage attached.

The most common failure mode for agentic trading setups is not a bad trade. It is an agent acting on a half-configured connection: wrong account, missing tools, no risk policy, and no record of what it did or why.

This bundle exists to make the agent slower, clearer, and auditable exactly where money is involved, and fast everywhere else.

What does your first week actually look like?

The bundle is sold on outcomes, not file counts. Here is the path from zero to a working desk:

• Day 1: connect and prove. The included Setup Playbook walks you through connecting Robinhood MCP in your client. Then START_HERE.md makes your agent prove the connection: list the tools it can actually call, identify the Agentic account, and confirm what is read-only.
• Day 2: first morning check. Before the open, your agent runs the morning check: portfolio exposure, watchlist review, and overnight filings for names you hold. Read-only, journaled, done before your coffee.
• Day 3: the congressional disclosure desk. The workflow most buyers come for: your agent pulls the latest public official trading disclosures, builds a delayed, source-cited review board, and proposes watchlist additions. You approve each one. It is a research desk you control: delayed, cited, and approval-first.
• Day 4: go deeper on public data. Form 4 insider clusters, 13F changes, federal contract awards, FDA calendar entries, each module turns an official source into a cited research board your agent maintains.
• Day 5: first order-review preflight. When you decide to trade, the agent runs your order through the risk policy and Robinhood's official order review, surfaces every warning, and waits for your confirmation. The end-of-day audit writes the journal entry either way.

By the end of week one, your agent runs a repeatable daily routine of morning checks, event monitoring, source-cited research boards, and audited order preflights, without you writing a single prompt from scratch.

What's inside the bundle?

• A trader-profile onboarding router: tells the agent how you want to trade (long-term, dividend, swing, active, event-driven, or just exploring) and maps you to the right path.
• Equities workflows: capability audit, portfolio and exposure audit, watchlist hygiene, quotes and tradability, order-review preflight, baskets and rebalances, public-data research, options tool-gate, day-trading/tax/state source checks, plus strategy frameworks: dollar-cost averaging, position sizing, stop/bracket and limit-ladder planners, dividend tracking, cost-basis and P&L, wash-sale flagging, cash and buying-power planning, and earnings review.
• 8 daily and operational prompts: morning check, midday event check, pre-trade review, end-of-day audit, weekly review, plus heartbeat, source-health, and stuck-run checks for scheduled agents.
• 11 public-data research modules: SEC filings, Form 4 insider activity, 13F holdings, congressional disclosures, federal contracts, regulatory dockets, FDA and clinical-trial records, patents, red-flag filing checks, and cross-source research boards. All official sources, all cited, never sold as signals.
• 6 runtime adapters: specific usage notes for ChatGPT, Claude, Codex/OpenAI, Cursor, OpenClaw, and Hermes-style agents.
• 13 templates and 13 example outputs: audit entries, order-review preflights, blocked-state reports, approval requests, source logs, and trade journal schemas, each with a filled-in fictional example so your agent knows the format before its first run.
• 5 safety policies: default risk policy, credential handling, approval queue, email/inbox trust boundary, and a source/claims policy.
• 4 installable skills: setup verification, risk policy, paper-first validation, and audit journaling.
• Bonus: the SherwoodCraft Setup Playbook: the full 73-page setup PDF ($19 sold separately) is included with every bundle purchase.

What can it actually do with Robinhood MCP today?

As of June 23, 2026, Robinhood's support page says agents can place long equities and options orders, with agentic options trading still rolling out. The documented tool surface includes account, portfolio, watchlist, market data, equities, and options tools. Robinhood's MCP can read account data, but trading actions belong in the dedicated Agentic account and remain the user's responsibility.

The bundle is built for exactly that surface:

• Inspect which Robinhood MCP tool classes are actually visible in your client before trusting any workflow.
• Audit portfolio exposure with read-only tools.
• Check quotes and tradability for symbols you choose.
• Propose watchlist changes and stop for your explicit confirmation before any write.
• Run order-review preflights on exact, user-specified equity orders using Robinhood's official review tool.
• Journal every session, including the actions your agent chose not to take.
• Report the current options tool and account-approval status before any options workflow runs.
• Prepare current-source packets for day-trading, margin, tax-year, and state questions without making rulings.

What does it refuse to do?

• No trade recommendations, symbols, or position sizes.
• No order placement without Robinhood's official order review plus your explicit confirmation.
• No credential capture, passwords, 2FA codes, tokens, and cookies are refused on sight.
• No tax, legal, state-residency, margin, or day-trading rulings.
• No automatic public-disclosure mirroring; those workflows are delayed, source-cited review boards you control.
• No live options order workflow unless the visible Robinhood MCP tools and selected Agentic account support it.

Bundle vs. building it yourself

Who is this for?

Self-directed Robinhood users who already run their own AI agent, or want to, and who want a repeatable operating process around their brokerage account. You keep your account, your decisions, and your approvals. The bundle gives your agent process.

It is not for anyone who wants managed trading, trade signals, guaranteed returns, or someone else's hands on their account. We don't sell that, and we think you should be suspicious of anyone who does.

What exactly do you get when you buy?

Instant download of a zip you extract into your agent's workspace, plus the Setup Playbook PDF. START_HERE.md is the single first-run entry, it makes your agent prove what it can access before anything else. Root files: README, START_HERE, AGENTS, TOOLS, SAFETY, SOURCES, ACTIONS_NOT_TAKEN, HEARTBEAT. Folders: guides, skills, workflows, daily, public-data, prompts, adapters, templates, examples, policies, sources, quality.

Download links are delivered on the post-checkout page. You can email yourself the latest eligible files anytime at sherwoodcraft.com/recover with your checkout email.

Common questions

Does this trade for me?

No. The files run in your own agent. Order placement always requires Robinhood's official order review and your explicit confirmation, and the default policy keeps sessions read-only until you decide otherwise.

Is this affiliated with Robinhood?

No. SherwoodCraft is an independent product for self-directed users of Robinhood's publicly documented MCP.

Which AI clients does it work with?

Any MCP-capable client. Dedicated adapters cover ChatGPT, Claude, Codex/OpenAI, Cursor, OpenClaw, and Hermes-style agents.

What if Robinhood changes its tools?

The capability audit detects surface changes, and every workflow has a documented blocked-state path.

Most congressional-data subscriptions run $432 to $648 a year. This is $49, once, and SEC-registered ETFs are built on the same public data this desk reads. One-time payment via Stripe. Equities updates included when released. All sales final; we guarantee delivery, details here.